Archrock
Owns and operates natural gas compression fleets while servicing customer-owned equipment.
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Profile
Provides contract compression across U.S. natural gas infrastructure, earning mostly fixed monthly fees by owning and operating a predominantly large-horsepower fleet. A smaller aftermarket segment maintains, overhauls, reconfigures, and supplies parts for customer-owned compressors, while demand tracks gas and oil production and midstream activity.
Provides midstream natural gas compression through two segments across major U.S. producing regions. Contract Operations designs, sources, owns, installs, operates, services, repairs, and maintains a predominantly large-horsepower fleet under mostly fixed monthly fees. Aftermarket Services sells parts and components and performs operations, maintenance, overhauls, and equipment reconfiguration for customer-owned compressors.
Fleet standardization, remote monitoring, local field coverage, and equipment redeployment help maintain availability as reservoir and pipeline pressures change. Recent acquisitions expanded large-horsepower and electric-motor-drive capacity, while asset sales removed smaller and non-strategic units. Demand depends on natural gas and crude-oil production, gathering, processing, transportation, and storage; operations also remain subject to federal, state, and local emissions, environmental, and workplace-safety rules.
Company facts
Categories
Key statistics
Year to date +17.3% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | Evercore ISI | Target | $40 | ||
| Aug 17, 2026 | RBC Capital | Reiterate | Outperform | $44 | $46 |
| Aug 6, 2026 | Wells Fargo | Reiterate | Overweight | $40 | |
| Jul 21, 2026 | RBC Capital | Reiterate | Outperform | $22 | $44 |
| Jun 3, 2026 | Mizuho Securities | Target | $32 | $40 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.45 | $0.38 | −15.1% | $393.2M | $371.2M | −5.6% | −5.06% |
| May 5, 2026Q1 FY26 | $0.47 | $0.42 | −10.6% | $378.4M | $373.8M | −1.2% | −1.83% |
| Feb 24, 2026Q4 FY25 | $0.40 | $0.69 | +72.5% | $377.7M | $377.1M | −0.2% | +3.95% |
| Oct 28, 2025Q3 FY25 | $0.41 | $0.42 | +2.4% | $378.0M | $382.4M | +1.2% | −2.81% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $347.2M | $383.2M | $382.4M | $377.1M | $373.8M | $371.2M | |
| Gross profit | $222.1M | $237.1M | $252.6M | $199.7M | $177.7M | $244.5M | |
| Operating income | $184.9M | $200.9M | $18.0M | $163.0M | $132.5M | $93.0M | |
| Net income | $70.9M | $63.4M | $71.2M | $116.8M | $73.8M | $66.7M | |
| Diluted EPS | $0.40 | $0.36 | $0.40 | $0.67 | $0.41 | $0.38 | |
| Gross margin | 64.0% | 61.9% | 66.1% | 53.0% | 47.5% | 65.9% | |
| Operating margin | 53.3% | 52.4% | 4.7% | 43.2% | 35.4% | 25.0% |
Fiscal years (4-quarter sums)FY21 $781.5M · FY22 $845.6M · FY23 $990.3M · FY24 $1.16B · FY25 $1.49B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.0M · Total debt $2.36B · Total assets $4.44B · Shareholders' equity $1.55B
Dividends
Raised for 9 straight years — most recently to $0.23 from $0.22 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 4, 2026 | Aug 4 | Aug 11 | $0.23 | raised from $0.22 |
| May 12, 2026 | May 12 | May 19 | $0.22 | |
| Feb 10, 2026 | Feb 10 | Feb 18 | $0.22 | raised from $0.21 |
| Nov 4, 2025 | Nov 4 | Nov 13 | $0.21 | |
| Aug 5, 2025 | Aug 5 | Aug 12 | $0.21 | raised from $0.19 |
| May 6, 2025 | May 6 | May 13 | $0.19 | |
| Feb 12, 2025 | Feb 12 | Feb 19 | $0.19 | raised from $0.175 |
| Nov 6, 2024 | Nov 6 | Nov 13 | $0.175 | raised from $0.165 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 175.26M · Float 170.50M · 97.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 29.91M | 17.06% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 11.08M | 6.32% | 13F | Aug 13, 2026 |
| Earnest Partners LLC | 9.54M | 5.44% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 7.61M | 4.34% | 13F | Aug 13, 2026 |
| State Street Corp | 7.52M | 4.29% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 18, 2026 | Jason Ingersoll | officer: SENIOR VICE PRESIDENT | −33,000 | $38.19 |
| May 14, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −90,000 | $36.74 |
| May 18, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −35,000 | $38.30 |
| Mar 30, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −98,050 | $34.76 |
| Mar 27, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −71,500 | $35.61 |
Peers
- Kodiak Gas Services
Large-horsepower contract compression across key U.S. basins
- USA Compression Partners
Outsourced natural gas compression with expanded U.S. fleet scale
- Enerflex (ADR)
U.S. contract compression plus engineered systems and AMS
- Natural Gas Services Group
Rental compression and aftermarket service for production sites
- Baker Hughes
Compression equipment and lifecycle services for gas infrastructure
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Archrock | $31.24 | −0.02% | $5.48B | 16.8 | 16.0 | 3.6 | −3.1% |
| Kodiak Gas Services | $58.00 | +0.62% | $5.82B | 67.1 | 22.4 | 4.2 | +21.2% |
| USA Compression Partners | $26.93 | +0.19% | $3.90B | 25.4 | 18.6 | 3.3 | +36.8% |
| Enerflex (ADR) | $20.00 | −0.02% | $2.44B | 47.6 | 10.7 | 0.9 | −9.2% |
| Natural Gas Services Group | $34.69 | +0.03% | $438.3M | 21.5 | 15.8 | 2.3 | +24.2% |
| Baker Hughes | $62.78 | +0.60% | $61.95B | 20.1 | 23.4 | 2.2 | −2.4% |
| Median | 25.4 | 18.6 | 2.3 | +21.2% |