US · Energy · Oil & Gas Equipment & Services
EPS came in at 0.38 against a street estimate of 0.46 — a miss of 17.4%.
Analysts rate Archrock Inc a strong buy (7 buy, 0 hold, 0 sell out of 7) with an average price target of $42.38.
CONFIDENT Archrock delivered strong Q2 with 94.4% utilization, 71% adjusted gross margins, and announced $1.4–1.6B capex over 2027–2030 to add 1M horsepower. FY26 EBITDA guidance narrowed to $865–885M; new 665k-hp 8-year contract signals durable customer demand amid tight equipment lead times. Q2 2026 Recent bookings show less than half from Permian; roughly half from other basins. Executives noted improved Permian activity as takeaway capacity comes online; expect continued expansion from LNG and data center power demand. Analysts probed timing of long-term capex guidance (Cat lead times, tight packager floor space), AMS durability (deferrals temporary), and shareholder return sustainability. Management emphasized all-of-above capital allocation, strong free cash flow generation, and strategic flexibility despite headwinds. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.06% |
| Vanguard Portfolio Management, LLC | 6.32% |
| Earnest Partners LLC | 5.44% |
| Vanguard Capital Management, LLC | 4.34% |
| State Street Corp | 4.29% |
| Amvescap Plc. | 4.11% |
| Bank of America Corp | 3.67% |
| American Century Companies Inc | 3.50% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 OTHER NOTABLE POINTS • Archrock, Inc. Vice President and Chief Accounting Officer Donna A. Henderson notified the company on September 23, 2026, that | 2026-09-28 |
| Reg FD disclosure · Q3 2026 ARCHROCK, INC. - FORM 8-K SUMMARY (August 10, 2026) OTHER NOTABLE POINTS • Company published an investor presentation on August 10, 2026, available | 2026-08-11 |
| Quarterly report · Q2 2026 ARCHROCK, INC. - Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (6M 2026): $745.0 million vs. $730.3 million (6M 2025) — up 2 | 2026-08-05 |
| Results announced · Q3 2026 ARCHROCK Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $371.2 million vs $383.2 million in Q2 2025 (down 3%) • Q2 2026 net income: $6 | 2026-08-05 |
| Board / officer change · Q2 2026 ARCHROCK, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Archrock, Inc. is a publicly traded company (NYSE: AROC) incorporated in Delaware | 2026-06-25 |
| Reg FD disclosure · Q2 2026 ARCHROCK, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Company published an investor presentation on May 11, 2026, available on www.archrock.com u | 2026-05-11 |
| Quarterly report · Q1 2026 ARCHROCK, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $73.8 million (vs. $70.9 million Q1 2025) – up 4.1% • Revenue Q1 2026: | 2026-05-06 |
| Proxy statement · Q2 2026 ARCHROCK, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of nine director nominees to serve one-year terms unti | 2026-03-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.23 / share ex-date Aug 4, 2026 · pay Aug 11, 2026 | 2026-08-04 |
| Dividend | $0.22 / share ex-date May 12, 2026 · pay May 19, 2026 | 2026-05-12 |
| Dividend | $0.22 / share ex-date Feb 10, 2026 · pay Feb 18, 2026 | 2026-02-10 |
| Dividend | $0.21 / share ex-date Nov 4, 2025 · pay Nov 13, 2025 | 2025-11-04 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Archrock Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.