The strong results and raised guidance suggest continued momentum in natural gas compression services. The dividend increase and share repurchase program indicate confidence in future cash flows. Monitor 2026 execution against guidance, particularly in the context of U.S. natural gas production trends.
Price Chart
Executive Summary
Archrock reported strong fourth quarter and full year 2025 results, with revenue of $377.1 million (up 15.5% YoY) and EPS of $0.67 (up 97% YoY). Full-year adjusted EBITDA of $900.9 million exceeded guidance. The company provided 2026 guidance with adjusted EBITDA of $865-$915 million and announced a 16% dividend increase.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $377.1 million, up 15.5% YoY from $326.4 million
- Q4 2025 EPS was $0.67, up 97% YoY from $0.34
- Full-year 2025 adjusted EBITDA was $900.9 million, exceeding guidance midpoint
- 2026 adjusted EBITDA guidance is $865-$915 million
- Declared quarterly dividend of $0.22 per share, a 16% increase
Financial Impact
Revenue growth of 15.5% and EPS growth of 97% in Q4 2025, with full-year adjusted EBITDA of $900.9 million
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Contract operations | $1.3B | +29.7% |
| Aftermarket services | $217.7M | +22.9% |
Risk Factors
- Guidance incorporates divestiture of compression assets generating $12 million annualized EBITDA
- Results benefited from discrete items ($22.9 million tax benefit and $31.6 million asset sale gains) not included in guidance
- Leverage ratio, while improved to 2.69x, remains a consideration
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001389050-26-000006 |
| Document: aroc-20260224x8k.htm | 0001389050-26-000006 |
| Document: 0001389050-26-000006-index-headers.html | 0001389050-26-000006 |
| Document: 0001389050-26-000006-index.html | 0001389050-26-000006 |
| Document: 0001389050-26-000006.txt | 0001389050-26-000006 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $28.39 | awaiting T+60 | — | $29.97 (+5.57%) |
Aug 21, 2026 9w ago | Institutional Cluster | $31.80 | awaiting T+60 | — | $29.97 (−5.75%) |
Jul 23, 2026 13w ago | Press Release | $36.14 $29.39 | ▼ −18.68% | ▼ −22.41% | $29.97 (−17.07%) |
Jul 15, 2026 14w ago | Press Release | $37.49 | awaiting T+60 | — | $29.97 (−20.06%) |
May 19, 2026 22w ago | Insider Cluster | $38.04 $33.34 | ▲ +12.36% | ▲ +18.65% | $29.97 (+21.21%) |
May 14, 2026 23w ago | 144 | $37.43 $32.99 | ▼ −11.86% | ▼ −16.38% | $29.97 (−19.93%) |
May 11, 2026 24w ago | 8-K | $36.49 $33.93 | ▼ −7.02% | ▼ −11.41% | $29.97 (−17.87%) |
Apr 20, 2026 27w ago | Press Release | $34.98 | awaiting T+60 | — | $29.97 (−14.32%) |
Mar 30, 2026 30w ago | 144 | $34.28 $41.40 | ▲ +20.76% | ▲ +4.27% | $29.97 (−12.58%) |
Mar 27, 2026 30w ago | 144 | $35.31 $38.12 | ▲ +7.97% | ▼ −8.10% | $29.97 (−15.12%) |
US Market Status
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