Jun 2026 (Q2 FY26) — Aug 5, 2026
Archrock Q2 FY26 — Strong Performance, Increased Dividend, and Long-Term Growth Capex Plan
Read the full callArchrock (AROC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Archrock earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 371 | −3.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 66.7 | +5.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
6 of 13 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $865 million to $915 million | Dec 2025 | 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. | Revised Down |
| Total Capital Expenditures | $400 million to $445 million | Dec 2025 | On a full year basis, our 2026 total CapEx remains unchanged at approximately $400 million to $445 million. | On Track |
7 of Archrock, Inc.'s 31 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 29 more targets are in the full ledger.
Claimed
- Delivered adjusted EBITDA of $213 million in Q2 FY26, essentially flat year-over-year.
- Achieved 71% adjusted gross margin in contract operations, marking the seventh consecutive quarter above 70%.
- Maintained high utilization at 94.4% for the quarter.
- Reduced leverage to 2.6x, comfortably below the long-term target range of 3x-3.5x.
- Increased quarterly dividend to $0.23 per share, up 10% year-over-year, marking the fifth increase in 2 years.
Qualified
- Full-year 2026 adjusted EBITDA guidance tightened to $865 million-$885 million (from $865 million-$915 million) due to near-term lube oil and make-ready cost pressures, AMS customer deferrals, and higher long-term incentive compensation.
- Aftermarket Services (AMS) revenue declined to $42 million from $65 million year-over-year, driven by lower part sales and reduced customer demand for major maintenance.
- Anticipates near-term cost pressures from higher make-ready costs for idle units and increased lube oil prices related to the Iran conflict.
Price
$29.25 −1.81% · −$0.54
Performance +21.0% 1Y
1Y: $24.18 on 14 Oct 2025 → $29.25. High $41.95 (26 Jun 2026), low $23.04 (20 Nov 2025).
- Previous close
- $29.79
- 52-week range
- $23.04 – $41.95
- One year
- +20.37%
Overview
- Symbol
- AROC
- Sector
- Energy
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
6 of 13 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $865 million to $915 million | Dec 2025 | 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. | Revised Down |
| Total Capital Expenditures | $400 million to $445 million | Dec 2025 | On a full year basis, our 2026 total CapEx remains unchanged at approximately $400 million to $445 million. | On Track |
Claimed
- Delivered adjusted EBITDA of $213 million in Q2 FY26, essentially flat year-over-year.
- Achieved 71% adjusted gross margin in contract operations, marking the seventh consecutive quarter above 70%.
- Maintained high utilization at 94.4% for the quarter.
- Reduced leverage to 2.6x, comfortably below the long-term target range of 3x-3.5x.
- Increased quarterly dividend to $0.23 per share, up 10% year-over-year, marking the fifth increase in 2 years.
Qualified
- Full-year 2026 adjusted EBITDA guidance tightened to $865 million-$885 million (from $865 million-$915 million) due to near-term lube oil and make-ready cost pressures, AMS customer deferrals, and higher long-term incentive compensation.
- Aftermarket Services (AMS) revenue declined to $42 million from $65 million year-over-year, driven by lower part sales and reduced customer demand for major maintenance.
- Anticipates near-term cost pressures from higher make-ready costs for idle units and increased lube oil prices related to the Iran conflict.
The full ledger
Open Archrock, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 31 tracked commitments, with each call’s wording and source.
Call summaries
Dec 2025 (Q4 FY25) — Feb 25, 2026
Archrock Q4 FY25 — Strong Earnings Growth, Balance Sheet Strengthening, and Capital Returns
Read the full callEvery analysed call
Archrock earnings calls (AROC)
Financials
What the filings say
Net profit, year on year: +5% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 292 | 326 | 347 | 383 | 382 | 377 | 374 | 371 |
| Interest | 30 | 38 | 38 | 42 | 44 | 42 | 40 | 37 |
| Profit before tax | 53 | 78 | 92 | 86 | 97 | 149 | 98 | 93 |
| Tax rate | 29.1% | 23.7% | 23.0% | 26.1% | 26.3% | 21.4% | 24.0% | 27.8% |
| Net profit | 38 | 60 | 71 | 63 | 71 | 117 | 74 | 67 |
| EPS ($ per share) | 0.22 | — | 0.40 | 0.36 | 0.40 | — | 0.41 | 0.38 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | -2,264 | -2,245 | -2,402 | -2,463 | -2,509 | -2,500 | -2,438 | -2,257 |
| Total liabilities | 1,711 | 2,024 | 1,844 | 1,699 | 1,738 | 1,785 | 2,501 | 2,858 |
| Fixed assets | 2,171 | 2,559 | 2,390 | 2,227 | 2,199 | 2,302 | 3,324 | 3,658 |
| Total assets | 2,553 | 3,110 | 2,780 | 2,590 | 2,599 | 2,656 | 3,824 | 4,349 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 226 | 290 | 335 | 237 | 203 | 310 | 430 | 622 |
| Cash from investing | -285 | -515 | -85 | 16 | -131 | -232 | -1,160 | -607 |
| Cash from financing | 54 | 222 | -253 | -253 | -73 | -78 | 734 | -18 |
| Net cash flow | -5 | -2 | -3 | 0 | -0 | -0 | 3 | -3 |
| Capital expenditure | -319 | -385 | -140 | -98 | -240 | -299 | -359 | -502 |
| Free cash flow | -93 | -95 | 195 | 140 | -36 | 12 | 71 | 120 |
AROC revenue by segment
Aftermarket Services shrank from 16% to 11% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Contract Operations | 84% | 88% | 87% | 83% | 85% | 87% | 89% | 89% | +3.4% |
| Aftermarket Services | 16% | 12% | 13% | 17% | 15% | 13% | 11% | 11% | -35.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
AROC operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Fleet utilization rate | 95.5%Our fleet remained fully utilized during the quarter, exiting at 95.5%.Source: earnings call transcript | 94.4%We exited the quarter at 94.4% utilization, reflecting continued high demand and the quality of our fleet.Source: earnings call transcript | -1.1 pt |
| Operating horsepower | 4.6MAt quarter end, we had 4.6 million operating horsepower.Source: earnings call transcript | 4.5MAt quarter end, operating horsepower was 4.5 million compared to 4.7 million at the end of the second quarter of 2025, with the largest driver of that change being the sale of approximately 165,000 nonstrategic operating horsepower year-over-year.Source: earnings call transcript | -2.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
41 filings between Nov 10, 2025 and Jul 6, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$13.27M
7 sales by 4 insiders
Compensation
not trading decisions- 20
- Award — granted as compensation
- 11
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Aron Doug S | — | $10.60M | May 18, 2026 |
| Ingersoll Jason | — | $1.26M | May 18, 2026 |
| Thode Eric W | — | $1.02M | Nov 10, 2025 |
| Henderson Donna A | — | $382.6K | Mar 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 6, 2026 | Singh Mohit SVP & CFO | Award | 41,062 | $0 |
| Jun 25, 2026 | CHILDERS D BRADLEY PRESIDENT AND CEO | Gift | 25,000 | $0 |
| May 18, 2026 | Ingersoll Jason SENIOR VICE PRESIDENT | Sale | 33,000 | $1.26M |
| May 18, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Sale | 35,000 | $1.34M |
| May 14, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Sale | 90,000 | $3.31M |
| Mar 30, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Sale | 98,050 | $3.41M |
| Mar 27, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Sale | 71,500 | $2.55M |
| Mar 4, 2026 | Henderson Donna A VP, CHIEF ACCOUNTING OFFICER | Sale | 10,413 | $382.6K |
| Mar 3, 2026 | CHILDERS D BRADLEY PRESIDENT AND CEO | Gift | 43,350 | $0 |
| Feb 27, 2026 | HALL GORDON T Director | Gift | 7,195 | $0 |
| Feb 19, 2026 | CHILDERS D BRADLEY PRESIDENT AND CEO | Tax withheld | 96,077 | $2.68M |
| Feb 19, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Tax withheld | 35,507 | $988.9K |
| Feb 19, 2026 | Hildebrandt Stephanie C SVP, GENERAL COUNSEL | Tax withheld | 22,975 | $639.9K |
| Feb 19, 2026 | Ingersoll Jason SENIOR VICE PRESIDENT | Tax withheld | 15,665 | $436.3K |
| Feb 19, 2026 | Thode Eric W SENIOR VICE PRESIDENT | Tax withheld | 15,665 | $436.3K |
| Feb 18, 2026 | CHILDERS D BRADLEY PRESIDENT AND CEO | Award | 244,160 | $0 |
| Feb 18, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Award | 90,232 | $0 |
| Feb 18, 2026 | Hildebrandt Stephanie C SVP, GENERAL COUNSEL | Award | 58,385 | $0 |
| Feb 18, 2026 | Ingersoll Jason SENIOR VICE PRESIDENT | Award | 39,807 | $0 |
| Feb 18, 2026 | Thode Eric W SENIOR VICE PRESIDENT | Award | 39,807 | $0 |
| Jan 29, 2026 | Hawes Frances Powell Director | Award | 5,313 | $0 |
| Jan 29, 2026 | LYTAL JAMES H Director | Award | 5,313 | $0 |
| Jan 29, 2026 | SEGNER EDMUND P III Director | Award | 5,313 | $0 |
| Jan 29, 2026 | CHILDERS D BRADLEY PRESIDENT AND CEO | Award | 95,989 | $0 |
| Jan 29, 2026 | HALL GORDON T Director | Award | 5,313 | $0 |
| Jan 29, 2026 | MALLETT LEONARD WAYNE Director | Award | 5,313 | $0 |
| Jan 29, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Award | 37,709 | $0 |
| Jan 29, 2026 | Honeybourne J W G Director | Award | 5,313 | $0 |
| Jan 29, 2026 | Ainsworth Anne-Marie Director | Award | 5,313 | $0 |
| Jan 29, 2026 | Hildebrandt Stephanie C SVP, GENERAL COUNSEL | Award | 27,425 | $0 |
| Jan 29, 2026 | Henderson Donna A VP, CHIEF ACCOUNTING OFFICER | Award | 5,656 | $0 |
| Jan 29, 2026 | Ingersoll Jason SENIOR VICE PRESIDENT | Award | 23,997 | $0 |
| Jan 29, 2026 | Thode Eric W SENIOR VICE PRESIDENT | Award | 23,997 | $0 |
| Jan 29, 2026 | Rebrook Jason C Director | Award | 5,313 | $0 |
| Jan 27, 2026 | Hildebrandt Stephanie C SVP, GENERAL COUNSEL | Tax withheld | 19,023 | $529.8K |
| Jan 27, 2026 | CHILDERS D BRADLEY PRESIDENT AND CEO | Tax withheld | 74,714 | $2.08M |
| Jan 27, 2026 | Aron Doug S SR VICE PRESIDENT, CFO | Tax withheld | 28,509 | $794.0K |
| Jan 27, 2026 | Henderson Donna A VP, CHIEF ACCOUNTING OFFICER | Tax withheld | 3,510 | $97.8K |
| Jan 27, 2026 | Ingersoll Jason SENIOR VICE PRESIDENT | Tax withheld | 13,596 | $378.6K |
| Jan 27, 2026 | Thode Eric W SENIOR VICE PRESIDENT | Tax withheld | 13,632 | $379.7K |
| Nov 10, 2025 | Thode Eric W SENIOR VICE PRESIDENT | Sale | 40,740 | $1.02M |
| Sep 22, 2025 | Rebrook Jason C Director | Purchase | 5,000 | $119.7K |
| Sep 19, 2025 | Rebrook Jason C Director | Purchase | 10,000 | $241.6K |
| Sep 18, 2025 | Rebrook Jason C Director | Purchase | 10,000 | $241.7K |
| Aug 12, 2025 | Thode Eric W SENIOR VICE PRESIDENT | Sale | 10,000 | $235.4K |
| May 9, 2025 | Ingersoll Jason SENIOR VICE PRESIDENT | Sale | 42,036 | $1.03M |
| Mar 27, 2025 | CHILDERS D BRADLEY PRESIDENT AND CEO | Gift | 48,120 | $0 |
| Mar 21, 2025 | Henderson Donna A VP, CHIEF ACCOUNTING OFFICER | Sale | 8,318 | $219.3K |
| Mar 6, 2025 | CHILDERS D BRADLEY PRESIDENT AND CEO | Option exercise | 214,030 | $0 |
| Mar 6, 2025 | CHILDERS D BRADLEY PRESIDENT AND CEO | Tax withheld | 84,221 | $2.50M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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