ZACKS·2026-03-13 20:16Core Insights - Archrock Inc. (AROC) focuses on natural gas compression services, maintaining a fleet utilization rate of 95% for 11 consecutive quarters, indicating operational efficiency and high-quality equipment [1][8] - The U.S. is the largest exporter of liquefied natural gas (LNG), with projects expected to add approximately 14 billion cubic feet per day (Bcf/d) by 2030, driving investments in natural gas production and compression infrastructure [2][8] - The growth of data centers and artificial intelligence is increasing power demand, leading to a higher need for natural gas infrastructure to support electricity generation [3][4][8] Company Performance - AROC shares have increased by 40.5% over the past year, slightly underperforming compared to the industry average of 43% [7] - The current enterprise value to EBITDA (EV/EBITDA) ratio for AROC is 9.97X, which is above the industry average of 9.11X, indicating a premium valuation [10] Earnings Estimates - The Zacks Consensus Estimate for AROC's earnings in 2026 has seen upward revisions, with current estimates at $2.01 per share for the current year and $2.25 for the next year [11][12]