Archrock, Inc.
In the published model solve dated 2026-Q2, anchored at $32.69, Archrock, Inc. (AROC) is priced for +19.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Archrock rents natural-gas compression on fixed monthly fees rather than on volumes, and the equipment stays where it is put: the 10-K gives the average deployment as ⟦approximately six years⟧ at a single customer location. • The fleet expansion is being paid for from both sides of the balance sheet at once, with net debt of $2.4 billion and a share count up about 3.4% a year over the last four years. • Growth capital spending stepped up to $347.7 million in 2025 from $250.9 million in 2024, a
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415 institutional managers reported holding AROC in 13F filings for the quarter ended 2026-03-31. 87 opened new positions that quarter. Held by BlackRock, Vanguard Group, Invesco, among others. On the short side, 6.7M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AROC's share count grew 14.5% over the past five years even with $100.02M spent on repurchases. It pays a dividend, and has for 12 years running, raised 3 years straight; the current rate is $0.80 a share annually. Cash returned over the past three years: $340.32M in dividends and $94.78M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AROC over the trailing three years: 2025: 3 buys totaling $603k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AROC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +11.0% | -7.7% |
| 2023-11-03 | +8.2% | +7.3% |
| 2024-02-22 | +7.7% | +5.5% |
| 2024-05-02 | +4.4% | +4.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AROC's latest 8-K filings: 2026-08-11 (items 7.01); 2026-08-05 (items 2.02, 9.01); 2026-06-25 (items 5.02, 7.01, 9.01); 2026-05-11 (items 7.01); 2026-05-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.