Archrock Inc. (AROC)

In October 2025, Archrock reported quarterly earnings with earnings per share of $0.42, surpassing estimates, and revenue of $382.43 million, also exceeding estimates; Evercore ISI raised its target price for Archrock from $31.00 to $35.00 and maintained an "outperform" rating, and Royal Bank of Canada increased its target price from $31.00 to $32.00 with an "outperform" rating. In November 2025, the company disclosed a quarterly dividend of $0.21 per share, which was paid on November 13th, 2025, to stockholders of record on November 4th, 2025; SVP Eric W. Thode sold 40,740 shares of the company's stock for a total of $1,022,574.00; Zacks Research lowered Archrock's rating from "strong-buy" to "hold". From December 2025 to January 2026, Archrock's stock opened at $25.40 on December 26, 2025, and closed at $25.71; as of January 2, 2026, the share price was $26.63; brokerages have assigned Archrock a consensus recommendation of "Moderate Buy" as of January 13, 2026, with an average one-year target price of $32.40; the stock's 52-week high is $30.44 and its 52-week low is $20.12.

Archrock's aftermarket services segment has experienced some demand seasonality, with the fourth quarter of 2024 seeing a seasonal delay in service activity. Despite this, overall demand for Archrock's products and services remains strong, driven by factors such as structural demand for U.S. liquefied natural gas (LNG) exports and the increasing need for power generation. The company has maintained high fleet utilization rates and a significant contracted backlog, indicating robust and sustained customer demand.

Archrock, Inc. is an energy infrastructure company focused on midstream natural gas compression services in the United States, operating in the Oil & Gas Equipment & Services industry. The company provides outsourced natural gas compression services under long-term, fee-based contracts. Archrock's main offerings include Contract Operations, where they own, operate, and maintain natural gas compression equipment, and Aftermarket Services, which provides services for customer-owned compression equipment, including operations, maintenance, and parts sales. Archrock also offers Methane & NGL Solutions aimed at reducing emissions in the natural gas compression sector.

Archrock is headquartered in Houston, Texas, and operates across all major oil and gas producing regions throughout the United States. The company maintains regional offices in key areas such as the Permian Basin, South Texas, the Rockies, and the East region, along with dedicated shops and supply chain warehouses to support its operations.

Archrock has maintained a positive brand reputation, emphasizing its commitment to sustainability and operational excellence. In November 2025, Archrock published its 2024 Sustainability Report, highlighting achievements such as exceeding safety goals and reducing CO2 emissions intensity. The company was honored by Methane Mitigation America with the 2025 Leading Abatement Strategy Award and solidified its position as a leading electric motor drive compression provider through two acquisitions totaling $1.4 billion since August 2024.

Archrock's ownership is primarily held by institutional investors, including BlackRock, Inc., Vanguard Group Inc, and Earnest Partners LLC. Jeffery D. Hildebrand is a significant individual shareholder, owning approximately 12.35% of the company's shares.