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Archrock Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.470 |
| EPS actual | $0.420 |
| EPS Surprise | -10.64% |
| Revenue estimate | 378.355M |
| Revenue actual | 373.767M |
| Revenue Surprise | -1.21% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.400 |
| EPS actual | $0.690 |
| EPS Surprise | 72.50% |
| Revenue estimate | 377.697M |
| Revenue actual | 377.073M |
| Revenue Surprise | -0.165% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.420 |
| EPS Surprise | 2.44% |
| Revenue estimate | 378.036M |
| Revenue actual | 382.43M |
| Revenue Surprise | 1.16% |
| 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% |
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 | 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% |
| Release date | Feb 24, 2026 |
| Price on release | $33.70 |
| EPS estimate | $0.400 |
| EPS actual | $0.690 |
| EPS surprise | 72.50% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $32.90 |
| Feb 19, 2026 | $32.87 |
| Feb 20, 2026 | $32.87 |
| Feb 23, 2026 | $32.82 |
| Feb 24, 2026 | $33.70 |
| Feb 25, 2026 | $35.03 |
| Feb 26, 2026 | $35.43 |
| Feb 27, 2026 | $35.33 |
| Mar 02, 2026 | $36.78 |
| 4 days before | 2.43% |
| 4 days after | 9.14% |
| On release day | 3.95% |
| Change in period | 11.79% |
| Release date | May 05, 2026 |
| Price on release | $39.83 |
| EPS estimate | $0.470 |
| EPS actual | $0.420 |
| EPS surprise | -10.64% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $38.00 |
| Apr 30, 2026 | $38.75 |
| May 01, 2026 | $39.02 |
| May 04, 2026 | $38.87 |
| May 05, 2026 | $39.83 |
| May 06, 2026 | $39.10 |
| May 07, 2026 | $38.11 |
| May 08, 2026 | $36.96 |
| May 11, 2026 | $36.71 |
| 4 days before | 4.82% |
| 4 days after | -7.83% |
| On release day | -1.83% |
| Change in period | -3.39% |
Archrock Earnings Call Transcript Summary of Q1 2026
Archrock reported a strong start to 2026 with first quarter adjusted EBITDA of $221 million (up 12% YoY) and adjusted EPS of $0.42. Fleet utilization remained high (exiting Q1 at 95%) with 4.5 million operating horsepower, even after selling ~40k nonstrategic horsepower; asset sales have generated ~$21 million year-to-date and contributed a $10 million net gain in the quarter. Adjusted free cash flow was $92 million for Q1, with $44 million returned to shareholders via dividends and buybacks; the quarterly dividend was declared at $0.22 (up ~16% YoY) and $113 million remained under the repurchase authorization. Archrock reaffirmed full-year 2026 adjusted EBITDA guidance of $865–$915 million and reiterated 2026 growth CapEx of $250–$275 million (total CapEx $400–$445 million), expecting growth CapEx to be funded by operations plus asset sale proceeds. The balance sheet remains strong: total debt $2.4 billion, pro forma liquidity ~ $600 million, and leverage at 2.6x (below the 3.0x long-term target). Management highlighted persistent tightening in OEM lead times (Cat lead times ~160 weeks), durable demand drivers including LNG exports and AI-driven power demand, continued fleet high-grading, and a disciplined returns-focused capital allocation approach. CFO transition: Doug Aron announced retirement by year-end and will remain until a successor is named.
