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Archrock Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.420 |
| EPS Surprise | 2.44% |
| Revenue estimate | 379.336M |
| Revenue actual | 382.43M |
| Revenue Surprise | 0.82% |
| Release date | Aug 04, 2025 |
| EPS estimate | $0.370 |
| EPS actual | $0.390 |
| EPS Surprise | 5.41% |
| Revenue estimate | 378.298M |
| Revenue actual | 383.152M |
| Revenue Surprise | 1.28% |
| Release date | May 05, 2025 |
| EPS estimate | $0.390 |
| EPS actual | $0.420 |
| EPS Surprise | 7.69% |
| Revenue estimate | 356.771M |
| Revenue actual | 347.163M |
| Revenue Surprise | -2.69% |
| Release date | Feb 24, 2025 |
| EPS estimate | $0.310 |
| EPS actual | $0.350 |
| EPS Surprise | 12.90% |
| Revenue estimate | 334.712M |
| Revenue actual | 326.416M |
| Revenue Surprise | -2.48% |
Last 4 Quarters for Archrock
Below you can see how AROC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 24, 2025 |
| Price on release | $25.81 |
| EPS estimate | $0.310 |
| EPS actual | $0.350 |
| EPS surprise | 12.90% |
| Date | Price |
|---|---|
| Feb 18, 2025 | $27.96 |
| Feb 19, 2025 | $28.13 |
| Feb 20, 2025 | $27.22 |
| Feb 21, 2025 | $26.39 |
| Feb 24, 2025 | $25.81 |
| Feb 25, 2025 | $26.40 |
| Feb 26, 2025 | $26.62 |
| Feb 27, 2025 | $26.62 |
| Feb 28, 2025 | $27.12 |
| 4 days before | -7.69% |
| 4 days after | 5.08% |
| On release day | 2.29% |
| Change in period | -3.00% |
| Release date | May 05, 2025 |
| Price on release | $23.91 |
| EPS estimate | $0.390 |
| EPS actual | $0.420 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Apr 29, 2025 | $24.27 |
| Apr 30, 2025 | $23.53 |
| May 01, 2025 | $23.83 |
| May 02, 2025 | $24.56 |
| May 05, 2025 | $23.91 |
| May 06, 2025 | $23.92 |
| May 07, 2025 | $23.84 |
| May 08, 2025 | $24.36 |
| May 09, 2025 | $24.70 |
| 4 days before | -1.48% |
| 4 days after | 3.30% |
| On release day | 0.0418% |
| Change in period | 1.77% |
| Release date | Aug 04, 2025 |
| Price on release | $22.81 |
| EPS estimate | $0.370 |
| EPS actual | $0.390 |
| EPS surprise | 5.41% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $23.65 |
| Jul 30, 2025 | $23.16 |
| Jul 31, 2025 | $23.36 |
| Aug 01, 2025 | $22.48 |
| Aug 04, 2025 | $22.81 |
| Aug 05, 2025 | $22.00 |
| Aug 06, 2025 | $22.81 |
| Aug 07, 2025 | $22.84 |
| Aug 08, 2025 | $23.22 |
| 4 days before | -3.55% |
| 4 days after | 1.80% |
| On release day | -3.55% |
| Change in period | -1.82% |
| Release date | Oct 28, 2025 |
| Price on release | $25.66 |
| EPS estimate | $0.410 |
| EPS actual | $0.420 |
| EPS surprise | 2.44% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $25.24 |
| Oct 23, 2025 | $25.46 |
| Oct 24, 2025 | $25.45 |
| Oct 27, 2025 | $25.57 |
| Oct 28, 2025 | $25.66 |
| Oct 29, 2025 | $24.94 |
| Oct 30, 2025 | $25.41 |
| Oct 31, 2025 | $25.27 |
| Nov 03, 2025 | $25.65 |
| 4 days before | 1.66% |
| 4 days after | -0.0390% |
| On release day | -2.81% |
| Change in period | 1.62% |
Archrock Earnings Call Transcript Summary of Q3 2025
Archrock reported a strong third quarter 2025 with continued operational execution and robust financial results. Adjusted net income was $73 million ($0.42/share) and adjusted EBITDA was $221 million. The company achieved high utilization (96%), extended average time on location (>6 years), and delivered a contract operations adjusted gross margin around 70% (73% reported, including a $9.9M cash tax credit). Archrock ended the quarter with 4.7 million operating horsepower, continued organic horsepower growth, and a strengthened balance sheet (quarter-end leverage 3.1x, down from 3.3x). Management raised 2025 adjusted EBITDA guidance to $835–$850 million, narrowed growth capex guidance to $345–$355 million (maintenance ~$110–$115M; other ~$35–$40M), and reiterated a minimum $250M growth CapEx for 2026. The company generated positive free cash flow trends, returned $159M to shareholders year-to-date via dividends and repurchases, and the board authorized an additional $100M to the buyback program (approx. $130M remaining capacity). Management emphasized disciplined, returns-based capital allocation (priority: grow the business, then dividends and buybacks), attractive market fundamentals driven by LNG exports and AI-driven power demand, constrained equipment lead times (≈60 weeks for Caterpillar engines), and continued opportunity for accretive M&A and organic fleet growth, largely centered in the Permian Basin.
