The earnings call was predominantly positive, with Archrock reporting record financial metrics, strong operational performance, and a favorable market outlook. Despite minor challenges such as impairment impacts and certain market uncertainties, the company remains confident in its strategy and future growth potential.

Company Guidance

During the Archrock Second Quarter 2025 Conference Call, the company provided guidance for the remainder of 2025 and beyond. Archrock raised its 2025 adjusted EBITDA guidance to $810-$850 million, reflecting strong operational performance and outperformance in both legacy and acquired businesses, despite the sale of the high-pressure gas lift business. They reported record adjusted EPS, increasing by nearly 70% compared to Q2 2024, and adjusted EBITDA grew by more than 60%. The company's fleet utilization was at 96%, with an increase of 368,000 horsepower driven by new acquisitions and organic investments. They also raised the quarterly dividend per share by 11% sequentially and 27% year-over-year, maintaining strong dividend coverage of 3.4x. Archrock accelerated share repurchases, buying back 2.7 million shares since April 2023, as they perceive a dislocation between their stock performance and the strength of their business. Looking forward, they anticipate 2026 growth CapEx will be no less than $250 million, with expectations of continued demand for natural gas driving infrastructure investments.

Record Adjusted EPS and EBITDA

Archrock achieved record adjusted EPS, increasing nearly 70% from the previous year, and record adjusted EBITDA, which grew by more than 60% compared to the second quarter of 2024.

High Utilization and Fleet Growth

The contract compression operating fleet remains fully utilized at 96%, with an increase of more than 368,000 horsepower, driven by the NGCS acquisition and organic investments.

Dividend Increase and Share Repurchase

Archrock raised its quarterly dividend by 11% compared to the previous quarter and 27% year-over-year, maintaining a robust dividend coverage of 3.4x. Additionally, the company accelerated its share repurchase program, buying back 1.2 million shares for approximately $29 million.

Positive Market Outlook and Confidence

Archrock expressed confidence in market dynamics, strategy, and operations due to growing LNG exports and power generation needs, which are expected to drive significant demand for U.S. natural gas production and infrastructure.

Strong Aftermarket Services Performance

The aftermarket services segment reported quarterly revenue exceeding $60 million, a level not achieved since 2018, driven by high demand for service work and increased contract maintenance.

Archrock (AROC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AROC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.40 / -	0.22	―	―	―
Aug 04, 2025	2025 (Q2)	0.38 / 0.36	0.22	63.64% (+0.14)	―
May 05, 2025	2025 (Q1)	0.38 / 0.40	0.26	53.85% (+0.14)	―
Feb 24, 2025	2024 (Q4)	0.31 / 0.34	0.21	61.90% (+0.13)	―
Nov 11, 2024	2024 (Q3)	0.27 / 0.22	0.2	10.00% (+0.02)	―
Jul 30, 2024	2024 (Q2)	0.25 / 0.22	0.16	37.50% (+0.06)	―
Apr 30, 2024	2024 (Q1)	0.22 / 0.26	0.1	160.00% (+0.16)	―
Feb 20, 2024	2023 (Q4)	0.21 / 0.21	0.07	200.00% (+0.14)	―
Nov 01, 2023	2023 (Q3)	0.19 / 0.20	0.1	100.00% (+0.10)	―
Jul 31, 2023	2023 (Q2)	0.14 / 0.16	0.11	45.45% (+0.05)	―

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
Aug 04, 2025	$22.60	$22.00	-2.65%
May 05, 2025	$23.50	$23.70	+0.85%
Feb 24, 2025	$25.37	$25.95	+2.29%
Nov 11, 2024	$23.05	$23.64	+2.56%

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 Oct 29, 2025, TBA (Confirmed).

What is Archrock, Inc. (AROC) earnings time?

Archrock, Inc. (AROC) earnings time is at Oct 29, 2025, 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 2025 (Q3) is 0.4.

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