Gas compression services firm Archrock's Q4 revenue slightly misses estimates

Archrock

24/02/2026 21:57

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$377.10 mln
$378.86 mln (6 Analysts)
Q4 Net Income
$116.80 mln
Q4 Adjusted EBITDA
Beat
$269.40 mln
$210.94 mln (9 Analysts)

*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.)