Acquisition ImpactThe acquisition of Natural Gas Compression Systems is expected to be immediately accretive to both EPS and cash available for dividend per share, with an estimated ~3% FY25 accretion pre-synergies.
Contract Compression OutlookStrategic leverage to long-term natural gas demand growth, dedicated fleet investments, operational excellence, and well-capitalized producer customers collectively support an attractive contract compression outlook.
Financial PerformanceAROC's strong operating metrics, including a Contract Services Gross Margin over 69% and 96-98% average utilization, drive consistent EBITDA growth.