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Archrock (AROC) investor relations material
Archrock Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 delivered strong financial and operational results, with revenue of $382.4 million, net income of $71.2 million, and adjusted EPS of $0.42, all significantly higher year-over-year, driven by robust natural gas infrastructure buildout, compression market strength, and successful integration of acquisitions.
Adjusted EBITDA rose to $221 million, up over 46% year-over-year, with both contract operations and aftermarket services segments delivering impressive revenue and gross margins.
Maintained a sector-leading financial position, with a leverage ratio of 3.1x and a 20% year-over-year increase in quarterly dividend per share to $0.21.
Returned $159 million to shareholders through dividends and buybacks in the first three quarters of 2025.
Positioned for sustained growth in earnings, free cash flow, and shareholder returns, supported by strong market fundamentals and customer demand.
Financial highlights
Q3 2025 net income was $71.2 million; adjusted net income was $73.2 million ($0.42 per share); adjusted EBITDA reached $221 million.
Revenue for Q3 2025 was $382.4 million, up 31% year-over-year; nine-month revenue reached $1.11 billion, up 34%.
Contract operations revenue was $326.3 million, up 33% year-over-year; aftermarket services revenue was $56.2 million, up 20%.
Adjusted gross margin percentage was 73% for contract operations and 23% for aftermarket services in Q3 2025.
Cash available for dividend totaled $136 million in Q3, with a dividend coverage ratio of 3.7x.
Outlook and guidance
Full-year 2025 adjusted EBITDA guidance raised to $835–$850 million, with net income guidance of $265.2–$280.2 million.
Growth CapEx for 2025 is $345–$355 million; maintenance CapEx forecasted at $110–$115 million.
Minimum 2026 growth CapEx expected at $250 million, focused on U.S. natural gas infrastructure expansion.
Contract operations revenue for 2025 expected at $1.265–$1.28 billion, with gross margin of 71.0%–71.5%.
Committed to maintaining a target leverage ratio of 3x–3.5x and ongoing dividend growth.
Detail 2026 growth capex allocation by basin.
Impact of average unit size increase on margins?
Address aftermarket services margin percentage decline.
Capital allocation strategy given strong FCF?
Impact of AI/LNG on multiyear growth outlook?
Technology's role in driving margin improvement?
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Frequently asked questions
Archrock Inc. is a leading provider of natural gas compression services to the energy industry. The company specializes in the operation, maintenance, and leasing of natural gas compression equipment, which is essential for transporting and processing natural gas from production sites to end users. Archrock’s services support upstream, midstream, and downstream operations, ensuring efficient and reliable gas flow. Archrock is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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