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ARAROC

What Archrock promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

6 of 13 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EBITDA$865 million to $915 millionDec 2025Jun 2026:our updated full year 2026 adjusted EBITDA guidance range is $865 million to $885 million compared to our prior guidance range of $865 million to $915 million.
Call transcript, Jun 2026 · no direct link
Revised Down
Total Capital Expenditures$400 million to $445 millionDec 2025Jun 2026:On a full year basis, our 2026 total CapEx remains unchanged at approximately $400 million to $445 million.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Archrock’s full ledger

A free account opens 5 company ledgers a month. All 31 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 31 tracked commitments for Archrock

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.