TORVANTA
Other · S&P 500 · data as of 2026-10-05

AROC stock analysis: AROC

AROC (AROC) is an S&P 500 company in Other. It grades weakest on momentum.

The model's view of AROC · subscribers

Where AROC ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with AROC · updated 2026-10-05 · from prices and SEC filings

AROC price performance

AROC against the S&P 500, one year
+0%+25%+50%S&P 500 +18%AROC +17%2025-09-292026-10-05
Year to date+17.9%S&P 500 +14.5% · ahead by 3.4 pts
1 year+23.2%S&P 500 +17.0% · ahead by 6.2 pts
3 years+174.1%S&P 500 +89.3% · ahead by 84.8 pts
5 years+336.8%S&P 500 +91.3% · ahead by 245.5 pts

Total returns with dividends reinvested.

AROC factor grades

Each grade compares AROC with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C+ValueP/E 16.2x (industry 20.1x)FCF yield 5.5% (industry 6.0%)
B+GrowthRevenue growth +12% (industry +8%)EPS growth +40% (industry +10%)
B+Profitability
C-Momentum12-month change +23%From 52-wk high -28%

AROC key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$5.3B
Revenue growth (y/y)+12%
Free-cash-flow yield5.5%
Dividend yield2.9%
Next earnings (expected)2026-10-28
Valuation measures
Market value$5.3B
Enterprise value$7.6B
P/E (trailing)16.2x
Forward P/E (Torvanta estimate)14.9x
PEG (Torvanta estimate)1.66
Price / sales3.5x
Price / book3.4x
EV / revenue5.1x
Financial highlights
Revenue, last 12 months$1.5B
Net income, last 12 months$328.5M
EPS, last 12 months (GAAP)$1.86
Gross margin48.9%
Net margin21.8%
Return on equity22.2%
Cash$2.0M
Total debt$2.3B
Debt / equity1.51x
Free cash flow, last 12 months$291.3M
Current ratio1.39x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

AROC earnings trends

Revenue vs earnings
$0$95.8M$191.6M$287.4M$383.2MSep 2024 Revenue: $292.2MDec 2024 Revenue: $326.4MMar 2025 Revenue: $347.2MJun 2025 Revenue: $383.2MSep 2025 Revenue: $382.4MDec 2025 Revenue: $377.1MMar 2026 Revenue: $373.8MJun 2026 Revenue: $371.2MSep 2024 Net income: $37.5MDec 2024 Net income: $59.8MMar 2025 Net income: $70.8MJun 2025 Net income: $63.4MSep 2025 Net income: $71.2MDec 2025 Net income: $116.8MMar 2026 Net income: $73.8MJun 2026 Net income: $66.7MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 12.8%Net margin: 18.3%Net margin: 20.4%Net margin: 16.6%Net margin: 18.6%Net margin: 31.0%Net margin: 19.7%Net margin: 18.0%0%15%31%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.2$0.3$0.5$0.7Sep 2024 EPS (GAAP, diluted): $0.2Dec 2024 EPS (GAAP, diluted): $0.4Mar 2025 EPS (GAAP, diluted): $0.4Jun 2025 EPS (GAAP, diluted): $0.4Sep 2025 EPS (GAAP, diluted): $0.4Dec 2025 EPS (GAAP, diluted): $0.7Mar 2026 EPS (GAAP, diluted): $0.4Jun 2026 EPS (GAAP, diluted): $0.4Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +82% · Dec 2025 +91% · Mar 2026 +2% · Jun 2026 +6%

From the company's 10-Q and 10-K filings with the SEC.

AROC financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$781.5M$845.6M$1.0B$1.2B$1.5B
Net income$28.2M$44.3M$105.0M$172.2M$322.3M
EPS (GAAP)$0.19$0.29$0.67$1.05$1.83
Free cash flow$139.5M-$36.4M$11.6M$70.6M$119.6M

AROC earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-05$0.38+6%-3%-6.3%
2026-05-06$0.41+2%+8%-5.4%
2026-02-25$0.67+91%+16%+4.9%
2025-10-29$0.40+82%+31%+0.1%
2025-08-05$0.36+64%+42%+0.7%
2025-05-06$0.40+54%+29%+0.9%

About AROC

HeadquartersHouston, TX
Industry (SEC code)Natural Gas Transmission
Fiscal year endsDecember 31
Listed onNYSE
FormerlyEXTERRAN HOLDINGS INC., Iliad Holdings, INC

From the company's SEC registration record.

Companies similar to AROC

CompanyMarket valueP/ERevenue growthOperating margin12-month change
AROC AROC$5.3B16.2x+12%n/a+23%
GXO GXO$5.3B40.7x+8%2.4%-14%compare
WH WH$5.3B25.8x-2%30.3%-11%compare
BCPC BCPC$5.3B32.6x+10%20.4%+15%compare
SHC SHC$5.3B32.5x+8%n/a+16%
PSMT PSMT$5.3B33.0x+10%4.5%+41%
LAUR LAUR$5.3B17.4x+18%24.4%+31%

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Frequently asked questions

Is AROC stock a buy?

Torvanta does not tell individuals what to buy. Its grades for AROC are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is AROC's P/E ratio?

AROC trades at about 16.2 times its last 12 months of GAAP earnings reported to the SEC, and about 14.9 times Torvanta's own estimate of the next 12 months.

When does AROC report earnings next?

Based on its filing history, Torvanta expects AROC to report around 2026-10-28.

Does AROC pay a dividend?

Yes. Its dividend yield is about 2.9%, and it has raised its dividend 3 years in a row.

How has AROC performed against the S&P 500?

Over the past year AROC returned +23.2%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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