NYSE · AROC
Archrock, Inc.
Energy · Oil & Gas Equipment & Services
$30.68▼ 0.52% ($0.16)at close
As of 4:00 PM ET
Market cap
$5.38B
P/E
16.32
EPS (TTM)
$1.88
Next earnings
Oct 27, 2026
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 11.0% revenue growth a year for 10 years. Our scenarios assume 4.8–8.4%.
That's below its past 4-year pace of 17.5%.
Value per share
Base case
$18.99
Price used $30.68 is 1.6× this
USD · TTM ending Jun 30, 2026 · Price Sep 24, 8:00 PM UTC
Revenue each value needs
Revenue today $1.5B. The price needs $4.3B by 2036. Base case: $2.9B. At its recent pace: $7.6B. Bear to Bull: $2.4B to $3.4B.
Revenue today $1.5B. The price needs $4.3B by 2036. Base case: $2.9B. At its recent pace: $7.6B. Bear to Bull: $2.4B to $3.4B.
Revenue in 2036
today $1.5B
+$1.4Bmore than the Base case · 1.5×
Value per share · Base case
$18.99
Price $30.68
1.6× this
- 10-yr revenue CAGR
- 6.7%
- Ending operating margin
- 27.0%
- Discount rate
- 8.4%
USD · TTM ending Jun 30, 2026 · Price Sep 24, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 19.33% over the last year. Revenue grew 11.54% over the trailing twelve months. Operating margin moved from 51.65% to 27.01%. Free cash flow grew 1,641.48% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 50th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 27.01%. Revenue grew 11.54% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Archrock, Inc., together with its subsidiaries, operates as an energy infrastructure company in the United States.
Market multiples
Stock splits
Every 40 shares became 13
Every 1 shares became 2
Profitability & growth
Analyst consensus
15
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 27, 2026
Q4 FY26 · EPS est $0.45 · Revenue est $385.74M
View
Institutional Sentiment
Archrock, Inc. · AROC
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.