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Archrock ( (AROC) ) just unveiled an update.
Archrock reported strong fourth quarter and full-year 2025 results on February 24, 2026, with revenue rising to $377.1 million for the quarter and $1.49 billion for the year, alongside net income of $116.8 million for the quarter and $322.3 million for 2025. EPS nearly doubled year over year, adjusted EBITDA climbed to $900.9 million, and even excluding sizable tax and asset-sale benefits, adjusted EBITDA still exceeded prior guidance.
Operationally, Archrock expanded active horsepower by 8% in 2025, maintained about 95.5% fleet utilization, and executed asset sales of 325,000 horsepower to fund high-return new builds while completing a second accretive acquisition in 18 months. The company reduced its leverage ratio to 2.69x, boosted the quarterly dividend to $0.22 with 4.9x coverage, returned $211.8 million to shareholders, upsized its repurchase program, and refinanced debt with a $800 million senior notes offering to strengthen its balance sheet.
Looking ahead, Archrock issued 2026 guidance calling for net income of $306 million to $356 million and adjusted EBITDA of $865 million to $915 million, including the impact of recently divested compression assets. It plans $250 million to $275 million of growth capital spending in 2026 to support customer expansion while targeting substantial free cash flow and positioning to benefit from sustained U.S. natural gas production growth, LNG-driven demand and power needs from AI-related data centers.
The most recent analyst rating on (AROC) stock is a Buy with a $32.00 price target. To see the full list of analyst forecasts on Archrock stock, see the AROC Stock Forecast page.
Spark’s Take on AROC Stock
According to Spark, TipRanks’ AI Analyst, AROC is a Outperform.
AROC scores well primarily on strong financial performance (healthy margins and sharply improved free cash flow) and a positive earnings update (raised EBITDA guidance, high utilization, and solid capital returns). Technicals also support the score with an established uptrend. Valuation is reasonable with a mid-teens P/E and ~3% yield, while leverage-related risk remains the key moderating factor.
To see Spark’s full report on AROC stock, click here.
More about Archrock
Archrock, Inc. is a U.S.-based provider of natural gas compression services, operating primarily through contract operations and aftermarket services for compression equipment. The company focuses on large-horsepower and electric-motor-drive segments, serving growing natural gas production, LNG export demand and rising power needs from sectors such as AI data centers.
Average Trading Volume: 1,564,878
Technical Sentiment Signal: Buy
Current Market Cap: $5.91B
See more data about AROC stock on TipRanks’ Stock Analysis page.