Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Archrock, Inc.
Next earnings Aug 3, 2026 · consensus $0.47 EPS, $399M rev
Last earnings -1.8% on 2026-05-06
Archrock's gas-compression franchise is firing — revenue +29%, EPS +74%, 22% ROE — and the 20x multiple looks fair.
Sources: SEC EDGAR (CIK 0001389050, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:53:59 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~88% below fair value) — the rarer case where both the business and the entry look good.
Archrock is the leading provider of natural-gas contract compression services in the US, and FY2025 marks a clear inflection in profitability and scale. Revenue grew 28.7% to $1.49B, net income surged 87.1% to $322M, and diluted EPS jumped 74.3% to $1.83 — extending a powerful multi-year ramp from just $28.2M net income in FY2021. The margin story is striking for an asset-heavy services business: gross margin reached 48.6% and net margin 21.6%, with a 21.6% ROE, reflecting tight compression-fleet utilization and pricing power amid strong demand for gas infrastructure tied to LNG exports, data-center power, and Permian/associated-gas production growth.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $781M | $846M | $990M | $1.16B | $1.49B |
| Gross profit | — | $262M | $375M | $506M | $724M |
| Operating income | — | — | — | — | — |
| Net income | $28.2M | $44.3M | $105M | $172M | $322M |
| Diluted EPS | $0.18 | $0.28 | $0.67 | $1.05 | $1.83 |
| Net margin | 3.6% | 5.2% | 10.6% | 14.9% | 21.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 5 sales
| 2026-05-18 | Ingersoll Jason SENIOR VICE PRESIDENT | Sell | 33.0K @ $38.19 | $1.26M |
| 2026-05-18 | Aron Doug S SR VICE PRESIDENT, CFO | Sell | 35.0K @ $38.30 | $1.34M |
| 2026-05-14 | Aron Doug S SR VICE PRESIDENT, CFO | Sell | 90.0K @ $36.74 | $3.31M |
| 2026-03-30 | Aron Doug S SR VICE PRESIDENT, CFO | Sell | 98.0K @ $34.76 | $3.41M |
| 2026-03-27 | Aron Doug S SR VICE PRESIDENT, CFO | Sell | 71.5K @ $35.61 | $2.55M |
| 2026-03-04 | Henderson Donna A VP, CHIEF ACCOUNTING OFFICER | Sell | 10.4K @ $36.74 | $383K |
| 2026-03-03 | CHILDERS D BRADLEY PRESIDENT AND CEO | Gift | 43.4K | |
| 2026-02-27 | HALL GORDON T Director | Gift | 7.20K | |
| 2026-02-19 | Thode Eric W SENIOR VICE PRESIDENT | Tax | 15.7K @ $27.85 | $436K |