Archrock (NYSE:AROC) Announces Quarterly Earnings Results

Key Points

• EPS missed estimates: Archrock reported Q1 EPS of $0.41 vs. the $0.47 consensus and revenue of $373.8M (up 7.7% YoY) but slightly below the $378.4M estimate.
• Dividend declared: The company announced a $0.22 quarterly dividend (annualized $0.88) payable May 19, implying a ~2.2% yield and a payout ratio around 48%.
• Insider selling notable: CFO Doug Aron sold 98,050 shares (≈$3.41M) and insiders have sold 179,963 shares (~$6.34M) over the past 90 days, leaving insiders with about 2.9% ownership.

Archrock (NYSE:AROC - Get Free Report) issued its quarterly earnings data on Tuesday. The energy company reported $0.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.06), Briefing.com reports. The company had revenue of $373.77 million for the quarter, compared to analyst estimates of $378.36 million. Archrock had a return on equity of 23.57% and a net margin of 21.63%.The business's revenue was up 7.7% compared to the same quarter last year.

Archrock Price Performance

Archrock stock opened at $39.83 on Wednesday. The company has a debt-to-equity ratio of 1.62, a quick ratio of 0.99 and a current ratio of 1.54. Archrock has a 52 week low of $21.17 and a 52 week high of $40.12. The stock has a market capitalization of $6.98 billion, a P/E ratio of 21.77, a price-to-earnings-growth ratio of 1.65 and a beta of 0.94. The stock has a fifty day moving average of $35.95 and a 200-day moving average of $29.84.

Archrock Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 12th will be paid a $0.22 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $0.88 annualized dividend and a dividend yield of 2.2%. Archrock's dividend payout ratio (DPR) is presently 48.09%.

Archrock News Summary

Here are the key news stories impacting Archrock this week:

• Positive Sentiment: Revenue and top-line growth — Archrock reported Q1 2026 revenue of $373.8 million, up year‑over‑year (about +7.7% YoY), signaling demand/price tailwinds in its end markets that support cash flow and coverage. Archrock Reports First Quarter 2026 Results
• Positive Sentiment: Shift in investment story/perception — recent coverage highlights a reframing of Archrock’s outlook and targets, which can lead to multiple expansion as investors re-rate the stock for steadier cash generation and longer-term growth potential. How The Archrock (AROC) Investment Story Is Shifting With New Targets And Market Perceptions
• Neutral Sentiment: Pre-earnings optimism and industry tailwinds — analysts and screens (Zacks articles) had flagged Archrock as one of several energy names poised to benefit from favorable commodity prices heading into Q1 — that set expectations but did not guarantee the result. 3 Energy Stocks Poised to Outshine Earnings Estimates in Q1
• Neutral Sentiment: Analyst expectation context — prior notes highlighted Archrock’s history of earnings surprises and a consensus view for stronger results over the year (consensus FY EPS ~1.96), which frames how investors judge the quarter. Will Archrock Inc. (AROC) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: EPS missed expectations — Archrock reported EPS of $0.42 for Q1, below the Zacks/consensus estimate of $0.47 (a $0.05 shortfall). Missed EPS can pressure the stock if investors focus on near‑term profitability vs. top‑line momentum. Archrock Inc. (AROC) Misses Q1 Earnings and Revenue Estimates
• Negative Sentiment: Mixed reception to the print — summary write-ups and snapshots note the EPS miss despite revenue growth, so near-term volatility is likely as investors weigh whether margins and cash flow will recover to meet analyst models. Archrock Inc.: Q1 Earnings Snapshot

Insider Activity

In other news, CFO Doug S. Aron sold 98,050 shares of the stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $34.76, for a total value of $3,408,218.00. Following the completion of the transaction, the chief financial officer owned 484,337 shares of the company's stock, valued at approximately $16,835,554.12. This represents a 16.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Donna A. Henderson sold 10,413 shares of the firm's stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $36.74, for a total transaction of $382,573.62. Following the completion of the sale, the chief accounting officer owned 27,757 shares in the company, valued at approximately $1,019,792.18. The trade was a 27.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 179,963 shares of company stock worth $6,336,907 over the last ninety days. 2.90% of the stock is currently owned by insiders.

Institutional Trading of Archrock

Hedge funds and other institutional investors have recently modified their holdings of the stock. Daiwa Securities Group Inc. raised its position in Archrock by 19.8% in the second quarter. Daiwa Securities Group Inc. now owns 9,700 shares of the energy company's stock valued at $241,000 after purchasing an additional 1,600 shares during the last quarter. Vident Advisory LLC increased its stake in shares of Archrock by 11.9% in the fourth quarter. Vident Advisory LLC now owns 9,206 shares of the energy company's stock valued at $240,000 after buying an additional 980 shares during the period. Osaic Holdings Inc. raised its holdings in Archrock by 19.3% in the 2nd quarter. Osaic Holdings Inc. now owns 9,293 shares of the energy company's stock valued at $231,000 after buying an additional 1,503 shares during the last quarter. Ieq Capital LLC acquired a new stake in Archrock during the 4th quarter worth approximately $221,000. Finally, Brooklyn Investment Group grew its holdings in Archrock by 799.8% during the 3rd quarter. Brooklyn Investment Group now owns 8,332 shares of the energy company's stock worth $219,000 after acquiring an additional 7,406 shares during the last quarter. Institutional investors own 95.45% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on AROC. Mizuho boosted their price target on Archrock from $32.00 to $38.00 and gave the company an "outperform" rating in a research note on Thursday, April 2nd. Citigroup lifted their target price on Archrock from $31.00 to $40.00 and gave the stock a "buy" rating in a report on Monday, March 2nd. Dawson James reissued an "outperform" rating on shares of Archrock in a research report on Wednesday, February 25th. Wells Fargo & Company upped their price target on shares of Archrock from $39.00 to $40.00 and gave the company an "overweight" rating in a research note on Friday, March 13th. Finally, Wall Street Zen lowered shares of Archrock from a "buy" rating to a "hold" rating in a research report on Sunday, March 8th. Nine investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, Archrock presently has an average rating of "Moderate Buy" and a consensus price target of $39.00.

Archrock Company Profile

Archrock, Inc is a Houston‐based provider of natural gas compression services and equipment to the oil and gas industry in North America. Founded in 2004, the company supplies both short‐term rentals and long‐term contracts for compression solutions, serving upstream and midstream producers. Archrock's offerings include engineered compression systems, aftermarket parts, maintenance and field services designed to optimize wellhead and pipeline operations.

The company's core business activities focus on the design, manufacture, rental and sale of gas compression equipment.