Overview

* Archrock Q3 2025 revenue of $382.4 mln beats analyst expectations

* Adjusted EBITDA for Q3 2025 beats estimates, reaching $220.9 mln

* Company increased share repurchase authorization by $100 mln

Outlook

* Archrock ( AROC ) raises full-year 2025 Adjusted EBITDA guidance to $835 mln-$850 mln

* Company expects $250 mln in growth capex for 2026, led by the Permian basins

* Archrock ( AROC ) sees continued growth in U.S. natural gas infrastructure into 2026

Result Drivers

* CONTRACT OPERATIONS - Revenue increased 33% to $326.3 mln, driven by fleet expansion and higher pricing

* ASSET SALES AND TAX SETTLEMENTS - Adjusted EBITDA benefited from $9.9 mln in tax audit settlements and $3.8 mln in asset sales gains

* HORSEPOWER EXPANSION - Total operating horsepower increased to 4.7 mln, supporting revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $382.4 $378.24

Revenue mln mln (6

Analysts

)

Q3 Net $71.2

Income mln

Q3 Beat $220.9 $209.76

Adjusted mln mln (9

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the oil related services and equipment peer group is "buy"

* Wall Street's median 12-month price target for Archrock Inc ( AROC ) is $31.00, about 17.5% above its October 27 closing price of $25.57

* The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)