Archrock Q4 EPS Up 97% to $0.69, Revenue Up 16%, Raises Dividend
Archrock Inc. reported Q4 2025 EPS of $0.69, beating estimates by $0.29 and rising from $0.35, on $377 million revenue. The Contract Operations segment produced $327.1 million at 95.5% utilization; Archrock raised its dividend 5% to $0.22 per share and guided net income of $306–356 million for 2026.
1. Q4 Earnings and Revenue
Archrock delivered Q4 2025 adjusted EPS of $0.69, up from $0.35 a year earlier and $0.29 above estimates, on revenue of $377 million, a 16% increase over Q4 2024.
2. Segment Performance
The Contract Operations unit generated $327.1 million in revenues with a 95.5% utilization rate across 4.6 million operating horsepower, while Aftermarket Services revenues rose to $50 million from $40 million in the prior-year quarter.
3. Dividend and Share Repurchases
The board approved a 5% quarterly dividend increase to $0.22 per share, reflecting 4.9x coverage, and repurchased $15.8 million of common stock at an average price of $24.44, leaving $117.7 million in remaining buyback capacity.
4. 2026 Guidance
Archrock forecasts 2026 net income of $306–356 million and adjusted EBITDA of $865–915 million, expects Contract Operations revenues of $1.32–1.36 billion, Aftermarket Services revenues of $200–220 million, and total growth capex of $250–275 million.