Overview

• Energy infrastructure firm's Q4 revenue slightly missed analyst expectations

• Adjusted EBITDA for Q4 beat analyst estimates

• Company returned $211.8 mln to shareholders via dividends and buybacks in 2025

Outlook

• Company plans $250 mln to $275 mln growth capex in 2026

Result Drivers

• TAX BENEFIT - Archrock's Q4 results benefited from a $22.9 mln cash net benefit related to prior period sales and use tax audit settlements and credits

• ASSET SALES - Archrock recorded $31.6 mln in net gains from the sale of compression and other assets at year-end

• HORSEPOWER EXPANSION - Company grew active horsepower by 8% in 2025, supporting revenue growth

Company press release: ID:nGNX1sR5xX

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the oil related services and equipment peer group is "buy"

• Wall Street's median 12-month price target for Archrock Inc is $32.00, about 2.5% below its February 23 closing price of $32.82

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)