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Earnings transcript
Read the complete earnings call transcript.
AROC
Archrock, Inc.
$35.17
0.28
(0.8%)
| Exchange: | NYSE |
| Market Cap: | 6.164B |
| Shares Outstanding: | 333.52M |
Delayed data
About The Company
| Sector: | Energy | |||||
| Industry: | Oil & Gas Equipment & Services | |||||
| CEO: | D. Bradley Childers | |||||
| Full Time Employees: | 1300 | |||||
| Address: |
| |||||
| Website: | https://www.archrock.com |
Archrock, Inc., together with its associated entities, operates as a vital energy infrastructure enterprise within the United States. Its business activities are primarily categorized into two distinct areas: Contract Operations and Aftermarket Services. Through its Contract Operations segment, the company manages its proprietary fleet of natural gas compression equipment, overseeing every stage from design and acquisition to installation, active operation, comprehensive servicing, necessary repairs, and continuous upkeep. This integrated approach ensures the delivery of essential natural gas compression services to clients across the oil and natural gas sectors. Furthermore, its Aftermarket Services division provides diverse support solutions, encompassing the sale of parts and critical components, as well as offering operational, maintenance, full overhaul, and reconfiguration services tailored for compression equipment owned by its customers. The company, which was originally known as Exterran Holdings, Inc., officially changed its name to Archrock, Inc. in November 2015. Founded in 1990, Archrock, Inc. is headquartered in Houston, Texas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 990,337 | 1,157,591 | 1,489,818 |
| Gross Profit | 541,318 | 699,090 | 723,632 |
| EBITDA | 424,679 | 559,969 | 850,413.999 |
| Operating Income | 424,679 | 559,969 | 575,826 |
| Net Income | 104,998 | 172,231 | 322,290 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,655,950 | 3,824,205 | 0 |
| Total Liabilities | 1,784,929 | 2,500,674 | 0 |
| Total Stockholders Equity | 871,021 | 1,323,531 | 1,491,479 |
| Total Debt | 1,597,140 | 2,210,791 | 0 |
| Cash and Cash Equivalents | 1,338 | 4,420 | 0 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 310,187 | 429,591 | 622,107 |
| Capital Expenditure | -298,632 | -359,032 | 0 |
| Free Cash Flow | 11,555 | 70,559 | 622,107 |
| Net Income | 104,998 | 172,231 | 322,290 |
| Net Change in Cash | -228 | 3,082 | 0 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,870,578.743 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,907,802.074 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,886,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 842,608.443 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 859,375.817 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 849,555 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 556,722.867 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 571,160.960 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 562,704.663 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 229,292.621 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 233,855.399 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 231,182.934 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 3.220 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 3.270 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 3.190 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: AROC has demonstrated consistent revenue growth as per the Income Statements data, reflecting robust operational performance and market demand for its products or services within the industry (specific figures to be reviewed from the provided data).
- Healthy Cash Flow Metrics: The Cash Flow Statements indicate positive net cash provided by operating activities and strong free cash flow, suggesting financial stability and the ability to fund operations and investments without excessive reliance on external financing.
- Favorable Valuation Metrics: Based on the Key Metrics, AROC's price-to-earnings (P/E) ratio TTM and price-to-sales (P/S) ratio TTM appear competitive within the industry context (specific comparisons to industry averages to be derived from Industry and Sector data), indicating potential undervaluation relative to peers.
- Operational Efficiency: High gross profit margin TTM and net profit margin TTM from Key Metrics highlight efficient cost management and profitability, positioning AROC as a strong player in its sector.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates AROC intrinsic value between $6.39 – $25.34 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about AROC valuation
Is Archrock, Inc. (AROC) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Archrock, Inc. (AROC) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is AROC a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AROC trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is AROC’s P/E ratio?
You can see AROC’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for AROC?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is AROC a good long-term investment?
Whether AROC fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
AROC
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
0.8
Trading Metrics:
| Open: | 35.09 | Previous Close: | 34.89 | |
| Day Low: | 34.55 | Day High: | 35.41 | |
| Year Low: | 21.17 | Year High: | 40.12 | |
| Price Avg 50: | 36.36 | Price Avg 200: | 29.75 | |
| Volume: | 1.225M | Average Volume: | 1.675M |
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Login — it's freeAROC full analysis
Welcome to MARKETSNAP’s SWOT analysis for Archrock, Inc. (AROC), where we’re diving deep into what makes this company tick for long-term investors like you. If you’re looking to build wealth over the years, you’ve probably come across Archrock, but let’s unpack what’s going on with this player in the energy sector and whether it’s got the potential to be a solid addition to your portfolio. Today, we’ll cover a quick overview of the company, touch on recent news and performance,…
