Archrock, Inc.

AROC · Natural Gas Transmission · 175.3M shares · +3%/yr ↑ shares · EDGAR filings ↗

Net buyback after stock comp: -$4M (gross $9M, SBC $13M)

Reference price $38.19 · est. market cap ~$6.7B — last insider sale, 2026-05-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B80

Gas-compression services leader with top-decile growth and high ROE, clearly above-average though leveraged and cash-light.

Strengths

ROE 21.6% (90th pct) and ROA 7.4% (81st pct) — strong returns on capital
Revenue +29% (94th pct) and net income +87% (88th pct) with healthy gross/operating margins

Risks

Very low cash on hand (7th pct) and elevated debt-to-equity (1.6x, 63rd pct)
Cyclical exposure to natural-gas production volumes and capital intensity of the compression fleet

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Insider sellingInsider selling — 6 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$12M, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $383M2025-09-30 · $382M2025-12-31 · $377M2026-03-31 · $374M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

48.6%

Net margin

21.6%

Return on equity

21.6%

Return on assets

7.4%

Revenue growth (QoQ)

-0.9%

Net-income growth

87.1%

Debt / equity

1.6×

Current ratio

1.5×

Tangible book value

$1.2B

Cash & investments

$2M

Stock comp / revenue

1.3%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-25	CHILDERS D BRADLEY	Gift	25K	—
2026-05-18	Ingersoll Jason	Sell	33K	$38.19
2026-05-18	Aron Doug S	Sell	35K	$38.30
2026-05-14	Aron Doug S	Sell	90K	$36.74
2026-03-30	Aron Doug S	Sell	98K	$34.76
2026-03-27	Aron Doug S	Sell	72K	$35.61
2026-03-04	Henderson Donna A	Sell	10K	$36.74
2026-03-03	CHILDERS D BRADLEY	Gift	43K	—
2026-02-27	HALL GORDON T	Gift	7.2K	—
2026-02-19	Thode Eric W	Tax withheld	16K	$27.85
2026-02-19	Ingersoll Jason	Tax withheld	16K	$27.85
2026-02-19	Hildebrandt Stephanie C	Tax withheld	23K	$27.85
2026-02-19	Aron Doug S	Tax withheld	36K	$27.85
2026-02-19	CHILDERS D BRADLEY	Tax withheld	96K	$27.85
2026-02-18	Thode Eric W	Grant	40K	—
2026-02-18	Ingersoll Jason	Grant	40K	—
2026-02-18	Hildebrandt Stephanie C	Grant	58K	—
2026-02-18	Aron Doug S	Grant	90K	—
2026-02-18	CHILDERS D BRADLEY	Grant	244K	—
2026-01-29	Rebrook Jason C	Grant	5.3K	—
2026-01-29	Thode Eric W	Grant	24K	—
2026-01-29	Ingersoll Jason	Grant	24K	—
2026-01-29	Henderson Donna A	Grant	5.7K	—
2026-01-29	Hildebrandt Stephanie C	Grant	27K	—
2026-01-29	Ainsworth Anne-Marie	Grant	5.3K	—
2026-01-29	Honeybourne J W G	Grant	5.3K	—
2026-01-29	Aron Doug S	Grant	38K	—
2026-01-29	Hawes Frances Powell	Grant	5.3K	—
2026-01-29	MALLETT LEONARD WAYNE	Grant	5.3K	—
2026-01-29	HALL GORDON T	Grant	5.3K	—
2026-01-29	CHILDERS D BRADLEY	Grant	96K	—
2026-01-29	SEGNER EDMUND P III	Grant	5.3K	—
2026-01-29	LYTAL JAMES H	Grant	5.3K	—
2026-01-27	Thode Eric W	Tax withheld	14K	$27.85
2026-01-27	Ingersoll Jason	Tax withheld	14K	$27.85
2026-01-27	Henderson Donna A	Tax withheld	3.5K	$27.85
2026-01-27	Hildebrandt Stephanie C	Tax withheld	19K	$27.85
2026-01-27	Aron Doug S	Tax withheld	29K	$27.85
2026-01-27	CHILDERS D BRADLEY	Tax withheld	75K	$27.85
2025-11-10	Thode Eric W	Sell	41K	$25.10
2025-09-22	Rebrook Jason C	Buy	5.0K	$23.94
2025-09-19	Rebrook Jason C	Buy	10K	$24.16
2025-09-18	Rebrook Jason C	Buy	10K	$24.17
2025-08-12	Thode Eric W	Sell	10K	$23.54
2025-05-09	Ingersoll Jason	Sell	42K	$24.49
2025-03-27	CHILDERS D BRADLEY	Gift	48K	—
2025-03-21	Henderson Donna A	Sell	8.3K	$26.36
2025-03-06	Thode Eric W	Option exercise	31K	—
2025-03-06	Thode Eric W	Tax withheld	12K	$29.70
2025-03-06	Ingersoll Jason	Option exercise	31K	—
2025-03-06	Ingersoll Jason	Tax withheld	12K	$29.70
2025-03-06	Hildebrandt Stephanie C	Option exercise	43K	—
2025-03-06	Hildebrandt Stephanie C	Tax withheld	17K	$29.70
2025-03-06	Aron Doug S	Option exercise	71K	—
2025-03-06	Aron Doug S	Tax withheld	28K	$29.70
2025-03-06	CHILDERS D BRADLEY	Option exercise	214K	—
2025-03-06	CHILDERS D BRADLEY	Tax withheld	84K	$29.70
2025-02-06	Ingersoll Jason	Tax withheld	17K	$29.70
2025-02-06	Aron Doug S	Tax withheld	38K	$29.70
2025-02-06	CHILDERS D BRADLEY	Tax withheld	105K	$29.70
2025-02-06	Thode Eric W	Tax withheld	17K	$29.70
2025-02-06	Hildebrandt Stephanie C	Tax withheld	24K	$29.70
2025-02-06	Henderson Donna A	Tax withheld	4.7K	$29.70
2025-01-30	Ainsworth Anne-Marie	Grant	4.7K	—
2025-01-30	Henderson Donna A	Grant	5.0K	—
2025-01-30	Hildebrandt Stephanie C	Grant	24K	—
2025-01-30	Ingersoll Jason	Grant	19K	—
2025-01-30	CHILDERS D BRADLEY	Grant	88K	—
2025-01-30	Thode Eric W	Grant	19K	—
2025-01-30	SEGNER EDMUND P III	Grant	4.7K	—
2025-01-30	Rebrook Jason C	Grant	4.7K	—
2025-01-30	MALLETT LEONARD WAYNE	Grant	4.7K	—
2025-01-30	LYTAL JAMES H	Grant	4.7K	—
2025-01-30	Aron Doug S	Grant	36K	—
2025-01-30	Honeybourne J W G	Grant	4.7K	—
2025-01-30	Hawes Frances Powell	Grant	4.7K	—
2025-01-30	HALL GORDON T	Grant	4.7K	—
2024-12-31	Honeybourne J W G	Grant	502	$24.89

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

Date	Items
2026-06-25	Exec/director changeReg FDExhibits	filing ↗
2026-05-11	Reg FD	filing ↗
2026-05-06	ResultsExhibits	filing ↗
2026-05-04	Shareholder vote	filing ↗
2026-04-01	Other	filing ↗
2026-03-26	Exec/director changeReg FDExhibits	filing ↗
2026-02-26	OtherExhibits	filing ↗
2026-02-25	ResultsReg FDExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-06-25	2026-06-24	0001104659-26-077839 ↗
8-K	2026-05-11	2026-05-11	0001389050-26-000022 ↗
10-Q	2026-05-06	2026-03-31	0001389050-26-000019 ↗
8-K	2026-05-06	2026-05-05	0001389050-26-000015 ↗
8-K	2026-05-04	2026-04-30	0001389050-26-000012 ↗
8-K	2026-04-01	2026-04-01	0001104659-26-038571 ↗
8-K	2026-03-26	2026-03-25	0001104659-26-034773 ↗
8-K	2026-02-26	2026-02-26	0001104659-26-020593 ↗
10-K	2026-02-26	2025-12-31	0001389050-26-000009 ↗
8-K	2026-02-25	2026-02-24	0001389050-26-000006 ↗
8-K	2026-02-24	2026-02-18	0001389050-26-000003 ↗
8-K	2026-01-21	2026-01-21	0001104659-26-005376 ↗