AROC
ArchrockBDocument history
Earnings documents stored for AROC.
Investor releaseQuarter not tagged2026-07-17EQT Gears Up to Report Q2 Earnings: What's in Store for the Stock?
Zacks
EQT Gears Up to Report Q2 Earnings: What's in Store for the Stock?
EQT Corporation EQT is set to release second-quarter 2026 results on July 21, after market close. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 41 cents per share on revenues of $1.84 billion. Let’s delve into the factors that might have influenced the pure-play Appalachian natural gas producer’s performance in the June-end quarter. Before that, it is worth taking a look at EQT’s previous-quarter performance. In the last reported quarter, EQT’s earnings beat the Zacks Consensus Estimate, driven by the increase in total sales volumes and higher realized natural gas equivalent prices. In fact, the company beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 10.17%. This is depicted in the graph below: EQT Corporation price-eps-surprise | EQT Corporation Quote The Zacks Consensus Estimate for EQT’s second-quarter earnings has seen one upward and six downward revisions over the past 30 days. The second-quarter estimated figure of 41 cents represents an 8.9% year-over-year decline. Meanwhile, The Zacks Consensus Estimate for revenues suggests a 14.8% increase from the prior-year quarter. EQT is expected to have sustained stable performance in the second quarter, supported by its vertically integrated business model, which enhances reliability and provides greater control over production volumes from the wellhead to the end market. We expect its total sales volumes to have remained flat compared to the second quarter of 2025, aiding its bottom line. Another factor to consider is the pricing environment. According to the data provided by the U.S. Energy Information Administration, Henry Hub Natural Gas spot prices for the months of April, May and June of 2026 were $2.77 per million British thermal units (Btu), $2.94 per million Btu and $3.14 per million Btu, respectively. However, the benchmark prices were $3.42 per million Btu, $3.12 per million Btu and $3.02 per million Btu in April, May and June 2025, respectively. This suggests that commodity prices have declined compared with the prior-year quarter, which is expected to have negatively impacted earnings in the quarter. EQT had entered 2026 largely unhedged, which enabled it to take advantage of the high natural gas price environment in the first quarter. However, this strategy may have backfired during periods of lower...
Investor releaseQuarter not tagged2026-07-15Archrock Announces Timing for Second Quarter 2026 Results
GlobeNewswire
Archrock Announces Timing for Second Quarter 2026 Results
HOUSTON, July 15, 2026 (GLOBE NEWSWIRE) -- Archrock, Inc. (NYSE:AROC) (“Archrock”) will host a conference call on Wednesday, August 5, 2026, to discuss its second quarter 2026 financial and operating results. The call will begin at 8:30 a.m. Eastern Time. Archrock will release its second quarter 2026 earnings report prior to the conference call. To listen to the call via a live webcast, please visit Archrock’s website at www.archrock.com. The call will also be available by dialing 1 (833) 461-5787 in the United States, or 1 (585) 542-9983 for international calls. The meeting ID is 670 342 078. A replay of the webcast will be available for 90 days on Archrock’s website shortly after the call. About Archrock Archrock is an energy infrastructure company with a primary focus on midstream natural gas compression and a commitment to helping its customers produce, compress and transport natural gas in a safe and environmentally responsible way. Headquartered in Houston, Texas, Archrock is a premier provider of natural gas compression services to customers in the energy industry throughout the U.S. and a leading supplier of aftermarket services to customers that own compression equipment. For more information on how the Company embodies its purpose, WE POWER A CLEANER AMERICATM, visit www.archrock.com. SOURCE: Archrock, Inc. For information, contact: Megan RepineVice President, Investor Relations(281) [email protected]
Investor releaseQuarter not tagged2026-06-07Assessing Archrock’s Valuation After Mixed Q1 Results And Reaffirmed Full Year EBITDA Guidance
Simply Wall St.
Assessing Archrock’s Valuation After Mixed Q1 Results And Reaffirmed Full Year EBITDA Guidance
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Archrock (AROC) is back in focus after first quarter 2026 adjusted earnings and revenue came in below expectations, pressured by higher costs and a non cash impairment charge, while guidance for full year adjusted EBITDA remained unchanged. See our latest analysis for Archrock. Despite the softer first quarter, Archrock's share price has had a mixed run, slipping about 7% over the past month and 5% over the past quarter, yet still delivering a strong year to date share price return of 28%. This has come alongside a very large 5 year total shareholder return that reflects how income and price gains have combined over time. If this kind of infrastructure story has your attention, it can be useful to compare it with other power grid related plays using our 33 power grid technology and infrastructure stocks With Archrock’s total return over the past 3 years reported as very large and the stock still trading at a reported discount to both analyst targets and intrinsic value estimates, you have to ask: is this a buying opportunity, or is future growth already priced in? Archrock's most followed valuation narrative places fair value at $41.89 per share, compared with the latest close of $34.20. This frames the stock as materially discounted on future cash flow potential. Read the complete narrative. Want to see what that earnings visibility really looks like on paper? The narrative brings together steady top line growth, thicker margins, and a richer profit multiple. Curious which long term assumptions actually support that fair value gap to today’s price? The full breakdown lays those projections out step by step. Result: Fair Value of $41.89 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can change quickly if U.S. natural gas demand softens or if new regulations and technologies pressure compression demand and Archrock's contract economics. Find out about the key risks to this Archrock narrative. With sentiment pulling in both directions, do you want to rely on others' views or see the full picture yourself before it moves further? Take a closer look at the balance of potential upside and the issues holders are watching by reviewing the 4 key rewards and 3 important warning signs...
Investor releaseQuarter not tagged2026-06-06Will Soft Q1 Aftermarket Results and Reaffirmed EBITDA Guidance Change Archrock's (AROC) Narrative
Simply Wall St.
Will Soft Q1 Aftermarket Results and Reaffirmed EBITDA Guidance Change Archrock's (AROC) Narrative
In the past few days, Archrock Inc. reported first-quarter 2026 results with adjusted earnings flat year over year and both earnings and revenues coming in below analyst expectations, as softer aftermarket services offset stronger contract operations. Despite higher SG&A expenses and the revenue miss, management reaffirmed its full-year 2026 adjusted EBITDA guidance, underscoring confidence in the resilience of its contract-based compression business. Next, we’ll examine how reaffirmed full-year EBITDA guidance, despite a weaker aftermarket quarter, affects Archrock’s existing investment narrative and assumptions. Find 49 companies with promising cash flow potential yet trading below their fair value. To own Archrock, you need to believe its contract compression business can keep generating dependable cash flows in a U.S. gas market that still needs significant infrastructure. The latest quarter’s earnings and revenue miss, driven by a weaker aftermarket segment, does not materially change that near term story, although it does highlight execution risk around non-contract revenue. The most relevant recent development here is Archrock’s reaffirmed full year 2026 adjusted EBITDA and net income guidance of US$306 million to US$356 million, even after a softer aftermarket quarter and higher SG&A. That stance puts more weight on fleet utilization and pricing in contract operations as the primary catalyst, while keeping attention on customer activity levels and potential contract renegotiations as a key ongoing risk. Yet behind the reaffirmed guidance, investors should still be aware of the risk that concentrated midstream and E&P customers could abruptly pull back on activity or pricing... Read the full narrative on Archrock (it's free!) Archrock's narrative projects $1.8 billion revenue and $419.1 million earnings by 2029. This requires 5.7% yearly revenue growth and about a $97.6 million earnings increase from $321.5 million today. Uncover how Archrock's forecasts yield a $41.89 fair value, a 22% upside to its current price. Five fair value estimates from the Simply Wall St Community span roughly US$9 to US$53 per share, showing just how far opinions can stretch. Against that, the reaffirmed 2026 earnings guidance keeps the focus firmly on how resilient Archrock’s U.S. gas compression demand and contract model may prove over time, so it is worth weighing severa...
Investor releaseQuarter not tagged2026-06-04Why Is Archrock Inc. (AROC) Down 12.5% Since Last Earnings Report?
Zacks
Why Is Archrock Inc. (AROC) Down 12.5% Since Last Earnings Report?
It has been about a month since the last earnings report for Archrock Inc. (AROC). Shares have lost about 12.5% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Archrock Inc. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Archrock reported first-quarter 2026 adjusted earnings of 42 cents per share, which missed the Zacks Consensus Estimate of 47 cents by 10.6%. The bottom line remained flat year over year. The Houston, TX-based oil and gas equipment and services company generated total quarterly revenues of $373.8 million, up 7.7% year over year from $347.2 million reported in the year-ago quarter, reflecting higher contract operations activity and increased pricing. The figure missed the Zacks Consensus Estimate of $376.7 million by 0.8%. The lower-than-expected quarterly results were driven by higher selling, general and administrative (SG&A) costs and a non-cash impairment charge. Contract operations remained the primary growth engine. Segment revenues increased 10% year over year to $330.9 million from $300.4 in the year-ago quarter, supported by higher operating horsepower and pricing. Average operating horsepower at the quarter-end was 4.5 million compared with 4.3 million a year ago, while utilization is at 95% compared with the year-ago period’s figure of 96%, underscoring the durability of demand for its compression services. Profitability in the segment also improved on a year-ago basis. Contract operations adjusted gross margin increased 13% to $237.6 million from $210.6 million recorded in the prior-year period. Contract operations adjusted gross margin percentage expanded to 72% from 70% in the year-ago period, reflecting operating execution and pricing carryover. Aftermarket services were weaker year over year. Segment revenues were $42.9 million, down from $46.8 million recorded in the first quarter of 2025, reflecting lower service activity and a seasonal slowdown. Margins compressed modestly as well. Aftermarket services adjusted gross margin was $9.8 million compared with $11.5 million a year ago. The aftermarket services adjusted gross margin percentage declined to...
Investor releaseQuarter not tagged2026-05-08Archrock AROC Q1 2026 Earnings Transcript
Motley Fool
Archrock AROC Q1 2026 Earnings Transcript
Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET President and Chief Executive Officer — D. Childers Senior Vice President and Chief Financial Officer — Douglas S. Aron D. Childers: Thank you, Megan, and good morning, everyone. Archrock is off to a strong start in 2026, driven by disciplined execution and continued progress on our strategy with a clear focus on delivering returns to our investors. At the same time, customer demand remains strong and our order book continues to build, supporting a constructive outlook for compression and Archrock over the long term. Let me share a few highlights from the quarter that underscore the momentum in our performance and the durability of our business model. We delivered adjusted EPS of $0.42 during the first quarter of 2026, and adjusted EBITDA of $221 million. Compared to the first quarter of 2025, we increased our adjusted EBITDA by 12%. Our fleet remains fully utilized, extending our multiyear track record of full utilization. At the same time, we continue to high-grade our fleet with the sale of nonstrategic compression units totaling approximately 40,000 horsepower, strengthening our portfolio and supporting disciplined capital allocation with year-to-date asset sale proceeds of $21 million helping to fund our newbuild program. We again delivered outstanding performance and profitability in both our contract compression and aftermarket services business segments. And we translated this performance into adjusted free cash flow of $92 million in the quarter, of which we returned $44 million to shareholders through dividends and share repurchases, which is up 29% year-over-year. Overall, we're encouraged by the strong start to 2026, which keeps us on pace to achieve our full year 2026 adjusted EBITDA guidance range of between $865 million and $915 million, which we expect will translate into meaningful free cash flow generation for the year. As we look ahead, we believe our strategy is supported by 3 key drivers: the right market, the right platform, and the right balance sheet. Let me briefly walk through each one. First, the right market. The importance of natural gas is clear today, and it has been underscored again by recent conflict in the Middle East. Natural gas remains essential to powering economic growth, delivering affordable, reliable energy and enabling energy security, driving su...
Investor releaseQuarter not tagged2026-05-08Archrock Q1 Earnings & Revenues Miss Estimates on Higher SG&A Expenses
Zacks
Archrock Q1 Earnings & Revenues Miss Estimates on Higher SG&A Expenses
Archrock Inc. AROC reported first-quarter 2026 adjusted earnings of 42 cents per share, which missed the Zacks Consensus Estimate of 47 cents by 10.6%. The bottom line remained flat year over year. The Houston, TX-based oil and gas equipment and services company generated total quarterly revenues of $373.8 million, up 7.7% year over year from $347.2 million reported in the year-ago quarter, reflecting higher contract operations activity and increased pricing. The figure missed the Zacks Consensus Estimate of $376.7 million by 0.8%. The lower-than-expected quarterly results were driven by higher selling, general and administrative (SG&A) costs and a non-cash impairment charge. Archrock, Inc. price-consensus-eps-surprise-chart | Archrock, Inc. Quote Contract operations remained the primary growth engine. Segment revenues increased 10% year over year to $330.9 million from $300.4 million in the year-ago quarter, supported by higher operating horsepower and pricing. Average operating horsepower at the quarter-end was 4.5 million compared with 4.3 million a year ago, while utilization is at 95% compared with the year-ago period’s figure of 96%, underscoring the durability of demand for its compression services. Profitability in the segment also improved on a year-ago basis. Contract operations adjusted gross margin increased 13% to $237.6 million from $210.6 million recorded in the prior-year period. Contract operations adjusted gross margin percentage expanded to 72% from 70% in the year-ago period, reflecting operating execution and pricing carryover. Aftermarket services were weaker year over year. Segment revenues were $42.9 million, down from $46.8 million recorded in the first quarter of 2025, reflecting lower service activity and a seasonal slowdown. Margins compressed modestly as well. Aftermarket services adjusted gross margin was $9.8 million compared with $11.5 million a year ago. The aftermarket services adjusted gross margin percentage declined to 23% from 25% in the year-ago quarter. The earnings miss reflected pressure from operating costs that came in above the level implied by consensus expectations. Selling, general and administrative expenses increased to $45.2 million from $37.2 million a year ago, a notable increase relative to revenue growth. The increase was driven by higher long-term incentive compensation expense tied to the stock price a...
Investor releaseQuarter not tagged2026-05-07Archrock Q1 Earnings Call Highlights
MarketBeat
Archrock Q1 Earnings Call Highlights
Interested in Archrock, Inc.? Here are five stocks we like better. Archrock reported Q1 adjusted EPS of $0.42 and adjusted EBITDA of $221 million (up 12% YoY), generated $92 million of adjusted free cash flow, and returned $44 million to shareholders via dividends and buybacks. The fleet stayed effectively fully utilized (95% utilization) with operating horsepower at 4.53 million, supporting a strong adjusted gross margin of 72% as pricing and rate increases lift per-horsepower revenue. Management reaffirmed 2026 adjusted EBITDA guidance of $865 million to $915 million, plans roughly $400–$445 million in total CapEx including $250–$275 million of growth spend, ended the quarter with $2.4 billion of debt and ~2.6x leverage and noted extreme equipment lead times (~160 weeks). Oil’s Outlook Looks Ugly—That’s Why These 3 Energy Plays Matter Archrock (NYSE:AROC) executives told investors the company started 2026 with what they described as strong operational execution, a fully utilized fleet, and continued customer demand for compression services, while maintaining full-year guidance and expanding shareholder returns. President and CEO Brad Childers said the company delivered adjusted earnings per share of $0.42 in the first quarter of 2026 and adjusted EBITDA of $221 million, representing a 12% increase in adjusted EBITDA compared with the first quarter of 2025. Childers said Archrock’s fleet “remained fully utilized,” extending what he called a multi-year track record of full utilization. → Berkshire Hathaway’s Record Cash Hoard: Why and What's Next? 3 Oil & Gas Gear Makers With Triple-Digit EPS Growth Forecasts Chief Financial Officer Doug Aron reported net income of $73.8 million for the quarter. Excluding transaction-related and restructuring costs and associated tax impacts, Aron said adjusted net income was $74.4 million, or $0.42 per share. He said results “also benefited from a $10 million net gain from the sale of non-strategic compression and other assets,” while strength in fundamentals was “somewhat offset by higher” selling, general and administrative expense. Management highlighted free cash flow generation and capital returns. Childers said Archrock produced adjusted free cash flow of $92 million during the quarter and returned $44 million to shareholders through dividends and share repurchases, which he said was up 29% year-over-year. Aron added...
Investor releaseQuarter not tagged2026-05-06Archrock Q1 Adjusted Earnings Flat, Revenue Rises
MT Newswires
Archrock Q1 Adjusted Earnings Flat, Revenue Rises
Archrock (AROC) reported Q1 adjusted earnings late Tuesday of $0.42 per diluted share, unchanged fro
Investor releaseQuarter not tagged2026-05-06Archrock Inc.: Q1 Earnings Snapshot
Associated Press
Archrock Inc.: Q1 Earnings Snapshot
HOUSTON (AP) — HOUSTON (AP) — Archrock Inc. (AROC) on Tuesday reported first-quarter earnings of $73.8 million. On a per-share basis, the Houston-based company said it had profit of 41 cents. Earnings, adjusted for one-time gains and costs, came to 42 cents per share. The results missed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 47 cents per share. The natural gas compression services business posted revenue of $373.8 million in the period. Archrock Inc. shares have risen 53% since the beginning of the year. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on AROC at https://www.zacks.com/ap/AROC
Investor releaseQuarter not tagged2026-05-06Archrock Inc. (AROC) Misses Q1 Earnings and Revenue Estimates
Zacks
Archrock Inc. (AROC) Misses Q1 Earnings and Revenue Estimates
Archrock Inc. (AROC) came out with quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -10.01%. A quarter ago, it was expected that this natural gas compression services business would post earnings of $0.4 per share when it actually produced earnings of $0.69, delivering a surprise of +72.5%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Archrock Inc., which belongs to the Zacks Oil and Gas - Field Services industry, posted revenues of $373.77 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.78%. This compares to year-ago revenues of $347.16 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Archrock Inc. shares have added about 49.4% since the beginning of the year versus the S&P 500's gain of 5.2%. While Archrock Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Archrock Inc. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the comp...
Investor releaseQuarter not tagged2026-05-06Archrock Reports First Quarter 2026 Results
GlobeNewswire
Archrock Reports First Quarter 2026 Results
HOUSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Archrock, Inc. (NYSE: AROC) (“Archrock” or the “Company”) today reported results for the first quarter 2026. First Quarter 2026 Highlights Revenue for the first quarter of 2026 was $373.8 million compared to $347.2 million in the first quarter of 2025. Net income for the first quarter of 2026 was $73.8 million and EPS was $0.41, an increase of approximately 4.1% and 2.5%, respectively, compared to $70.9 million and $0.40, respectively, in the first quarter of 2025. Adjusted net income (a non-GAAP measure defined below) for the first quarter of 2026 was $74.4 million and adjusted EPS (a non-GAAP measure defined below) was $0.42, compared to $74.5 million and $0.42, respectively, in the first quarter of 2025. Adjusted EBITDA (a non-GAAP measure defined below) for the first quarter of 2026 was $221.0 million compared to $197.8 million in the first quarter of 2025. Declared a quarterly dividend of $0.22 per common share for the first quarter of 2026, approximately 16% higher compared to the first quarter of 2025, resulting in dividend coverage of 3.5x. Returned $44.3 million to stockholders through dividends and share repurchases during the first quarter of 2026 compared to $34.4 million during the first quarter of 2025. Management Commentary and Outlook “Archrock is off to a strong start for 2026, generating meaningful earnings per share, free cash flow and increased shareholder returns during the first quarter, bolstered by a growing order book that continues to support our longer-term outlook,” said Brad Childers, Archrock’s President and Chief Executive Officer. “Our contract operations fleet has delivered full utilization over a multi-year period, and profitability continues to benefit from strong execution and the rollout of additional large and electric motor drive horsepower supporting critical midstream infrastructure. Additionally, we continued to high-grade our fleet with the sale of non-strategic compressor units totaling approximately 40,000 horsepower. First quarter underlying business performance exceeded our basis for guidance, though SG&A expense came in higher. We remain on pace to achieve our full-year 2026 Adjusted EBITDA guidance range of between $865 million and $915 million, which we expect will translate into meaningful free cash flow generation for the year. “As the buildout of U.S. midstream inf...

