“Investing Activities The decrease in net cash used in investing activities was primarily due to $296.6 million of cash consideration paid in the NGCS Acquisition during the six months ended June 30, 2025, as well as a $68.2 million decrease in capital expendi…”10-Q · Aug 5, 2026 ↗
Archrock, Inc.
AROC
Market read
Archrock, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- AROC's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AROC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- AROC's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +28.7% year over year.
- Net margin changed +6.8 percentage points in the latest annual period.
- Demand and volume has repeated favorable evidence across 4 filings.
- Diluted shares increased 7.6% in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 5 filings.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
- P/E is 74% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 460% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
32.36Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Financing Activities The change to net cash used in financing activities from net cash provided by financing activities was primarily due to net repayments on our Credit Facility of $52.9 million and a $10.7 million increase in dividends paid to stockholders,…”10-Q · Aug 5, 2026 ↗
“The decrease was partially offset by an increase of $7.1 million in compression fleet impairment.”10-Q · Aug 5, 2026 ↗
“Revenue in our aftermarket services business decreased primarily due to reduced customer demand for major maintenance service activity as well as lower parts sales compared to the six months ended June 30, 2025, which reflected higher parts sales, including t…”10-Q · Aug 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.8× · EV/sales 5.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AROC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AROC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AROC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
FLOCFlowco Holdings Inc.partnerFeb 26, 2026 ▾
“Flowco Disposition On August 1, 2025, we completed the sale of certain contract operations customer agreements and approximately 155 compressors, comprising approximately 47,000 horsepower, used to provide compression services under those agreements along wit…”
WMWaste Management, Inc.competitorFeb 26, 2026 ▾
“Waste Management and Disposal RCRA and analogous state laws and their implementing regulations govern the generation, transportation, treatment, storage and disposal of hazardous and non–hazardous solid wastes.”
Depended on by
FLOCFlowco Holdings Inc.partnerNov 5, 2025 ▾
“Asset Acquisition On July 1, 2025 , the Company entered into an asset purchase agreement with Archrock, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AROC is currently a Early Follower in the organic co-movement group Natural Gas Compression. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.