← BackArchrock, Inc. · Natural Gas TransmissionAROC
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The short versionA profitable company with steady sales. Institutions are adding.
Going well
- Profitable, keeps 22% of sales as profit
- Sales up 29% last year
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.3% to their holdings in the quarter ending June 2026 (251 bought, 190 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$29.99+3.1% that day
- Company value
- $5.3B
- Share price times all shares
- Price vs profit (P/E)
- 16.1x
- You pay about $16 for each $1 of yearly profit
- Price vs sales
- 3.5x
- Company value is 3.5 times a year of sales
- Dividend yield
- 2.7%
- Yearly dividend as a share of today's price
- Cash vs value
- 0%
- Cash as a share of company value
- Debt vs value
- 46%
- Debt as a share of company value
From AROC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$371.2M-3.1% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.5B, up 12% from the 12 months before. Over 5 years, sales grew about 11% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.22.9%
- MissDebt under half of equityNot relying on borrowed money.1.62x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.21.6%
- MissProfitable every yearSteady profits, not one good year.8 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$622.1M
- MissShare count not growingNot diluting owners. Falling means buybacks.+13.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.48.6%
- Revenue
- $1.5B
- +28.7% vs prior year
- 5-year growth
- +11.2%/yr
- revenue, per year
- Total debt
- $2.4B
- 1.62x equity
- Current ratio
- 1.54x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $371.2M
- -3.1% YoY
- EPS
- $0.38
- vs $0.36
- Gross margin
- 46.6%
- +1.2 pts
- Free cash flow
- $62.8M
- Share count
- -0.3%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.3
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.3%Institutions added 3.3% to their holdings. 251 bought, 190 sold.
Shares held by institutions176.3M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+3.8%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.5x · $2.3B debtShares outstandingLatest reported
175MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 6
- Results filedFeb 25
- Results filedOct 29, 2025
- Results filedAug 5, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardMohit SinghSVP & CFO
41,062 shares
- Now owns 41,062 shares
- Filed 2 days after trade
GiftD Bradley ChildersPRESIDENT AND CEO, Director
25,000 shares
- +1% of holdings
- Now owns 2,300,647 shares
- Filed same day
SoldJason IngersollSENIOR VICE PRESIDENT
33,000 shares at $38.19 · $1.3M
- -11% of holdings
- Now owns 277,454 shares
- Not a pre-planned sale
- Filed 1 day after trade
SoldDoug S AronSR VICE PRESIDENT, CFO
90,000 shares at $36.74 · $3.3M
- -19% of holdings
- Now owns 394,337 shares
- Not a pre-planned sale
- Filed 4 days after trade
SoldDoug S AronSR VICE PRESIDENT, CFO
35,000 shares at $38.30 · $1.3M
- -9% of holdings
- Now owns 359,337 shares
- Not a pre-planned sale
- Filed same day