Archrock, Inc.

Report azionario NYSE:AROC

Capitalizzazione di mercato: US$6.7b

Archrock Performance degli utili passati

Criteri Il passato verificati 5/6

Archrock ha registrato una crescita degli utili a un tasso medio annuo di 52.4%, mentre il settore Energy Services ha registrato utili in crescita a un tasso medio annuo di 43.7%. I ricavi sono stati in crescita a un tasso medio annuo di 14.7%. Il ritorno sul capitale proprio di Archrock è 21.4% e ha margini netti di 21.2%.

Informazioni chiave

52.36%

Tasso di crescita degli utili

49.74%

Tasso di crescita dell'EPS

Energy Services Crescita del settore23.71%
Tasso di crescita dei ricavi14.68%
Rendimento del capitale proprio21.43%
Margine netto21.20%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione May 20

AROC: Compression Demand And Balance Sheet Strength Support Future Cash Flow And Dividends

Archrock's analyst fair value estimate has shifted from $39.67 to $41.56 as analysts update targets around $40 to $42, citing solid Q4 results, steady natural gas compression demand, and expectations that continued free cash flow will support the dividend. Analyst Commentary Recent Street research on Archrock has centered on recalibrating price targets in the US$39 to US$42 range, with most analysts responding to Q4 results, the company’s balance sheet, and the outlook for natural gas compression demand.
Aggiornamento della narrazione May 02

AROC: Compression Demand And Midstream Profile Support Future Cash Flow And Dividends

Analysts have lifted their average price targets for Archrock by $6 to a range around $39 to $42, citing steady natural gas compression demand, solid Q4 results, and a shift in how the market views the business. These changes are based on only minor adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions in the valuation framework.
Aggiornamento della narrazione Apr 16

AROC: Compression Demand And Midstream Profile Support Future Cash Flow And Dividends

Archrock's analyst price target has increased to $39.67 from $38.44 as analysts factor in solid Q4 results, steady natural gas compression demand, and updated estimates that reflect a more midstream-like profile and the potential for sustained free cash flow generation. Analyst Commentary Recent research updates around Archrock cluster around a similar theme, with multiple bullish analysts lifting their price targets after Q4 results and revisiting how they value the business within the broader energy infrastructure space.
Aggiornamento della narrazione Apr 02

AROC: Compression Demand And Midstream Profile Will Support Future Dividends

Analysts have raised their Archrock price targets into the $39 to $42 range, citing solid Q4 results, steady natural gas compression demand, and what they view as supportive long term fundamentals for utilization, pricing, and horsepower additions. Analyst Commentary Recent research has largely focused on how Archrock's Q4 results and compression market backdrop feed into valuation, capital allocation, and growth execution.
Aggiornamento della narrazione Mar 19

AROC: Natural Gas Compression Strength And Midstream Profile Support Future Dividend And Buybacks

Analysts have raised the fair value estimate for Archrock from $36.67 to $38.44, citing a series of price target increases into the $39 to $42 range. They point to solid compression demand, supportive natural gas trends, and updated earnings estimates following the Q4 results.
Aggiornamento della narrazione Mar 03

AROC: Stronger Execution And Midstream Profile Will Support Stable Dividend Outlook

Analysts have lifted their average price target on Archrock from about $32 to roughly $37, citing stronger Q4 execution, improved profit margin assumptions, a higher future P/E multiple and what they see as continued healthy compression market fundamentals. Analyst Commentary Recent Street research has clustered around higher valuation ranges for Archrock, with several bullish analysts moving price targets into the high $30s to $40.
Aggiornamento della narrazione Feb 17

AROC: Stable Dividend And Slightly Lower Risk Profile Will Support Fair Outlook

Analysts have nudged their price target on Archrock higher to about $32.22 per share from roughly $31.78, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Archrock's Board of Directors declared a quarterly dividend of $0.22 per share of common stock, which equals $0.88 per share on an annualized basis (Key Developments).
Articolo di analisi Feb 12

Earnings Not Telling The Story For Archrock, Inc. (NYSE:AROC) After Shares Rise 28%

Archrock, Inc. ( NYSE:AROC ) shares have continued their recent momentum with a 28% gain in the last month alone...
Articolo di analisi Feb 04

Archrock (NYSE:AROC) Has Announced That It Will Be Increasing Its Dividend To $0.22

Archrock, Inc. ( NYSE:AROC ) has announced that it will be increasing its dividend from last year's comparable payment...
Aggiornamento della narrazione Feb 02

AROC: Dividend Stability And Slightly Improved Outlook Will Support Fair Valuation

Analysts have nudged their price target for Archrock higher to about US$31.78 from roughly US$31.56. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly lift their valuation view.
Seeking Alpha Feb 01

Archrock: Continuing The Growth Plan Keeps Future Valuations In Check

Summary Archrock (AROC) remains a BUY as built-in 2026 EBITDA growth and dividend raises support compelling value despite recent share price highs. Recent acquisitions and organic investments position AROC for a record 2026, with forward valuation resetting to 8.5x EBITDA and strong FCF generation. Natural gas compression demand, high utilization, and escalating rental rates underpin robust margins and ongoing growth capital deployment. Key risks include extended engine component lead times threaten organic growth, requiring creative equipment sourcing to sustain momentum. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jan 19

AROC: Expanded Buybacks Will Drive Upside As 2025 Earnings Guidance Rises

Analysts have lifted their price target on Archrock to US$31.56 per share, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Archrock raised full year 2025 earnings guidance, with net income now expected in a range of US$265,200,000 to US$280,200,000 (Key Developments).
Aggiornamento della narrazione Jan 05

AROC: Expanded Buybacks Will Support Upside As 2025 Earnings Guidance Rises

Analysts have adjusted their price target on Archrock to reflect updated assumptions around the discount rate and future P/E. The new target is now anchored near US$31.56 as they fine tune their valuation framework.
Aggiornamento della narrazione Dec 16

AROC: Expanded Buybacks And Higher 2025 Earnings Guidance Will Support Upside

Analysts have modestly increased their price target on Archrock to approximately $31.56 per share, citing slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple. Together, these factors refine but do not materially alter their long term valuation outlook.
Aggiornamento della narrazione Dec 02

AROC: Expanded Buyback Program Will Fuel Continued Share Price Strength

Analysts have maintained their price target for Archrock at $31.56 per share, citing stable financial projections and only minimal adjustments to key valuation metrics. What's in the News Archrock repurchased 1,222,846 shares between July and October 2025, totaling $28.47 million.
Aggiornamento della narrazione Nov 18

AROC: Expanded Buyback Authorization And Earnings Outlook Will Drive Shares Higher

Analysts have maintained Archrock's fair value estimate at $31.56. Their largely unchanged forecast reflects stability in expected revenue growth and profitability metrics.
Aggiornamento della narrazione Nov 03

AROC: Expanded Buybacks And Raised Guidance Will Drive Future Upside

Analysts have raised their price target for Archrock from $30.89 to $31.56, citing updated outlooks on company performance and market conditions. What's in the News Archrock completed the repurchase of 1,222,846 shares between July 1, 2025 and October 29, 2025.
Articolo di analisi Aug 09

Archrock, Inc. Just Beat EPS By 5.9%: Here's What Analysts Think Will Happen Next

NYSE:AROC 1 Year Share Price vs Fair Value Explore Archrock's Fair Values from the Community and select yours A week...
Articolo di analisi Jul 29

Archrock (NYSE:AROC) Has Announced That It Will Be Increasing Its Dividend To $0.21

Archrock, Inc. ( NYSE:AROC ) will increase its dividend from last year's comparable payment on the 12th of August to...
Articolo di analisi Jul 22

Should You Be Adding Archrock (NYSE:AROC) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Jul 04

Is There An Opportunity With Archrock, Inc.'s (NYSE:AROC) 38% Undervaluation?

Key Insights Archrock's estimated fair value is US$40.14 based on 2 Stage Free Cash Flow to Equity Archrock is...
Articolo di analisi May 29

These 4 Measures Indicate That Archrock (NYSE:AROC) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 04

Archrock: Emerging As A True Industry Leader

Summary The TOPS acquisition has been transformational for Archrock as demonstrated by over 40% gains in EPS in both Q4 and 2025 projections. The company has raised the dividend for two straight quarters and now yields 2.9%. LNG exports, electronification, and AI data centers are expected to increase market rates for compression equipment. AROC is also investing to grow its fleet by 5% in 2025. I maintain my BUY rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 23

Archrock: Politics Overshadows Business

Summary Recession fears due to political factors may overshadow Archrock's prospects. The long-term outlook for natural gas is positive. The recent acquisition seemed promising initially, but unforeseen economic challenges now pose significant risks to the company's outlook. The likelihood of avoiding a recession (or worse) is diminishing, making the investment riskier. This is a very well-run company, with factors beyond the control of management changing the outlook. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

Archrock: Steadily Improving Profitability Through Natural Gas Compression

Summary Q3 results showed a step change in gross margins from the company's baseline compressor fleet. The TOPS fleet should continue to push gross margin even higher in Q4, potentially reaching 70%. The natural gas growth thesis remains intact, giving the company a multi-year tail wind. Based on 2025 EBITDA projections, AROC appears undervalued for a highly contracted business and trades at less than 8.0x EV to EBITDA on a forward basis. I continue to rate AROC as a BUY. Read the full article on Seeking Alpha
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Nuova narrazione Sep 04

Calculated Acquisitions And Market Dynamics Propel Energy Firm To New Heights

Investment in quality assets and focus on execution contribute to profitability by enhancing service offerings and operational efficiency.

Ripartizione dei ricavi e delle spese

Come Archrock guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:AROC Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,5163221560
31 Dec 251,4903191480
30 Sep 251,4392621530
30 Jun 251,3492291500
31 Mar 251,2362001450
31 Dec 241,1581701390
30 Sep 241,0911431300
30 Jun 241,0521371240
31 Mar 241,0291271220
31 Dec 239901031170
30 Sep 23950811150
30 Jun 23910651170
31 Mar 23878571160
31 Dec 22846431170
30 Sep 22822381130
30 Jun 22803321110
31 Mar 22783241100
31 Dec 21781271070
30 Sep 21786261070
30 Jun 2179635970
31 Mar 21821-41000
31 Dec 20875-701050
30 Sep 20922-291090
30 Jun 20961-271190
31 Mar 20979151190
31 Dec 19965961180
30 Sep 19953631080
30 Jun 19940531050
31 Mar 19929441030
31 Dec 18904201020
30 Sep 18880551100
30 Jun 18846351120
31 Mar 18817261100
31 Dec 17795181090
30 Sep 17780-671070
30 Jun 17777-671030
31 Mar 17784-651070
31 Dec 16807-551160
30 Sep 16855-1551230
30 Jun 16908-1651320
31 Mar 16959-1661340
31 Dec 15998-1671320
30 Sep 15-390-97-540
30 Jun 1585-6180

Guadagni di qualità: AROC ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di AROC (21.2%) AROC sono più alti rispetto allo scorso anno (16.1%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: AROC è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 52.4% all'anno.

Accelerare la crescita: La crescita degli utili di AROC nell'ultimo anno ( 61.1% ) supera la media quinquennale ( 52.4% all'anno).

Guadagni vs Settore: La crescita degli utili AROC nell'ultimo anno ( 61.1% ) ha superato la percentuale del settore Energy Services -26.6%.


Rendimento del capitale proprio

ROE elevato: Sebbene il Return on Equity ( 21.43% ) di AROC sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 01:53
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Archrock, Inc. è coperta da 20 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
James WestBarclays
Thomas CurranB. Riley Securities, Inc.
William FrohnhoeferBTIG