Archrock (AROC)
Owns and operates natural gas compression fleets while servicing customer-owned equipment.
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Provides contract compression across U.S. natural gas infrastructure, earning mostly fixed monthly fees by owning and operating a predominantly large-horsepower fleet. A smaller aftermarket segment maintains, overhauls, reconfigures, and supplies parts for customer-owned compressors, while demand tracks gas and oil production and midstream activity.
Provides midstream natural gas compression through two segments across major U.S. producing regions. Contract Operations designs, sources, owns, installs, operates, services, repairs, and maintains a predominantly large-horsepower fleet under mostly fixed monthly fees. Aftermarket Services sells parts and components and performs operations, maintenance, overhauls, and equipment reconfiguration for customer-owned compressors.
Fleet standardization, remote monitoring, local field coverage, and equipment redeployment help maintain availability as reservoir and pipeline pressures change. Recent acquisitions expanded large-horsepower and electric-motor-drive capacity, while asset sales removed smaller and non-strategic units. Demand depends on natural gas and crude-oil production, gathering, processing, transportation, and storage; operations also remain subject to federal, state, and local emissions, environmental, and workplace-safety rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | Evercore ISI | Target | Target: — | Target: $40 |
| Aug 17, 2026 | RBC Capital | Reiterate | Rating: —Target: $44 | Target: $46 |
| Aug 6, 2026 | Wells Fargo | Reiterate | Rating: —Target: — | Target: $40 |
| Jul 21, 2026 | RBC Capital | Reiterate | Rating: —Target: $22 | Target: $44 |
| Jun 3, 2026 | Mizuho Securities | Target | Target: $32 | Target: $40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.0M · Total debt $2.36B · Total assets $4.44B · Shareholders' equity $1.55B
- Revenue
- $371.2M
- Operating income
- $93.0M
- Net income
- $66.7M
HistoryDividendAnnual yield
| Institutions | ≈ 101.29% | 177.59M shares | |
|---|---|---|---|
| 463 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.72% | 4.76M shares | |
| 15 holders · as of Jul 8, 2026 | |||
| Adds to | 104.01% | ||
175.34M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.01%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.06% | 29.91M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.32% | 11.08M | as of Jun 30, 2026 |
Earnest Partners LLCInstitution | 5.44% | 9.54M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.34% | 7.61M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.29% | 7.52M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 18, 2026 | Jason Ingersoll | officer: SENIOR VICE PRESIDENT | −33,000 | $38.19 |
| May 14, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −90,000 | $36.74 |
| May 18, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −35,000 | $38.30 |
| Mar 30, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −98,050 | $34.76 |
| Mar 27, 2026 | Doug S. Aron | officer: SR VICE PRESIDENT, CFO | −71,500 | $35.61 |
- Kodiak Gas Services
Large-horsepower contract compression across key U.S. basins
- USA Compression Partners
Outsourced natural gas compression with expanded U.S. fleet scale
- Enerflex (ADR)
U.S. contract compression plus engineered systems and AMS
- Natural Gas Services Group
Rental compression and aftermarket service for production sites
- Baker Hughes
Compression equipment and lifecycle services for gas infrastructure
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Archrock | $31.02 | +0.93% | $5.39B | 16.5 | 16.0 | 3.6 | −3.1% |
| Kodiak Gas Services | $56.76 | +0.92% | $5.68B | 65.4 | 22.1 | 4.1 | +21.2% |
| USA Compression Partners | $26.25 | +0.27% | $3.80B | 24.7 | 17.6 | 3.2 | +36.8% |
| Enerflex (ADR) | $22.70 | +1.18% | $2.74B | 53.4 | 12.3 | 1.1 | −33.4% |
| Natural Gas Services Group | $34.69 | +0.12% | $437.8M | 21.5 | 15.8 | 2.3 | +24.2% |
| Baker Hughes | $57.35 | −0.84% | $57.41B | 18.6 | 21.4 | 2.1 | −2.4% |
| Median | 24.7 | 17.6 | 2.3 | +21.2% |