AROC

MKT CAP:$7B

Archrock, Inc.

Market Cap

$7B

Energy·Oil & Gas Equipment & Services·🇺🇸 United States·NYSE

Energy·Oil & Gas Equipment & Services·🇺🇸·NYSE

Stock Price

$35.86+$9.23 (+34.66%)

Apr 22, 2026

Company Details

Archrock, Inc., together with its subsidiaries, operates as an energy infrastructure company in the United States. It operates in two segments, Contract Operations and Aftermarket Services. The company engages in the designing, sourcing, ow...

CEO

D. Bradley Childers

IPO Date

Aug 21, 2007

Website

www.archrock.com

Key Metrics TTM

Revenue

$1.4B

+66.9% YoY

Net Income

$289M

EPS (Diluted)

$1.65

Free Cash Flow

$199M

Revenue / Share

$8.22

Gross Margin

60.5%

Operating Margin

36.6%

Net Margin

20.1%

FCF Margin

13.9%

P/S

4.6x

P/E

22.7x

Earnings Reports

Q1 2026

May 4, 2026

PENDING

Q4 2025

Feb 26, 2026

$377MEPS $0.67

Q3 2025

Oct 29, 2025

$382M+30.9%EPS $0.40

Q2 2025

Aug 5, 2025

$383MEPS $0.36

FY 2024

Feb 25, 2025

$1.2B+16.9%EPS $1.05

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q3 19	$245M	$131M	$102M
Q1 20	$250M	$136M	$105M
Q2 20	$220M	$128M	$99M
Q3 20	$206M	$119M	$101M
Q4 20	$199M	$114M	$87M
Q1 21	$195M	$108M	$83M
Q2 21	$196M	$107M	$81M
Q3 21	$195M	$103M	$74M
Q4 21	$195M	$104M	$77M
Q2 22	$216M	$106M	$78M
Q4 22	$219M	$110M	$79M
Q1 23	$230M	$116M	$90M
Q3 24	$292M	$178M	$144M
Q2 25	$383M	$237M	$201M
Q3 25	$382M	$253M	$18M
Q4 25	$377M	$200M	$163M

Valuation

Quarter	P/S	P/E
Q3 19	6.9x	119.7x
Q1 20	6.8x	—
Q2 20	6.9x	—
Q3 20	7.1x	—
Q4 20	7.5x	—
Q1 21	8.0x	—
Q2 21	8.2x	181.8x
Q3 21	8.3x	242.6x
Q4 21	8.4x	232.3x
Q2 22	8.2x	160.7x
Q4 22	7.9x	154.2x
Q1 23	7.6x	131.9x
Q3 24	6.9x	80.7x
Q2 25	5.8x	51.3x
Q3 25	5.1x	34.7x
Q4 25	4.6x	22.7x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q3 19	$75M	$6M
Q1 20	$99M	$27M
Q2 20	$68M	$27M
Q3 20	$100M	$83M
Q4 20	$68M	$58M
Q1 21	$78M	$66M
Q2 21	$49M	$22M
Q3 21	$82M	$50M
Q4 21	$29M	$2M
Q2 22	$13M	-$48M
Q4 22	$37M	-$32M
Q1 23	$88M	$3M
Q3 24	$97M	$27M
Q2 25	$127M	$16M
Q3 25	$165M	$29M
Q4 25	$214M	$127M

Capital Expenditures

Quarter	CapEx
Q3 19	$68M
Q1 20	$72M
Q2 20	$41M
Q3 20	$17M
Q4 20	$10M
Q1 21	$12M
Q2 21	$27M
Q3 21	$32M
Q4 21	$27M
Q2 22	$61M
Q4 22	$69M
Q1 23	$84M
Q3 24	$70M
Q2 25	$111M
Q3 25	$135M
Q4 25	$88M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 20	+7.5%	-0.8%
Q2 20	-5.5%	-14.2%
Q3 20	-13.7%	-25.8%
Q4 20	-18.6%	-21.5%
Q1 21	-21.7%	-22.2%
Q2 21	-11.2%	-4.9%
Q3 21	-5.1%	+15.2%
Q4 21	-2.0%	+5.1%
Q2 22	+10.4%	+22.7%
Q4 22	+11.9%	+21.8%
Q1 23	+17.8%	+15.8%
Q3 24	+49.6%	+25.5%
Q2 25	+77.5%	+32.3%
Q3 25	+74.7%	+160.4%
Q4 25	+64.1%	+53.1%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q3 19	$2M	0.9%
Q1 20	$3M	1.2%
Q2 20	$3M	1.3%
Q3 20	$3M	1.3%
Q4 20	$2M	1.1%
Q1 21	$3M	1.4%
Q2 21	$3M	1.6%
Q3 21	$3M	1.5%
Q4 21	$3M	1.3%
Q2 22	$3M	1.4%
Q4 22	$3M	1.3%
Q1 23	$3M	1.4%
Q3 24	$4M	1.3%
Q2 25	$4M	1.1%
Q3 25	$4M	1.2%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	SG&A
Q3 19	$30M
Q1 20	$31M
Q2 20	$29M
Q3 20	$19M
Q4 20	$27M
Q1 21	$25M
Q2 21	$26M
Q3 21	$29M
Q4 21	$27M
Q2 22	$28M
Q4 22	$31M
Q1 23	$26M
Q3 24	$34M
Q2 25	$36M
Q3 25	$38M
Q4 25	$37M

Revenue Segments

Quarter	Aftermarket Services Segment	Contract Operations Segment
Q3 24	$47M	$245M
Q2 25	$65M	$318M
Q3 25	$56M	$326M
Q4 25	$50M	$327M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$1M	$0	$1M
Q2 22	$2M	$0	$2M
Q3 22	$2M	$0	$2M
Q4 22	$2M	$0	$2M
Q1 23	$3M	$0	$3M
Q2 23	$1M	$0	$1M
Q3 23	$482.0K	$0	$482.0K
Q4 23	$1M	$0	$1M
Q1 24	$1M	$0	$1M
Q2 24	$919.0K	$0	$919.0K
Q3 24	$4M	$0	$4M
Q4 24	$4M	$0	$4M
Q1 25	$5M	$0	$5M
Q2 25	$6M	$0	$6M
Q3 25	$4M	$0	$4M
Q4 25	$2M	$0	$2M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q3 19	143M	+11.4%	—
Q1 20	151M	+5.3%	+17.7%
Q2 20	151M	+0.1%	+17.6%
Q3 20	151M	+0.2%	+17.7%
Q4 20	151M	+0.1%	+5.8%
Q1 21	152M	+0.2%	+0.7%
Q2 21	152M	+0.4%	+1.0%
Q3 21	152M	+0.1%	+0.8%
Q4 21	152M	+0.1%	+0.8%
Q2 22	153M	+0.5%	+1.0%
Q4 22	154M	+0.3%	+1.0%
Q1 23	154M	+0.4%	+1.3%
Q3 24	166M	+7.7%	+9.0%
Q2 25	175M	+5.5%	+14.4%
Q3 25	175M	-0.2%	+13.8%
Q4 25	174M	-0.3%	+13.1%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q3 19	$144.1K	2K
Q1 20	$146.9K	2K
Q2 20	$129.6K	2K
Q3 20	$121.0K	2K
Q4 20	$159.5K	1K
Q1 21	$156.3K	1K
Q2 21	$156.5K	1K
Q3 21	$156.1K	1K
Q4 21	$177.5K	1K
Q2 22	$196.2K	1K
Q4 22	$199.0K	1K
Q1 23	$208.9K	1K
Q3 24	$265.6K	1K
Q2 25	$294.7K	1K
Q3 25	$294.2K	1K
Q4 25	$279.3K	1K

Revenue / Employee