Archrock Q1 Earnings Call Highlights

3 hours ago 1

MarketBeat

Thu, May 7, 2026 astatine 7:07 AM CDT 8 min read

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Key Points

Archrock reported Q1 adjusted EPS of $0.42 and adjusted EBITDA of $221 cardinal (up 12% YoY), generated $92 cardinal of adjusted escaped currency flow, and returned $44 cardinal to shareholders via dividends and buybacks.
The fleet stayed efficaciously afloat utilized (95% utilization) with operating horsepower astatine 4.53 million, supporting a beardown adjusted gross borderline of 72% arsenic pricing and complaint increases assistance per-horsepower revenue.
Management reaffirmed 2026 adjusted EBITDA guidance of $865 cardinal to $915 million, plans astir $400–$445 million successful full CapEx including $250–$275 million of maturation spend, ended the 4th with $2.4 cardinal of indebtedness and ~2.6x leverage and noted utmost instrumentality pb times (~160 weeks).
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Archrock (NYSE:AROC) executives told investors the institution started 2026 with what they described arsenic beardown operational execution, a afloat utilized fleet, and continued lawsuit request for compression services, portion maintaining full-year guidance and expanding shareholder returns.

First-quarter results and currency returns

President and CEO Brad Childers said the institution delivered adjusted net per stock of $0.42 successful the archetypal 4th of 2026 and adjusted EBITDA of $221 million, representing a 12% summation successful adjusted EBITDA compared with the archetypal 4th of 2025. Childers said Archrock’s fleet “remained afloat utilized,” extending what helium called a multi-year way grounds of afloat utilization.

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Chief Financial Officer Doug Aron reported nett income of $73.8 cardinal for the quarter. Excluding transaction-related and restructuring costs and associated taxation impacts, Aron said adjusted nett income was $74.4 million, oregon $0.42 per share. He said results “also benefited from a $10 cardinal nett summation from the merchantability of non-strategic compression and different assets,” portion spot successful fundamentals was “somewhat offset by higher” selling, wide and administrative expense.

Management highlighted escaped currency travel procreation and superior returns. Childers said Archrock produced adjusted escaped currency travel of $92 cardinal during the 4th and returned $44 cardinal to shareholders done dividends and stock repurchases, which helium said was up 29% year-over-year. Aron added that adjusted escaped currency travel aft dividends was $52 cardinal successful the quarter.