Archrock reported fourth‑quarter 2025 results that exceeded expectations, with net income of $116.8 million and full‑year net income of $322.3 million. Adjusted EBITDA reached $269.4 million in Q4 and $900.9 million for the full year.
Revenue for the quarter was $377.1 million, slightly below the consensus estimate of $377.7 million but still robust. Adjusted earnings per share of $0.69 beat the analyst estimate of $0.40 by $0.29, driven by strong demand and disciplined cost management.
One‑time items contributed $22.9 million in cash net benefit from a sales and use‑tax audit settlement and $31.6 million in net gains from asset sales. Excluding these items, full‑year adjusted EBITDA would have been $846.4 million, comfortably above the guidance midpoint of $835 million to $850 million.
Contract operations revenue rose to $327.1 million in Q4, up 14% from the prior year, and $326.3 million in the three months ended September 30, 2025, reflecting continued expansion of the high‑margin fleet and increased utilization.
Management reaffirmed its 2026 capital‑expenditure plan of $250 million to $275 million and raised the dividend to $0.22 per share, signaling confidence in cash‑flow generation and a commitment to shareholder returns.
The results underscore Archrock’s positioning in a market buoyed by LNG export growth and the rising power demand of AI‑driven data centers. Strong contract operations performance, coupled with disciplined cost control, supports the company’s outlook for continued profitability and infrastructure expansion.
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