| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 370.81 | 0.1% | 3.0% |
| Total Income | 370.81 | 0.1% | 3.0% |
| Expenditure | 259.69 | 6.8% | 9.1% |
| PBT | 111.55 | 20.0% | 15.2% |
| Net Profit | 84.47 | 26.6% | 18.6% |
| OPM | — | ||
| NPM | 22.78% | 4.81pp | 4.15pp |
| EPS | 0.48 | 26.3% | 20.0% |
Archrock Reports Q3 2026 Results
03 Nov 2026 · 3 Nov, 4:38 pm
Summary
Archrock reported third quarter 2026 results with revenue of $370.8 million, down from $382.4 million in the prior year period. However, net income increased to $84.5 million ($0.48 EPS) from $71.2 million ($0.40 EPS) in Q3 2025, and Adjusted EBITDA grew to $228.4 million from $220.9 million year-over-year. The company reaffirmed its full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million and highlighted strong customer demand and a tight compression market.
Key Highlights
- 1
Archrock reported revenue of $370.8 million for the third quarter of 2026, a decrease from $382.4 million in the third quarter of 2025.
- 2
Net income for the third quarter of 2026 was $84.5 million, an increase from $71.2 million in the third quarter of 2025, with EPS rising to $0.48 from $0.40.
- 3
Adjusted EBITDA for the third quarter of 2026 was $228.4 million, up from $220.9 million in the third quarter of 2025.
- 4
The company declared a quarterly dividend of $0.23 per common share for the third quarter of 2026, approximately 10% higher compared to the third quarter of 2025.
- 5
Archrock's leverage ratio stood at 2.5x as of September 30, 2026, down from 3.1x as of September 30, 2025.
- 6
Full-year 2026 Adjusted EBITDA guidance was reaffirmed at $865 million to $885 million.
Management Comments
Brad Childers
The continued strength and profitability of our business reflect consistent customer demand and a structurally tight compression market. We achieved our strongest bookings quarter since the second quarter of 2023, including strong bookings in the Permian Basin. Rising gas-to-oil ratios and additional takeaway capacity in the basin are supporting sustained compression requirements. While customer maintenance deferrals affected aftermarket activity and higher lube oil prices created near-term cost pressure, we are actively mitigating these headwinds through cost discipline and operating efficiencies. The underlying demand fundamentals remain strong, supporting our confidence in the long-term outlook. We remain focused on executing our disciplined growth program, deploying horsepower to meet customer demand and delivering the operational reliability our customers expect. With durable natural gas demand supported by long-term growth in LNG exports and power generation, a strong balance sheet and a disciplined, returns-based approach to capital deployment, Archrock is well positioned to invest alongside our customers at attractive returns, generate durable free cash flow and deliver consistent shareholder returns.
Informational and educational content only. Not investment advice.