Feed / AROC

Archrock, Inc.

AROC

Energy · 30.44 +0.5% today

Isolated · not yet confirmedMarket checked 1 Oct, 15:55 GMT-4

Market read

No connected market move is active around Archrock, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company+0.5% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Energy · Oil & Gas Equipment & Services

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • AROC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 2, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations342
Usable filing statements156
Verified relationships3
Evidence supporting the case
  • 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.
Evidence challenging the case
  • 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.
Questions before a position
  • P/E is 72% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 584% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Oct 1, 2026

30.44
6m-10.8%12m+15.7%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$781.5M-10.7%$0.18+0.7%
2022-12-31$845.6M+8.2%$0.28+1.0%
2023-12-31$990.3M+17.1%$0.67+0.6%
2024-12-31$1.2B+16.9%$1.05+5.2%
2025-12-31$1.5B+28.7%$1.83+7.6%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitynegative · 5 filings
“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 ↗
Credit and interest ratesmixed · 5 filings
“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 ↗
Restructuring and cost reductionsnegative · 5 filings
“The decrease was partially offset by an increase of $7.1 million in compression fleet impairment.”
10-Q · Aug 5, 2026 ↗
Demand and volumemixed · 4 filings
“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 3.6× · EV/sales 5.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

30.44+0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 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 Unknown Theme. 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.