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Jun 30, 2024

Archrock Q2 2024 Earnings Report

Archrock's financial performance improved in Q2 2024, driven by growth in operating horsepower and strong utilization.

Key Takeaways

Archrock reported a strong second quarter with increased revenue and net income compared to the previous year. The company's revenue reached $270.5 million, and net income was $34.4 million. Archrock is also acquiring Total Operations and Production Services, LLC (TOPS).

Revenue increased to $270.5 million compared to $247.5 million in Q2 2023.

Net income rose to $34.4 million compared to $24.7 million in Q2 2023.

Adjusted EBITDA was $129.7 million compared to $112.8 million in Q2 2023.

The company announced the acquisition of Total Operations and Production Services, LLC (TOPS).

Total Revenue
$271M
Previous year: $248M
+9.3%
EPS
$0.23
Previous year: $0.16
+43.8%
Gross Profit
$112M
Previous year: $95M
+18.2%
Cash and Equivalents
$919K
Previous year: $1.19M
-23.0%
Total Assets
$2.71B
Previous year: $2.68B
+1.1%

Archrock

Archrock

Archrock Revenue by Segment

Forward Guidance

Archrock reaffirmed its 2024 Adjusted EBITDA guidance range of $510 million to $540 million and total capital expenditures guidance range of $290 million to $300 million, excluding the impact of the acquisition of TOPS.

Positive Outlook

  • Market conditions for compression remain highly constructive.
  • Expect to see sustained compression booking demand well into the future.
  • Acquiring highly utilized and contracted horsepower that is expected to be immediately accretive to earnings and cash available for dividend.
  • Expanding business with existing and new customers.
  • The transaction also supports our ability to achieve our stated financial objectives, including growing our shareholder returns and maintaining a leverage ratio of between 3.0 to 3.5 times.

Challenges Ahead

  • Inability to consummate the Transaction.
  • Inability to achieve the expected benefits of the Transaction and difficulties in integrating TOPS.
  • Risks related to acquisitions, including the Transaction, that can reduce our ability to make distributions to our common stockholders.
  • Uncertainty to pay dividends in the future.
  • Risks related to a substantial amount of debt and our debt agreements.

Revenue & Expenses

Visualization of income flow from segment revenue to net income