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Archrock (AROC) investor relations material
Archrock Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Achieved record adjusted EPS and EBITDA in Q2 2025, with adjusted EPS up nearly 70% and EBITDA up over 60% year-over-year.
Revenue for Q2 2025 was $383.2M, up 42% year-over-year, driven by contract operations, aftermarket services, and major acquisitions.
Net income for Q2 2025 was $63.4M, an 84% increase, with EPS at $0.36 and adjusted EPS at $0.39.
Raised quarterly dividend by 11% sequentially and 27% year-over-year, with robust dividend coverage of 3.4x.
Accelerated share repurchases, buying back 1.2M shares for $29M in Q2, with $59M remaining under authorization.
Financial highlights
Q2 2025 net income was $63.4M; adjusted net income was $68.4M or $0.39 per share, including a $0.04/share impairment.
Adjusted EBITDA reached $213M for Q2 2025.
Contract operations revenue was $318M, up 41% year-over-year; aftermarket services revenue was $65M, up 44%.
Achieved a record adjusted gross margin of 70% for contract operations and 23% for aftermarket services.
Cash available for dividend totaled $125M in Q2 2025, with coverage of 3.4x.
Outlook and guidance
Raised 2025 adjusted EBITDA guidance to $810M–$850M.
2025 growth CapEx guidance narrowed to $340M–$360M; maintenance CapEx at $110M–$120M.
2026 growth CapEx expected to be at least $250M, with strong order book visibility.
Contract operations revenue expected at $1.26B–$1.28B; adjusted gross margin percentage 69%–71%.
Management expects operating cash flows and credit facility access to be sufficient for future liquidity needs.
Explain the NGCS acquisition's impact on leverage.
Detail the Flowco asset sale rationale.
What drives Permian demand into 2026?
What's driving the increase in time on location?
How does '26 order book compare to this year?
Detail the non-recurring items in EBITDA guidance.
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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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