Archrock's core compression business exhibits robust cash generation, with cumulative operating cash flow of $1.40B exceeding net income by $763.1M over ten quarters, yet revenue growth has decelerated sharply to -3.1% YoY in 2026Q2 from a 41.6% peak in 2025Q2.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to -3.1% YoY in 2026Q2, while gross margin volatility (swinging from 66.1% in 2025Q3 to 47.5% in 2026Q1) and an EPS miss of $0.38 vs. $0.49 highlight earnings quality concerns.
Archrock operates in the Energy sector, specifically Oil & Gas Equipment & Services, which is a key area for infrastructure and energy demand.
A bullish thesis on Archrock, Inc. has been highlighted by @MoneyShow on X.com, suggesting positive sentiment among analysts.
MarketBeat provides access to Archrock's complete SEC filing history, including 10-K, 10-Q, and 8-K reports, offering transparency for investors.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $0.49+8.6% vs $0.45 | $371M-3.9% vs $386M |
Q3 2026 Aug 4, 2026 | $0.38-15.1% vs $0.45 | $371M-5.6% vs $393M |
Q2 2026 May 5, 2026 | $0.42-10.6% vs $0.47 | $374M-1.2% vs $378M |
Q1 2026 Feb 24, 2026 | $0.69+72.5% vs $0.40 | $377M-0.2% vs $378M |
What happened Archrock, Inc. (NYSE: AROC) grew third-quarter 2026 net income 18.6% to $84.5 million, from $71.2 million a year earlier. Earnings per share rose to $0.48 from $0.40. Revenue fell $11.6 million, or 3.0%, to $370.8 million from $382.4 million. Adjusted EBITDA rose $7.5 million, or 3.4%, to $228.4 million from $220.9 million. The
Archrock NYSE: AROC reported higher third-quarter earnings and reaffirmed its 2026 outlook, citing strong demand for compression equipment, utilization above 94% and continued investment in fleet growth.
Archrock, Inc. ( AROC ) Q3 2026 Earnings Call November 3, 2026 8:30 AM EST Company Participants Megan Repine - Vice President of Investor Relations D. Childers - President, CEO & Director Mohit Singh - Senior VP & CFO Conference Call Participants Elias Jossen - JPMorgan Chase & Co, Research Division James Rollyson - Raymond James & Associates, Inc., Research Division Douglas Irwin - Citigroup Inc., Research Division Nathaniel Pendleton - Texas Capital Securities, Research Division Michael Mathison - Sidoti & Company, LLC Elvira Scotto - RBC Capital Markets, Research Division Joshua Jayne - Daniel Energy Partners, LLC Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division Presentation Operator Good morning.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Benchmark AROC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Archrock, Inc. (AROC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.54 | $4.83B | 14.08 | 28.7% | 22.89% | 22.19% | 2.94% | |
| $13.27 | $2.42B | -12.98 | 18.84% | -3.89% | -8.64% | — | |
| $1.72 | $421.8M | -13.51 | — | -183.69% | -16.09% | — | |
| $6.39 | $783.52M | 491.54 | -12.13% | 0.16% | 0.21% | — | |
| $16.18 | $2.03B | 63.48 | -3.08% | 2.24% | 3.11% | 2% | |
| $7.44 | $103.79M | 1.53 | 1.41% | 12.66% | 514.81% | — |
Archrock, Inc. (AROC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Archrock, Inc. (AROC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Aug 5, 2026·SEC
Jun 25, 2026·SEC
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Archrock, Inc. (AROC) stock FAQ — growth, dividends, profitability & financials explained
Archrock, Inc. (AROC) reported $1.49B in revenue in fiscal year 2025, which is also its trailing twelve months. That is 541% more than the $232.5M of fiscal year 2000.
Archrock, Inc. (AROC) grew revenue by 3.7% over the trailing twelve months, compared with the twelve months before.
Yes. Archrock, Inc. (AROC) earned $341.8M in net income over the trailing twelve months (a 22.9% net margin).
Yes. Archrock, Inc. (AROC) pays a dividend that yields 2.94% at the current price, a moderate yield.
Archrock, Inc. (AROC) had a return on equity (ROE) of 22.2% over the trailing twelve months. That is well above the market's typical 10-15%.
Archrock, Inc. (AROC) generated $302.8M in free cash flow over the trailing twelve months.
