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AROC 8-K filings, explained
Every material Form 8-K Archrock has filed with the SEC since May 01, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Archrock, Inc. published an investor presentation on November 4, 2026, posted on its website under Investor Relations. The filing contains no financial figures, and it notes the company may update the presentation at the same web address without filing a new 8-K.
Investor presentation published November 4, 2026 on archrock.com under Investor Relations
Filing is a Regulation FD disclosure; the presentation itself is not reproduced in the filing text
Future presentation updates may be posted at the same web address without a new 8-K alert
Archrock reported third quarter 2026 revenue of $370.8 million, down from $382.4 million a year earlier, while net income rose to $84.5 million and EPS to $0.48 from $0.40. The company reaffirmed full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million and declared a $0.23 quarterly dividend, about 10% higher than a year earlier, while no shares were repurchased in the quarter.
Revenue was $370.8 million versus $382.4 million in Q3 2025; aftermarket services revenue fell to $39.7 million from $56.2 million.
Net income was $84.5 million, or $0.48 per share, versus $71.2 million, or $0.40 per share, a year earlier; the prior-year period included a $4.7 million asset impairment.
Adjusted EBITDA was $228.4 million versus $220.9 million; full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million was reaffirmed.
Quarterly dividend of $0.23 per share is payable November 10, 2026, to holders of record on November 3, 2026; $113.2 million remained under the buyback authorization.
Archrock's Vice President and Chief Accounting Officer, Donna A. Henderson, notified the company on September 23, 2026 that she intends to retire effective December 4, 2026. The filing does not name a successor or describe any financial impact, so the change's effect on shareholders is not yet clear.
Donna A. Henderson, Vice President and Chief Accounting Officer, plans to retire.
Notice was given to the company on September 23, 2026.
Archrock reported second quarter 2026 revenue of $371.2 million, down from $383.2 million a year earlier, while GAAP net income rose to $66.7 million from $63.4 million. The company narrowed its full-year 2026 adjusted EBITDA guidance to $865 million to $885 million from $865 million to $915 million, citing near-term costs including lube oil and make-ready costs, and lower aftermarket services demand.
Q2 2026 revenue was $371.2 million versus $383.2 million in Q2 2025; aftermarket services revenue fell to $42.0 million from $64.8 million.
GAAP EPS was $0.38 versus $0.36 a year earlier, while adjusted EPS was $0.38 versus $0.39.
Full-year 2026 adjusted EBITDA guidance was lowered at the top end to $865 million to $885 million from $865 million to $915 million.
Quarterly dividend of $0.23 per share, about 10% higher than Q2 2025, is payable August 11, 2026 to holders of record on August 4, 2026.
Archrock appointed Mohit Singh as Senior Vice President and Chief Financial Officer, effective July 6, 2026, replacing Douglas S. Aron, who retires and resigns as CFO on June 30, 2026. Singh's employment letter sets a $650,000 base salary, a 100% short-term incentive target, a $2,300,000 initial annual long-term incentive target and a $1,500,000 sign-on restricted stock award. The change puts a new finance chief in place after a short gap, and the filing does not report any financial results.
Mohit Singh becomes SVP and CFO effective July 6, 2026; Douglas S. Aron resigns as CFO on June 30, 2026
Singh's employment letter provides a $650,000 base salary and a 100% target short-term incentive
Initial annual long-term incentive target of $2,300,000 and a one-time $1,500,000 sign-on restricted stock award vesting over 2027-2029
Singh was CFO of Chesapeake Energy from 2021 until its 2024 merger into Expand Energy, where he stayed until August 2025
Archrock reported first-quarter 2026 revenue of $373.8 million, up from $347.2 million a year earlier, and net income of $73.8 million, or $0.41 per share, versus $0.40 in the first quarter of 2025. The company said it remains on pace to meet its full-year 2026 Adjusted EBITDA guidance of $865 million to $915 million, and it declared a quarterly dividend of $0.22 per share.
Revenue $373.8 million vs. $347.2 million in Q1 2025; Adjusted EBITDA $221.0 million vs. $197.8 million
Net income $73.8 million and EPS $0.41, vs. $70.9 million and $0.40; adjusted EPS $0.42, flat year over year
Full-year 2026 Adjusted EBITDA guidance of $865 million to $915 million; SG&A rose to $45.2 million from $37.2 million
Quarterly dividend of $0.22 per share, payable May 19, 2026 to holders of record on May 12, 2026
Archrock's Chief Financial Officer, Douglas Aron, notified the company on March 25, 2026 that he intends to retire. He will stay in the role until a successor is named or December 31, 2026, whichever comes first, and the company has engaged an executive search firm. The transition agreement sets his pay and equity treatment through his retirement date.
Aron's base salary continues at an annual rate of $640,000 until the Retirement Date.
On retirement, he receives a pro-rated 2026 bonus at a target of 90% of eligible earnings.
Pro-rated vesting applies to restricted stock tranches and 2024-2026 performance awards scheduled to vest in January 2027; other unvested stock awards are forfeited.
CEO Brad Childers said Aron helped improve the company's balance sheet and profitability.
Archrock reported fourth-quarter 2025 revenue of $377.1 million and net income of $116.8 million, both up from the fourth quarter of 2024, and gave 2026 guidance with net income of $306 million to $356 million and adjusted EBITDA of $865 million to $915 million. The fourth quarter included $22.9 million of sales and use tax benefits and $31.6 million of net asset sale gains that the company said were not in its 2025 guidance.
Q4 2025 revenue was $377.1 million versus $326.4 million in Q4 2024; net income was $116.8 million and EPS was $0.67 versus $0.34.
Q4 results included a $22.9 million cash net benefit from prior period sales and use tax audit settlements and $31.6 million of net gains from asset sales.
Excluding those items, full-year 2025 adjusted EBITDA would have been $846.4 million, against prior guidance of $835 million to $850 million.
The board approved an additional $100 million share repurchase authorization, with $117.7 million of capacity available as of December 31, 2025.
Archrock's compensation committee adopted a 2026 short-term cash incentive program on February 18, 2026, and set 2026 base salaries for its named executive officers, effective April 2026. The filing describes pay arrangements only and reports no financial results or changes in leadership.
CEO D. Bradley Childers' cash incentive target is 125% of eligible earnings; CFO Douglas S. Aron's is 90%
Base salary for CEO Childers rises from $950,000 to $990,000, effective April 2026
CFO Douglas S. Aron's base salary rises from $610,000 to $640,000; other named executive officers also receive increases
Archrock Services, L.P., a wholly owned subsidiary of Archrock, Inc. (AROC), closed a private offering of $800 million of 6.000% senior notes due February 1, 2034 on January 21, 2026. The notes are fully and unconditionally guaranteed by Archrock, Inc. and certain subsidiaries on a senior unsecured basis. Archrock intends to use the net proceeds to repay part of its revolving credit facility borrowings, and the indenture limits certain payments, investments and additional debt.
$800 million aggregate principal of 6.000% senior notes due February 1, 2034, issued by Archrock Services, L.P. and Archrock Partners Finance Corp.
Net proceeds intended to repay a portion of outstanding borrowings under Archrock's revolving credit facility.
Interest payable semi-annually on February 1 and August 1, starting August 1, 2026; Regions Bank is trustee.
Archrock and its subsidiaries agreed on January 6, 2026, to sell $800 million of 6.000% senior notes due 2034 in an upsized private offering, priced at par. The company plans to use about $789 million of net proceeds to repay part of its revolving credit facility borrowings, and the offering is expected to close on or about January 21, 2026. The filing does not report earnings, guidance or a change in operations, so the effect for shareholders centers on the debt structure.
$800 million aggregate principal of 6.000% senior notes due 2034, priced at par
Approximately $789 million of estimated net proceeds to repay part of the revolving credit facility
Expected closing on or about January 21, 2026, subject to customary conditions
Initial purchasers' affiliates are lenders under the revolving credit facility and may receive a portion of the proceeds
Archrock, Inc. and its borrowing subsidiaries signed a Third Amendment to their senior secured asset-based revolving credit facility with JPMorgan Chase Bank, N.A. as administrative agent. The amendment removes a 0.10% credit spread adjustment, lowers the applicable margin by 0.25% per annum, and cuts the commitment fee on unused amounts from 0.375% to 0.25% per annum when less than 50% of the facility is used. The changes lower the company's borrowing costs under the facility, though the filing does not state a dollar size for the facility.
Agreement dated December 12, 2025, amends the credit agreement originally dated May 16, 2023
Term SOFR loan margin range becomes 1.75% to 2.50% per annum; Base Rate loan margin becomes 0.75% to 1.50% per annum
Commitment fee on unused amounts falls from 0.375% to 0.25% per annum when less than 50% of the facility is utilized
Archrock reported third-quarter 2025 revenue of $382.4 million, up from $292.2 million a year earlier, and net income of $71.2 million, or $0.40 per share, compared with $37.5 million, or $0.22, in the third quarter of 2024. The company raised its full-year 2025 Adjusted EBITDA guidance to $835 million to $850 million and increased its share repurchase authorization by $100 million.
Q3 2025 revenue was $382.4 million, compared with $292.2 million in Q3 2024.
Net income was $71.2 million, or $0.40 per share, versus $37.5 million, or $0.22, a year earlier.
Full-year 2025 Adjusted EBITDA guidance raised to $835 million to $850 million.
Share repurchase authorization increased by $100 million, with $130.4 million available as of October 22, 2025.
Archrock reported second-quarter 2025 revenue of $383.2 million, up from $270.5 million a year earlier, and net income of $63.4 million, or $0.36 per share, compared with $34.4 million and $0.22 in the second quarter of 2024. The company also raised its full-year 2025 adjusted EBITDA guidance, citing continued outperformance, which signals higher expected earnings for shareholders.
Q2 2025 adjusted EBITDA was $212.7 million, compared with $129.7 million in Q2 2024.
Q2 2025 adjusted EPS was $0.39, compared with $0.23 in Q2 2024.
The quarterly dividend was $0.21 per share, about 27% higher than Q2 2024, with dividend coverage of 3.4x.
Archrock repurchased 1,226,954 shares for about $28.8 million in Q2 and had $58.9 million of repurchase capacity left as of June 30, 2025.
Archrock and its subsidiaries signed a Second Amendment to their senior secured asset-based revolving credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment increases total commitments under the facility from $1.1 billion to $1.5 billion and allows the borrowers to request further increases up to $2.25 billion, subject to lender discretion and conditions.
Commitments under the Credit Facility rise from $1.1 billion to $1.5 billion
Borrowers may request additional increases to a total of up to $2.25 billion, at lenders' discretion
The Second Amendment amends the Amended and Restated Credit Agreement dated May 16, 2023
Full terms are in Exhibit 10.1, filed with the 8-K
Archrock reported first-quarter 2025 revenue of $347.2 million, up from $268.5 million a year earlier, and net income of $70.9 million, or $0.40 per share, compared with $40.5 million, or $0.26 per share, in the first quarter of 2024. The company raised its full-year 2025 adjusted EBITDA guidance to $790 million to $830 million and increased its share repurchase program by $50 million, which signals higher expected earnings and continued capital returns to shareholders.
Q1 2025 adjusted EBITDA was $197.8 million, compared with $131.0 million in Q1 2024.
Full-year 2025 adjusted EBITDA guidance was raised to $790 million to $830 million.
The NGCS acquisition closed on May 1, 2025, and the Board approved an additional $50 million for the share repurchase program, with $65.2 million of capacity as of May 1, 2025.
Archrock, Inc. completed its acquisition of Natural Gas Compression Systems, Inc. and NGCSE, Inc. on May 1, 2025. The company issued about 2.251 million new common shares to NGCSE and funded the $299 million cash portion with its ABL credit facility, and it said the deal is expected to be immediately accretive to 2025 earnings per share. Shareholders will see more shares outstanding, and the company said it remains committed to its 3.0 to 3.5 times target leverage ratio range.
NGCSI merger cash consideration was $266.7 million, subject to customary adjustments after closing.
NGCSE merger consideration was $90.4 million in cash and Archrock common stock combined.
About 2.251 million new Archrock common shares were issued to NGCSE Holdings, LLC at closing.
NGCSE Holdings agreed not to sell the stock for 180 days after the May 1, 2025 closing date.
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