Overview
Archrock Q3 2025 revenue of $382.4 mln beats analyst expectations
Adjusted EBITDA for Q3 2025 beats estimates, reaching $220.9 mln
Company increased share repurchase authorization by $100 mln
Outlook
Archrock raises full-year 2025 Adjusted EBITDA guidance to $835 mln-$850 mln
Company expects $250 mln in growth capex for 2026, led by the Permian basins
Archrock sees continued growth in U.S. natural gas infrastructure into 2026
Result Drivers
CONTRACT OPERATIONS - Revenue increased 33% to $326.3 mln, driven by fleet expansion and higher pricing
ASSET SALES AND TAX SETTLEMENTS - Adjusted EBITDA benefited from $9.9 mln in tax audit settlements and $3.8 mln in asset sales gains
HORSEPOWER EXPANSION - Total operating horsepower increased to 4.7 mln, supporting revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $382.4 mln | $378.24 mln (6 Analysts) |
Q3 Net Income | $71.2 mln | ||
Q3 Adjusted EBITDA | Beat | $220.9 mln | $209.76 mln (9 Analysts) |
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 $31.00, about 17.5% above its October 27 closing price of $25.57
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nGNX5Cyjf5
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(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.)