Archrock, Inc.

NYSE:AROC Voorraadrapport

Marktkapitalisatie: US$6.5b

Archrock Beheer

Beheer criteriumcontroles 4/4

De CEO Archrock is Brad Childers, benoemd in Nov2011, heeft een ambtstermijn van 14.5 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.04M, bestaande uit 10.4% salaris en 89.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.33% van de aandelen van het bedrijf, ter waarde $ 86.71M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 8.8 jaar en 11.1 jaar.

Belangrijke informatie

Brad Childers

Algemeen directeur

US$9.0m

Totale compensatie

Percentage CEO-salaris10.45%
Dienstverband CEO14.5yrs
Eigendom CEO1.3%
Management gemiddelde ambtstermijn8.8yrs
Gemiddelde ambtstermijn bestuur11.1yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.

Analyse CEO-vergoeding

Hoe is Brad Childers's beloning veranderd ten opzichte van Archrock's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$322m

Dec 31 2025US$9mUS$944k

US$319m

Sep 30 2025n/an/a

US$262m

Jun 30 2025n/an/a

US$229m

Mar 31 2025n/an/a

US$200m

Dec 31 2024US$9mUS$913k

US$170m

Sep 30 2024n/an/a

US$143m

Jun 30 2024n/an/a

US$137m

Mar 31 2024n/an/a

US$127m

Dec 31 2023US$8mUS$875k

US$103m

Sep 30 2023n/an/a

US$81m

Jun 30 2023n/an/a

US$65m

Mar 31 2023n/an/a

US$57m

Dec 31 2022US$7mUS$850k

US$43m

Sep 30 2022n/an/a

US$38m

Jun 30 2022n/an/a

US$32m

Mar 31 2022n/an/a

US$24m

Dec 31 2021US$7mUS$711k

US$27m

Sep 30 2021n/an/a

US$26m

Jun 30 2021n/an/a

US$35m

Mar 31 2021n/an/a

-US$4m

Dec 31 2020US$6mUS$782k

-US$70m

Sep 30 2020n/an/a

-US$29m

Jun 30 2020n/an/a

-US$27m

Mar 31 2020n/an/a

US$15m

Dec 31 2019US$6mUS$862k

US$96m

Compensatie versus markt: De totale vergoeding ($USD 9.04M ) Brad } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.47M ).

Compensatie versus inkomsten: De vergoeding van Brad is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Brad Childers (61 yo)

14.5yrs
Tenure
US$9,037,610
Compensatie

Mr. D. Bradley Childers, also known as Brad, has been the Chief Executive Officer and President of Archrock, Inc. since December 12, 2011. Mr. Childers was the Chairman, Chief Executive Officer and Preside...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
D. Childers
President14.5yrsUS$9.04m1.33%
$ 86.7m
Douglas Aron
Senior VP & CFO7.8yrsUS$4.07m0.28%
$ 18.1m
Eric Thode
Senior Vice President of Operations7.6yrsUS$2.42m0.13%
$ 8.2m
Stephanie Hildebrandt
Senior VP8.8yrsUS$2.98m0.25%
$ 16.7m
Jason Ingersoll
Senior Vice President of Sales & Operations Support10.5yrsUS$2.39m0.16%
$ 10.3m
Donna Henderson
VP & Chief Accounting Officer10.3yrsgeen gegevens0.016%
$ 1.0m
Megan Repine
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Elspeth Inglis
Senior VP & Chief Human Resources Officer6.6yrsgeen gegevensgeen gegevens
8.8yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van AROC is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8.8 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
D. Childers
President13.1yrsUS$9.04m1.33%
$ 86.7m
J. William Honeybourne
Independent Director20.1yrsUS$242.06k0.10%
$ 6.6m
James Lytal
Independent Director11.1yrsUS$267.06k0.075%
$ 4.9m
Frances R. Hawes
Independent Director11.1yrsUS$272.06k0.059%
$ 3.9m
Edmund Segner
Independent Director7.8yrsUS$239.99k0.042%
$ 2.8m
Leonard Mallett
Independent Director5.3yrsUS$242.06k0.037%
$ 2.4m
Gordon Hall
Independent Chairman of the Board24.2yrsUS$362.06k0.13%
$ 8.8m
Anne-Marie Ainsworth
Independent Director11.1yrsUS$267.06k0.075%
$ 4.9m
Jason Rebrook
Director5.8yrsUS$242.06k0.048%
$ 3.2m
11.1yrs
Gemiddelde duur
68yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van AROC zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.1 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 03:11
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Archrock, Inc. wordt gevolgd door 20 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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