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Archrock (AROC) guidance and outlook
Archrock (AROC) reaffirmed its guidance on Nov 3, 2026: EBITDA $865M–$885M for FY2026. Archrock's 10-Q filed Nov 3, 2026 makes 9 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | FY2026 | $865M–$885M | reaffirmed |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 3, 2026
- Because we intend to finance a portion of our operations through borrowings, interest expense is a necessary element of our costs and our ability to generate revenue.
- We continue to anticipate lube oil cost pressure in the fourth quarter of 2026.
- exchanges, if any, may be material, will be upon terms and prices as we may determine and will depend on prevailing market conditions, our liquidity requirements, contractual restrictions and other factors.
- Our capital requirements have consisted primarily of, and we anticipate will continue to consist of, the following :
- The majority of our growth capital expenditures are related to the acquisition cost of new compressors when our idle equipment cannot be reconfigured to economically fulfill a project’s requirements and the new compressor is expected to generate economic returns that exceed our cost of capital over the compressor’s expected useful life.
- We currently plan to spend approximately $400 million to $445 million on capital expenditures during 2026, primarily consisting of approximately $250 million to $275 million for growth capital expenditures and approximately $125 million to $135 million for maintenance capital expenditures.
- As of September 30, 2026, we have purchase commitments for new fleet assets with anticipated deliveries through 2030 in the amount of $958.1 million, of which $278.1 million is due within the next 12 months.
- Any future determinations to pay cash dividends to our stockholders will be at the discretion of our Board of Directors and will be dependent upon our financial condition, results of operations and credit and loan agreements in effect at that time and other factors deemed relevant by our Board of Directors.
- The actual number of shares repurchased will depend on prevailing market conditions, alternative uses of capital and other factors, and will be determined at management’s discretion.
Archrock's latest quarter
Archrock, Q3 2026: revenue $371M (-3% year over year), operating margin 30.0%, net earnings $84.5M, operating cash flow $159M. The chart follows the revenue to costs, profit and cash.
Questions
Did Archrock raise or lower its guidance?
Archrock (AROC) reaffirmed its guidance on Nov 3, 2026: EBITDA $865M–$885M for FY2026.
What does Archrock expect?
Because we intend to finance a portion of our operations through borrowings, interest expense is a necessary element of our costs and our ability to generate revenue. We continue to anticipate lube oil cost pressure in the fourth quarter of 2026. exchanges, if any, may be material, will be upon terms and prices as we may determine and will depend on prevailing market conditions, our liquidity requirements, contractual restrictions and other factors.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.