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Archrock Beats on Q2 Earnings & Revenues, Raises '25 View

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Key Takeaways

  • {\"0\":\"AROC posted Q2 EPS of $0.39 and revenue of $383M, beating year-ago results and consensus estimates.\",\"1\":\"Contract Operations revenue rose to $318.3M with record 96% fleet utilization and 4.65M horsepower.\",\"2\":\"AROC raised 2025 net income guidance to $249.6M-$289.6M and expects up to $360M in growth capex.\"}

Archrock Inc. (AROC - Free Report) reported second-quarter 2025 earnings per share of 39 cents, which beat the Zacks Consensus Estimate of 37 cents. The bottom line improved from the year-ago quarter’s level of 25 cents.

Total quarterly revenues of $383 million increased from $271 million reported in the year-ago quarter. The top line also surpassed the Zacks Consensus Estimate of $360 million.

The strong quarterly results can be attributed to higher contributions from both business segments. Record utilization rates and increased demand for the company’s equipment and services aided its second-quarter performance.

Archrock, Inc. Price, Consensus and EPS Surprise

Archrock, Inc. Price, Consensus and EPS Surprise

Archrock, Inc. price-consensus-eps-surprise-chart | Archrock, Inc. Quote

Operational Performance

Archrock operates through two business segments — Contract Operations and Aftermarket Services.

The Contract Operations segment reported revenues of $318.3 million in the second quarter, compared to $225.4 million in the year-ago quarter. Total operating horsepower at the end of the quarter was 4.65 million, up from 3.6 million in the prior-year quarter. The company maintained a record utilization level of 96% on its fleet.

Revenues from the Aftermarket Services segment totaled $64.8 million, compared with $45.1 million in the second quarter of 2024.

Costs & Expenses

The total cost of sales in the quarter amounted to $146 million, up from the year-ago period’s $114.4 million. Depreciation and amortization expenses amounted to $63 million in the quarter under review.

Liquidity Position & Capital Expenditure

As of June 30, 2025, the company had a long-term debt of $2.6 billion. The total available liquidity was $675 million as of the same date. Net capital expenditures amounted to $82.9 million in the second quarter.

Dividend Payment

Archrock has declared a quarterly dividend of 21 cents per share ($0.84 on an annualized basis), resulting in dividend coverage of 3.4x. The payment, scheduled for Aug. 12, 2025, will be made to shareholders on record as of Aug. 5, 2025.

Guidance

The company expects Net Income for 2025 to be in the range of $249.6-$289.6 million. Growth capital expenditures for the year is expected to lie between $340-$360 million.

AROC’s Zacks Rank & Key Picks

Currently, AROC carries a Zacks Rank #4 (Sell).

Some better-ranked stocks from the energy sector are Antero Midstream Corporation (AM - Free Report) , Galp Energia SGPS SA (GLPEY - Free Report) and Enbridge Inc. (ENB - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.

Antero Midstream generates stable cash flow by providing midstream services under long-term contracts with Antero Resources. The company’s higher dividend yield compared to its sub-industry peers makes it an attractive choice for investors who seek consistent returns.

Galp Energia is a Portuguese energy company engaged in exploration and production activities. The company’s oil exploration efforts have yielded positive results, particularly with the Mopane discovery in the Orange Basin, offshore Namibia. After the initial exploration phase, Galp estimated that the Mopane prospect could hold nearly 10 billion barrels of oil. This discovery allows Galp to diversify its global presence, with the potential to become a significant oil producer in the region.

Enbridge is a leading midstream energy firm that operates an extensive crude oil and liquids transportation network spanning 18,085 miles, along with a gas transportation network covering 71,308 miles. The company has a stable business model supported by take-or-pay contracts, protecting it against commodity price volatility.

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