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Archrock, Inc. (AROC)
NYSE:AROC
Earnings Data
Report Date
May 11, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.45Last Year’s EPS
0.4Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational and financial execution in 2025 — including substantial earnings growth, high contract margins, sustained >95% utilization, disciplined capital allocation, and a healthier leverage profile — while transparently noting discrete items that affect comparability, asset sales that reduce near-term EBITDA, extended supply-chain lead times and elevated maintenance CapEx. Management provided constructive 2026 guidance, a contracted backlog, and continued focus on returns, suggesting confidence in durable demand. The positive operating and financial momentum materially outweighs the identified, manageable challenges.Company Guidance
Strong Earnings Growth
Adjusted EPS increased 68% year-over-year and adjusted EBITDA increased 51% year-over-year. Q4 adjusted EBITDA was $269 million and full-year 2025 adjusted EBITDA was $901 million (or $846 million excluding certain discrete items). Net income was $117 million in Q4 and $322 million for the full year.
Exceptional Contract Operations Margins and Utilization
Contract operations reported a reported adjusted gross margin of ~78% in Q4 and an underlying operating profitability of 71.5% (up from 70% in Q3). Fleet utilization has remained ≥95% for 11 consecutive quarters, exiting Q4 at 95.5%.
Fleet Quality, Growth and Time on Location
Operating horsepower totaled ~4.6 million with 8% operating horsepower growth year-over-year versus 2024. Average time on location for compressors is ~73 months (up 61% since 2021); for large horsepower (≥1,500 HP) average time on location is ~97 months.
Disciplined Capital Allocation and Shareholder Returns
Returned $212 million to shareholders in 2025 (dividends + repurchases), up >70% YoY. Q4 dividend increased to $0.22 per share (up 5% quarter-over-quarter and 16% YoY). Remaining share repurchase authorization was $117.7 million at year-end.
Balance Sheet Strength and Liquidity Actions
Year-end leverage ratio improved to 2.7x (down from 3.3x YoY). Total debt was $2.4 billion with available liquidity of $579 million (pro forma liquidity >$1.3 billion after an $800 million 8-year bond issuance at 6%). Redeemed $300 million of 2027 notes and effectively prefunded 2028 redemption.
Backlog and Forward Bookings
Substantial backlog for 2026 that is 85% contracted, with units already booked for 2027 delivery. Growth CapEx guidance of $250–$275 million is expected to translate into ~170,000 horsepower deliveries in 2026 (≈60% coming online in H1).
Aftermarket Services Performance
Aftermarket Services Q4 revenue of $50 million (up from $40 million a year ago) and adjusted gross margin of 24% (vs. 23% prior). Management highlighted continued focus on higher-quality, higher-margin work.
AROC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AROC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $33.70 | $35.03 | +3.95% |
Oct 28, 2025 | $25.28 | $24.57 | -2.81% |
Aug 04, 2025 | $22.26 | $21.67 | -2.65% |
May 05, 2025 | $23.15 | $23.34 | +0.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Archrock, Inc. (AROC) report earnings?
Archrock, Inc. (AROC) is schdueled to report earning on May 11, 2026, TBA (Confirmed).
What is Archrock, Inc. (AROC) earnings time?
Archrock, Inc. (AROC) earnings time is at May 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AROC EPS forecast?
AROC EPS forecast for the fiscal quarter 2026 (Q1) is 0.45.