13F Pro Quality Score

72.3/100

Rank #234 of 2,879 stocksTOP 10%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

82.3/100

Profitability

86.6/100

Balance Sheet

76.5/100

Earnings Quality

86.5/100

Free Cash Flow

48.9/100

Institutional Flow

85.3/100

Revenue Scale

57.2/100

Dilution Risk

50.9/100

AROC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Archrock, Inc. (AROC), a Energy sector company. 13F Pro's AI-powered ranking engine scores AROC at 72.3/100 on a 32-signal composite quality model, placing it at rank #234 of 2,879 stocks — the top 10% of the AI-ranked universe. AROC scores in the top quartile across profitability (86.6), earnings quality (86.5), institutional flow (85.3). Based on the latest XBRL financial filings (Q1 2026), Archrock, Inc. reports quarterly revenue of $373.8M, net income of $73.8M, an operating margin of 26.1%. Top institutional holders of AROC by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, EARNEST PARTNERS, based on the most recent SEC filings. AROC trades on the NYSE exchange and files with the SEC under CIK 1389050. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AROC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Archrock, Inc. directly from SEC EDGAR. Archrock, Inc.'s 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 72.3 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about Archrock, Inc.

Quirks, history, and lore behind AROC — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. energy company · mid-cap · listed on the NYSE · headquartered in Houston, Texas.
  • 2
    The Numbers
    Generates annual revenue in the range of roughly $1 billion, serving customers across the natural gas supply chain with equipment it doesn't sell — it rents.
  • 3
    The History
    The business traces its roots to Exterran Holdings, which was split into two separate public companies in 2015, with this piece keeping the domestic compression operations.
  • 4
    The Secret
    The whole model is contract compression-as-a-service — operators don't buy the machinery, they pay a monthly fee so someone else owns, installs, and maintains the compressor fleet.
  • 5
    The Lore
    It operates one of the largest fleets of natural gas compression equipment in the United States, keeping gas flowing from wellheads to pipelines across major producing basins.
  • 6
    The Giveaway
    Its ticker spells out a word meaning a large mass of rock, and its name sounds like something solid — because keeping natural gas compressed and moving is exactly what this Houston-based company is built on.
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What's Driving AROC's Business? Latest 10-Q Breakdown

28/28 datapoints verified

AI-extracted from Archrock, Inc.'s 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q1 revenue rose 7.7% YoY to $373.8M driven by NGCS acquisition compression units and higher contract rates, while net income grew 4.1% to $73.8M.

Biggest Revenue Drivers

Total revenue: $373.8M+7.7% YoY

Contract Operations$330.9M+10.1% YoY

Increased revenue from compression units acquired in NGCS Acquisition plus higher rates.

Aftermarket Services$42.9M-8.3% YoY

Reduced customer demand for major maintenance service activity.

Largest Expense Items

Cost of Sales (excl. depreciation/amortization)$126.3M+1.0% YoY

Employee compensation and benefits increased $4.0M; parts expense rose $1.9M from NGCS units; lube oil decreased $2.5M due to lower prices.

Depreciation and Amortization$69.7M+21.1% YoY

Increased from fixed asset additions and NGCS Acquisition compression units and intangible assets.

Selling, General and Administrative$45.2M+21.5% YoY

$4.1M increase in cash-settled incentive compensation from stock price increase; $3.7M acceleration of long-term incentive expense; $1.3M higher employee benefits.

Interest Expense$39.5M+4.7% YoY

Higher average long-term debt balance including 2034 Notes, partially offset by 2027 Notes Redemption.

Margins: Adjusted gross margin expanded to $247.4M (+11.3% YoY) with adjusted gross margin percentage improving to 72% from 70%, driven by contract operations revenue growth outpacing cost increases. Gross margin (GAAP) was $177.7M (+8.0% YoY).

Watch Items from the Filing

  • Remaining performance obligations in contract operations of $864.6M through 2032, with $441M due in 2026, indicating strong backlog.
  • Aftermarket services revenue declined 8.3% YoY to $42.9M due to reduced customer demand for major maintenance; represents 11.5% of total revenue.
  • Long-term debt increased to $2,379M with $800M new 2034 Notes issued January 2026 at 6.0%; Credit Facility balance at $96.8M with 5.1% weighted average rate.
  • Capital expenditure guidance for 2026: $400M–$445M ($250M–$275M growth, $125M–$135M maintenance), versus $113.5M spent in Q1 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q1 2026

$373.8M

Net Income

Q1 2026

$73.8M

Free Cash Flow

Q1 2026

$72.4M

Operating Margin

Q1 2026

26.1%

D/E Ratio

Q1 2026

1.57

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-3.4% YoY
$845.6MFY 2022
FY17 $794.7MFY19 $965.5MFY20 $875.0MFY22 $845.6M

Net Income

+164.7% YoY
$44.3MFY 2022
FY17 $19.0MFY19 $97.3MFY20 $-68.4MFY22 $44.3M

EPS (Diluted)

+160.9% YoY
$0.28FY 2022
FY17 FY19 $0.70FY20 $-0.46FY22 $0.28

Total Assets

-6.5% YoY
$2.60BFY 2022
FY17 $2.41BFY19 $3.11BFY20 $2.78BFY22 $2.60B

Total Debt

-8.3% YoY
$1.55BFY 2022
FY17 $1.43BFY19 $1.84BFY20 $1.69BFY22 $1.55B

Op. Cash Flow

-39.3% YoY
$203.4MFY 2022
FY17 $201.7MFY19 $290.1MFY20 $335.3MFY22 $203.4M

AI Insight: AROC Financial Trends

Archrock's operating cash flow surged to $214M in Q4 2025 — nearly triple Q2 2024's $71M — even as revenue growth plateaued near $374–383M.

Revenue grew 41% from $271M in Q2 2024 to a peak of $383M in Q2 2025, then plateaued around $374–382M through Q1 2026.

Operating cash flow expanded sharply from $71M in Q2 2024 to $214M in Q4 2025, with Q1 2026 at $186M — a sustained step-change improvement.

Net income more than doubled from $34M in Q2 2024 to $117M in Q4 2025, though Q1 2026 pulled back to $74M.

Total debt jumped from $1,609M in Q2 2024 to $2,613M in Q2 2025, then eased to $2,379M in Q1 2026 — leverage remains significantly elevated.

Debt-to-equity ratio stands at roughly 1.6x in Q1 2026 versus 1.8x in Q2 2024 — debt reduction pace warrants monitoring.

Revenue has stalled near $374–383M for four consecutive quarters; any demand softening could pressure the FCF improvement thesis.

Q4 2025's $214M operating CF versus Q1 2026's $186M may reflect seasonality — confirmation of sustained cash generation needed.

AI Insight: AROC Ratio Trends

Archrock's leverage is at a multi-quarter low of 1.57x D/E while ROIC has nearly doubled from its Q3 2024 trough of 6.0% to 10.0% in Q1 2026.

ROIC expanded from 6.0% in Q3 2024 to 10.0% in Q1 2026, nearly doubling over five quarters.

D/E ratio declined from 1.86 in Q2 2025 to 1.57 in Q1 2026, the lowest level in the dataset.

Operating margin jumped to 39.5% in Q4 2025 before retreating to 26.1% in Q1 2026, suggesting a one-off boost.

TTM operating margin of 28.3% and NPM of 21.4% sit well above Q2 2024 levels of 17.5% and 12.7%, respectively.

Q4 2025 margin spike (OpMargin 39.5%, ROE 31.3%) appears non-recurring; Q1 2026 reversion warrants scrutiny of underlying drivers.

D/E ticked up to 1.86 in Q2 2025 before falling — monitor whether deleveraging trend holds amid capital spending.

ROA remains modest at 6.7% in Q1 2026 despite margin improvement, indicating asset-heavy structure limits capital efficiency gains.

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Available Research

13F Pro tracks comprehensive data for Archrock, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of AROC

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Is AROC a good stock to buy?

13F Pro's AI-powered analysis of Archrock, Inc. (AROC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AROC are available on the AROC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own AROC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AROC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Archrock, Inc.'s investment landscape.