ARCHROCK, INC., 10-K filed on 2/26/2026
Annual Report
v3.25.4
Document and Entity Information - USD ($)
12 Months Ended
Dec. 31, 2025
Feb. 18, 2026
Jun. 30, 2025
Document and Entity Information      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2025    
Document Transition Report false    
Commission File Number 001-33666    
Entity Registrant Name Archrock, Inc    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 74-3204509    
Entity Street Address 9807 Katy Freeway    
Entity Suite Number Suite 100    
Entity City Houston    
Entity State TX    
Entity Postal Zip Code 77024    
City Area Code 281    
Local Phone Number 836-8000    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Shell Company false    
Entity Public Float     $ 4,265,752,484
Entity Common Stock, Shares Outstanding   174,945,882  
Documents Incorporated by Reference

Portions of the registrant’s definitive proxy statement for the 2026 Meeting of Stockholders, which is expected to be filed with the Securities and Exchange Commission within 120 days after December 31, 2025, are incorporated by reference into Part III of this Form 10-K.

   
Auditor Firm ID 34    
Auditor Name DELOITTE & TOUCHE LLP    
Auditor Location Houston, Texas    
Entity Central Index Key 0001389050    
Current Fiscal Year End Date --12-31    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
New York Stock Exchange      
Document and Entity Information      
Title of each class Common Stock, $0.01 par value per share    
Trading Symbol AROC    
Name of exchange on which registered NYSE    
NYSE Texas      
Document and Entity Information      
Title of each class Common Stock, $0.01 par value per share    
Trading Symbol AROC    
Name of exchange on which registered NYSE    
v3.25.4
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 1,553 $ 4,420
Accounts receivable, net of allowance of $1,205 and $414, respectively 142,327 132,478
Inventory 109,747 89,686
Tax refund receivable 41,479  
Other current assets 9,057 6,538
Total current assets 304,163 233,122
Property, plant and equipment, net 3,658,089 3,323,830
Operating lease right-of-use assets 13,581 15,365
Goodwill 125,189 52,155
Intangible assets, net 143,947 98,271
Contract costs, net 38,959 37,764
Deferred tax assets 2,059 2,975
Other assets 55,449 52,855
Non-current assets of discontinued operations 7,868 7,868
Total assets 4,349,304 3,824,205
Current liabilities:    
Accounts payable, trade 43,731 57,567
Accrued liabilities 145,024 124,105
Deferred revenue 8,391 6,932
Total current liabilities 197,146 188,604
Long-term debt 2,410,893 2,198,376
Operating lease liabilities 10,220 12,415
Deferred tax liabilities 198,309 62,505
Other liabilities 33,389 30,906
Non-current liabilities of discontinued operations 7,868 7,868
Total liabilities 2,857,825 2,500,674
Commitments and contingencies (Note 16)
Equity:    
Preferred stock: $0.01 par value per share, 50,000,000 shares authorized, zero issued
Common stock: $0.01 par value per share, 250,000,000 shares authorized, 184,746,759 and 185,350,510 shares issued, respectively 1,847 1,854
Additional paid-in capital 3,876,834 3,880,936
Accumulated deficit (2,257,386) (2,438,074)
Treasury stock: 9,877,754 and 10,182,985 common shares, at cost, respectively (129,816) (121,185)
Total equity 1,491,479 1,323,531
Total liabilities and equity $ 4,349,304 $ 3,824,205
v3.25.4
Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Consolidated Balance Sheets    
Accounts receivable, allowance $ 1,205 $ 414
Preferred stock, par value (in dollars per share) $ 0.01 $ 0.01
Preferred stock, shares authorized (in shares) 50,000,000 50,000,000
Preferred stock, shares issued (in shares) 0 0
Common stock, par value (in dollars per share) $ 0.01 $ 0.01
Common stock, shares authorized (in shares) 250,000,000 250,000,000
Common stock, shares issued (in shares) 184,746,759 185,350,510
Treasury stock, common shares (in shares) 9,877,754 10,182,985
v3.25.4
Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Total revenue $ 1,489,818 $ 1,157,591 $ 990,337
Total cost of sales, exclusive of depreciation and amortization 509,425 458,501 449,019
Selling, general and administrative 147,806 139,121 116,639
Depreciation and amortization 256,761 193,194 166,241
Long-lived and other asset impairment 18,290 10,681 12,041
Restructuring charges 1,605   1,775
Debt extinguishment loss 890 3,181  
Interest expense 165,340 123,610 111,488
Transaction-related costs 12,705 13,249  
Gain on sale of assets, net (47,081) (17,887) (10,199)
Other expense, net 439 1,561 1,086
Income before income taxes 423,638 232,380 142,247
Provision for income taxes 100,845 60,149 37,249
Income before equity in net loss of unconsolidated affiliate 322,793 172,231 104,998
Equity in net loss of unconsolidated affiliate 503    
Net income $ 322,290 $ 172,231 $ 104,998
Basic earnings per common share (in dollars per share) $ 1.83 $ 1.05 $ 0.67
Diluted earnings per common share (in dollars per share) $ 1.83 $ 1.05 $ 0.67
Weighted-average common shares outstanding:      
Basic (in shares) 174,437 162,037 154,126
Diluted (in shares) 174,753 162,375 154,344
Contract operations      
Total revenue $ 1,272,081 $ 980,405 $ 809,439
Total cost of sales, exclusive of depreciation and amortization 343,136 323,052 306,748
Aftermarket services      
Total revenue 217,737 177,186 180,898
Total cost of sales, exclusive of depreciation and amortization $ 166,289 $ 135,449 $ 142,271
v3.25.4
Consolidated Statements of Equity - USD ($)
$ in Thousands
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Treasury Stock
Total
Beginning balance at Dec. 31, 2022 $ 1,634 $ 3,456,777 $ (2,509,133) $ (88,585) $ 860,693
Beginning balance (in shares) at Dec. 31, 2022 163,439,013        
Treasury stock, common shares, Beginning balance (in shares) at Dec. 31, 2022       (7,810,548)  
Increase (Decrease) in Stockholders' Equity          
Shares repurchased       $ (8,860) (8,860)
Shares repurchased (in shares)       (750,374)  
Shares withheld related to net settlement of equity awards       $ (3,829) $ (3,829)
Shares withheld related to net settlement of equity awards (in shares)       (388,128) (383,128)
Cash dividends     (95,796)   $ (95,796)
Shares issued under ESPP $ 1 816     817
Shares issued under ESPP (in shares) 82,359        
Stock-based compensation, net of forfeitures $ 15 12,983     12,998
Stock-based compensation, net of forfeitures (in shares) 1,463,029     (71,404)  
Net income     104,998   104,998
Ending balance at Dec. 31, 2023 $ 1,650 3,470,576 (2,499,931) $ (101,274) 871,021
Ending balance (in shares) at Dec. 31, 2023 164,984,401        
Treasury stock, common shares, Ending balance (in shares) at Dec. 31, 2023       (9,020,454)  
Increase (Decrease) in Stockholders' Equity          
Shares repurchased       $ (13,337) (13,337)
Shares repurchased (in shares)       (732,826)  
Shares withheld related to net settlement of equity awards       $ (6,574) $ (6,574)
Shares withheld related to net settlement of equity awards (in shares)       (392,177) (392,177)
Cash dividends     (110,374)   $ (110,374)
Shares issued under ESPP   1,117     1,117
Shares issued under ESPP (in shares) 65,824        
Stock-based compensation, net of forfeitures $ 8 14,638     14,646
Stock-based compensation, net of forfeitures (in shares) 776,635     (37,528)  
Net proceeds from issuance of common stock $ 127 255,620     255,747
Net proceeds from issuance of common stock (in shares) 12,650,000        
Shares issued for Acquisition $ 69 138,985     139,054
Shares issued for Acquisition (in shares) 6,873,650        
Net income     172,231   172,231
Ending balance at Dec. 31, 2024 $ 1,854 3,880,936 (2,438,074) $ (121,185) $ 1,323,531
Ending balance (in shares) at Dec. 31, 2024 185,350,510        
Treasury stock, common shares, Ending balance (in shares) at Dec. 31, 2024       (10,182,985) (10,182,985)
Increase (Decrease) in Stockholders' Equity          
Shares repurchased       $ (70,239) $ (70,239)
Shares repurchased (in shares)       (2,978,111)  
Shares retired $ (38) (76,574)   $ 76,613  
Shares retired (in shares) (3,813,831)        
Shares retired (in shares)       (3,813,831)  
Shares withheld related to net settlement of equity awards       $ (15,004) $ (15,004)
Shares withheld related to net settlement of equity awards (in shares)       (505,577) (505,577)
Cash dividends     (141,602)   $ (141,602)
Shares issued under ESPP   1,633     1,633
Shares issued under ESPP (in shares) 72,189        
Stock-based compensation, net of forfeitures $ 8 17,263     17,271
Stock-based compensation, net of forfeitures (in shares) 824,377     (24,912)  
Time-based cash or equity settled units settled as equity $ 1 1,755     1,756
Time-based cash or equity settled units settled as equity (in shares) 62,500        
Contribution to Enerflex   (1,123)     (1,123)
Shares issued for Acquisition $ 22 52,944     52,966
Shares issued for Acquisition (in shares) 2,251,014        
Net income     322,290   322,290
Ending balance at Dec. 31, 2025 $ 1,847 $ 3,876,834 $ (2,257,386) $ (129,816) $ 1,491,479
Ending balance (in shares) at Dec. 31, 2025 184,746,759        
Treasury stock, common shares, Ending balance (in shares) at Dec. 31, 2025       (9,877,754) (9,877,754)
v3.25.4
Consolidated Statements of Equity (Parenthetical) - $ / shares
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Consolidated Statements of Equity                              
Dividend declared per common stock (in dollars per share) $ 0.21 $ 0.21 $ 0.19 $ 0.19 $ 0.175 $ 0.165 $ 0.165 $ 0.165 $ 0.155 $ 0.155 $ 0.15 $ 0.15 $ 0.8 $ 0.67 $ 0.61
v3.25.4
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash flows from operating activities:      
Net income $ 322,290 $ 172,231 $ 104,998
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 256,761 193,194 166,241
Long-lived and other asset impairment 18,290 10,681 12,041
Non-cash restructuring charges     221
Equity in net loss of unconsolidated affiliate 503    
Unrealized change in fair value of investment in unconsolidated affiliate 25 1,484 973
Inventory write-downs 913 550 545
Amortization of operating lease right-of-use assets 4,675 3,852 3,319
Amortization of deferred financing costs 6,360 5,072 5,729
Amortization of debt premium (2,006) (2,006) (2,006)
Amortization of capitalized implementation costs 3,335 3,009 2,624
Debt extinguishment loss 890 3,181  
Stock-based compensation expense 19,027 14,646 12,998
Provision for credit losses 1,164 381 224
Gain on sale of assets, net (47,081) (17,887) (10,199)
Deferred income tax provision 97,791 58,090 35,658
Amortization of contract costs 22,061 23,877 21,289
Deferred revenue recognized in earnings (23,983) (15,001) (16,464)
Changes in operating assets and liabilities:      
Accounts receivable, net (9,291) 524 (9,123)
Inventory (10,477) (1,920) 4,189
Other assets (45,212) (2,537) (1,895)
Contract costs (23,560) (23,902) (24,292)
Accounts payable and other liabilities 3,501 (15,850) (12,166)
Deferred revenue 26,031 18,052 15,386
Other 100 (130) (103)
Net cash provided by operating activities 622,107 429,591 310,187
Cash flows from investing activities:      
Capital expenditures (502,465) (359,032) (298,632)
Proceeds from sale of business 71,000    
Proceeds from sale of property, equipment and other assets 120,839 67,591 72,206
Proceeds from insurance and other settlements 3,811 45 1,222
Investments in unconsolidated affiliates (5,471) (2,497) (7,287)
Net cash used in investing activities (606,899) (1,160,063) (232,491)
Cash flows from financing activities:      
Borrowings of long-term debt 2,143,151 1,429,500 802,825
Repayments of long-term debt (1,633,001) (1,308,200) (767,050)
Redemption and partial repayment of 2027 Notes (300,000) (201,987)  
Proceeds from 2032 Notes offering   700,000  
Payments of debt issuance costs (1,890) (12,338) (6,031)
Dividends paid to stockholders (141,602) (110,374) (95,796)
Repurchases of common stock (70,239) (13,337) (8,860)
Taxes paid related to net share settlement of equity awards (15,004) (6,574) (3,829)
Net proceeds from issuance of common stock   255,747  
Proceeds from stock issued under ESPP 1,633 1,117 817
Contribution to Enerflex (1,123)    
Net cash (used in) provided by financing activities (18,075) 733,554 (77,924)
Net (decrease) increase in cash and cash equivalents (2,867) 3,082 (228)
Cash and cash equivalents, beginning of period 4,420 1,338 1,566
Cash and cash equivalents, end of period 1,553 4,420 1,338
Supplemental disclosure of cash flow information:      
Interest paid 160,986 120,544 107,765
Income taxes paid, net 3,290 2,210 1,311
Supplemental disclosure of non-cash investing transactions:      
Accrued capital expenditures 8,900 19,742 $ 25,689
TOPS      
Cash flows from investing activities:      
Cash paid in Acquisition, net of cash acquired   (866,170)  
Supplemental disclosure of non-cash investing transactions:      
Issuance of Archrock common stock pursuant to Acquisition   $ 139,054  
NGCS      
Cash flows from investing activities:      
Cash paid in Acquisition, net of cash acquired (294,613)    
Supplemental disclosure of non-cash investing transactions:      
Issuance of Archrock common stock pursuant to Acquisition $ 52,966    
v3.25.4
Description of Business
12 Months Ended
Dec. 31, 2025
Description of Business  
Description of Business

1. Description of Business

We are an energy infrastructure company with a primary focus on midstream natural gas compression. We are a premier provider of natural gas compression services, in terms of total compression fleet horsepower, to customers in the energy industry throughout the U.S., and a leading supplier of aftermarket services to customers that own compression equipment in the U.S. Our business supports a must–run service that is essential to the production, processing, transportation and storage of natural gas.

We operate in two business segments: contract operations and aftermarket services. Our contract operations business primarily includes designing, sourcing, owning, installing, operating, servicing, repairing and maintaining our owned fleet of natural gas compression equipment to provide natural gas compression services to our customers. Our aftermarket services business provides a full range of services to support the compression needs of our customers that own compression equipment, including operations, maintenance, overhaul and reconfiguration services and sales of parts and components.

v3.25.4
Basis of Presentation and Significant Accounting Policies
12 Months Ended
Dec. 31, 2025
Basis of Presentation and Significant Accounting Policies  
Basis of Presentation and Significant Accounting Policies

2. Basis of Presentation and Significant Accounting Policies

Basis of Presentation

Our Financial Statements include the accounts of Archrock and its wholly owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation.

Our Financial Statements are prepared in accordance with GAAP and the rules and regulations of the SEC. The preparation of consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, revenues and expenses and disclosures of contingent assets and liabilities. Because of the inherent uncertainties in this process, actual future results could differ from those expected as of the reporting date. Management believes that the estimates and assumptions used are reasonable.

Except as otherwise noted, any capitalized term used but not defined in our Financial Statements or our 2025 Form 10-K shall have the same meaning provided in our 2024 Form 10-K.

Significant Accounting Policies

Cash and Cash Equivalents

We consider all highly liquid investments purchased with an original maturity of three months or less to be cash equivalents.

Accounts Receivable and Allowance for Credit Losses

The contractual life of our trade receivables is primarily 30 days based on the payment terms specified in the contract. Contract operations services are generally billed monthly at the beginning of the month in which service is being provided. Aftermarket services billings typically occur when parts are delivered or service is completed. Due to the short–term nature of our trade accounts receivable, we consider the amortized cost to be the same as the carrying value amount of the receivable, excluding the allowance for credit losses.

We recognize an allowance for credit losses when a receivable is recorded, even when the risk of loss is remote. We utilize an aging schedule to determine our allowance for credit losses, and measure expected credit losses on a collective (pool) basis when similar risk characteristics exist. We rely primarily on ratings assigned by external rating agencies and credit monitoring services to assess credit risk and aggregate customers first by low, medium or high-risk asset pools, and then by delinquency status. We also consider the internal risk associated with geographic location and the services we provide to the customer when determining asset pools. If a customer does not share similar risk characteristics with other customers, we evaluate the customer’s outstanding trade receivables for expected credit losses on an individual basis. Each reporting period, we reassess our customers’ risk profiles and determine the appropriate asset pool classification, or perform individual assessments of expected credit losses, based on the customers’ risk characteristics at the reporting date.

Loss rates are separately determined for each asset pool based on the length of time a trade receivable has been outstanding. We analyze two years of internal historical loss data, including the effects of prepayments, write–offs and subsequent recoveries, to determine our historical loss experience. Our historical loss information is a relevant data point for estimating credit losses, as the data closely aligns with trade receivables due from our customers. Ratings assigned by external rating agencies and credit monitoring services consider past performance and forecasts of future economic conditions in assessing credit risk.

Inventory

Inventory primarily consists of parts used for maintenance of natural gas compression equipment. Inventory is stated at the lower of cost and net realizable value using the average cost method.

Property, Plant and Equipment

Property, plant and equipment are recorded at cost and depreciated using the straight–line method over their estimated useful lives as follows:

Compression equipment, facilities and other fleet assets

  ​ ​ ​

3 to 30 years

Buildings

20 to 35 years

Transportation and shop equipment

3 to 10 years

Computer hardware and software

3 to 5 years

Other

3 to 10 years

Major improvements that extend the useful life of an asset are capitalized and depreciated over the estimated useful life of the major improvement, up to seven years. Repairs and maintenance are expensed as incurred.

Goodwill

The goodwill acquired in connection with the TOPS Acquisition and the NGCS Acquisition represents the excess of consideration transferred over the fair value of the assets acquired and liabilities assumed. We review the carrying amount of our goodwill on a quarterly basis, or whenever indicators of potential impairment exist, to determine if the carrying amount of a reporting unit exceeds its fair value, including the applicable goodwill. In addition, we perform an annual qualitative assessment to determine whether it is more-likely-than-not that the fair value of a reporting unit is impaired. If the fair value is more-likely-than-not impaired, we perform a quantitative impairment test to identify impairment and measure the amount of impairment loss to be recognized, if any.

Our qualitative assessment includes consideration of various events and circumstances and their potential impact to a reporting unit’s fair value, including macroeconomic and industry conditions such as a deterioration in our operating environment and limitations on access to capital and other developments in the equity and credit markets, cost factors that could have a negative effect on earnings and cash flows, relevant entity-specific and reporting unit-specific events and overall financial performance such as declining earnings or cash flows or a sustained decrease in share price.

The quantitative impairment test (i) allocates our assets and liabilities to our reporting units, contract operations and aftermarket services, (ii) calculates the fair value of the reporting units and (iii) determines the impairment loss, if any, as the amount by which the carrying amount of the reporting unit exceeds its fair value (limited to the total amount of goodwill allocated to that reporting unit). All of the goodwill recognized in the TOPS Acquisition and the NGCS Acquisition was attributed to our contract operations reporting unit.

Leases

We determine if an arrangement is a lease, or contains a lease, at inception and record the leases in our consolidated financial statements upon lease commencement, which is the date when the underlying asset is made available for use by the lessor. We recognize ROU assets and operating lease liabilities based on the present value of lease payments over the lease term. As the discount rate implicit in the lease is rarely readily determinable, we estimate our incremental borrowing rate using information available at commencement date in determining the present value of the lease payments.

The lease term includes options to extend when we are reasonably certain to exercise the option. Short–term leases, those with an initial term of 12 months or less, are not recorded on the balance sheet. Variable lease costs such as our proportionate share of actual costs for utilities, common area maintenance, property taxes and insurance are not included in the lease liability and are recognized in the period in which they are incurred. Operating lease expense for lease payments is recognized on a straight–line basis over the term of the lease.

Our facility leases, of which we are the lessee, contain lease and nonlease components, which we have elected to account for as a single lease component, as the nonlease components are not significant to the total consideration of the contract and separating the nonlease component would have no effect on lease classification.

For contract operations service agreements in which we are a lessor, we do not account for these agreements as operating leases, as the services nonlease component is predominant over the compression package lease component.

Impairment of Long–Lived Assets

We review long–lived assets, including property, plant and equipment and identifiable intangibles that are being amortized, for impairment whenever events or changes in circumstances, including the removal of compressors from our active fleet, indicate that the carrying amount of an asset may not be recoverable. An impairment loss exists when estimated undiscounted cash flows expected from the use of the asset and its eventual disposition are less than its carrying amount. Impairment losses are recognized in the period in which the impairment occurs and represent the excess of the asset carrying value over its fair value.

Internal–Use Software

Certain of our contracts have been deemed to be hosting arrangements that are service contracts.  Certain costs incurred for the implementation of a hosting arrangement that is a service contract are capitalized and amortized on a straight–line basis over the term of the respective contract. Amortization begins for each component of the hosting arrangement when the component becomes ready for its intended use.

Capitalized implementation costs are presented in other assets, the same line item in our consolidated balance sheets that a prepayment of the fees for the associated hosting arrangement would be presented. Amortization expense of the capitalized implementation costs is presented in SG&A, the same line item in our consolidated statements of operations as the expense for fees for the associated hosting arrangement.

Revenue Recognition

We recognize revenue when control of the promised goods or services is transferred to our customers, in an amount that reflects the consideration we are entitled to receive in exchange for those goods or services. Sales and usage–based taxes that are collected from the customer are excluded from revenue.

Contract Operations

Natural Gas Compression Services. Natural gas compression services are generally satisfied over time, as the customer simultaneously receives and consumes the benefits provided by these services. Our performance obligation is a series in which the unit of service is one month, as the customer receives substantially the same benefit each month from the services regardless of the type of service activity performed, which may vary. If the transaction price is based on a fixed fee, revenue is recognized monthly on a straight–line basis over the period that we are providing services to the customer. Amounts invoiced to customers for costs associated with moving our compression assets to a customer site are also included in the transaction price and are amortized over the initial contract term. We do not consider the effects of the time value of money, as the expected time between the transfer of services and payment for such services is less than one year.

Variable consideration exists if customers are billed at a lesser standby rate when a unit is not running. We recognize revenue for such variable consideration monthly, as the invoice corresponds directly to the value transferred to the customer based on our performance completed to date. The rate for standby service is lower to reflect the decrease in costs and effort required to provide standby service when a unit is not running.

Billable Maintenance Service. We perform billable maintenance service on our natural gas compression equipment at the customer’s request on an as–needed basis. The performance obligation is satisfied, and revenue is recognized at the agreed–upon transaction price at the point in time when service is complete and the customer has accepted the work performed and can obtain the remaining benefits of the service that the unit will provide.

Aftermarket Services

OTC Parts and Components Sales. For sales of OTC parts and components, the performance obligation is generally satisfied at the point in time when delivery takes place, and the customer obtains control of the part or component. The transaction price is the fixed sales price for the part stated in the contract. Revenue is recognized upon delivery, as we have a present right to payment and the customer has legal title.

Maintenance, Overhaul and Reconfiguration Services. For our service activities, the performance obligation is satisfied over time, as the work performed enhances the customer–controlled asset and another entity would not have to substantially re–perform the work we completed if they were to fulfill the remaining performance obligation. The transaction price may be a fixed monthly service fee, a fixed quoted fee or entirely variable, calculated on a time and materials basis.

For service provided based on a fixed monthly fee, the performance obligation is a series in which the unit of service is one month. The customer receives substantially the same benefit each month from the service, regardless of the type of service activity performed, which may vary. As the progress towards satisfaction of the performance obligation is measured based on the passage of time, revenue is recognized monthly based on the fixed fee provided for in the contract.

For service provided based on a quoted fixed fee, progress towards satisfaction of the performance obligation is measured using an input method based on the actual amount of labor and material costs incurred. The amount of the transaction price recognized as revenue each reporting period is determined by multiplying the transaction price by the ratio of actual costs incurred to date to total estimated costs expected for the service. Significant judgment is involved in the estimation of the progress to completion. Any adjustments to the measure of the progress to completion are accounted for on a prospective basis. Changes to the scope of service are recognized as an adjustment to the transaction price in the period in which the change occurs.

Service provided based on time and materials is generally short–term in nature and labor rates and parts pricing is agreed upon prior to commencing the service. We apply an estimated adjusted gross margin percentage, which is fixed based on historical time and materials–based service, to actual costs incurred. We evaluate the estimated adjusted gross margin percentage at the end of each reporting period and adjust the transaction price as appropriate.

Contract Assets and Liabilities

We recognize a contract asset when we have the right to consideration in exchange for goods or services transferred to a customer when the right is conditioned on something other than the passage of time. We recognize a contract liability when we have an obligation to transfer goods or services to a customer for which we have already received consideration.

Income Taxes

We account for income taxes under the asset and liability method, which requires the recognition of deferred tax assets and liabilities for the expected future tax consequences of events included in the financial statements. Under this method, deferred tax assets and liabilities are determined based on the differences between the financial statements and the tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rate on deferred tax assets and liabilities is recognized in income in the period of the enactment date.

We record net deferred tax assets to the extent we believe these assets will more-likely-than-not be realized. In making such a determination, we consider all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax–planning strategies and results of recent operations. If a valuation allowance was previously recorded and we subsequently determined we would be able to realize our deferred tax assets in the future in excess of their net recorded amount, we would make an adjustment to the deferred tax assets’ valuation allowance, which would reduce the provision for income taxes.

We record uncertain tax positions in accordance with the accounting standard on income taxes under a two–step process whereby (1) we determine whether it is more-likely-than-not that the tax positions will be sustained based on the technical merits of the position and (2) for those tax positions that meet the more–likely–than–not recognition threshold, we recognize the largest amount of tax benefit that is greater than 50 percent likely to be realized upon ultimate settlement with the related tax authority.

Concentrations of Credit Risk

Financial instruments that potentially subject us to concentrations of credit risk consist of cash and cash equivalents and trade accounts receivable. Our temporary cash investments have a zero–loss expectation because we maintain minimal balances in our cash investment accounts and have no history of loss. Trade accounts receivable are due from companies of varying size engaged principally in oil and natural gas activities throughout the U.S; therefore, our customers may be similarly affected by changes in economic and other conditions within the industry. We perform periodic evaluations of our customers’ financial condition, including monitoring our customers’ payment history and current credit worthiness to manage this risk. We generally do not obtain collateral for trade accounts receivables, but we may require payment in advance. Payment terms are on a short–term basis and in accordance with industry practice. We consider this credit risk to be limited due to these companies’ financial resources, the nature of the products and services we provide and the terms of our customer agreements.

As of December 31, 2025, two customers accounted for approximately 30% of our consolidated trade accounts receivable, primarily related to our contract operations segment.

Investments in Unconsolidated Affiliates and Other Strategic Investments

We determine at the inception of each arrangement whether an entity in which we have made an investment or in which we have other variable interests is considered a VIE. We are the primary beneficiary of a VIE when we have the power to direct activities that most significantly affect the economic performance of the VIE and have the obligation to absorb losses or the right to receive benefits that could potentially be significant to the VIE. We consider a variety of factors in identifying the entity that holds the power to direct matters that most significantly impact the VIE’s economic performance, including evaluating the nature of relationships and activities of the parties involved. We consolidate a VIE if we are the primary beneficiary. If we are not the primary beneficiary in a VIE, we account for the investment or other variable interests in a VIE in accordance with applicable GAAP. We periodically reassess whether any changes in an entity’s capital structure or our relationship with the entity affect our VIE determination and, if so, whether we are the primary beneficiary.

Investments in which we are deemed to exert significant influence, but not control, are accounted for using the equity method of accounting, except in cases where the fair value option is elected. For such investments where we have elected the fair value option, the election is irrevocable and is applied on an investment–by–investment basis at initial recognition.

For investments that are not accounted for under the equity method and that do not have readily determinable fair values, we have elected the fair value measurement alternative to record these investments at cost minus impairment, if any, including adjustments for observable price changes in orderly transactions for an identical or similar investment of the same issuer. Investments in equity securities measured using the fair value measurement alternative are reviewed for impairment or observable price changes in orderly transactions each reporting period.

v3.25.4
Recent Accounting Developments
12 Months Ended
Dec. 31, 2025
Recent Accounting Developments  
Recent Accounting Developments

3. Recent Accounting Developments

Accounting Standards Updates Implemented

Measurement of Credit Losses for Accounts Receivable and Contract Assets

In July 2025, the FASB issued ASU 2025-05, Financial Instruments — Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets, which amends Topic 326 to provide for a practical expedient for all entities and an accounting policy election for entities other than public business entities related to the estimation of expected credit losses for current accounts receivable and current contract assets that arise from transactions accounted for under FASB ASU 2016-10, Revenue from Contracts with Customers (Topic 606). All entities may elect a practical expedient that assumes that current conditions as of the balance sheet date do not change for the remaining life of the asset. The amendments are effective for annual reporting periods beginning after December 15, 2025, and interim reporting periods within those annual reporting periods. We adopted ASU 2025-05 on January 1, 2026 and elected the practical expedient. The adoption did not have a material impact on our consolidated financial statements.

Income Tax Disclosures

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, which requires additional disclosures, primarily focused on the disclosure of income taxes paid and the rate reconciliation table. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024, and interim periods within fiscal years beginning after December 15, 2025. We adopted ASU 2023-09 retrospectively during the year ended December 31, 2025. See Note 23 (“Income Taxes”) for further details.

Segment Reporting

In November 2023, the FASB issued ASU 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which requires disclosures of significant expenses for each reportable segment, as well as certain other disclosures to help investors understand how the CODM evaluates segment expenses and operating results. ASU 2023-07 allows disclosure of multiple measures of segment profitability if those measures are used to allocate resources and assess performance. We adopted ASU 2023-07 retrospectively during the year ended December 31, 2024. See Note 28 (“Segments”) for further details.

Business Combinations – Joint Venture Formations

In August 2023, the FASB issued ASU 2023-05, to reduce diversity in practice and provide decision-useful information to a joint venture’s investors by requiring that a joint venture apply a new basis of accounting upon formation. By applying a new basis of accounting, a joint venture will recognize and initially measure its assets and liabilities at fair value, with exceptions to fair value measurement that are consistent with the business combinations guidance, on the date of formation. ASU 2023-05 is effective prospectively for all joint venture formations with a formation date on or after January 1, 2025. Additionally, a joint venture that was formed before January 1, 2025, may elect to apply the amendments retrospectively if it has sufficient information to do so. Early adoption is permitted in any interim or annual period in which financial statements have not been issued or been made available for issuance, either prospectively or retrospectively. We adopted ASU 2023-05 during the year ended December 31, 2025 and its adoption had no impact on our consolidated financial statements.

Accounting Standards Updates Not Yet Implemented

Accounting for Internal-Use Software Costs

In September 2025, the FASB issued ASU 2025-06, Intangibles — Goodwill and Other — Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, to clarify and modernize the accounting for costs related to internal-use software. ASU 2025-06 removes all references to software project development stages in Subtopic 350-40 and clarifies cost capitalization may begin when (1) management has authorized and committed to funding the project and (2) it is probable the project will be completed, and the software will be used to perform its intended function and provides new examples to illustrate its application. ASU 2025-06 specifies that the property, plant and equipment disclosure requirements apply to capitalized software costs accounted for under Subtopic 350-40, regardless of how those costs are presented in the financial statements. ASU 2025-06 is effective for fiscal years beginning after December 15, 2027, and interim periods within those fiscal years. Entities may apply the guidance using a prospective, retrospective or modified transition approach. Early adoption is permitted. We are currently evaluating the potential impact of adopting this new guidance on our consolidated financial statements and related disclosures.

Disaggregation of Income Statement Expenses

In November 2024, the FASB issued ASU 2024-03, Income Statement — Reporting Comprehensive Income — Expense Disaggregation Disclosures (Subtopic 220-40), which will require tabular disclosures about certain expenses included in the expense captions presented on the face of the income statement, as well as disclosures about selling expenses. ASU 2024-03 is effective for annual reporting periods beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027. Early adoption is permitted. Entities are required to adopt ASU 2024-03 prospectively with the option for retrospective application. We are currently evaluating the potential impact of adopting this new guidance on our consolidated financial statements and related disclosures.

v3.25.4
Business Transactions
12 Months Ended
Dec. 31, 2025
Business Transactions  
Business Transactions

4. Business Transactions

Flowco Disposition

On August 1, 2025, we completed the sale of certain contract operations customer agreements and approximately 155 compressors, comprising approximately 47,000 horsepower, used to provide compression services under those agreements along with other supporting assets, for aggregate total consideration of $71.0 million. Goodwill, customer-related intangible assets and deferred revenue were allocated based on a ratio of the horsepower sold relative to the total horsepower of the asset group. The disposal group was classified as held for sale as of June 30, 2025, and its carrying value was adjusted to estimated fair value less costs to sell. We recorded a write-down of $9.6 million during the year ended December 31, 2025, which is included in long-lived and other asset impairment in our consolidated statements of operations.

NGCS Acquisition

On May 1, 2025, we completed the NGCS Acquisition, whereby we acquired all of the issued and outstanding equity interests in NGCS, including a fleet of approximately 326,000 operating horsepower and an 18,000 horsepower backlog of contracted new equipment, for aggregate total consideration of $349.4 million. Total consideration consisted of $296.5 million in cash, of which we paid $265.1 million to NGCSI sellers and $31.4 million to NGCSE sellers, and approximately 2.3 million shares of common stock issued to NGCSE sellers with an NGCS acquisition date fair value of $53.0 million. The cash portion of the purchase price was funded with borrowings under the Credit Facility. In accordance with the terms of the Merger Agreement, customary post-closing adjustments were made during the third quarter of 2025, resulting in a reduction to the purchase price of approximately $2.0 million.

The NGCS Acquisition was accounted for using the acquisition method of accounting, which requires, among other things, assets acquired and liabilities assumed to be recorded at their fair value on the NGCS acquisition date. The excess of the consideration transferred over those fair values is recorded as goodwill. The preliminary allocation of the purchase price, which is subject to certain adjustments, was based upon preliminary valuations. Our estimates and assumptions are subject to change upon the completion of management’s review of the final valuations. We are in the process of finalizing valuations related to deferred tax liabilities, tax contingencies and goodwill, which could impact future income tax expense. The final valuation of net assets acquired is expected to be completed as soon as practicable, but no later than one year from the NGCS acquisition date.

The following table summarizes the preliminary purchase price allocation based on the estimated fair values of the assets acquired and liabilities assumed as of the NGCS acquisition date:

(in thousands)

  ​ ​ ​ ​ ​

NGCSI

  ​ ​ ​ ​ ​

NGCSE

NGCS

Cash

  ​ ​ ​ ​ ​

$

1,671

  ​ ​ ​ ​ ​

$

188

  ​ ​ ​ ​ ​

$

1,859

Accounts receivable

4,960

47

5,007

Inventory

11,385

11,385

Other current assets

143

143

Property, plant and equipment

200,637

40,460

241,097

Operating lease right of use asset

138

138

Goodwill

51,491

22,091

73,582

Intangible assets

33,320

31,210

64,530

Other assets

385

385

Accounts payable, trade

(2,700)

(49)

(2,749)

Accrued liabilities

(1,751)

(225)

(1,976)

Operating lease liabilities

(138)

(138)

Deferred tax liabilities

(33,988)

(9,374)

(43,362)

Other liabilities

(463)

(463)

Purchase price

$

265,090

$

84,348

$

349,438

Goodwill

The amount of goodwill resulting from the NGCS Acquisition is attributable to the expansion of our services in the Permian Basin where we currently operate and was allocated to our contract operations segment. The goodwill recorded is considered to have an indefinite life and will be reviewed annually for impairment or more frequently if indicators of potential impairment exist. None of the goodwill recorded for the NGCS Acquisition is expected to be deductible for U.S. federal income tax purposes.

Tax Contingency and Indemnification

We recorded a non-income tax-based contingency of $0.5 million and a corresponding indemnification asset of $0.5 million based on facts existing on the NGCS acquisition date. The non-income tax-based contingency arose from pre-acquisition activity at NGCS. As part of the NGCS Acquisition, the sellers agreed to indemnify us for certain non-income tax and environmental contingencies up to $11.4 million as of the NGCS acquisition date. Dependent upon facts and circumstances, the sellers’ indemnification obligation may be reduced over a period of four years from the NGCS acquisition date but may also be extended until the resolution of claims timely submitted to the sellers.

Results of Operations

The results of operations attributable to the NGCS Acquisition have been included in our consolidated financial statements as part of our contract operations segment since the NGCS acquisition date. Revenue attributable to the assets acquired from the NGCS acquisition date through December 31, 2025 was $52.5 million. We are unable to provide earnings attributable to the assets acquired and liabilities assumed since the NGCS acquisition date, as we do not prepare full stand-alone earnings reports for those assets and liabilities.

Transaction-Related Costs

The following table presents transaction-related costs incurred in connection with the NGCS Acquisition by cost type:

(in thousands)

Year Ended December 31, 2025

Professional fees (1)

$

6,897

Compensation-related costs (2)

1,780

Other costs

454

Total transaction-related costs

$

9,131

(1)Professional fees include legal, advisory, consulting and other fees.
(2)Compensation-related costs include amounts related to NGCSI employee retention and severance associated with the NGCS Acquisition. Payments are due and payable at various times up to and including the one-year anniversary of the NGCS Acquisition.

Unaudited Pro Forma Financial Information

The unaudited pro forma financial information for the years ended December 31, 2025 and 2024 was derived by adjusting our historical financial statements in order to give effect to the assets acquired and liabilities assumed in the NGCS Acquisition. The NGCS Acquisition is presented in this unaudited pro forma financial information as though the acquisition occurred as of January 1, 2024, and reflects the following:

the effects of the NGCSI employee retention and other compensation-related arrangements associated with the NGCS Acquisition;
the application of our accounting policies and adjusting the results of NGCS to reflect the additional depreciation and amortization that would have been charged assuming the fair value adjustments to property, plant, and equipment, and intangible assets had been applied from January 1, 2024;
the interest expense resulting from borrowings under the Credit Facility used to fund the cash portion of the purchase price;
the amortization of debt issuance costs associated with the Second Amendment to the Amended and Restated Credit Agreement;
the exclusion of $7.4 million of nonrecurring financial advisory, legal, audit and other professional fees incurred related to the NGCS Acquisition and recorded to transaction-related costs in our consolidated statements of operations during the year ended December 31, 2025. The year ended December 31, 2024 pro forma earnings were adjusted to reflect these charges; and
the income tax effects of the adjustments based on the estimated blended statutory tax rate of 23%.

The unaudited pro forma financial information below combines the effects of the NGCSI Merger Agreement and the NGCSE Merger Agreement, as the Merger Agreements were negotiated as a single transaction and mutually dependent to close. The unaudited pro forma financial information is presented for informational purposes only and is not necessarily indicative of our results of operations that would have occurred had the NGCS Acquisition been consummated at the beginning of the period presented, nor is it necessarily indicative of future results.

Year ended December 31, 

(in thousands)

  ​ ​ ​

  ​ ​ ​

2025

  ​ ​ ​

2024

Revenue

$

1,516,095

$

1,236,300

Net income attributable to Archrock stockholders

330,079

163,367

TOPS Acquisition

On August 30, 2024, we completed the TOPS Acquisition, whereby we acquired all of the issued and outstanding equity interests in TOPS, including a fleet of approximately 580,000 horsepower, including approximately 530,000 operating horsepower, for aggregate consideration consisting of $868.7 million in cash and approximately 6.9 million shares of common stock with a TOPS acquisition date fair value of $139.1 million. The cash portion of the purchase price was funded with proceeds from the July 2024 Equity Offering, the 2032 Notes offering and borrowings under the Credit Facility. In accordance with the terms of the purchase and sale agreement, customary post-closing adjustments were made during the fourth quarter of 2024, resulting in a $0.4 million reduction to the purchase price.

The TOPS Acquisition was accounted for using the acquisition method of accounting, which requires, among other things, assets acquired and liabilities assumed to be recorded at their fair value on the TOPS acquisition date. The excess of the consideration transferred over those fair values was recorded as goodwill.

The following table summarizes the purchase price allocation based on the fair values of the assets acquired and liabilities assumed as of the TOPS acquisition date:

(in thousands)

  ​ ​ ​ ​ ​

Cash

  ​ ​ ​ ​ ​

$

2,498

Accounts receivable

9,737

Inventory

7,346

Other current assets

495

Property, plant and equipment

912,877

Operating lease right-of-use assets

1,424

Goodwill

52,155

Intangible assets

76,228

Other assets

4,032

Accounts payable, trade

(48,946)

Accrued liabilities

(4,667)

Operating lease liabilities

(1,424)

Other liabilities

(4,032)

Purchase price

$

1,007,723

Goodwill

The amount of goodwill resulting from the TOPS Acquisition is attributable to the expansion of our services in the Permian Basin, where we currently operate, and was allocated to our contract operations segment. The goodwill recorded is considered to have an indefinite life and will be reviewed annually for impairment or more frequently if indicators of potential impairment exist. All of the goodwill recorded for the TOPS Acquisition is expected to be deductible for U.S. federal income tax purposes.

Tax Contingency and Indemnification Asset

We recorded a non-income tax based contingency of $4.3 million and a corresponding indemnification asset of $4.3 million based on facts existing on the TOPS acquisition date. The tax contingency arose from pre-acquisition activities of TOPS. As part of the acquisition, the sellers agreed to indemnify us for certain tax contingencies up to $21.6 million as of the TOPS acquisition date. Dependent upon facts and circumstances, the sellers’ indemnification obligation may be reduced over a period of five years from the TOPS acquisition date but may also be extended until the resolution of claims timely submitted to the sellers.

Results of Operations

The results of operations attributable to the TOPS Acquisition have been included in our consolidated financial statements as part of our contract operations segment since the TOPS acquisition date. Revenue attributable to the assets acquired from the TOPS acquisition date through December 31, 2024 was $65.5 million. We are unable to provide earnings attributable to the assets acquired and liabilities assumed since the TOPS acquisition date, as we do not prepare full stand-alone earnings reports for those assets and liabilities.

Transaction-Related Costs

We recorded $3.6 million and $13.2 million of transaction-related costs in our consolidated statements of operations during the years ended December 31, 2025 and December 31, 2024, respectively.

The following table presents transaction-related cost incurred by cost type:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

Professional fees (1)

$

936

$

11,387

Compensation-related costs (2)

2,618

1,553

Other costs

20

309

Total transaction-related costs

3,574

13,249

(1) Professional fees include legal, advisory, consulting and other fees.
(2) Compensation-related costs include amounts related to employee retention and other compensation related arrangements associated with the acquisition. Payments are due and payable at various times up to and including the two-year anniversary of the TOPS Acquisition.

Unaudited Pro Forma Financial Information

The unaudited pro forma financial information for the years ended December 31, 2024 and 2023 was derived by adjusting our historical financial statements in order to give effect to the assets acquired and liabilities assumed in the TOPS Acquisition. The TOPS Acquisition is presented in this unaudited pro forma financial information as though the acquisition occurred as of January 1, 2023, and reflects the following:

the effects of the employee retention and other compensation-related arrangements associated with the TOPS Acquisition;
the application of our accounting policies and adjusting the results of TOPS to reflect the additional depreciation and amortization that would have been charged assuming the fair value adjustments to property, plant, and equipment, and intangible assets had been applied from January 1, 2023;
the interest expense resulting from the 2032 Notes, the 2027 Notes Tender Offer, and the First Amendment to the Amended and Restated Credit Agreement;
the exclusion of $11.4 million of nonrecurring financial advisory, legal, audit and other professional fees incurred related to the acquisition and recorded to transaction-related costs in our consolidated statements of operations during the year ended December 31, 2024. For the year ended December 31, 2023, pro forma earnings were adjusted to reflect these charges; and
the income tax effects of the adjustments based on the estimated blended statutory tax rate of 23%.

The unaudited pro forma financial information below is presented for informational purposes only and is not necessarily indicative of our results of operations that would have occurred had the transaction been consummated at the beginning of the period presented, nor is it necessarily indicative of future results.

Year Ended December 31, 

(in thousands)

2024

  ​ ​ ​

2023

Revenue

$

1,266,659

$

1,099,080

Net income attributable to Archrock stockholders

191,434

78,554

Valuation Methodologies

The valuation methodologies and significant inputs for fair value measurements associated with our business acquisitions are detailed by significant asset class below. The fair value measurements for property, plant and equipment and intangible assets are based on significant inputs that are not observable in the market and therefore represent Level 3 measurements.

Property, Plant and Equipment

Property, plant and equipment is primarily comprised of electric motor drive compression equipment that will depreciate on a straight-line basis over an estimated average remaining useful life of 15 years for the NGCS Acquisition and 25 years for the TOPS Acquisition. The fair value of the property, plant and equipment was determined using both the cost and market approach. For most of the compression equipment, we estimated the replacement cost using the direct cost method by evaluating recent purchases of similar assets or published data, then adjusting the replacement cost for physical deterioration and functional and economic obsolescence, as applicable. For certain compression equipment, we then considered the market approach by comparing our estimated dollar per horsepower to market comparables and market participant assumptions and adjusted as necessary.

Other fixed assets were valued using the indirect cost method, whereby we applied asset-specific trend information using published indexes to calculate the estimated replacement cost of assets that were identified to be reflected at historical cost. Other assets were depreciated based on published normal useful life estimates and prior experience with similar assets.

Intangible Assets

The intangible assets consist of customer relationships and trade names that have estimated useful lives of 12 years and five years, respectively. The amount of intangible assets and their associated useful lives were determined based on the period over which the assets are expected to contribute directly or indirectly to our future cash flows.

The fair value of the identifiable intangible assets related to customer relationships was determined using the multi-period excess earnings method, which is a specific application of the discounted cash flow method, an income approach, whereby we estimated and then discounted the future cash flows of the intangible asset by adjusting overall business revenue for attrition, obsolescence, cost of sales, operating expenses, taxes and the required returns attributable to other contributory assets acquired. Significant estimates made in arriving at expected future cash flows included our expected customer attrition rate and the amount of earnings attributable to the assets. To discount the estimated future cash flows, we utilized a discount rate that was at a premium to our WACC to reflect the less liquid nature of the customer relationships relative to the tangible assets acquired.

The trade name fair market value was measured using the relief-from-royalty method under the income approach, whereby we calculated the royalty savings by estimating a reasonable royalty rate that a third party would negotiate in a licensing agreement expressed as a percentage of total revenue involving a trade name. The revenue related to the trade name was multiplied by the selected royalty rate over the estimated expected useful life of the trade name to arrive at the royalty savings. The royalty savings were tax effected and discounted to present value using a discount rate commensurate with the risk profile of the trade name relative to our WACC and the return on the other acquired assets.

v3.25.4
Accounts Receivable, net
12 Months Ended
Dec. 31, 2025
Accounts Receivable, net  
Accounts Receivable, net

5. Accounts Receivable, net

Accounts receivable, net is comprised of the following:

December 31, 

(in thousands)

2025

2024

Customer related:

Third party

$

128,318

$

123,107

Related parties (1)

1,739

3,585

Other

 

13,475

 

6,200

Accounts receivable

143,532

132,892

Allowance for credit losses

(1,205)

(414)

Accounts receivable, net

$

142,327

$

132,478

(1)See Note 27 (“Related Party Transactions”) for further details.

As of December 31, 2025 and 2024, our receivables from contracts with customers, net of allowance for credit losses, were $128.9 million and $126.3 million, respectively.

Allowance for Credit Losses

The changes in our allowance for credit losses are as follows:

Year Ended December 31, 

(in thousands)

  ​ ​ ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at beginning of period

  ​ ​ ​ ​ ​

$

414

$

587

$

1,674

Provision for credit losses

1,164

381

224

Write-offs charged against allowance

(373)

(554)

(1,311)

Balance at end of period

$

1,205

$

414

$

587

v3.25.4
Inventory
12 Months Ended
Dec. 31, 2025
Inventory  
Inventory

6. Inventory

Inventory is comprised of the following:

December 31, 

(in thousands)

2025

2024

Parts and supplies

$

96,943

$

76,505

Work in progress

 

12,804

 

13,181

Inventory

$

109,747

$

89,686

During the years ended December 31, 2025, 2024 and 2023 we recorded write–downs to inventory of $0.9 million, $0.6 million and $0.5 million, respectively, for inventory considered to be excess, obsolete or carried at an amount in excess of net realizable value.

v3.25.4
Property, Plant and Equipment, Net
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment, Net.  
Property, Plant and Equipment, Net

7. Property, Plant and Equipment, net

Property, plant and equipment, net is comprised of the following:

(in thousands)

2025

2024

Compression equipment, facilities and other fleet assets

$

4,791,318

$

4,392,818

Land and buildings

 

36,058

 

32,060

Transportation and shop equipment

 

147,160

 

118,413

Computer hardware and software

 

79,367

 

78,021

Other

 

11,997

 

7,411

Property, plant and equipment

 

5,065,900

 

4,628,723

Accumulated depreciation

 

(1,407,811)

 

(1,304,893)

Property, plant and equipment, net

$

3,658,089

$

3,323,830

Depreciation expense was $242.3 million, $185.1 million and $159.3 million during the years ended December 31, 2025, 2024 and 2023, respectively. Assets under construction of $95.7 million and $125.0 million at December 31, 2025 and 2024, respectively, primarily consisted of compression equipment and other fleet assets.

v3.25.4
Leases
12 Months Ended
Dec. 31, 2025
Leases  
Leases

8. Leases

We have operating leases for office space, temporary housing, storage and shops. Our leases have remaining lease terms of less than one year to approximately seven years and most include options to extend the lease term, at our discretion, for an additional one to ten years. We are not, however, reasonably certain that we will exercise any of the options to extend them and as such, they have not been included in the remaining lease terms.

Financial and other supplemental information related to our operating leases is as follows:

  ​ ​ ​

December 31, 

(in thousands)

  ​ ​ ​

Classification

  ​ ​ ​

2025

  ​ ​ ​

2024

ROU assets

 

Operating lease ROU assets

$

13,581

$

15,365

Lease liabilities

 

  ​

 

  ​

 

  ​

Current

 

Accrued liabilities

$

4,314

$

4,121

Noncurrent

 

Operating lease liabilities

 

10,220

 

12,415

Total lease liabilities

 

  ​

$

14,534

$

16,536

Year Ended December 31, 

(in thousands)

2025

2024

2023

Operating lease cost

$

5,620

$

4,607

$

4,131

Short-term lease cost

 

872

 

390

 

412

Variable lease cost

 

2,446

 

1,901

 

1,881

Total lease cost

$

8,938

$

6,898

$

6,424

Year Ended December 31, 

(in thousands)

2025

2024

2023

Operating cash flows - cash paid for amounts included in the measurement of operating lease liabilities

$

5,837

$

6,692

$

6,157

Operating lease ROU assets obtained in exchange for lease liabilities, net (1)

 

2,848

 

5,120

 

710

(1) Includes decreases to our ROU assets of $0.9 million, and $0.4 million related to lease modifications during 2025 and 2023 respectively. There were no lease modifications during 2024 that resulted in decreases to our ROU assets.

December 31, 

2025

2024

2023

Weighted-average remaining lease term (in years)

4.2

4.9

6.0

Weighted-average discount rate

5.9

%

5.6

%

4.9

%

Remaining maturities of our lease liabilities as of December 31, 2025 are as follows:

(in thousands)

2026

$

4,675

2027

3,658

2028

 

2,950

2029

 

2,771

2030

1,902

Thereafter

 

435

Total lease payments

 

16,391

Less: Interest

 

(1,857)

Total lease liabilities

$

14,534

v3.25.4
Goodwill and Intangible Assets, net
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets, net  
Goodwill and Intangible Assets, net

9. Goodwill and Intangible Assets, net

Goodwill

The amount of goodwill resulting from the TOPS Acquisition and the NGCS Acquisition is attributable to the expansion of our services in the Permian Basin where we currently operate and was allocated to our contract operations segment. Goodwill is considered to have an indefinite life and is reviewed on a quarterly basis for impairment or more frequently if indicators of potential impairment exist. During the fourth quarter of 2025, we performed an annual qualitative goodwill impairment assessment and determined that it is not more-likely-than-not that the fair value of our reporting unit is impaired. As a result, we determined that performance of a quantitative impairment test is not required. See Note 4 (“Business Transactions”) for further details.

The changes in goodwill are as follows:

December 31, 

(in thousands)

2025

2024

Balance at beginning of period

$

52,155

$

TOPS Acquisition

52,155

NGCS Acquisition

73,582

Flowco Disposition

(548)

Balance at end of period

$

125,189

$

52,155

Intangible Assets, net

Intangible assets include customer relationships associated with various business and asset acquisitions as well as trade name intangible assets associated with the TOPS Acquisition and the NGCS Acquisition. These acquired intangible assets were recorded at fair value determined as of the TOPS acquisition date and the NGCS acquisition date and are being amortized over the period we expect to benefit from the assets. See Note 4 (“Business Transactions”) for further details.

Intangible assets, net is comprised of the following:

December 31, 

(in thousands)

2025

2024

Gross carrying amount

$

202,808

$

218,564

Accumulated amortization

 

(58,861)

 

(120,293)

Intangible assets, net

$

143,947

$

98,271

Intangible assets are amortized on a straight–line basis with estimated useful lives ranging from five to 25 years. Amortization expense was $14.5 million, $8.1 million and $6.9 million during the years ended December 31, 2025, 2024 and 2023, respectively.

Estimated amortization expense for each of the subsequent five fiscal years and thereafter is expected to be as follows:

(in thousands)

2026

$

15,624

2027

 

14,749

2028

 

14,394

2029

 

13,730

2030

 

12,193

Thereafter

 

73,257

Total

$

143,947

v3.25.4
Contract Costs
12 Months Ended
Dec. 31, 2025
Contract Costs  
Contract Costs

10. Contract Costs

For our contract operations segment, we capitalize incremental costs to obtain a contract with a customer if we expect to recover those costs. Capitalized contract costs include commissions paid to our sales force to obtain contract operations contracts. We expense commissions paid for sales of service contracts and OTC parts and components within our aftermarket services segment, as the amortization period is less than one year. We had contract costs of $3.1 million and $4.1 million associated with sales commissions recorded in our consolidated balance sheets as of December 31, 2025 and 2024, respectively.

For our contract operations segment, we capitalize costs incurred to fulfill a contract if those costs relate directly to a contract, enhance resources that we will use in satisfying performance obligations and if we expect to recover those costs. Contract costs incurred to fulfill our customer contracts include freight charges to transport compression assets before transferring services to the customer and mobilization activities associated with our contract operations services. Aftermarket services fulfillment costs are recognized based on the percentage–of–completion method applicable to the customer contract and do not typically result in the recognition of a contract asset. We had contract costs of $20.2 million and $19.8 million associated with freight and mobilization recorded in our consolidated balance sheets as of December 31, 2025 and 2024, respectively.

Contract operations costs to obtain and fulfill a contract are amortized based on the transfer of service to which the assets relate, which is estimated based on the average contract term, including anticipated renewals. Annually, we assess whether the estimate fairly represents the average contract term and adjust as appropriate. Contract costs associated with commissions are amortized to SG&A. Contract costs associated with freight and mobilization are amortized to cost of sales, exclusive of depreciation and amortization. During the years ended December 31, 2025, 2024 and 2023, we amortized $2.8 million, $2.3 million and $1.9 million, respectively, related to sales commissions, and $19.3 million, $21.5 million and $19.4 million, respectively, related to freight and mobilization.

v3.25.4
Hosting Arrangements
12 Months Ended
Dec. 31, 2025
Hosting Arrangements  
Hosting Arrangements

11. Hosting Arrangements

Capitalized implementation costs and accumulated amortization related to our hosting arrangements that are service contracts are as follows:

December 31, 

(in thousands)

2025

2024

Hosting arrangements

$

23,095

$

20,002

Accumulated amortization

 

(11,664)

 

(8,329)

Hosting arrangements, net

$

11,431

$

11,673

These costs are included in other assets in our consolidated balance sheets. Amortization expense, which is recorded in SG&A in our consolidated statements of operations, was $3.3 million, $3.0 million and $2.6 million during the years ended December 31, 2025, 2024 and 2023, respectively.

v3.25.4
Investments in Unconsolidated Affiliates
12 Months Ended
Dec. 31, 2025
Investments in Unconsolidated Affiliates  
Investments in Unconsolidated Affiliates

12. Investments in Unconsolidated Affiliates and Other Strategic Investments

Investment in FGC Holdco

On October 1, 2024, we, together with ColdStream, entered into a limited liability agreement with FGC Holdco, a company that designs, manufactures and sells MaCH4 NRS equipment, through distributors. As of the effective date of the agreement, FGC Holdco had initial authorized capital of 1.0 million units, with 68% of its units issued to ColdStream and 32% of its units issued to us at a cost of $0.001 per unit. Subject to certain contractual provisions, we are obligated to fund, as capital contributions, our proportionate share of FGC Holdco’s general, administrative and operational costs and expenses. During the year ended December 31, 2025, we invested $0.5 million in FGC Holdco, and as of both December 31, 2025 and 2024, the carrying value of our investment in FGC Holdco, including transaction costs of $0.2 million, was $0.2 million, which is included in other assets in our consolidated balance sheets.

We determined FGC Holdco is a VIE over which we do not have the power to direct the activities that most significantly impact economic performance and therefore are not the primary beneficiary. The board of directors of FGC Holdco have control over the activities that most significantly impact the economic performance, and while we have voting rights through board participation, we do not have the ability to control board decisions. We apply the equity method of accounting to account for this investment. The carrying value of our equity investment is impacted by our share of investee income or loss, distributions, amortization or accretion of basis differences and other-than-temporary impairments.

As of December 31, 2025, we had a $0.2 million basis difference between the cost of our investment and our proportionate share of the carrying value of FGC Holdco’s underlying net assets. The basis difference is primarily attributed to intangible assets and is being amortized over the estimated 20-year useful life. Basis differences are updated as needed to reflect the impact of additional capital contributions. We recognized losses of $0.5 million related to our investment in FGC Holdco for the year ended December 31, 2025, which is included in equity in net loss of unconsolidated affiliate, in our consolidated statements of operations.

The investment is included in other assets in our consolidated balance sheets. Cash contributions are included in the investing activities section of our consolidated statements of cash flows. See Note 27 (“Related Party Transactions”) for further details.

Investment in Ionada

We are the lead investor in a series A preferred financing round for Ionada, a global carbon capture technology company committed to reducing GHG emissions and creating a sustainable future. As of December 31, 2025 and 2024, we had a fully diluted ownership equity interest in Ionada of 12%. We have elected the fair value measurement alternative to account for this investment. See Note 25 (“Fair Value Measurements”) for further details.

At December 31, 2025 and 2024, the carrying value of our investment in Ionada was $5.5 million, including cumulative transaction costs of $0.5 million, and is included in other assets in our consolidated balance sheets. Subject to certain contractual conditions, we may invest on the same terms and conditions as the initial and secondary investments up to $6.1 million prior to July 2026, for a fully diluted ownership interest up to 24%.

Investment in ECOTEC

We hold a 25% equity interest in ECOTEC, a company specializing in methane emissions detection, monitoring and management. We have elected the fair value option to account for this investment, and during the years ended December 31, 2025, 2024 and 2023, we recognized unrealized losses of $0.0 million, $1.5 million and $1.0 million, respectively, related to the change in fair value of our investment. Changes in the fair value of this investment are recognized in other expense, net in our consolidated statements of operations. During the year ended December 31, 2024, we contributed $1.3 million to maintain our 25% ownership interest in ECOTEC, which is included in other assets in our consolidated balance sheets. See Note 25 (“Fair Value Measurements”) for further details.

Other Strategic Investments

On December 19, 2025, we entered into a SAFE with Shoreline AI, a software-as-a-service company, focused on predictive maintenance for energy infrastructure assets. We have elected the fair value measurement alternative to account for this investment and at December 31, 2025, the carrying value of our investment was equal to its $5.2 million cost, including cumulative transaction costs of $0.2 million, and is included in other assets in our consolidated balance sheets.

v3.25.4
Accrued Liabilities
12 Months Ended
Dec. 31, 2025
Accrued Liabilities  
Accrued Liabilities

13. Accrued Liabilities

Accrued liabilities are comprised of the following:

December 31, 

(in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Accrued salaries and other benefits

$

61,017

$

56,873

Accrued income and other taxes

 

17,192

 

8,434

Accrued interest

 

31,037

 

35,366

Accrued sales and use tax audit settlement liabilities

9,867

Other accrued liabilities

 

25,911

 

23,432

Accrued liabilities

$

145,024

$

124,105

v3.25.4
Contract Liabilities
12 Months Ended
Dec. 31, 2025
Contract Liabilities  
Contract Liabilities

14. Contract Liabilities

As of December 31, 2025 and 2024, our contract liabilities were $12.0 million and $10.0 million, respectively. These liabilities are included in deferred revenue and other liabilities in our consolidated balance sheets.

During the years ended December 31, 2025 and 2024, we deferred revenue of $26.0 million and $18.1 million, respectively, and recognized revenue of $24.0 million and $15.0 million, respectively. The revenue recognized and deferred during the periods is primarily related to freight billings for contract operations and milestone billings for aftermarket services.

v3.25.4
Long-Term Debt
12 Months Ended
Dec. 31, 2025
Long-Term Debt.  
Long-Term Debt

15. Long–Term Debt

Long–term debt is comprised of the following:

(in thousands)

  ​ ​ ​

December 31, 2025

  ​ ​ ​

December 31, 2024

Credit Facility

$

918,475

$

408,325

6.625% senior notes due September 2032:

Principal outstanding

700,000

 

700,000

Unamortized debt issuance costs

(8,356)

 

(9,609)

691,644

 

690,391

6.25% senior notes due April 2028:

Principal outstanding

 

800,000

 

800,000

Unamortized debt premium

4,513

 

6,519

Unamortized debt issuance costs

 

(3,739)

 

(5,401)

 

800,774

 

801,118

6.875% senior notes due April 2027:

Principal outstanding

 

300,000

Unamortized debt issuance costs

 

(1,458)

 

298,542

Long-term debt

$

2,410,893

$

2,198,376

Credit Facility

Third Amendment to the Amended and Restated Credit Agreement

On December 12, 2025, we amended our Amended and Restated Credit Agreement to, among other things, remove the 0.10% per annum credit spread adjustment that was previously included in the calculation of the interest rate applicable to the loans made under the Credit Facility, decrease the applicable margin for all borrowings by 0.25% per annum such that the applicable margin for borrowings varies and decrease the commitment fee payable on the daily unused amount of the Credit Facility from 0.375% per annum to 0.25% per annum when less than 50% of the Credit Facility is utilized. We did not incur any transaction costs related to the Third Amendment to the Amended and Restated Credit Agreement.

As of December 31, 2025, there were $3.0 million letters of credit outstanding under the Credit Facility and the applicable margin on borrowings was 2.0%. The weighted average annual interest rate on the outstanding balance under our Credit Facility was 5.8% and 6.8% at December 31, 2025 and 2024, respectively. We incurred $1.9 million, $2.1 million and $1.7 million in commitment fees during the years ended December 31, 2025, 2024 and 2023, respectively.

As of December 31, 2025, we were in compliance with all covenants under our Amended and Restated Credit Agreement. Additionally, all undrawn capacity on our Credit Facility was available for borrowings as of December 31, 2025.

Second Amendment to the Amended and Restated Credit Agreement

On May 16, 2025, we amended our Amended and Restated Credit Agreement to, among other things, increase the borrowing capacity of the Credit Facility from $1.1 billion to $1.5 billion and to provide for the ability for the borrowers to request additional increases in the aggregate commitments under the Credit Facility to a total amount not to exceed $2.3 billion (with any increase being at the discretion of the lenders and subject to the satisfaction of certain conditions set forth in the Amended and Restated Credit Agreement).

During the year ended December 31, 2025, we incurred $1.9 million in transaction costs related to the Second Amendment to the Amended and Restated Credit Agreement, which were included in other assets in our consolidated balance sheets and are being amortized over the remaining term of the Credit Facility.

First Amendment to the Amended and Restated Credit Agreement

In August 2024, we amended our Amended and Restated Credit Agreement to, among other things:

increase the borrowing capacity of the Credit Facility from $750.0 million to $1.1 billion;
increase the portion of the Credit Facility available for the issuance of swing line loans from $75.0 million to $110.0 million;
increase the cash dominion trigger threshold amount from $75.0 million to $110.0 million;
add certain financial institutions as lenders under the Credit Facility;
join a newly formed wholly owned subsidiary of Archrock Services, L.P. as a guarantor and grantor under the Credit Facility; and
modify certain other covenants to which we are subject.

We incurred $2.6 million in transaction costs related to the First Amendment to the Amended and Restated Credit Agreement, which were included in other assets in our consolidated balance sheets and are being amortized over the remaining term of the Credit Facility.

Amended and Restated Credit Agreement

In May 2023, we amended and restated our Credit Facility to, among other things:

extend the maturity date of the Credit Facility from November 8, 2024 to May 16, 2028 or December 3, 2027 (if any portion of the 2028 Notes remain outstanding at such date);
change the referenced rate from LIBOR to SOFR so that borrowings under the Credit Facility bear interest at, based on our election, either a base rate or SOFR, plus an applicable margin; and
increase the portion of the Credit Facility available for the issuance of swing line loans from $50.0 million to $75.0 million.

We incurred $6.0 million in transaction costs related to the Amended and Restated Credit Agreement, which were included in other assets in our consolidated balance sheets and are being amortized over the remaining term of the Credit Facility. In addition, we wrote off $1.0 million of unamortized deferred financing costs as a result of the Amended and Restated Credit Agreement, which was recorded to interest expense in our consolidated statements of operations during the year ended December 31, 2023.

Other Facility Terms

The Credit Facility bears interest at either a base rate or SOFR, at our option, plus an applicable margin. The base rate is the highest of (i) the Prime Rate, (ii) the Federal Funds Effective Rate plus 0.50% and (iii) one-month SOFR plus 1.00%. Depending on our leverage ratio, the applicable margin varies (i) in the case of base rate loans, from 0.75% to 1.50% and (ii) in the case of SOFR loans, from 1.75% to 2.5%.

The Credit Facility borrowing base consists of eligible accounts receivable, inventory and compressors, the largest of which is compressors. Borrowings under the Credit Facility are secured by substantially all of our personal property assets and certain of our subsidiaries.

The Amended and Restated Credit Agreement contains various covenants including, but not limited to, restrictions on the use of proceeds from borrowings and limitations on our ability to incur additional indebtedness, engage in transactions with affiliates, merge or consolidate, sell assets, make certain investments and acquisitions, make loans, grant liens, repurchase equity and pay distributions. The Amended and Restated Credit Agreement also contains various covenants requiring mandatory prepayments from the net cash proceeds of certain asset transfers.

As of December 31, 2025, the following consolidated financial ratios, as defined in our Amended and Restated Credit Agreement, were required:

EBITDA to Interest Expense

2.5 to 1.0

Senior Secured Debt to EBITDA

3.0 to 1.0

Total Debt to EBITDA (1)

5.25 to 1.0

(1) Subject to a temporary increase to 5.50 to 1.0 for any quarter during which an acquisition satisfying certain thresholds is completed and for the two quarters immediately following such quarter.

2034 Notes

On January 21, 2026, we completed a private offering of $800.0 million aggregate principal amount of 6.0% senior notes due 2034 and received net proceeds of $789.4 million after deducting issuance costs. In January 2026, the approximately $10.6 million of issuance costs were recorded as deferred financing costs within long-term debt in our consolidated balance sheets and are being amortized to interest expense in our consolidated statement of operations over the term of the notes. The net proceeds were used to repay borrowings outstanding under our Credit Facility.

The 2034 Notes have not been and will not be registered under the Securities Act or the securities laws of any other jurisdiction and may not be offered or sold in the U.S. except pursuant to a registration exemption under the Securities Act and applicable state securities laws. We offered and issued the 2034 Notes only to qualified institutional buyers in accordance with Rule 144A under the Securities Act and to certain non-U.S. persons outside the U.S. in accordance with Regulation S under the Securities Act. The 2034 Notes are fully and unconditionally guaranteed, jointly and severally, on a senior unsecured basis by us, and by all of our existing subsidiaries, other than Archrock Partners Finance Corp., which is the issuer of the 2034 Notes. The 2034 Notes and the guarantees rank equally in right of payment with all of our and the guarantors’ existing and future senior unsecured indebtedness.

 

We may, at our option, redeem all or part of the 2034 Notes at any time on or after February 1, 2029, at specified redemption prices, plus any accrued and unpaid interest. In addition, prior to February 1, 2029, we may redeem up to 40% of the 2034 Notes, in an amount equal to the net cash proceeds of one or more equity offerings, at a specified redemption price, plus any accrued and unpaid interest. We may also redeem all or part of the 2034 Notes at any time prior to February 1, 2029 at a redemption price equal to the principal amount and a make whole premium, plus any accrued and unpaid interest.

The indenture governing the 2034 Notes contains covenants that, among other things, limit our ability to pay dividends on, repurchase or redeem our common stock or repurchase or redeem subordinated debt; make investments; incur or guarantee additional indebtedness or issue preferred securities; create or incur certain liens; sell assets; consolidate, merge or transfer all or substantially all of our assets; enter into agreements that restrict distributions or other payments from our restricted subsidiaries to us; engage in transactions with affiliates; and create unrestricted subsidiaries.  If the 2034 Notes achieve an investment grade rating from any two out of three of Moody’s Investors Service, Inc., Fitch Ratings, Inc. and S&P Global Ratings and no default has occurred and is continuing, many of these covenants will terminate.  The indenture governing the 2034 Notes also contains customary events of default.

2032 Notes

In August 2024, we completed a private offering of $700.0 million aggregate principal amount of 6.625% senior notes due September 2032 and received net proceeds of $690.0 million after deducting issuance costs. The $10.0 million of issuance costs were recorded as deferred financing costs within long-term debt in our consolidated balance sheets and are being amortized to interest expense in our consolidated statement of operations over the term of the notes. A portion of the net proceeds were used to fund a portion of the cash consideration for the TOPS Acquisition, the 2027 Notes Tender Offer and to repay borrowings outstanding under our Credit Facility.

The 2032 Notes have not been and will not be registered under the Securities Act or the securities laws of any other jurisdiction and may not be offered or sold in the U.S. except pursuant to a registration exemption under the Securities Act and applicable state securities laws. We offered and issued the 2032 Notes only to qualified institutional buyers in accordance with Rule 144A under the Securities Act and to certain non-U.S. persons outside the U.S. in accordance with Regulation S under the Securities Act.

The 2032 Notes are fully and unconditionally guaranteed, jointly and severally, on a senior unsecured basis by us, and by all of our existing subsidiaries, other than Archrock Partners Finance Corp., which is the issuer of the 2032 Notes. The 2032 Notes and the guarantees rank equally in right of payment with all of our and the guarantors’ existing and future senior unsecured indebtedness.

We may, at our option, redeem all or part of the 2032 Notes at any time on or after September 1, 2027, at specified redemption prices, plus any accrued and unpaid interest. In addition, prior to September 1, 2027, we may redeem up to 40% of the 2032 Notes, in an amount equal to the net cash proceeds of one or more equity offerings, at a specified redemption price, plus any accrued and unpaid interest. We may also redeem all or part of the 2032 Notes at any time prior to September 1, 2027 at a redemption price equal to the principal amount and a make whole premium, plus any accrued and unpaid interest.

The indenture governing the 2032 Notes contains covenants that, among other things, limit our ability to pay dividends on, repurchase or redeem our common stock or repurchase or redeem subordinated debt; make investments; incur or guarantee additional indebtedness or issue preferred securities; create or incur certain liens; sell assets; consolidate, merge or transfer all or substantially all of our assets; enter into agreements that restrict distributions or other payments from our restricted subsidiaries to us; engage in transactions with affiliates; and create unrestricted subsidiaries.  If the 2032 Notes achieve an investment grade rating from each of Moody’s Investors Service, Inc. and S&P Global Ratings and no default has occurred and is continuing, many of these covenants will terminate.  The indenture governing the 2032 Notes also contains customary events of default.

2028 Notes

In December 2020, we completed a private offering of $300.0 million aggregate principal amount of 6.25% senior notes due April 2028, which were issued pursuant to the indenture under which we completed a private offering of $500.0 million aggregate principal amount of 6.25% senior notes in December 2019. The notes of the two offerings have identical terms and are treated as a single class of securities. The $300.0 million of notes were issued at 104.875% of their face value and have an effective interest rate of 5.6%. The $500.0 million of notes were issued at 100% of their face value and have an effective interest rate of 6.8%. We received net proceeds of $309.9 million, after deducting issuance costs of $4.7 million, from our December 2020 offering and net proceeds of $491.8 million, after deducting issuance costs of $8.2 million, from our December 2019 offering.

The net proceeds from the 2028 Notes were used to repay borrowings outstanding under our Credit Facility. Issuance costs related to the 2028 Notes are considered deferred financing costs, and together with the issue premium of the December 2020 offering of 2028 Notes, are recorded within long-term debt in our consolidated balance sheets and are being amortized to interest expense in our consolidated statements of operations over the terms of the notes.

The 2028 Notes are fully and unconditionally guaranteed, jointly and severally, on a senior unsecured basis by us and all of our existing subsidiaries, other than Archrock Partners, L.P. and Archrock Partners Finance Corp., which are co–issuers of both offerings, and certain of our future subsidiaries. The 2028 Notes and the guarantees rank equally in right of payment with all of our and the guarantors’ existing and future senior unsecured indebtedness.

The 2028 Notes may be redeemed at any time, in whole or in part, at specified redemption prices and make–whole premiums, plus any accrued and unpaid interest.

The indenture governing the 2028 Notes contains covenants that, among other things, limit our ability to pay dividends on, repurchase or redeem our common stock or repurchase or redeem subordinated debt; make investments; incur or guarantee additional indebtedness or issue preferred securities; create or incur certain liens; sell assets; consolidate, merge or transfer all or substantially all of our assets; enter into agreements that restrict distributions or other payments from our restricted subsidiaries to us; engage in transactions with affiliates; and create unrestricted subsidiaries.  If the 2028 Notes achieve an investment grade rating from each of Moody’s Investors Service, Inc. and S&P Global Ratings and no default has occurred and is continuing, many of these covenants will terminate.  The indenture governing the 2028 Notes also contains customary events of default.

2027 Notes

In March 2019, we completed a private offering of $500.0 million aggregate principal amount of 6.875% senior notes due April 2027 and received net proceeds of $491.2 million after deducting issuance costs of $8.8 million. The $500.0 million of notes were issued at 100% of their face value and have an effective interest rate of 7.9%.

The net proceeds from the 2027 Notes were used to repay borrowings outstanding under our Credit Facility. Issuance costs related to the 2027 Notes were considered deferred financing costs and were recorded within long-term debt in our consolidated balance sheets and were being amortized to interest expense in our consolidated statements of operations over the terms of the notes.

2027 Notes Tender Offer

In connection with the offering of the 2032 Notes, we completed a concurrent cash tender offer of $202.0 million, which reflects approximately 101% of the $200.0 million aggregate principal amount of the tendered 2027 Notes and $0.2 million of agent and legal fees. On the date of tender, the net carrying value of the tendered 2027 Notes was $198.8 million and we recorded a debt extinguishment loss of $3.2 million in our consolidated statements of operations during the year ended December 31, 2024.

2027 Notes Redemption

On November 17, 2025, we repurchased our 2027 Notes. The 2027 Notes were redeemed at 100% of their $300.0 million aggregate principal amount plus accrued and unpaid interest of approximately $2.6 million with borrowings under the Credit Facility. We recorded a debt extinguishment loss of $0.9 million related to unamortized debt issuance costs during the fourth quarter of 2025.

Debt Covenant Compliance

As of December 31, 2025, we were in compliance with all covenants under our Debt Agreements, excluding the 2034 Notes, which were issued in January 2026 and not subject to covenant compliance as of December 31, 2025.  

Maturities of Long–Term Debt

Principal maturities of long–term debt over the next five years are as follows:

 

(in thousands)

2026

$

2027

 

2028

 

1,718,475

2029

2030

 

Long-term debt maturities through 2030

$

1,718,475

v3.25.4
Commitments and Contingencies
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies.  
Commitments and Contingencies

16. Commitments and Contingencies

Insurance Matters

Our business can be hazardous, involving unforeseen circumstances such as uncontrollable flows of natural gas or well fluids and fires or explosions. As is customary in our industry, we review our safety equipment and procedures and carry insurance against some, but not all, risks of our business. Our insurance coverage includes property damage, general liability and commercial automobile liability and other coverage we believe is appropriate. We believe that our insurance coverage is customary for the industry and adequate for our business; however, losses and liabilities not covered by insurance would increase our costs.

Additionally, we are substantially self–insured for workers’ compensation and employee group health claims in view of the relatively high per–incident deductibles we absorb under our insurance arrangements for these risks. Losses up to the deductible amounts are estimated and accrued based upon known facts, historical trends and industry averages. We are also self–insured for property damage to our offshore assets.

Tax Matters

We are subject to a number of state and local taxes that are not income–based. As many of these taxes are subject to audit by the taxing authorities, it is reasonably possible that an audit could result in additional taxes due. We accrue for such additional taxes when we determine that it is probable that we have incurred a liability and we can reasonably estimate the amount of the liability. As of both December 31, 2025 and 2024, we accrued $7.9 million and $8.6 million, respectively, for the outcomes of non–income–based tax audits. We do not expect that the ultimate resolutions of these audits will result in a material variance from the amounts accrued. We do not accrue for unasserted claims for tax audits unless we believe the assertion of a claim is probable, it is probable that it will be determined that the claim is owed and we can reasonably estimate the claim or range of the claim. We believe the likelihood is remote that the impact of potential unasserted claims from non–income–based tax audits could be material to our consolidated financial position, but it is reasonably possible that the resolution of future audits could be material to our consolidated results of operations or cash flows.

As of December 31, 2024, $0.6 million of the tax contingencies mentioned above related to audits that had advanced to the contested hearing phase, and by December 31, 2025, these audits are now closed. As of December 31, 2025 and 2024, $3.1 million and $4.3 million of the tax contingencies mentioned above had an offsetting indemnification asset, respectively.

We settled certain sales and use tax audits for which we recorded a net benefit of $27.8 million during the year ended December 31, 2025, which is primarily reflected as a decrease to cost of sales, exclusive of depreciation and amortization. For subsequent open certain sales and use tax periods, we recorded tax credits as a net benefit of $8.0 million during the year ended December 31, 2025, which is primarily reflected as a decrease to cost of sales, exclusive of depreciation and amortization. As of December 31, 2025, these settlements and credits were reflected in our consolidated balance sheet as a $41.5 million tax refund receivable and an offsetting $9.9 million in accrued liabilities and $1.0 million in other liabilities.

Litigation and Claims

In the ordinary course of business, we are involved in various pending or threatened legal actions. While we are unable to predict the ultimate outcome of these actions, we believe that any ultimate liability arising from any of these actions will not have a material adverse effect on our consolidated financial position, results of operations or cash flows, including our ability to pay dividends. However, because of the inherent uncertainty of litigation and arbitration proceedings, we cannot provide assurance that the resolution of any particular claim or proceeding to which we are a party will not have a material adverse effect on our consolidated financial position, results of operations or cash flows, including our ability to pay dividends.

v3.25.4
Stockholders' Equity
12 Months Ended
Dec. 31, 2025
Stockholders' Equity  
Stockholders' Equity

17. Stockholders’ Equity

NGCS Acquisition

On May 1, 2025, we completed the NGCS Acquisition and issued approximately 2.3 million shares of common stock to NGCSE sellers as part of the acquisition purchase price. The NGCS acquisition date fair value was $53.0 million and is reflected in common stock and additional paid-in capital in our consolidated statements of equity. See Note 4 (“Business Transactions”) for further details.

TOPS Acquisition

In August 2024, we completed the TOPS Acquisition and issued approximately 6.9 million shares of common stock to the sellers as part of the acquisition purchase price. The TOPS acquisition date fair value was $139.1 million and is reflected in common stock and additional paid-in capital in our consolidated statements of equity. See Note 4 (“Business Transactions”) for further details.

July 2024 Equity Offering

In July 2024, Archrock sold, pursuant to a public underwriting offering, approximately 12.7 million shares of common stock, including approximately 1.7 million shares of common stock pursuant to an over-allotment option. Archrock received net proceeds of $255.7 million, after deducting underwriting discounts, commissions and offering expenses. Proceeds from this equity offering were used to fund a portion of the TOPS Acquisition.

Share Repurchases

Share Repurchase Program

Our Board of Directors authorized the Share Repurchase Program in April 2023 that allowed us to repurchase and retire up to $50.0 million of outstanding common stock. Between April 2024 and October 2025, extensions of the Share Repurchase Program were approved by our Board of Directors authorizing an additional $200.0 million, or a total of $250.0 million, to repurchase and retire outstanding common stock through December 31, 2026.  As of December 31, 2025, available capacity under the Share Repurchase Program was $117.7 million. Under the Share Repurchase Program, shares of our common stock may be repurchased periodically, including in the open market, privately negotiated transactions, or otherwise in accordance with applicable federal securities laws, at any time.

Through December 31, 2025, we repurchased 4,461,311 common shares at an average price of $20.72 per share for an aggregate of $92.4 million and retired 3,813,831 common shares at an average price of $20.09 per share for an aggregate of $76.6 million under the Share Repurchase Program. On January 9, 2026, we retired 647,480 common shares at an average price of $24.44 per share for an aggregate of $15.8 million for shares repurchased during the fourth quarter 2025.

Shares Withheld to Cover

The 2020 Plan allows us to withhold shares upon vesting of restricted stock at the then-current market price to cover taxes required to be withheld on the vesting date.

The following table summarizes shares repurchased and shares withheld:

Year Ended December 31, 2025

(dollars in thousands, except per share amounts)

Total Number of Shares

Average Price per Share

Total Cost of Shares

Shares repurchased under the Share Repurchase Program

2,978,111

$

23.59

$

70,239

Shares withheld related to net settlement of equity awards

505,577

29.68

15,004

Total

3,483,688

$

24.47

$

85,243

  ​ ​ ​

Year Ended December 31, 2024

(dollars in thousands, except per share amounts)

Total Number of Shares

Average Price per Share

Total Cost of Shares

Shares repurchased under the Share Repurchase Program

732,826

$

18.20

$

13,337

Shares withheld related to net settlement of equity awards

392,177

16.76

6,574

Total

1,125,003

$

17.70

$

19,911

Cash Dividends

The following table summarizes our dividends declared and paid in each of the quarterly periods of 2025, 2024 and 2023:

  ​ ​ ​

Dividends per

  ​ ​ ​

(dollars in thousands, except per share amounts)

  ​ ​ ​

Common Share

  ​ ​ ​

Dividends Paid

2025

 

  ​

 

  ​

Q4

$

0.210

$

36,876

Q3

0.210

36,921

Q2

0.190

33,620

Q1

0.190

34,185

2024

 

  ​

 

  ​

Q4

$

0.175

$

30,690

Q3

 

0.165

27,865

Q2

 

0.165

25,819

Q1

 

0.165

26,000

2023

 

  ​

 

  ​

Q4

$

0.155

$

24,190

Q3

 

0.155

24,250

Q2

 

0.150

23,504

Q1

 

0.150

23,852

On January 29, 2026, our Board of Directors declared a quarterly dividend of $0.22 per share of common stock, or approximately $38.7 million, which was paid on February 18, 2026 to stockholders of record at the close of business on February 10, 2026.

v3.25.4
Revenue from Contracts with Customers
12 Months Ended
Dec. 31, 2025
Revenue from Contracts with Customers  
Revenue from Contracts with Customers

18. Revenue from Contracts with Customers

The following table presents our revenue from contracts with customers by segment and disaggregated by revenue source:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Contract operations:

  ​

  ​

  ​

0 ― 1,000 horsepower per unit

$

424,362

$

246,524

$

170,320

1,001 ― 1,500 horsepower per unit

 

425,969

 

384,956

 

350,961

Over 1,500 horsepower per unit

 

421,165

 

348,295

 

287,183

Other (1)

 

585

 

630

 

975

Total contract operations revenue (2)

 

1,272,081

 

980,405

 

809,439

Aftermarket services:

 

  ​

 

  ​

 

  ​

Services

 

127,146

 

100,847

 

98,803

OTC parts and components sales

88,719

 

76,023

 

82,095

Other

 

1,872

316

Total aftermarket services revenue (3)

 

217,737

 

177,186

 

180,898

Total revenue

$

1,489,818

$

1,157,591

$

990,337

(1)Primarily relates to fees associated with owned non–compression equipment.
(2)Includes $6.1 million, $5.3 million and $4.2 million during the years ended December 31, 2025, 2024 and 2023, respectively, related to billable maintenance on owned compressors that was recognized at a point in time. All other contract operations revenue is recognized over time.
(3)Services revenue within aftermarket services is recognized over time. OTC parts and components sales and other revenue is recognized at a point in time.

See Note 28 (“Segments”) for further details.

Performance Obligations

As of December 31, 2025, we had $851.1 million of remaining performance obligations related to our contract operations segment, which will be recognized through 2032 as follows:

(in thousands)

  ​ ​ ​

2026

  ​ ​ ​

2027

  ​ ​ ​

2028

  ​ ​ ​

2029

  ​ ​ ​

2030

Thereafter (1)

  ​ ​ ​

Total

Remaining performance obligations

$

543,250

$

201,037

$

71,017

$

24,759

$

9,784

$

1,267

$

851,114

(1) Performance obligations of $0.7 million and $0.6 million during the years ended December 31, 2031 and 2032, respectively.

We do not disclose the aggregate transaction price for the remaining performance obligations for aftermarket services as there are no contracts with customers with an original contract term that is greater than one year.

v3.25.4
Stock-Based Compensation
12 Months Ended
Dec. 31, 2025
Stock-Based Compensation  
Stock-Based Compensation

19. Stock–Based Compensation

We recognize stock-based compensation expense related to restricted stock awards, restricted stock units, performance-based restricted stock units and shares issued under our ESPP. We account for forfeitures as they occur.

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Equity award expense

$

19,027

$

14,646

$

12,998

Liability award expense

 

12,518

 

18,393

 

7,910

Total stock-based compensation expense

$

31,545

$

33,039

$

20,908

Stock Incentive Plans

The 2020 Plan was adopted in April 2020 and provides for the granting of stock options, restricted stock, restricted stock units, stock appreciation rights, performance awards, other stock-based awards and dividend equivalent rights to employees, directors and consultants of Archrock. The 2020 Plan is administered by the Compensation Committee of our Board of Directors. Under the 2020 Plan, the maximum number of shares of common stock available for issuance is 8,500,000. Each stock-settled award granted under the 2020 Plan reduces the number of shares available for issuance by one share. Cash-settled awards are not counted against the aggregate share limit. Shares subject to awards granted under the 2020 Plan that are subsequently canceled, terminated, settled in cash or forfeited, excluding shares withheld to satisfy tax withholding obligations or to pay the exercise price of an option, are available for future grant under the 2020 Plan.

The 2020 Plan allows us to withhold shares upon vesting of restricted stock at the then–current market price to cover taxes required to be withheld on the vesting date. During the years ended December 31, 2025, 2024 and 2023, we withheld 505,577 shares valued at $15.0 million, 392,177 shares valued at $6.6 million and 383,128 shares valued at $3.8 million, respectively, to cover tax withholding.

On February 19, 2025, the Compensation Committee approved an amendment to the 2020 Plan that provides for the delegation to a subcommittee, which may be comprised of one or more officers of the Company, the authority to grant awards to employees who are not subject to Section 16 of the Exchange Act, subject to certain award size and other limitations.

Restricted Stock Awards and Performance–Based Restricted Stock Units

Grants of restricted stock are subject to forfeiture, restrictions on transfer and certain other conditions until vesting, which generally occurs on the one-year anniversary of the grant date or in three equal installments following the date of grant. Compensation expense is recognized over the vesting period equal to the fair value of our common stock at the grant date. Our restricted stock includes rights to receive dividends or dividend equivalents.

Grants of performance–based restricted stock units are three–year equity settled awards linked to the performance of our common stock. The awards also include dividend equivalent rights that accumulate during the vesting period.

We have performance–based restricted stock units whose vesting is dependent on the satisfaction of a combination of certain service–related conditions and our total shareholder return ranked against that of a predetermined peer group over a three–year performance period, as well as performance–based restricted stock units whose vesting is contingent on meeting various horsepower utilization targets over a three–year performance period. The awards vest in their entirety on the date specified in the award agreement following the conclusion of the performance period. The final number of shares of common stock issuable upon vesting can range from 0% to 250% of the initial grant depending on the level of achievement as determined by the Compensation Committee of our Board of Directors.

The fair value of the horsepower utilization performance-based restricted stock units is equal to the fair value of our common stock at the grant date. The fair value of the total shareholder return performance–based restricted stock units, incorporating the market condition, is estimated on the grant date using a Monte Carlo simulation model. Expected volatilities for us and each peer company utilized in the model are estimated using a historical period consistent with the awards’ remaining performance period as of the grant date. The risk–free interest rate is based on the yield on U.S. Treasury Separate Trading of Registered Interest and Principal Securities for a term consistent with the remaining performance period. The dividend yield used is 0.0% to approximate accumulation of earnings.

The assumptions that were used to estimate the fair value of our total shareholder return performance–based restricted stock units are as follows:

Year Ended December 31, 

2025

2024

2023

Remaining performance period as of grant date (in years)

  ​ ​ ​

2.9

  ​ ​ ​

2.9

  ​ ​ ​

2.9

  ​ ​ ​

Risk-free interest rate used

 

4.2

%  

4.1

%  

3.9

%  

Grant-date fair value

$

47.98

$

23.67

$

15.68

Activity related to our restricted stock and performance–based restricted stock units is as follows:

Weighted

Average

Grant Date

Fair Value

(in thousands, except per share amounts)

  ​ ​ ​

Shares

  ​ ​ ​

Per Share

Non-vested restricted stock and performance-based restricted stock units, December 31, 2024

 

2,276

$

12.81

Granted

 

642

 

28.45

Adjustment for performance

205

11.96

Vested

 

(1,375)

 

11.43

Canceled

 

(72)

 

21.97

Non-vested restricted stock and performance-based restricted stock units, December 31, 2025

 

1,676

$

19.44

The grant date fair value of the restricted stock and performance–based restricted stock units granted during the years ended December 31, 2025, 2024 and 2023 was $18.3 million, $15.1 million and $15.3 million, respectively. The fair value of the restricted stock and performance–based restricted stock units vested during the years ended December 31, 2025, 2024 and 2023 was $ 40.7 million, $20.2 million and $12.4 million, respectively.

As of December 31, 2025, we expect $15.9 million of unrecognized compensation cost related to our non–vested restricted stock and performance–based restricted stock units to be recognized over the weighted–average period of 1.6 years.

Cash Settled Performance Units

Grants of cash–settled performance units vest at the end of the three-year vesting period and are payable in an amount of cash equivalent to the value of our common stock at the vesting date for each unit vested. These awards are subject to one or more performance conditions and are accounted for as liability awards with expense based on the fair value measured at the end of each reporting period. These awards also include dividend equivalent rights that accumulate during the vesting period. At the end of each reporting period, the Compensation Committee of our Board of Directors approves the determination of achievement for each performance measure, which can range from 0% to 200%.

Activity related to our cash–settled performance units is as follows:

Weighted

Average

Grant Date

Fair Value

(in thousands, except per share amounts)

  ​ ​ ​

Shares

  ​ ​ ​

Per Share

Non-vested cash-settled performance units, December 31, 2024

 

539

$

10.67

Granted

 

100

 

29.99

Adjustment for performance

206

8.41

Vested

 

(412)

 

8.41

Canceled

 

 

Non-vested cash-settled performance units, December 31, 2025

 

433

$

16.20

The grant date fair value of the cash settled performance units granted during the years ended December 31, 2025, 2024 and 2023 was $3.0 million, $2.1 million and $1.9 million, respectively. Cash paid upon vesting of the cash settled performance units during the years ended December 31, 2025 and 2024 was $12.2 million and $4.3 million, respectively.

As of December 31, 2025, we expect $3.7 million of unrecognized compensation cost related to our non–vested liability awards to be recognized over the weighted–average period of 1.2 years.

Time-Based Cash or Equity Settled Performance Units

Grants of  time-based cash or equity settled performance units vest in three equal installments following the grant date. These awards are payable in either cash or restricted stock units, at the employees’ option, based on the fair value of our common stock at the vesting date. These awards are subject to certain qualifying retirement provisions, are classified as liability awards and expense recognized based on the fair value measured at the end of each reporting period. These awards also include dividend equivalent rights that accumulate during the vesting period.

Activity related to our time-based cash or equity settled performance units is as follows:

Weighted

Average

Grant Date

Fair Value

(in thousands, except per share amounts)

  ​ ​ ​

Shares

  ​ ​ ​

Per Share

Non-vested time-based cash or equity settled performance units, December 31, 2024

 

188

$

16.00

Granted

 

88

 

29.99

Adjustment for performance

Vested

 

(63)

 

16.00

Canceled

 

 

Non-vested time-based cash or equity settled performance units, December 31, 2025

 

213

$

21.76

The grant date fair value of the time-based cash or equity settled performance units granted during the years ended December 31, 2025 and 2024 was $2.6 million and $3.0 million, respectively. The first installment of these time-based cash or equity settled performance awards were settled as restricted stock units. The fair value of the restricted stock units vested during the year ended December 31, 2025 was $1.9 million.

As of December 31, 2025, we expect $0.6 million of unrecognized compensation cost related to non-vested time-based cash or equity settled performance units over a weighted-average period of 0.2 years.

Employee Stock Purchase Plan

Our ESPP provides employees with an opportunity to participate in our long–term performance and success through the purchase of shares of common stock at a price that may be less than fair market value. Each quarter, eligible employees may elect to withhold a portion of their salary up to the lesser of $25,000 per year or 10% of their eligible pay at a price equal to 85% to 100% of the fair market value of the stock as defined by the plan. For the year ended December 31, 2023 and for prior years, the purchase discount under the ESPP was 5% of the fair market value of our common stock on the first or last trading day of the quarter, whichever is lower. Effective on January 1, 2024, the purchase discount under the ESPP increased to 10% of the fair market value of our common stock on the first or last trading day or the quarter, whichever is lower. Our ESPP is compensatory and, as a result, we record an expense in our consolidated statements of operations related to the ESPP.

The ESPP will terminate on the date that all shares of common stock authorized for sale under the ESPP have been purchased, unless it is extended. The maximum number of shares of common stock available for purchase under the ESPP is 1.0 million. As of December 31, 2025, 208,878 shares remained available for purchase under the ESPP.

Directors’ Stock and Deferral Plan

Our DSDP provides non–employee members of the Board of Directors with an opportunity to elect to receive our common stock as payment for a portion or all of their retainer. The number of shares paid each quarter is determined by dividing the dollar amount of fees elected to be paid in common stock by the closing sales price per share of the common stock on the last day of the quarter. In addition, directors who elect to receive a portion or all of their fees in the form of common stock may also elect to defer, until a later date, the receipt of a portion or all of their fees to be received in common stock. In this case, we issue restricted stock units and the rights to receive dividends or dividend equivalents is accrued and paid when the shares are issued.

There are 100,000 shares reserved under the DSDP and, as of December 31, 2025, 35,399 shares remained available to be issued under the plan.

v3.25.4
Retirement Benefit Plan
12 Months Ended
Dec. 31, 2025
Retirement Benefit Plan  
Retirement Benefit Plan

20. Retirement Benefit Plan

Our 401(k) retirement plan provides for optional employee contributions up to the applicable IRS annual limit and discretionary employer matching contributions. We make discretionary matching contributions to each participant’s account at a rate of 100% of each participant’s contributions up to 6% of eligible compensation as of July 2024. Prior to July 2024, we made discretionary matching contributions to each participant’s account at a rate of 100% of each participant’s contributions up to 5% of eligible compensation. We recorded matching contributions of $7.7 million, $5.9 million and $5.2 million during the years ended December 31, 2025, 2024 and 2023, respectively.

v3.25.4
Long-Lived and Other Asset Impairment
12 Months Ended
Dec. 31, 2025
Long-Lived and Other Asset Impairment  
Long-Lived and Other Asset Impairment

21. Long–Lived and Other Asset Impairment

Compression Fleet

We periodically review the future deployment of our idle compression assets for units that are not of the type, configuration, condition, make or model that are cost efficient to maintain and operate. Based on these reviews, we determine that certain idle compressors should be retired from the active fleet. The retirement of these units from the active fleet triggers a review of these assets for impairment and as a result of our review, we may record an asset impairment to reduce the book value of each unit to its estimated fair value. The fair value of each unit is estimated based on the expected net sale proceeds compared to other fleet units we recently sold, a review of other units recently offered for sale by third parties or the estimated component value of the equipment we plan to use.

In connection with our review of our idle compression assets, we evaluate for impairment idle units that were culled from our fleet in prior years and are available for sale. Based on that review, we may reduce the expected proceeds from disposition and record additional impairment to reduce the book value of each unit to its estimated fair value.

The following table presents the results of our compression fleet impairment review as recorded to our contract operations segment:

Year Ended December 31, 

(dollars in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Idle compressors retired from the active fleet

90

 

95

 

105

Horsepower of idle compressors retired from the active fleet

 

38,000

 

66,000

 

53,000

Impairment recorded on idle compressors retired from the active fleet

$

8,671

$

10,681

$

12,034

Assets Held For Sale

In connection with the Flowco Disposition, we adjusted the carrying value of the disposal group to its estimated fair value less costs to sell and recorded a write-down of $9.6 million during the year ended December 31, 2025, which is included in long-lived and other asset impairment in our consolidated statements of operations. See Note 4 (“Business Transactions”) for further details.

v3.25.4
Restructuring Charges
12 Months Ended
Dec. 31, 2025
Restructuring Charges.  
Restructuring Charges

22. Restructuring Charges

During the second quarter of 2025, management approved and initiated a plan to exit certain facilities that were no longer deemed economical for our business, and during the year ended December 31, 2025, we executed the plan and incurred $0.9 million of costs to exit these facilities. The facility closure costs incurred under the above restructuring plan were recorded to restructuring charges in our consolidated statements of operations. We expect to incur additional restructuring charges of $0.3 million to $0.5 million over the next six months related to these restructuring activities.

During the first quarter of 2025, management approved and executed a plan to exit a facility no longer deemed economical for our business, and in the first quarter of 2025, we incurred $0.7 million of costs to exit this facility. The severance and property disposal costs incurred under this restructuring plan were recorded to restructuring charges in our consolidated statements of operations. We do not expect to incur additional restructuring charges related to these restructuring activities.

During the first quarter of 2023, a plan to further streamline our organization and more fully align our teams to improve our customer service and profitability was approved by management. We did not incur restructuring charges during the year ended December 31, 2024, and we do not expect to incur additional restructuring charges related to these restructuring activities.

The following table presents restructuring charges incurred by segment:

  ​ ​ ​

Contract

Aftermarket

(in thousands)

Operations

Services

Other(1)

Total

2025

Facility closure

$

520

$

$

1,085

$

1,605

Total restructuring charges

$

520

$

$

1,085

$

1,605

2023

Organizational restructuring

$

101

$

387

$

1,287

$

1,775

Total restructuring charges

$

101

$

387

$

1,287

$

1,775

(1) Represents expense incurred within our corporate function and not directly attributable to our segments.

The following table presents restructuring charges incurred by cost type:

Year Ended December 31,

(in thousands)

2025

  ​ ​ ​

2023

Facility closure

Severance costs

$

596

$

Property disposal and closure costs

1,009

Total facility closure

1,605

Organizational restructuring

Organizational costs

1,517

Other restructuring costs

258

Total organizational restructuring costs

1,775

Total restructuring costs

$

1,605

$

1,775

v3.25.4
Income Taxes
12 Months Ended
Dec. 31, 2025
Income Taxes  
Income Taxes

23. Income Taxes

Tax Provision and Payments

The following table presents income before income taxes:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

U.S.

  ​ ​ ​ ​ ​

$

423,638

  ​ ​ ​ ​ ​

$

232,380

  ​ ​ ​ ​ ​

$

142,247

Foreign

Total

$

423,638

$

232,380

$

142,247

The following table presents our provision for income taxes:

Year Ended December 31, 

(in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Current tax provision:

U.S. federal

$

424

$

$

State

 

2,630

 

2,059

 

1,591

Total current

3,054

2,059

1,591

Deferred tax provision:

  ​

  ​

  ​

U.S. federal

91,880

53,340

32,928

State

 

5,911

 

4,750

 

2,730

Total deferred

97,791

58,090

35,658

Provision for income taxes

$

100,845

$

60,149

$

37,249

The following table presents income taxes paid, net:

Year Ended December 31, 

(in thousands)

2025

2024

2023

U.S. Federal

  ​ ​ ​

$

1,145

  ​ ​ ​

$

350

  ​ ​ ​

$

State

 

 

 

Texas

 

1,706

 

1,204

 

1,020

New Mexico

 

193

 

162

 

Pennsylvania

109

190

220

Louisiana

40

180

30

Other

 

97

 

124

 

41

Total income taxes paid, net

$

3,290

$

2,210

$

1,311

The following table reconciles the U.S. Federal statutory tax rate to our effective tax rate:

Year Ended December 31, 

(in thousands)

2025

2024

2023

U.S. Federal statutory tax rate

  ​ ​ ​

$

88,964

  ​ ​ ​

21.0

%

$

48,800

  ​ ​ ​

21.0

%

$

29,872

21.0

%

State and local income taxes, net of federal income tax effect (1)

 

6,907

1.6

 

5,425

2.3

 

3,550

2.5

Changes in valuation allowance (2)

 

(70)

0.0

 

257

0.1

 

634

0.4

Nontaxable or nondeductible items

 

Executive compensation limitation

9,455

2.2

7,146

3.1

3,470

2.4

Benefit from equity-settled long-term incentive compensation

(5,801)

(1.4)

(1,569)

(0.7)

(213)

(0.1)

Other

1,148

0.3

(139)

(0.1)

(182)

(0.1)

Changes in unrecognized tax benefits(3)

 

242

0.1

 

229

0.1

 

118

0.1

Effective tax rate

$

100,845

23.8

%

$

60,149

25.9

%

$

37,249

26.2

%

(1)During the years ended December 31, 2025 and 2024, state taxes in New Mexico made up greater than 50% of the tax effect in this category. During the year ended December 31, 2023, state taxes in New Mexico and Texas made up greater than 50% of the tax effect in this category.
(2)See “Tax Attributes and Valuation Allowances” below for further details.
(3)Includes the expiration of statute of limitations. See “Unrecognized Tax Benefits” below for further details.

Deferred income tax balances are the direct effect of temporary differences between the financial statement carrying amounts and the tax basis of assets and liabilities at the enacted tax rates expected to be in effect when the taxes are actually paid or recovered. The tax effects of our temporary differences that gave rise to deferred tax assets and deferred tax liabilities were as follows:

December 31, 

(in thousands)

2025

2024

Deferred tax assets:

  ​ ​ ​

  ​

  ​ ​ ​

  ​

Net operating loss carryforwards

$

147,123

$

143,412

Interest expense limitation carryforward

 

25,420

 

41,555

Basis difference in unconsolidated affiliate

872

943

Goodwill and intangible assets

24,255

40,201

Accrued liabilities

 

8,329

 

8,351

Other

 

11,934

 

12,822

217,933

247,284

Valuation allowances (1)

 

(1,441)

 

(1,462)

Total deferred tax assets

216,492

245,822

Deferred tax liabilities:

 

  ​

 

  ​

Property, plant and equipment

(159,165)

(78,477)

Basis difference in partnership

 

(245,941)

 

(221,149)

Other

 

(7,636)

 

(5,726)

Total deferred tax liabilities

 

(412,742)

 

(305,352)

Net deferred tax liability (2)

$

(196,250)

$

(59,530)

(1)See “Tax Attributes and Valuation Allowances” below for further details.
(2)The net deferred tax liability as of December 31, 2025 and 2024 is reflected in our consolidated balance sheets as deferred tax assets of $2.1 million and $3.0 million, respectively, and deferred tax liabilities of $198.3 million and $62.5 million, respectively.

Tax Attributes and Valuation Allowances

The following table presents changes in our valuation allowance:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at beginning of period

  ​ ​ ​ ​ ​

$

(1,462)

  ​ ​ ​ ​ ​

$

(1,177)

  ​ ​ ​ ​ ​

$

(607)

Additions to valuation allowance

(141)

(455)

(742)

Reductions to valuation allowance

162

170

172

Balance at end of period

$

(1,441)

$

(1,462)

$

(1,177)

Pursuant to Section 382 and Section 383 of the Code, utilization of loss and credit carryforwards are subject to annual limitations due to any ownership changes of 5% stockholders. In general, an ownership change, as defined by Section 382, results from transactions increasing the ownership of certain stockholders or public groups in the stock of a corporation by more than 50% over a rolling three–year period. We do not currently expect that any loss carryforwards or credit carryforwards will expire as a result of any Section 382 or Section 383 limitations. Our ability to utilize loss carryforwards and credit carryforwards against future U.S. federal taxable income and future U.S. federal income tax may be limited in the future if we have a 50% or more ownership change in our 5% stockholders.

We record valuation allowances when it is more-likely-than-not that some portion or all of our deferred tax assets will not be realized. The ultimate realization of the deferred tax assets depends on the ability to generate sufficient taxable income of the appropriate character and in the appropriate taxing jurisdictions in the future. If we do not meet our expectations with respect to taxable income, we may not realize the full benefit from our deferred tax assets, which would require us to record a valuation allowance in our tax provision in future years. As of each reporting date, we consider new evidence to evaluate the realizability of our deferred tax assets by assessing the available positive and negative evidence. Changes to the valuation allowance are reflected in our consolidated statement of operations.

The amount of our deferred tax assets considered realizable could be adjusted if projections of future taxable income are reduced or objective negative evidence in the form of a three–year cumulative loss is present or both. Should we no longer have a level of sustained profitability, excluding nonrecurring charges, we will have to rely more on our future projections of taxable income to determine if we have an adequate source of taxable income for the realization of our deferred tax assets, namely NOL, interest expense limitation, and tax credit carryforwards. This may result in the need to record a valuation allowance against all or a portion of our deferred tax assets.

As of December 31, 2025, we recorded a valuation allowance of $0.9 million on our deferred tax asset associated with our investment in ECOTEC.

As of December 31, 2025, we had U.S. federal and state NOL carryforwards of $648.6 million and $271.7 million, respectively, included in our NOL deferred tax asset that are available to offset future taxable income. The U.S. federal NOL carryforwards have no expiration.  If not used, the state NOL carryforwards will begin to expire in 2026, although $174.3 million of the state NOL carryforwards have no expiration date. In connection with the state NOL deferred tax asset, we recorded a valuation allowance of $0.6 million and $0.5 million as of December 31, 2025 and 2024, respectively.

As of December 31, 2025, we had a U.S. federal tax credit carryforward of $1.7 million. If not used, the federal tax credit carryforward will begin to expire in 2039.

As of December 31, 2025, we had U.S. federal and state interest expense limitation carryforwards of $113.7 million and $36.5 million, respectively, included in our interest expense limitation deferred tax asset that are available to offset future taxable income. These carryforwards have no expiration.

Unrecognized Tax Benefits

The following table presents changes in our unrecognized tax benefits, including discontinued operations:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Beginning balance

  ​ ​ ​

$

19,467

  ​ ​ ​

$

19,465

  ​ ​ ​

$

19,651

Additions based on tax positions related to current year

 

2,558

 

2,402

 

1,886

Additions based on tax positions related to prior years

 

11,637

 

 

Reductions based on tax positions related to prior years

 

 

(18)

 

(7)

Reductions based on lapse of statute of limitations

 

(2,372)

 

(2,382)

 

(2,065)

Ending balance

$

31,290

$

19,467

$

19,465

We had $31.3 million, $19.5 million and $19.5 million of unrecognized tax benefits at December 31, 2025, 2024 and 2023, respectively, of which $9.5 million, $(0.6) million and $1.1 million, respectively, would affect the effective tax rate, if recognized. For each of the years ended December 31, 2025, 2024 and 2023, $7.9 million would be reflected in income from discontinued operations, net of tax, if recognized.

We recorded potential interest expense and penalties related to unrecognized tax benefits associated with uncertain tax positions, including discontinued operations, in our consolidated balance sheets of $2.8 million, $2.7 million and $2.5 million as of December 31, 2025, 2024 and 2023, respectively. To the extent interest and penalties are not assessed with respect to uncertain tax positions, amounts accrued will be reduced and reflected as reductions in income tax expense. We recorded potential interest expense and penalties in our consolidated statements of operations of $0.1 million, $0.3 million and $0.3 million during the years ended December 31, 2025, 2024 and 2023, respectively.

Subject to the provisions of our tax matters agreement with Exterran Corporation, both parties agreed to indemnify the primary obligor of any return for tax periods beginning before and ending before or after the Spin–off, including any ongoing or future amendments and audits for these returns, for the portion of the tax liability, including interest and penalties, that relates to their respective operations reported in the filing. As of both December 31, 2025 and 2024, we recorded an indemnification asset, including penalties and interest, of $7.9 million, which is related to unrecognized tax benefits in our consolidated balance sheets. See Note 26 (“Discontinued Operations”) for further details.

We and our subsidiaries file consolidated and separate income tax returns in the U.S. federal and state jurisdictions. U.S. federal and state income tax returns are generally subject to examination for a period of three to five years after filing the returns. The state impact of any U.S. federal audit adjustments and amendments remains subject to examination by various states for up to one year after formal notification to the states. Due to our NOL carryforwards, our U.S. federal and state income tax returns can be examined back to the inception of our NOL carryforwards; therefore, expanding our examination period beyond 20 years. We are not currently involved in federal nor any state income tax audits.

Impact of New Legislation

OB3 Tax Law

The OB3 Tax Law made permanent certain key elements of the Tax Cuts and Jobs Act, including reinstating: the add-back for depreciation and amortization in the business interest expense limitation, the allowance for 100% bonus depreciation, and a full expensing option for domestic research and experimental expenditures. These certain key elements allow for acceleration of certain deductions, which could reduce cash tax payments in future periods. The OB3 Tax Law did not have a material impact on our consolidated balance sheet as of December 31, 2025, or on our consolidated statement of operations for the year ended December 31, 2025.

Pillar 2

The Pillar 2 framework establishes a global minimum corporate income tax rate and has been enacted in certain jurisdictions.  We evaluated the potential impact of Pillar 2 and related enacted legislation on our operations, including our interests in unconsolidated affiliates, and have determined that Pillar 2 does not have a material impact on our consolidated financial statements.

v3.25.4
Earnings per Common Share
12 Months Ended
Dec. 31, 2025
Earnings per Common Share  
Earnings Per Common Share

24. Earnings per Common Share

Basic earnings per common share is computed using the two-class method, which is an earnings allocation formula that determines earnings per share for each class of common stock and participating security according to dividends declared and participation rights in undistributed earnings. Under the two-class method, basic earnings per common share is determined by dividing net income, after deducting amounts allocated to participating securities, by the weighted-average number of common shares outstanding for the period. Participating securities include unvested restricted stock and stock-settled restricted stock units that have nonforfeitable rights to receive dividends or dividend equivalents, whether paid or unpaid. During periods of net loss, only distributed earnings (dividends) are allocated to participating securities, as participating securities do not have a contractual obligation to participate in our undistributed losses.

Diluted earnings per common share is computed using the weighted-average number of common shares outstanding adjusted for the incremental common stock equivalents attributed to outstanding performance-based restricted stock units and stock to be issued pursuant to our ESPP unless their effect would have been anti-dilutive.

The following table shows the calculation of net income attributable to common stockholders, which is used in the calculation of basic and diluted earnings per common share, potential shares of common stock that were included in computing diluted earnings per common share and the potential shares of common stock issuable that were excluded from computing diluted earnings per common share as their inclusion would have been anti-dilutive:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Net income

$

322,290

$

172,231

$

104,998

Less: Allocation of earnings to participating securities

 

(3,334)

 

(2,279)

 

(1,878)

Net income attributable to common stockholders

$

318,956

$

169,952

$

103,120

Allocation of earnings to cash or share settled restricted stock units

877

1,004

Diluted net income attributable to common stockholders

$

319,833

$

170,956

$

103,120

Weighted-average common shares outstanding used in basic earnings per common share

174,437

162,037

154,126

Effect of dilutive securities:

Performance-based restricted stock units

296

328

207

Time-based restricted stock units

13

ESPP shares

7

10

11

Weighted-average common shares outstanding used in diluted earnings per common share

174,753

162,375

154,344

v3.25.4
Fair Value Measurements
12 Months Ended
Dec. 31, 2025
Fair Value Measurements  
Fair Value Measurements

25. Fair Value Measurements

The accounting standard for fair value measurements and disclosures establishes a fair value hierarchy that prioritizes the inputs of valuation techniques used to measure fair value into the following three categories:

Level 1 – quoted unadjusted prices for identical markets in active markets to which we have access at the date of measurement.
Level 2 – quoted prices for similar instruments in active markets, quoted prices for identical or similar instruments in markets that are not active and model–derived valuations in which all significant inputs and significant value drivers are observable in active markets. Level 2 inputs are those in markets for which there are few transactions, the prices are not current, little public information exists or prices vary substantially over time or among brokered markets makers.
Level 3 – model–derived valuation in which one or more significant inputs or significant value drivers are unobservable. Unobservable inputs are those that reflect our own assumptions regarding how market participants would price the asset or liability based on the best available information.

Assets and Liabilities Measured at Fair Value on a Recurring Basis

Investment in ECOTEC

As of December 31, 2025, we owned a 25% equity interest in ECOTEC in which we have elected the fair value option to account for this investment.

The fair value determination of our investment in ECOTEC primarily consisted of unobservable inputs, which creates uncertainty in the measurement of fair value as of the reporting date. The significant unobservable inputs used in the fair value measurement, which was valued through an average of an income approach (discounted cash flow method) and a market approach (guideline public company method), are the WACC and the revenue multiples. Significant increases (decreases) in these inputs in isolation would result in a significantly higher (lower) fair value measurement. This fair value measurement is classified as Level 3.

The significant unobservable inputs are as follows:

Significant

Year Ended

Year Ended

Unobservable

December 31, 2025

December 31, 2024

Inputs

Range

Median

Range

Median

Valuation technique:

  ​ ​ ​ ​ ​

Discounted cash flow

WACC

0.0% - 17.8%

11.1%

0.0% - 17.0%

12.9%

Guideline public company

Revenue multiple

1.6x - 7.6x

5.3x

1.6x - 7.3x

4.3x

The reconciliation of changes in the fair value of our investment in ECOTEC is as follows:

(in thousands)

2025

2024

Balance at beginning of period

$

14,671

$

14,905

Purchases of equity interests

1,250

Unrealized loss (1)

(25)

(1,484)

Balance at end of period

14,646

14,671

(1)Included in other expense, net in our consolidated statement of operations.

See Note 12 (“Investments in Unconsolidated Affiliates”) for further details.

Assets and Liabilities Measured at Fair Value on a Nonrecurring Basis

Investments in Unconsolidated Affiliates and Other Strategic Investments

As of December 31, 2025 and 2024, the carrying value of our investments in which we have elected the fair value measurement alternative was $10.6 million and $5.5 million, respectively, and is included in other assets in our consolidated balance sheets. There were no upward adjustments, impairments or downward adjustments to the carrying value of these investments as of both December 31, 2025 and 2024. See Note 12 (“Investments in Unconsolidated Affiliates”) for further details.

Compression Fleet

During the years ended December 31, 2025 and 2024, we recorded nonrecurring fair value measurements related to our idle compressors. Our estimate of the compressors’ fair value was primarily based on the expected net sale proceeds compared to other fleet units we recently sold, and/or a review of other units recently offered for sale by third parties, or the estimated component value of the equipment we plan to use. We discounted the expected proceeds, net of selling and other carrying costs, using a weighted average disposal period of four years. These fair value measurements are classified as Level 3.

The fair value of our impaired compression fleet impaired was as follows:

(in thousands)

2025

2024

Impaired compression fleet

$

871

$

1,048

The significant unobservable inputs used to develop the above fair value measurements were weighted by the relative fair value of the compression fleet being measured. Additional quantitative information related to our significant unobservable inputs follows:

  ​ ​ ​

Range

  ​ ​ ​ ​ ​ ​

  ​ ​Weighted Average (1)

Estimated net sale proceeds:

As of December 31, 2025

$0 - $241 per horsepower

$54 per horsepower

As of December 31, 2024

$0 - $188 per horsepower

$46 per horsepower

(1) Calculated based on an estimated discount for market liquidity of 19% and 25% as of December 31, 2025 and 2024, respectively.

See Note 21 (“Long-Lived and Other Asset Impairment”) for further details.

Other Financial Instruments

The carrying amounts of our cash, receivables and payables approximate fair value due to the short–term nature of those instruments.

The carrying amount of borrowings outstanding under our Credit Facility approximates fair value due to its variable interest rate. The fair value of these outstanding borrowings is a Level 3 measurement.

The fair value of our fixed rate debt is estimated using yields observable in active markets, which are Level 2 inputs, and was as follows:

December 31, 

(in thousands)

2025

2024

Carrying amount of fixed rate debt (1)

$

1,500,000

$

1,800,000

Fair value of fixed rate debt

 

1,527,000

 

1,796,000

(1)Carrying amounts exclude unamortized debt premium and deferred financing costs. See Note 15 (“Long-Term Debt”) for further details.
v3.25.4
Discontinued Operations
12 Months Ended
Dec. 31, 2025
Discontinued Operations  
Discontinued Operations

26. Discontinued Operations

In order to effect the Spin-off and govern our relationship with Exterran Corporation after the Spin-off, we entered into several agreements with Exterran Corporation, including a tax matters agreement, which governs the respective rights, responsibilities and obligations of Exterran Corporation and us with respect to certain tax matters. As of both December 31, 2025 and 2024, we had $7.9 million of unrecognized tax benefits, including interest and penalties, related to Exterran Corporation operations prior to the Spin-off recorded to liabilities of discontinued operations in our consolidated balance sheets. We had an offsetting indemnification asset of $7.9 million related to these unrecognized tax benefits recorded to assets of discontinued operations as of both December 31, 2025 and 2024.

Assets and liabilities of discontinued operations are as follows:

December 31, 

(in thousands)

2025

2024

Other assets

$

7,868

$

7,868

Deferred tax assets

Assets of discontinued operations

$

7,868

$

7,868

Deferred tax liabilities

$

7,868

$

7,868

Liabilities of discontinued operations

$

7,868

$

7,868

The acquisition of Exterran Corporation by Enerflex, Ltd. in October 2022 had no impact on the Spin–off related agreements discussed above.

v3.25.4
Related Party Transactions
12 Months Ended
Dec. 31, 2025
Related Party Transactions  
Related Party Transactions

27. Related Party Transactions

ECOTEC

During the years ended December 31, 2025 and 2024, we made purchases of $0.4 million and $0.5 million, respectively from our unconsolidated affiliate ECOTEC for use in our operations.

FGC Holdco

We are a distributer of MaCH4 NRS equipment in the U.S. market and had committed to purchase from FGC Holdco, at arm’s length, a minimum of $64.3 million of MaCH4 NRS equipment through March 31, 2026, subject to certain contractual provisions under the limited liability agreement that we, together with ColdStream, entered into with FGC Holdco on October 1, 2024. On August 26, 2025, we amended the limited liability agreement and agreed to, among other items, cancel our remaining MaCH4 NRS purchase commitments. We incurred and paid an amendment fee of $3.6 million to FGC Holdco, which is included in other expense, net, in our consolidated statements of operations. During the years ended December 31, 2025 and 2024, we made MaCH4 NRS purchases of $3.5 million and $6.1 million, respectively, from our unconsolidated affiliate FGC Holdco to sell to third parties or for use in our operations.

The carrying value of assets and liabilities recognized in our consolidated balance sheets related to our variable interests in FGC Holdco and our maximum exposure to loss related to our involvement with an unconsolidated VIE were as follows:

December 31, 

(in thousands)

2025

2024

Inventory

$

7,718

$

6,103

Investment in unconsolidated affiliate

 

159

 

191

Total VIE assets

7,877

6,294

Maximum exposure to loss

$

7,877

$

6,294

Hilcorp

From August 2019 to present, our Board of Directors has included a member affiliated with our customer Hilcorp or its subsidiaries or affiliates. Revenue from Hilcorp and affiliates was $40.5 million, $40.7 million and $35.4 million during the years ended December 31, 2025, 2024 and 2023, respectively.  Proceeds from the sale of used equipment to Hilcorp and affiliates was $9.9 million, $0.9 million and $0.2 million, during the years ended December 31, 2025, 2024 and 2023, respectively.

Accounts receivable, net due from Hilcorp and affiliates was $1.7 million and $3.6 million as of December 31, 2025 and 2024, respectively. See Note 5 (“Accounts Receivable, net”) for further details.

Shoreline AI

During the year ended December 31, 2025, we made purchases of $0.3 million from our unconsolidated affiliate Shoreline AI for use in our operations.

v3.25.4
Segments
12 Months Ended
Dec. 31, 2025
Segments  
Segments

28. Segments

We manage our business segments primarily based on the type of product or service provided. We have two segments that we operate within the U.S.: contract operations and aftermarket services. Our contract operations segment primarily provides natural gas compression services to meet specific customer requirements. Our aftermarket services segment provides a full range of services to support the compression needs of customers, from parts sales and normal maintenance services to full operation of a customer’s owned assets.

Our CODM is our President & Chief Executive Officer. Our CODM evaluates the performance of our segments and allocates resources primarily based on adjusted gross margin, defined as revenue less cost of sales, exclusive of depreciation and amortization, which are key components of segment operations. Adjusted gross margin is the primary measure used by our CODM to evaluate segment performance because it focuses on the current performance of segment operations and excludes the impact of the prior historical costs of assets acquired or constructed that are utilized in those operations, the indirect costs associated with our SG&A activities, our financing methods and income taxes. Our CODM considers adjusted gross margin forecast to actual results and period over period financial variances in conjunction with product and customer service metrics and market trends when assessing segment performance and deciding how to allocate resources.

Summarized financial information for our reporting segments is shown below:

  ​ ​ ​

Contract

  ​ ​ ​

Aftermarket

  ​ ​ ​

(in thousands)

  ​ ​ ​

Operations

  ​ ​ ​

Services

  ​ ​ ​

Total

2025

 

  ​

 

  ​

 

  ​

Revenue(1)

$

1,272,081

$

217,737

$

1,489,818

Cost of sales, exclusive of depreciation and amortization

343,136

166,289

509,425

Adjusted gross margin

 

928,945

 

51,448

 

980,393

2024

 

  ​

 

  ​

 

  ​

Revenue(1)

$

980,405

$

177,186

$

1,157,591

Cost of sales, exclusive of depreciation and amortization

323,052

135,449

458,501

Adjusted gross margin

 

657,353

 

41,737

 

699,090

2023

 

  ​

 

  ​

 

  ​

Revenue(1)

$

809,439

$

180,898

$

990,337

Cost of sales, exclusive of depreciation and amortization

306,748

142,271

449,019

Adjusted gross margin

 

502,691

 

38,627

 

541,318

(1) Segment revenue includes only sales to external customers.

The following table reconciles gross margin to adjusted gross margin, its most directly comparable to GAAP measure:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Total revenues

$

1,489,818

$

1,157,591

$

990,337

Cost of sales, exclusive of depreciation and amortization

 

(509,425)

 

(458,501)

 

(449,019)

Depreciation and amortization

 

(256,761)

 

(193,194)

 

(166,241)

Gross margin

 

723,632

 

505,896

 

375,077

Depreciation and amortization

256,761

193,194

166,241

Adjusted gross margin

$

980,393

$

699,090

$

541,318

The following table reconciles total adjusted gross margin to income before income taxes:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Adjusted gross margin

$

980,393

$

699,090

$

541,318

Less:

 

  ​

 

  ​

 

  ​

Selling, general and administrative

 

147,806

 

139,121

 

116,639

Depreciation and amortization

 

256,761

 

193,194

 

166,241

Long-lived and other asset impairment

 

18,290

 

10,681

 

12,041

Restructuring charges

1,605

1,775

Debt extinguishment loss

890

3,181

Interest expense

 

165,340

 

123,610

 

111,488

Transaction-related costs

12,705

13,249

Gain on sale of assets, net

(47,081)

(17,887)

(10,199)

Other expense, net

 

439

 

1,561

 

1,086

Income before income taxes

$

423,638

$

232,380

$

142,247

The following table reconciles capital expenditures by segment to total capital expenditures:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Contract operations

$

489,960

$

353,785

$

294,315

Aftermarket services

 

6,726

 

3,277

 

3,300

Segment capital expenditures

 

496,686

 

357,062

 

297,615

Other (1)

 

5,779

 

1,970

 

1,017

Total capital expenditures

$

502,465

$

359,032

$

298,632

(1) Corporate–related items.

The following table reconciles total assets by segment to total assets per the consolidated balance sheets:

  ​ ​ ​

December 31, 

(in thousands)

  ​ ​ ​

2025

2024

Contract operations assets

$

4,141,714

$

3,677,056

Aftermarket services assets

 

71,811

 

57,642

Segment assets

4,213,525

3,734,698

Other assets (1)

127,911

81,639

Assets of discontinued operations

7,868

7,868

Total assets

$

4,349,304

$

3,824,205

(1) Corporate–related items and our investments in unconsolidated affiliates.
v3.25.4
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Pay vs Performance Disclosure      
Net Income (Loss) $ 322,290 $ 172,231 $ 104,998
v3.25.4
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Risk Management and Strategy

Overall Process

Our cybersecurity risk management program is designed to monitor, detect, prevent and respond to cybersecurity threats to our critical systems, information, services and IT environment. Our internal IT team has committed resources to review and enhance our cybersecurity risk management program, work with internal and third-party experts to determine and implement appropriate controls, partner with our compliance team to provide employee training and awareness, stay abreast of emerging potential threats and best practices, and to respond to cybersecurity incidents. There can be no assurance that our cybersecurity risk management program and processes, including our policies, controls or procedures, will be fully implemented, complied with or effective in protecting our systems and information.

In executing and assessing our program, we reference National Standards that emphasize identifying and managing risks, protecting critical assets, detecting potential threats, and responding to and recovering from incidents. This helps guide our ongoing efforts to safeguard information systems, maintain business continuity, and reduce cyber risk across the enterprise. This does not imply that we meet any particular technical standards, specifications, or requirements, only that we use the National Standards as a guide to help us identify, assess, and manage cybersecurity risks relevant to our business.

Enterprise Risk Management Process Integration

Our cybersecurity risk management program is integrated into our overall enterprise risk management program, and shares common methodologies, reporting channels and governance processes that apply to other legal, compliance, strategic, operational, and financial risk areas. This provides cross-functional visibility, as well as executive leadership oversight, to address and mitigate associated risks.

Our IT policy communicates internal guidelines for our IT infrastructure and services, baseline controls that help safeguard the security of our operating environment, and reporting and escalation protocols. Our IT security training program is designed to help our employees recognize and report suspicious activity. The program includes annual cybersecurity training for employees and executive leadership, phishing simulations, and other security exercises for employees. Cybersecurity awareness and education is further emphasized through a company-wide education campaign during National Cybersecurity Awareness Month.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

Our cybersecurity risk management program is integrated into our overall enterprise risk management program, and shares common methodologies, reporting channels and governance processes that apply to other legal, compliance, strategic, operational, and financial risk areas. This provides cross-functional visibility, as well as executive leadership oversight, to address and mitigate associated risks.

Our IT policy communicates internal guidelines for our IT infrastructure and services, baseline controls that help safeguard the security of our operating environment, and reporting and escalation protocols. Our IT security training program is designed to help our employees recognize and report suspicious activity. The program includes annual cybersecurity training for employees and executive leadership, phishing simulations, and other security exercises for employees. Cybersecurity awareness and education is further emphasized through a company-wide education campaign during National Cybersecurity Awareness Month.

Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block] Our Board of Directors has an active role, as a whole and through its subcommittees, in oversight of our risks and is assisted by management in the exercise of these responsibilities. Our Board of Directors delegates oversight to specific subcommittees and is informed quarterly through committee reports. The Audit Committee reports to the Board of Directors regarding its activities, including those related to cybersecurity, as the Audit Committee is responsible for overseeing our cybersecurity risk management program. Various Audit Committee members have first-hand or supervisory experience over cybersecurity, and our Audit Committee chair is certified in the National Association of Corporate Directors Cyber Risk Oversight Program.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Audit Committee
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The Vice President of IT reports to our executive leadership team and along with our senior manager in charge of IT security, provides cybersecurity risk assessment and response updates to the Audit Committee on a regular basis, or as often as deemed necessary.
Cybersecurity Risk Role of Management [Text Block]

Our Vice President of IT is a member of our senior IT management team and is primarily responsible for assessing and managing our material risks from cybersecurity threats. Our Vice President of IT has primary responsibility for our overall cybersecurity risk management program, including supervising both our internal cybersecurity personnel and external cybersecurity consultants. Our Vice President of IT has over 25 years of experience primarily focused on managing large scale, complex programs and projects as well as managing application development teams in a global environment. Our senior manager in charge of IT security has more than a decade of experience in cybersecurity risk management, including CISSP and C|CISO certifications.

Our IT management team utilizes various processes and technologies to identify, protect, detect, respond, and recover from cybersecurity events and incidents. In addition, the IT management team is subject to specific key performance indicators and performance against such key performance indicators is reviewed by our Audit Committee. To create awareness in our first line of defense, training is also provided to employees to help them identify security risks, which includes routine phishing exercises and appraisal of and assistance with security-related performance.

Cybersecurity events and incidents can be reported to our IT management team in several ways, including through our externally managed detection and response provider, system alerts, or employees reporting suspicious activity. The Vice President of IT reports to our executive leadership team and along with our senior manager in charge of IT security, provides cybersecurity risk assessment and response updates to the Audit Committee on a regular basis, or as often as deemed necessary.

Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Vice President of IT
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our Vice President of IT has over 25 years of experience primarily focused on managing large scale, complex programs and projects as well as managing application development teams in a global environment. Our senior manager in charge of IT security has more than a decade of experience in cybersecurity risk management, including CISSP and C|CISO certifications.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]

Our IT management team utilizes various processes and technologies to identify, protect, detect, respond, and recover from cybersecurity events and incidents. In addition, the IT management team is subject to specific key performance indicators and performance against such key performance indicators is reviewed by our Audit Committee. To create awareness in our first line of defense, training is also provided to employees to help them identify security risks, which includes routine phishing exercises and appraisal of and assistance with security-related performance.

Cybersecurity events and incidents can be reported to our IT management team in several ways, including through our externally managed detection and response provider, system alerts, or employees reporting suspicious activity. The Vice President of IT reports to our executive leadership team and along with our senior manager in charge of IT security, provides cybersecurity risk assessment and response updates to the Audit Committee on a regular basis, or as often as deemed necessary.

Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Basis of Presentation and Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2025
Basis of Presentation and Significant Accounting Policies  
Basis of Presentation

Basis of Presentation

Our Financial Statements include the accounts of Archrock and its wholly owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation.

Our Financial Statements are prepared in accordance with GAAP and the rules and regulations of the SEC. The preparation of consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, revenues and expenses and disclosures of contingent assets and liabilities. Because of the inherent uncertainties in this process, actual future results could differ from those expected as of the reporting date. Management believes that the estimates and assumptions used are reasonable.

Except as otherwise noted, any capitalized term used but not defined in our Financial Statements or our 2025 Form 10-K shall have the same meaning provided in our 2024 Form 10-K.

Cash and Cash Equivalents

Cash and Cash Equivalents

We consider all highly liquid investments purchased with an original maturity of three months or less to be cash equivalents.

Accounts Receivable and Allowance for Credit Losses

Accounts Receivable and Allowance for Credit Losses

The contractual life of our trade receivables is primarily 30 days based on the payment terms specified in the contract. Contract operations services are generally billed monthly at the beginning of the month in which service is being provided. Aftermarket services billings typically occur when parts are delivered or service is completed. Due to the short–term nature of our trade accounts receivable, we consider the amortized cost to be the same as the carrying value amount of the receivable, excluding the allowance for credit losses.

We recognize an allowance for credit losses when a receivable is recorded, even when the risk of loss is remote. We utilize an aging schedule to determine our allowance for credit losses, and measure expected credit losses on a collective (pool) basis when similar risk characteristics exist. We rely primarily on ratings assigned by external rating agencies and credit monitoring services to assess credit risk and aggregate customers first by low, medium or high-risk asset pools, and then by delinquency status. We also consider the internal risk associated with geographic location and the services we provide to the customer when determining asset pools. If a customer does not share similar risk characteristics with other customers, we evaluate the customer’s outstanding trade receivables for expected credit losses on an individual basis. Each reporting period, we reassess our customers’ risk profiles and determine the appropriate asset pool classification, or perform individual assessments of expected credit losses, based on the customers’ risk characteristics at the reporting date.

Loss rates are separately determined for each asset pool based on the length of time a trade receivable has been outstanding. We analyze two years of internal historical loss data, including the effects of prepayments, write–offs and subsequent recoveries, to determine our historical loss experience. Our historical loss information is a relevant data point for estimating credit losses, as the data closely aligns with trade receivables due from our customers. Ratings assigned by external rating agencies and credit monitoring services consider past performance and forecasts of future economic conditions in assessing credit risk.

Inventory

Inventory

Inventory primarily consists of parts used for maintenance of natural gas compression equipment. Inventory is stated at the lower of cost and net realizable value using the average cost method.

Property, Plant and Equipment

Property, Plant and Equipment

Property, plant and equipment are recorded at cost and depreciated using the straight–line method over their estimated useful lives as follows:

Compression equipment, facilities and other fleet assets

  ​ ​ ​

3 to 30 years

Buildings

20 to 35 years

Transportation and shop equipment

3 to 10 years

Computer hardware and software

3 to 5 years

Other

3 to 10 years

Major improvements that extend the useful life of an asset are capitalized and depreciated over the estimated useful life of the major improvement, up to seven years. Repairs and maintenance are expensed as incurred.

Goodwill

Goodwill

The goodwill acquired in connection with the TOPS Acquisition and the NGCS Acquisition represents the excess of consideration transferred over the fair value of the assets acquired and liabilities assumed. We review the carrying amount of our goodwill on a quarterly basis, or whenever indicators of potential impairment exist, to determine if the carrying amount of a reporting unit exceeds its fair value, including the applicable goodwill. In addition, we perform an annual qualitative assessment to determine whether it is more-likely-than-not that the fair value of a reporting unit is impaired. If the fair value is more-likely-than-not impaired, we perform a quantitative impairment test to identify impairment and measure the amount of impairment loss to be recognized, if any.

Our qualitative assessment includes consideration of various events and circumstances and their potential impact to a reporting unit’s fair value, including macroeconomic and industry conditions such as a deterioration in our operating environment and limitations on access to capital and other developments in the equity and credit markets, cost factors that could have a negative effect on earnings and cash flows, relevant entity-specific and reporting unit-specific events and overall financial performance such as declining earnings or cash flows or a sustained decrease in share price.

The quantitative impairment test (i) allocates our assets and liabilities to our reporting units, contract operations and aftermarket services, (ii) calculates the fair value of the reporting units and (iii) determines the impairment loss, if any, as the amount by which the carrying amount of the reporting unit exceeds its fair value (limited to the total amount of goodwill allocated to that reporting unit). All of the goodwill recognized in the TOPS Acquisition and the NGCS Acquisition was attributed to our contract operations reporting unit.

Leases

Leases

We determine if an arrangement is a lease, or contains a lease, at inception and record the leases in our consolidated financial statements upon lease commencement, which is the date when the underlying asset is made available for use by the lessor. We recognize ROU assets and operating lease liabilities based on the present value of lease payments over the lease term. As the discount rate implicit in the lease is rarely readily determinable, we estimate our incremental borrowing rate using information available at commencement date in determining the present value of the lease payments.

The lease term includes options to extend when we are reasonably certain to exercise the option. Short–term leases, those with an initial term of 12 months or less, are not recorded on the balance sheet. Variable lease costs such as our proportionate share of actual costs for utilities, common area maintenance, property taxes and insurance are not included in the lease liability and are recognized in the period in which they are incurred. Operating lease expense for lease payments is recognized on a straight–line basis over the term of the lease.

Our facility leases, of which we are the lessee, contain lease and nonlease components, which we have elected to account for as a single lease component, as the nonlease components are not significant to the total consideration of the contract and separating the nonlease component would have no effect on lease classification.

For contract operations service agreements in which we are a lessor, we do not account for these agreements as operating leases, as the services nonlease component is predominant over the compression package lease component.

Impairment of Long-Lived Assets

Impairment of Long–Lived Assets

We review long–lived assets, including property, plant and equipment and identifiable intangibles that are being amortized, for impairment whenever events or changes in circumstances, including the removal of compressors from our active fleet, indicate that the carrying amount of an asset may not be recoverable. An impairment loss exists when estimated undiscounted cash flows expected from the use of the asset and its eventual disposition are less than its carrying amount. Impairment losses are recognized in the period in which the impairment occurs and represent the excess of the asset carrying value over its fair value.

Internal-Use Software

Internal–Use Software

Certain of our contracts have been deemed to be hosting arrangements that are service contracts.  Certain costs incurred for the implementation of a hosting arrangement that is a service contract are capitalized and amortized on a straight–line basis over the term of the respective contract. Amortization begins for each component of the hosting arrangement when the component becomes ready for its intended use.

Capitalized implementation costs are presented in other assets, the same line item in our consolidated balance sheets that a prepayment of the fees for the associated hosting arrangement would be presented. Amortization expense of the capitalized implementation costs is presented in SG&A, the same line item in our consolidated statements of operations as the expense for fees for the associated hosting arrangement.

Revenue Recognition

Revenue Recognition

We recognize revenue when control of the promised goods or services is transferred to our customers, in an amount that reflects the consideration we are entitled to receive in exchange for those goods or services. Sales and usage–based taxes that are collected from the customer are excluded from revenue.

Contract Operations

Natural Gas Compression Services. Natural gas compression services are generally satisfied over time, as the customer simultaneously receives and consumes the benefits provided by these services. Our performance obligation is a series in which the unit of service is one month, as the customer receives substantially the same benefit each month from the services regardless of the type of service activity performed, which may vary. If the transaction price is based on a fixed fee, revenue is recognized monthly on a straight–line basis over the period that we are providing services to the customer. Amounts invoiced to customers for costs associated with moving our compression assets to a customer site are also included in the transaction price and are amortized over the initial contract term. We do not consider the effects of the time value of money, as the expected time between the transfer of services and payment for such services is less than one year.

Variable consideration exists if customers are billed at a lesser standby rate when a unit is not running. We recognize revenue for such variable consideration monthly, as the invoice corresponds directly to the value transferred to the customer based on our performance completed to date. The rate for standby service is lower to reflect the decrease in costs and effort required to provide standby service when a unit is not running.

Billable Maintenance Service. We perform billable maintenance service on our natural gas compression equipment at the customer’s request on an as–needed basis. The performance obligation is satisfied, and revenue is recognized at the agreed–upon transaction price at the point in time when service is complete and the customer has accepted the work performed and can obtain the remaining benefits of the service that the unit will provide.

Aftermarket Services

OTC Parts and Components Sales. For sales of OTC parts and components, the performance obligation is generally satisfied at the point in time when delivery takes place, and the customer obtains control of the part or component. The transaction price is the fixed sales price for the part stated in the contract. Revenue is recognized upon delivery, as we have a present right to payment and the customer has legal title.

Maintenance, Overhaul and Reconfiguration Services. For our service activities, the performance obligation is satisfied over time, as the work performed enhances the customer–controlled asset and another entity would not have to substantially re–perform the work we completed if they were to fulfill the remaining performance obligation. The transaction price may be a fixed monthly service fee, a fixed quoted fee or entirely variable, calculated on a time and materials basis.

For service provided based on a fixed monthly fee, the performance obligation is a series in which the unit of service is one month. The customer receives substantially the same benefit each month from the service, regardless of the type of service activity performed, which may vary. As the progress towards satisfaction of the performance obligation is measured based on the passage of time, revenue is recognized monthly based on the fixed fee provided for in the contract.

For service provided based on a quoted fixed fee, progress towards satisfaction of the performance obligation is measured using an input method based on the actual amount of labor and material costs incurred. The amount of the transaction price recognized as revenue each reporting period is determined by multiplying the transaction price by the ratio of actual costs incurred to date to total estimated costs expected for the service. Significant judgment is involved in the estimation of the progress to completion. Any adjustments to the measure of the progress to completion are accounted for on a prospective basis. Changes to the scope of service are recognized as an adjustment to the transaction price in the period in which the change occurs.

Service provided based on time and materials is generally short–term in nature and labor rates and parts pricing is agreed upon prior to commencing the service. We apply an estimated adjusted gross margin percentage, which is fixed based on historical time and materials–based service, to actual costs incurred. We evaluate the estimated adjusted gross margin percentage at the end of each reporting period and adjust the transaction price as appropriate.

Contract Assets and Liabilities

We recognize a contract asset when we have the right to consideration in exchange for goods or services transferred to a customer when the right is conditioned on something other than the passage of time. We recognize a contract liability when we have an obligation to transfer goods or services to a customer for which we have already received consideration.

Income Taxes

Income Taxes

We account for income taxes under the asset and liability method, which requires the recognition of deferred tax assets and liabilities for the expected future tax consequences of events included in the financial statements. Under this method, deferred tax assets and liabilities are determined based on the differences between the financial statements and the tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rate on deferred tax assets and liabilities is recognized in income in the period of the enactment date.

We record net deferred tax assets to the extent we believe these assets will more-likely-than-not be realized. In making such a determination, we consider all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax–planning strategies and results of recent operations. If a valuation allowance was previously recorded and we subsequently determined we would be able to realize our deferred tax assets in the future in excess of their net recorded amount, we would make an adjustment to the deferred tax assets’ valuation allowance, which would reduce the provision for income taxes.

We record uncertain tax positions in accordance with the accounting standard on income taxes under a two–step process whereby (1) we determine whether it is more-likely-than-not that the tax positions will be sustained based on the technical merits of the position and (2) for those tax positions that meet the more–likely–than–not recognition threshold, we recognize the largest amount of tax benefit that is greater than 50 percent likely to be realized upon ultimate settlement with the related tax authority.

Concentrations of Credit Risk

Concentrations of Credit Risk

Financial instruments that potentially subject us to concentrations of credit risk consist of cash and cash equivalents and trade accounts receivable. Our temporary cash investments have a zero–loss expectation because we maintain minimal balances in our cash investment accounts and have no history of loss. Trade accounts receivable are due from companies of varying size engaged principally in oil and natural gas activities throughout the U.S; therefore, our customers may be similarly affected by changes in economic and other conditions within the industry. We perform periodic evaluations of our customers’ financial condition, including monitoring our customers’ payment history and current credit worthiness to manage this risk. We generally do not obtain collateral for trade accounts receivables, but we may require payment in advance. Payment terms are on a short–term basis and in accordance with industry practice. We consider this credit risk to be limited due to these companies’ financial resources, the nature of the products and services we provide and the terms of our customer agreements.

As of December 31, 2025, two customers accounted for approximately 30% of our consolidated trade accounts receivable, primarily related to our contract operations segment.

Investments in Unconsolidated Affiliates and Other Strategic Investments

Investments in Unconsolidated Affiliates and Other Strategic Investments

We determine at the inception of each arrangement whether an entity in which we have made an investment or in which we have other variable interests is considered a VIE. We are the primary beneficiary of a VIE when we have the power to direct activities that most significantly affect the economic performance of the VIE and have the obligation to absorb losses or the right to receive benefits that could potentially be significant to the VIE. We consider a variety of factors in identifying the entity that holds the power to direct matters that most significantly impact the VIE’s economic performance, including evaluating the nature of relationships and activities of the parties involved. We consolidate a VIE if we are the primary beneficiary. If we are not the primary beneficiary in a VIE, we account for the investment or other variable interests in a VIE in accordance with applicable GAAP. We periodically reassess whether any changes in an entity’s capital structure or our relationship with the entity affect our VIE determination and, if so, whether we are the primary beneficiary.

Investments in which we are deemed to exert significant influence, but not control, are accounted for using the equity method of accounting, except in cases where the fair value option is elected. For such investments where we have elected the fair value option, the election is irrevocable and is applied on an investment–by–investment basis at initial recognition.

For investments that are not accounted for under the equity method and that do not have readily determinable fair values, we have elected the fair value measurement alternative to record these investments at cost minus impairment, if any, including adjustments for observable price changes in orderly transactions for an identical or similar investment of the same issuer. Investments in equity securities measured using the fair value measurement alternative are reviewed for impairment or observable price changes in orderly transactions each reporting period.

v3.25.4
Basis of Presentation and Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2025
Basis of Presentation and Significant Accounting Policies  
Schedule of estimated useful lives of property, plant and equipment

Compression equipment, facilities and other fleet assets

  ​ ​ ​

3 to 30 years

Buildings

20 to 35 years

Transportation and shop equipment

3 to 10 years

Computer hardware and software

3 to 5 years

Other

3 to 10 years

v3.25.4
Business Transactions (Tables)
12 Months Ended
Dec. 31, 2025
NGCS  
Business Transactions  
Summary of preliminary purchase price allocation based on estimated fair values of assets and liabilities assumed

(in thousands)

  ​ ​ ​ ​ ​

NGCSI

  ​ ​ ​ ​ ​

NGCSE

NGCS

Cash

  ​ ​ ​ ​ ​

$

1,671

  ​ ​ ​ ​ ​

$

188

  ​ ​ ​ ​ ​

$

1,859

Accounts receivable

4,960

47

5,007

Inventory

11,385

11,385

Other current assets

143

143

Property, plant and equipment

200,637

40,460

241,097

Operating lease right of use asset

138

138

Goodwill

51,491

22,091

73,582

Intangible assets

33,320

31,210

64,530

Other assets

385

385

Accounts payable, trade

(2,700)

(49)

(2,749)

Accrued liabilities

(1,751)

(225)

(1,976)

Operating lease liabilities

(138)

(138)

Deferred tax liabilities

(33,988)

(9,374)

(43,362)

Other liabilities

(463)

(463)

Purchase price

$

265,090

$

84,348

$

349,438

Schedule of transaction-related costs incurred by cost type

(in thousands)

Year Ended December 31, 2025

Professional fees (1)

$

6,897

Compensation-related costs (2)

1,780

Other costs

454

Total transaction-related costs

$

9,131

(1)Professional fees include legal, advisory, consulting and other fees.
(2)Compensation-related costs include amounts related to NGCSI employee retention and severance associated with the NGCS Acquisition. Payments are due and payable at various times up to and including the one-year anniversary of the NGCS Acquisition.
Schedule of pro forma financial information

Year ended December 31, 

(in thousands)

  ​ ​ ​

  ​ ​ ​

2025

  ​ ​ ​

2024

Revenue

$

1,516,095

$

1,236,300

Net income attributable to Archrock stockholders

330,079

163,367

TOPS  
Business Transactions  
Summary of preliminary purchase price allocation based on estimated fair values of assets and liabilities assumed

(in thousands)

  ​ ​ ​ ​ ​

Cash

  ​ ​ ​ ​ ​

$

2,498

Accounts receivable

9,737

Inventory

7,346

Other current assets

495

Property, plant and equipment

912,877

Operating lease right-of-use assets

1,424

Goodwill

52,155

Intangible assets

76,228

Other assets

4,032

Accounts payable, trade

(48,946)

Accrued liabilities

(4,667)

Operating lease liabilities

(1,424)

Other liabilities

(4,032)

Purchase price

$

1,007,723

Schedule of transaction-related costs incurred by cost type

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

Professional fees (1)

$

936

$

11,387

Compensation-related costs (2)

2,618

1,553

Other costs

20

309

Total transaction-related costs

3,574

13,249

(1) Professional fees include legal, advisory, consulting and other fees.
(2) Compensation-related costs include amounts related to employee retention and other compensation related arrangements associated with the acquisition. Payments are due and payable at various times up to and including the two-year anniversary of the TOPS Acquisition.
Schedule of pro forma financial information

Year Ended December 31, 

(in thousands)

2024

  ​ ​ ​

2023

Revenue

$

1,266,659

$

1,099,080

Net income attributable to Archrock stockholders

191,434

78,554

v3.25.4
Accounts Receivable, net (Tables)
12 Months Ended
Dec. 31, 2025
Accounts Receivable, net  
Schedule of components of accounts receivable, net

December 31, 

(in thousands)

2025

2024

Customer related:

Third party

$

128,318

$

123,107

Related parties (1)

1,739

3,585

Other

 

13,475

 

6,200

Accounts receivable

143,532

132,892

Allowance for credit losses

(1,205)

(414)

Accounts receivable, net

$

142,327

$

132,478

(1)See Note 27 (“Related Party Transactions”) for further details.
Summary of changes in allowance for credit losses

Year Ended December 31, 

(in thousands)

  ​ ​ ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at beginning of period

  ​ ​ ​ ​ ​

$

414

$

587

$

1,674

Provision for credit losses

1,164

381

224

Write-offs charged against allowance

(373)

(554)

(1,311)

Balance at end of period

$

1,205

$

414

$

587

v3.25.4
Inventory (Tables)
12 Months Ended
Dec. 31, 2025
Inventory  
Schedule of inventory

December 31, 

(in thousands)

2025

2024

Parts and supplies

$

96,943

$

76,505

Work in progress

 

12,804

 

13,181

Inventory

$

109,747

$

89,686

v3.25.4
Property, Plant and Equipment, Net (Tables)
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment, Net.  
Schedule of property, plant and equipment, net

(in thousands)

2025

2024

Compression equipment, facilities and other fleet assets

$

4,791,318

$

4,392,818

Land and buildings

 

36,058

 

32,060

Transportation and shop equipment

 

147,160

 

118,413

Computer hardware and software

 

79,367

 

78,021

Other

 

11,997

 

7,411

Property, plant and equipment

 

5,065,900

 

4,628,723

Accumulated depreciation

 

(1,407,811)

 

(1,304,893)

Property, plant and equipment, net

$

3,658,089

$

3,323,830

v3.25.4
Leases (Tables)
12 Months Ended
Dec. 31, 2025
Leases  
Schedule of balance sheet information of operating leases

  ​ ​ ​

December 31, 

(in thousands)

  ​ ​ ​

Classification

  ​ ​ ​

2025

  ​ ​ ​

2024

ROU assets

 

Operating lease ROU assets

$

13,581

$

15,365

Lease liabilities

 

  ​

 

  ​

 

  ​

Current

 

Accrued liabilities

$

4,314

$

4,121

Noncurrent

 

Operating lease liabilities

 

10,220

 

12,415

Total lease liabilities

 

  ​

$

14,534

$

16,536

Schedule of components of lease cost

Year Ended December 31, 

(in thousands)

2025

2024

2023

Operating lease cost

$

5,620

$

4,607

$

4,131

Short-term lease cost

 

872

 

390

 

412

Variable lease cost

 

2,446

 

1,901

 

1,881

Total lease cost

$

8,938

$

6,898

$

6,424

Schedule of operating lease cash flow and noncash information

Year Ended December 31, 

(in thousands)

2025

2024

2023

Operating cash flows - cash paid for amounts included in the measurement of operating lease liabilities

$

5,837

$

6,692

$

6,157

Operating lease ROU assets obtained in exchange for lease liabilities, net (1)

 

2,848

 

5,120

 

710

(1) Includes decreases to our ROU assets of $0.9 million, and $0.4 million related to lease modifications during 2025 and 2023 respectively. There were no lease modifications during 2024 that resulted in decreases to our ROU assets.
Schedule of lease supplemental information

December 31, 

2025

2024

2023

Weighted-average remaining lease term (in years)

4.2

4.9

6.0

Weighted-average discount rate

5.9

%

5.6

%

4.9

%

Schedule of maturities of lease liabilities

(in thousands)

2026

$

4,675

2027

3,658

2028

 

2,950

2029

 

2,771

2030

1,902

Thereafter

 

435

Total lease payments

 

16,391

Less: Interest

 

(1,857)

Total lease liabilities

$

14,534

v3.25.4
Goodwill and Intangible Assets, net (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets, net  
Schedule of changes in goodwill

December 31, 

(in thousands)

2025

2024

Balance at beginning of period

$

52,155

$

TOPS Acquisition

52,155

NGCS Acquisition

73,582

Flowco Disposition

(548)

Balance at end of period

$

125,189

$

52,155

Schedule of intangible assets, net

December 31, 

(in thousands)

2025

2024

Gross carrying amount

$

202,808

$

218,564

Accumulated amortization

 

(58,861)

 

(120,293)

Intangible assets, net

$

143,947

$

98,271

Schedule of estimated amortization expense

(in thousands)

2026

$

15,624

2027

 

14,749

2028

 

14,394

2029

 

13,730

2030

 

12,193

Thereafter

 

73,257

Total

$

143,947

v3.25.4
Hosting Arrangements (Tables)
12 Months Ended
Dec. 31, 2025
Hosting Arrangements  
Schedule of capitalized implementation costs and accumulated amortization, hosting arrangements

December 31, 

(in thousands)

2025

2024

Hosting arrangements

$

23,095

$

20,002

Accumulated amortization

 

(11,664)

 

(8,329)

Hosting arrangements, net

$

11,431

$

11,673

v3.25.4
Accrued Liabilities (Tables)
12 Months Ended
Dec. 31, 2025
Accrued Liabilities  
Schedule of accrued liabilities

December 31, 

(in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Accrued salaries and other benefits

$

61,017

$

56,873

Accrued income and other taxes

 

17,192

 

8,434

Accrued interest

 

31,037

 

35,366

Accrued sales and use tax audit settlement liabilities

9,867

Other accrued liabilities

 

25,911

 

23,432

Accrued liabilities

$

145,024

$

124,105

v3.25.4
Long-Term Debt (Tables)
12 Months Ended
Dec. 31, 2025
Long-Term Debt.  
Schedule of long-term debt

(in thousands)

  ​ ​ ​

December 31, 2025

  ​ ​ ​

December 31, 2024

Credit Facility

$

918,475

$

408,325

6.625% senior notes due September 2032:

Principal outstanding

700,000

 

700,000

Unamortized debt issuance costs

(8,356)

 

(9,609)

691,644

 

690,391

6.25% senior notes due April 2028:

Principal outstanding

 

800,000

 

800,000

Unamortized debt premium

4,513

 

6,519

Unamortized debt issuance costs

 

(3,739)

 

(5,401)

 

800,774

 

801,118

6.875% senior notes due April 2027:

Principal outstanding

 

300,000

Unamortized debt issuance costs

 

(1,458)

 

298,542

Long-term debt

$

2,410,893

$

2,198,376

Schedule of financial ratios as defined in Credit Facility agreement

EBITDA to Interest Expense

2.5 to 1.0

Senior Secured Debt to EBITDA

3.0 to 1.0

Total Debt to EBITDA (1)

5.25 to 1.0

(1) Subject to a temporary increase to 5.50 to 1.0 for any quarter during which an acquisition satisfying certain thresholds is completed and for the two quarters immediately following such quarter.
Schedule of maturities of long-term debt

 

(in thousands)

2026

$

2027

 

2028

 

1,718,475

2029

2030

 

Long-term debt maturities through 2030

$

1,718,475

v3.25.4
Stockholders' Equity (Tables)
12 Months Ended
Dec. 31, 2025
Stockholders' Equity  
Summary of shares repurchased and shares withheld

Year Ended December 31, 2025

(dollars in thousands, except per share amounts)

Total Number of Shares

Average Price per Share

Total Cost of Shares

Shares repurchased under the Share Repurchase Program

2,978,111

$

23.59

$

70,239

Shares withheld related to net settlement of equity awards

505,577

29.68

15,004

Total

3,483,688

$

24.47

$

85,243

  ​ ​ ​

Year Ended December 31, 2024

(dollars in thousands, except per share amounts)

Total Number of Shares

Average Price per Share

Total Cost of Shares

Shares repurchased under the Share Repurchase Program

732,826

$

18.20

$

13,337

Shares withheld related to net settlement of equity awards

392,177

16.76

6,574

Total

1,125,003

$

17.70

$

19,911

Summary of dividends declared and paid

  ​ ​ ​

Dividends per

  ​ ​ ​

(dollars in thousands, except per share amounts)

  ​ ​ ​

Common Share

  ​ ​ ​

Dividends Paid

2025

 

  ​

 

  ​

Q4

$

0.210

$

36,876

Q3

0.210

36,921

Q2

0.190

33,620

Q1

0.190

34,185

2024

 

  ​

 

  ​

Q4

$

0.175

$

30,690

Q3

 

0.165

27,865

Q2

 

0.165

25,819

Q1

 

0.165

26,000

2023

 

  ​

 

  ​

Q4

$

0.155

$

24,190

Q3

 

0.155

24,250

Q2

 

0.150

23,504

Q1

 

0.150

23,852

v3.25.4
Revenue from Contracts with Customers (Tables)
12 Months Ended
Dec. 31, 2025
Revenue from Contracts with Customers  
Schedule of revenue from contracts with customers by segment

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Contract operations:

  ​

  ​

  ​

0 ― 1,000 horsepower per unit

$

424,362

$

246,524

$

170,320

1,001 ― 1,500 horsepower per unit

 

425,969

 

384,956

 

350,961

Over 1,500 horsepower per unit

 

421,165

 

348,295

 

287,183

Other (1)

 

585

 

630

 

975

Total contract operations revenue (2)

 

1,272,081

 

980,405

 

809,439

Aftermarket services:

 

  ​

 

  ​

 

  ​

Services

 

127,146

 

100,847

 

98,803

OTC parts and components sales

88,719

 

76,023

 

82,095

Other

 

1,872

316

Total aftermarket services revenue (3)

 

217,737

 

177,186

 

180,898

Total revenue

$

1,489,818

$

1,157,591

$

990,337

(1)Primarily relates to fees associated with owned non–compression equipment.
(2)Includes $6.1 million, $5.3 million and $4.2 million during the years ended December 31, 2025, 2024 and 2023, respectively, related to billable maintenance on owned compressors that was recognized at a point in time. All other contract operations revenue is recognized over time.
(3)Services revenue within aftermarket services is recognized over time. OTC parts and components sales and other revenue is recognized at a point in time.
Schedule of remaining performance obligations

(in thousands)

  ​ ​ ​

2026

  ​ ​ ​

2027

  ​ ​ ​

2028

  ​ ​ ​

2029

  ​ ​ ​

2030

Thereafter (1)

  ​ ​ ​

Total

Remaining performance obligations

$

543,250

$

201,037

$

71,017

$

24,759

$

9,784

$

1,267

$

851,114

(1) Performance obligations of $0.7 million and $0.6 million during the years ended December 31, 2031 and 2032, respectively.
v3.25.4
Stock-Based Compensation (Tables)
12 Months Ended
Dec. 31, 2025
Stock-based payment awards  
Schedule of stock-based compensation expense

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Equity award expense

$

19,027

$

14,646

$

12,998

Liability award expense

 

12,518

 

18,393

 

7,910

Total stock-based compensation expense

$

31,545

$

33,039

$

20,908

Schedule of valuation assumptions

Year Ended December 31, 

2025

2024

2023

Remaining performance period as of grant date (in years)

  ​ ​ ​

2.9

  ​ ​ ​

2.9

  ​ ​ ​

2.9

  ​ ​ ​

Risk-free interest rate used

 

4.2

%  

4.1

%  

3.9

%  

Grant-date fair value

$

47.98

$

23.67

$

15.68

Restricted stock and performance-based restricted stock units  
Stock-based payment awards  
Schedule of stock activity

Weighted

Average

Grant Date

Fair Value

(in thousands, except per share amounts)

  ​ ​ ​

Shares

  ​ ​ ​

Per Share

Non-vested restricted stock and performance-based restricted stock units, December 31, 2024

 

2,276

$

12.81

Granted

 

642

 

28.45

Adjustment for performance

205

11.96

Vested

 

(1,375)

 

11.43

Canceled

 

(72)

 

21.97

Non-vested restricted stock and performance-based restricted stock units, December 31, 2025

 

1,676

$

19.44

Cash-settled performance units  
Stock-based payment awards  
Schedule of stock activity

Weighted

Average

Grant Date

Fair Value

(in thousands, except per share amounts)

  ​ ​ ​

Shares

  ​ ​ ​

Per Share

Non-vested cash-settled performance units, December 31, 2024

 

539

$

10.67

Granted

 

100

 

29.99

Adjustment for performance

206

8.41

Vested

 

(412)

 

8.41

Canceled

 

 

Non-vested cash-settled performance units, December 31, 2025

 

433

$

16.20

Time-based cash or equity settled performance units  
Stock-based payment awards  
Schedule of stock activity

Weighted

Average

Grant Date

Fair Value

(in thousands, except per share amounts)

  ​ ​ ​

Shares

  ​ ​ ​

Per Share

Non-vested time-based cash or equity settled performance units, December 31, 2024

 

188

$

16.00

Granted

 

88

 

29.99

Adjustment for performance

Vested

 

(63)

 

16.00

Canceled

 

 

Non-vested time-based cash or equity settled performance units, December 31, 2025

 

213

$

21.76

v3.25.4
Long-Lived and Other Asset Impairment (Tables)
12 Months Ended
Dec. 31, 2025
Long-Lived and Other Asset Impairment  
Schedule of impairment of long-lived assets

Year Ended December 31, 

(dollars in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Idle compressors retired from the active fleet

90

 

95

 

105

Horsepower of idle compressors retired from the active fleet

 

38,000

 

66,000

 

53,000

Impairment recorded on idle compressors retired from the active fleet

$

8,671

$

10,681

$

12,034

v3.25.4
Restructuring Charges (Tables)
12 Months Ended
Dec. 31, 2025
Restructuring Charges.  
Schedule of restructuring charges by segment

  ​ ​ ​

Contract

Aftermarket

(in thousands)

Operations

Services

Other(1)

Total

2025

Facility closure

$

520

$

$

1,085

$

1,605

Total restructuring charges

$

520

$

$

1,085

$

1,605

2023

Organizational restructuring

$

101

$

387

$

1,287

$

1,775

Total restructuring charges

$

101

$

387

$

1,287

$

1,775

(1) Represents expense incurred within our corporate function and not directly attributable to our segments.
Schedule of restructuring charges by type

Year Ended December 31,

(in thousands)

2025

  ​ ​ ​

2023

Facility closure

Severance costs

$

596

$

Property disposal and closure costs

1,009

Total facility closure

1,605

Organizational restructuring

Organizational costs

1,517

Other restructuring costs

258

Total organizational restructuring costs

1,775

Total restructuring costs

$

1,605

$

1,775

v3.25.4
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2025
Income Taxes  
Schedule of income before income taxes

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

U.S.

  ​ ​ ​ ​ ​

$

423,638

  ​ ​ ​ ​ ​

$

232,380

  ​ ​ ​ ​ ​

$

142,247

Foreign

Total

$

423,638

$

232,380

$

142,247

Schedule of provision for income taxes

Year Ended December 31, 

(in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Current tax provision:

U.S. federal

$

424

$

$

State

 

2,630

 

2,059

 

1,591

Total current

3,054

2,059

1,591

Deferred tax provision:

  ​

  ​

  ​

U.S. federal

91,880

53,340

32,928

State

 

5,911

 

4,750

 

2,730

Total deferred

97,791

58,090

35,658

Provision for income taxes

$

100,845

$

60,149

$

37,249

Schedule of Income taxes paid, net

Year Ended December 31, 

(in thousands)

2025

2024

2023

U.S. Federal

  ​ ​ ​

$

1,145

  ​ ​ ​

$

350

  ​ ​ ​

$

State

 

 

 

Texas

 

1,706

 

1,204

 

1,020

New Mexico

 

193

 

162

 

Pennsylvania

109

190

220

Louisiana

40

180

30

Other

 

97

 

124

 

41

Total income taxes paid, net

$

3,290

$

2,210

$

1,311

Reconciliation of effective tax rates to the U.S. statutory rate

Year Ended December 31, 

(in thousands)

2025

2024

2023

U.S. Federal statutory tax rate

  ​ ​ ​

$

88,964

  ​ ​ ​

21.0

%

$

48,800

  ​ ​ ​

21.0

%

$

29,872

21.0

%

State and local income taxes, net of federal income tax effect (1)

 

6,907

1.6

 

5,425

2.3

 

3,550

2.5

Changes in valuation allowance (2)

 

(70)

0.0

 

257

0.1

 

634

0.4

Nontaxable or nondeductible items

 

Executive compensation limitation

9,455

2.2

7,146

3.1

3,470

2.4

Benefit from equity-settled long-term incentive compensation

(5,801)

(1.4)

(1,569)

(0.7)

(213)

(0.1)

Other

1,148

0.3

(139)

(0.1)

(182)

(0.1)

Changes in unrecognized tax benefits(3)

 

242

0.1

 

229

0.1

 

118

0.1

Effective tax rate

$

100,845

23.8

%

$

60,149

25.9

%

$

37,249

26.2

%

(1)During the years ended December 31, 2025 and 2024, state taxes in New Mexico made up greater than 50% of the tax effect in this category. During the year ended December 31, 2023, state taxes in New Mexico and Texas made up greater than 50% of the tax effect in this category.
(2)See “Tax Attributes and Valuation Allowances” below for further details.
(3)Includes the expiration of statute of limitations. See “Unrecognized Tax Benefits” below for further details.
Schedule of deferred income tax balances

December 31, 

(in thousands)

2025

2024

Deferred tax assets:

  ​ ​ ​

  ​

  ​ ​ ​

  ​

Net operating loss carryforwards

$

147,123

$

143,412

Interest expense limitation carryforward

 

25,420

 

41,555

Basis difference in unconsolidated affiliate

872

943

Goodwill and intangible assets

24,255

40,201

Accrued liabilities

 

8,329

 

8,351

Other

 

11,934

 

12,822

217,933

247,284

Valuation allowances (1)

 

(1,441)

 

(1,462)

Total deferred tax assets

216,492

245,822

Deferred tax liabilities:

 

  ​

 

  ​

Property, plant and equipment

(159,165)

(78,477)

Basis difference in partnership

 

(245,941)

 

(221,149)

Other

 

(7,636)

 

(5,726)

Total deferred tax liabilities

 

(412,742)

 

(305,352)

Net deferred tax liability (2)

$

(196,250)

$

(59,530)

(1)See “Tax Attributes and Valuation Allowances” below for further details.
(2)The net deferred tax liability as of December 31, 2025 and 2024 is reflected in our consolidated balance sheets as deferred tax assets of $2.1 million and $3.0 million, respectively, and deferred tax liabilities of $198.3 million and $62.5 million, respectively.
Schedule of changes in valuation allowance

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at beginning of period

  ​ ​ ​ ​ ​

$

(1,462)

  ​ ​ ​ ​ ​

$

(1,177)

  ​ ​ ​ ​ ​

$

(607)

Additions to valuation allowance

(141)

(455)

(742)

Reductions to valuation allowance

162

170

172

Balance at end of period

$

(1,441)

$

(1,462)

$

(1,177)

Schedule of changes in unrecognized tax benefits

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Beginning balance

  ​ ​ ​

$

19,467

  ​ ​ ​

$

19,465

  ​ ​ ​

$

19,651

Additions based on tax positions related to current year

 

2,558

 

2,402

 

1,886

Additions based on tax positions related to prior years

 

11,637

 

 

Reductions based on tax positions related to prior years

 

 

(18)

 

(7)

Reductions based on lapse of statute of limitations

 

(2,372)

 

(2,382)

 

(2,065)

Ending balance

$

31,290

$

19,467

$

19,465

v3.25.4
Earnings per Common Share (Tables)
12 Months Ended
Dec. 31, 2025
Earnings per Common Share  
Schedule of calculation of basic and diluted net income per common share

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Net income

$

322,290

$

172,231

$

104,998

Less: Allocation of earnings to participating securities

 

(3,334)

 

(2,279)

 

(1,878)

Net income attributable to common stockholders

$

318,956

$

169,952

$

103,120

Allocation of earnings to cash or share settled restricted stock units

877

1,004

Diluted net income attributable to common stockholders

$

319,833

$

170,956

$

103,120

Weighted-average common shares outstanding used in basic earnings per common share

174,437

162,037

154,126

Effect of dilutive securities:

Performance-based restricted stock units

296

328

207

Time-based restricted stock units

13

ESPP shares

7

10

11

Weighted-average common shares outstanding used in diluted earnings per common share

174,753

162,375

154,344

v3.25.4
Fair Value Measurements (Tables)
12 Months Ended
Dec. 31, 2025
Fair value  
Schedule of changes in assets measured at fair value on a recurring basis

(in thousands)

2025

2024

Balance at beginning of period

$

14,671

$

14,905

Purchases of equity interests

1,250

Unrealized loss (1)

(25)

(1,484)

Balance at end of period

14,646

14,671

(1)Included in other expense, net in our consolidated statement of operations.
Schedule of carrying value and estimated fair value of debt instruments

December 31, 

(in thousands)

2025

2024

Carrying amount of fixed rate debt (1)

$

1,500,000

$

1,800,000

Fair value of fixed rate debt

 

1,527,000

 

1,796,000

(1)Carrying amounts exclude unamortized debt premium and deferred financing costs. See Note 15 (“Long-Term Debt”) for further details.
Compressors  
Fair value  
Schedule of non-recurring fair value assets

(in thousands)

2025

2024

Impaired compression fleet

$

871

$

1,048

Schedule of significant unobservable inputs

  ​ ​ ​

Range

  ​ ​ ​ ​ ​ ​

  ​ ​Weighted Average (1)

Estimated net sale proceeds:

As of December 31, 2025

$0 - $241 per horsepower

$54 per horsepower

As of December 31, 2024

$0 - $188 per horsepower

$46 per horsepower

(1) Calculated based on an estimated discount for market liquidity of 19% and 25% as of December 31, 2025 and 2024, respectively.

ECOTEC | Equity investment  
Fair value  
Schedule of significant unobservable inputs

Significant

Year Ended

Year Ended

Unobservable

December 31, 2025

December 31, 2024

Inputs

Range

Median

Range

Median

Valuation technique:

  ​ ​ ​ ​ ​

Discounted cash flow

WACC

0.0% - 17.8%

11.1%

0.0% - 17.0%

12.9%

Guideline public company

Revenue multiple

1.6x - 7.6x

5.3x

1.6x - 7.3x

4.3x

v3.25.4
Discontinued Operations (Tables)
12 Months Ended
Dec. 31, 2025
Discontinued Operations  
Summary of estimated fair value of the disposal group classified as assets held for sale

December 31, 

(in thousands)

2025

2024

Other assets

$

7,868

$

7,868

Deferred tax assets

Assets of discontinued operations

$

7,868

$

7,868

Deferred tax liabilities

$

7,868

$

7,868

Liabilities of discontinued operations

$

7,868

$

7,868

v3.25.4
Related Party Transactions (Tables)
12 Months Ended
Dec. 31, 2025
Related Party Transactions  
Schedule of carrying value and exposure to loss related to unconsolidated VIE

December 31, 

(in thousands)

2025

2024

Inventory

$

7,718

$

6,103

Investment in unconsolidated affiliate

 

159

 

191

Total VIE assets

7,877

6,294

Maximum exposure to loss

$

7,877

$

6,294

v3.25.4
Segments (Tables)
12 Months Ended
Dec. 31, 2025
Segments  
Summary of segment reporting information

Summarized financial information for our reporting segments is shown below:

  ​ ​ ​

Contract

  ​ ​ ​

Aftermarket

  ​ ​ ​

(in thousands)

  ​ ​ ​

Operations

  ​ ​ ​

Services

  ​ ​ ​

Total

2025

 

  ​

 

  ​

 

  ​

Revenue(1)

$

1,272,081

$

217,737

$

1,489,818

Cost of sales, exclusive of depreciation and amortization

343,136

166,289

509,425

Adjusted gross margin

 

928,945

 

51,448

 

980,393

2024

 

  ​

 

  ​

 

  ​

Revenue(1)

$

980,405

$

177,186

$

1,157,591

Cost of sales, exclusive of depreciation and amortization

323,052

135,449

458,501

Adjusted gross margin

 

657,353

 

41,737

 

699,090

2023

 

  ​

 

  ​

 

  ​

Revenue(1)

$

809,439

$

180,898

$

990,337

Cost of sales, exclusive of depreciation and amortization

306,748

142,271

449,019

Adjusted gross margin

 

502,691

 

38,627

 

541,318

(1) Segment revenue includes only sales to external customers.

The following table reconciles gross margin to adjusted gross margin, its most directly comparable to GAAP measure:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Total revenues

$

1,489,818

$

1,157,591

$

990,337

Cost of sales, exclusive of depreciation and amortization

 

(509,425)

 

(458,501)

 

(449,019)

Depreciation and amortization

 

(256,761)

 

(193,194)

 

(166,241)

Gross margin

 

723,632

 

505,896

 

375,077

Depreciation and amortization

256,761

193,194

166,241

Adjusted gross margin

$

980,393

$

699,090

$

541,318

The following table reconciles total adjusted gross margin to income before income taxes:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Adjusted gross margin

$

980,393

$

699,090

$

541,318

Less:

 

  ​

 

  ​

 

  ​

Selling, general and administrative

 

147,806

 

139,121

 

116,639

Depreciation and amortization

 

256,761

 

193,194

 

166,241

Long-lived and other asset impairment

 

18,290

 

10,681

 

12,041

Restructuring charges

1,605

1,775

Debt extinguishment loss

890

3,181

Interest expense

 

165,340

 

123,610

 

111,488

Transaction-related costs

12,705

13,249

Gain on sale of assets, net

(47,081)

(17,887)

(10,199)

Other expense, net

 

439

 

1,561

 

1,086

Income before income taxes

$

423,638

$

232,380

$

142,247

The following table reconciles capital expenditures by segment to total capital expenditures:

Year Ended December 31, 

(in thousands)

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Contract operations

$

489,960

$

353,785

$

294,315

Aftermarket services

 

6,726

 

3,277

 

3,300

Segment capital expenditures

 

496,686

 

357,062

 

297,615

Other (1)

 

5,779

 

1,970

 

1,017

Total capital expenditures

$

502,465

$

359,032

$

298,632

(1) Corporate–related items.

Schedule of assets by segment

  ​ ​ ​

December 31, 

(in thousands)

  ​ ​ ​

2025

2024

Contract operations assets

$

4,141,714

$

3,677,056

Aftermarket services assets

 

71,811

 

57,642

Segment assets

4,213,525

3,734,698

Other assets (1)

127,911

81,639

Assets of discontinued operations

7,868

7,868

Total assets

$

4,349,304

$

3,824,205

(1) Corporate–related items and our investments in unconsolidated affiliates.
v3.25.4
Description of Business (Details)
12 Months Ended
Dec. 31, 2025
segment
Description of Business  
Number of reportable segments 2
v3.25.4
Basis of Presentation and Significant Accounting Policies - Accounts Receivable and Allowance for Credit Losses (Details)
12 Months Ended
Dec. 31, 2025
Credit Losses  
Contractual life of accounts receivable 30 days
Period for analyzing historical loss data to determine loss experience 2 years
v3.25.4
Basis of Presentation and Significant Accounting Policies - Property Plant and Equipment (Details)
Dec. 31, 2025
Compression equipment, facilities and other fleet assets | Minimum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 3 years
Compression equipment, facilities and other fleet assets | Maximum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 30 years
Buildings | Minimum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 20 years
Buildings | Maximum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 35 years
Transportation and shop equipment | Minimum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 3 years
Transportation and shop equipment | Maximum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 10 years
Computer hardware and software | Minimum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 3 years
Computer hardware and software | Maximum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 5 years
Other | Minimum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 3 years
Other | Maximum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 10 years
Major improvements | Maximum  
Property, Plant and Equipment, Net  
Property plant and equipment useful life 7 years
v3.25.4
Basis of Presentation and Significant Accounting Policies - Concentrations of Credit Risk (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
customer
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Concentration Risk      
Revenue | $ $ 1,489,818 $ 1,157,591 $ 990,337
Trade Receivables | Customer Concentration Risk      
Concentration Risk      
Number of customers | customer 2    
Trade Receivables | Customer Concentration Risk | Two customers      
Concentration Risk      
Concentration risk (as a percent) 30.00%    
v3.25.4
Business Transactions - Flowco Disposition (Details) - Flowco Holdings Inc
$ in Millions
12 Months Ended
Aug. 01, 2025
USD ($)
item
CompressorUnit
Dec. 31, 2025
USD ($)
Business Transactions    
Number of compressors sold | CompressorUnit 155  
Aggregate horsepower of compressors | item 47,000  
Disposal group, held-for-sale, not discontinued operations    
Business Transactions    
Aggregate total consideration $ 71.0  
Write down   $ 9.6
v3.25.4
Business Transactions - NGCS Acquisition (Details)
hp in Thousands, $ in Thousands, shares in Millions
3 Months Ended
May 01, 2025
USD ($)
hp
shares
Sep. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Fair values of assets acquired and liabilities assumed        
Goodwill     $ 125,189 $ 52,155
Deferred tax liabilities     $ (196,250) $ (59,530)
NGCS        
Business Transactions        
Operating horsepower of fleet acquired in the acquisition | hp 326      
Horsepower backlog of contracted new equipment acquired | hp 18      
Total consideration $ 349,400      
Cash consideration $ 296,500      
Shares issued as consideration for acquisition (in shares) | shares 2.3      
Fair value of equity consideration $ 53,000      
Reduction to purchase price   $ 2,000    
Fair values of assets acquired and liabilities assumed        
Cash 1,859      
Accounts receivable 5,007      
Inventory 11,385      
Other current assets 143      
Property, plant and equipment 241,097      
Operating lease right of use asset 138      
Goodwill 73,582      
Intangible assets 64,530      
Other assets 385      
Accounts payable, trade (2,749)      
Accrued liabilities (1,976)      
Operating lease liabilities (138)      
Deferred tax liabilities (43,362)      
Other liabilities (463)      
Purchase price 349,438      
NGCSI        
Business Transactions        
Cash consideration 265,100      
Fair values of assets acquired and liabilities assumed        
Cash 1,671      
Accounts receivable 4,960      
Inventory 11,385      
Other current assets 143      
Property, plant and equipment 200,637      
Operating lease right of use asset 138      
Goodwill 51,491      
Intangible assets 33,320      
Other assets 385      
Accounts payable, trade (2,700)      
Accrued liabilities (1,751)      
Operating lease liabilities (138)      
Deferred tax liabilities (33,988)      
Other liabilities (463)      
Purchase price 265,090      
NGCSE        
Business Transactions        
Cash consideration 31,400      
Fair values of assets acquired and liabilities assumed        
Cash 188      
Accounts receivable 47      
Property, plant and equipment 40,460      
Goodwill 22,091      
Intangible assets 31,210      
Accounts payable, trade (49)      
Accrued liabilities (225)      
Deferred tax liabilities (9,374)      
Purchase price $ 84,348      
v3.25.4
Business Transactions - NGCS, Tax Contingency and Indemnification Asset (Details)
$ in Millions
May 01, 2025
USD ($)
Non-income tax based contingency | Maximum  
Business Transactions  
Accrued liability $ 11.4
NGCS  
Business Transactions  
Corresponding indemnification asset $ 0.5
NGCS | Minimum  
Business Transactions  
Period over which seller's indemnity obligation reduces 4 years
NGCS | Non-income tax based contingency  
Business Transactions  
Amount of seller's indemnification obligation $ 0.5
v3.25.4
Business Transactions - NGCS, Goodwill and Results of Operation and Transaction-Related Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
May 01, 2025
Dec. 31, 2025
Dec. 31, 2024
Business Transactions      
Total transaction-related costs   $ 12,705 $ 13,249
NGCS      
Business Transactions      
Goodwill expected to be deductible for tax purposes $ 0    
Revenue attributable to assets acquired from the date of acquisition   52,500  
Professional fees   6,897  
Compensation-related costs   1,780  
Other costs   454  
Total transaction-related costs   $ 9,131  
Compensation related costs, Payment period 1 year    
v3.25.4
Business Transactions - NGCS, Pro forma (Details) - NGCS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Pro forma financial information    
Revenue $ 1,516,095 $ 1,236,300
Net income attributable to Archrock stockholders $ 330,079 $ 163,367
Estimated blended statutory tax rate (as a percent) 23.00%  
Proforma adjustment, Financial advisory, legal, audit and other professional fees    
Pro forma financial information    
Net income attributable to Archrock stockholders $ 7,400  
v3.25.4
Business Transactions - TOPS Acquisition (Details)
hp in Thousands, $ in Thousands, shares in Millions
3 Months Ended
Aug. 30, 2024
USD ($)
hp
shares
Dec. 31, 2024
USD ($)
Dec. 31, 2025
USD ($)
Fair values of assets acquired and liabilities assumed      
Goodwill   $ 52,155 $ 125,189
TOPS      
Business Transactions      
Horsepower of fleet acquired in the acquisition | hp 580    
Operating horsepower of fleet acquired in the acquisition | hp 530    
Cash consideration $ 868,700    
Shares issued as consideration for acquisition (in shares) | shares 6.9    
Fair value of equity consideration $ 139,100    
Reduction to purchase price   $ 400  
Fair values of assets acquired and liabilities assumed      
Cash 2,498    
Accounts receivable 9,737    
Inventory 7,346    
Other current assets 495    
Property, plant and equipment 912,877    
Operating lease right-of-use assets 1,424    
Goodwill 52,155    
Intangible assets 76,228    
Other assets 4,032    
Accounts payable, trade (48,946)    
Accrued liabilities (4,667)    
Operating lease liabilities (1,424)    
Other liabilities (4,032)    
Purchase price $ 1,007,723    
v3.25.4
Business Transactions - TOPS, Results of Operation and Transaction-Related Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Aug. 30, 2024
Dec. 31, 2025
Dec. 31, 2024
Business Transactions      
Total transaction-related costs   $ 12,705 $ 13,249
TOPS      
Business Transactions      
Revenue attributable to assets acquired from the date of acquisition     65,500
Professional fees   936 11,387
Compensation-related costs   2,618 1,553
Other costs   20 309
Total transaction-related costs   $ 3,574 $ 13,249
Compensation related costs, Payment period 2 years    
v3.25.4
Business Transactions - TOPS, Tax Contingency and Indemnification Asset (Details) - USD ($)
$ in Millions
Aug. 30, 2024
May 01, 2025
Non-income tax based contingency | Maximum    
Business Transactions    
Accrued liability   $ 11.4
TOPS | Minimum    
Business Transactions    
Period over which seller's indemnity obligation reduces 5 years  
TOPS | Non-income tax based contingency    
Business Transactions    
Accrued liability $ 4.3  
Corresponding indemnification asset 4.3  
TOPS | Non-income tax based contingency | Maximum    
Business Transactions    
Amount of seller's indemnification obligation $ 21.6  
v3.25.4
Business Transactions - TOPS, Pro forma (Details) - TOPS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Pro forma financial information      
Revenue   $ 1,266,659 $ 1,099,080
Net income attributable to Archrock stockholders   $ 191,434 $ 78,554
Estimated blended statutory tax rate (as a percent) 23.00%    
Proforma adjustment, Financial advisory, legal, audit and other professional fees      
Pro forma financial information      
Net income attributable to Archrock stockholders $ 11,400    
v3.25.4
Business Transactions - NGCS, Assets Acquired (Details)
May 01, 2025
NGCS  
Business Transactions  
Property, plant and equipment, Estimated average remaining useful life 15 years
v3.25.4
Business Transactions - TOPS, Assets Acquired (Details) - TOPS
Aug. 30, 2024
Business Transactions  
Property, plant and equipment, Estimated average remaining useful life 25 years
Customer relationships  
Business Transactions  
Intangible assets, Estimated useful life 12 years
Trade names  
Business Transactions  
Intangible assets, Estimated useful life 5 years
v3.25.4
Accounts Receivable, net - Components (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Accounts receivable, net        
Other $ 13,475 $ 6,200    
Accounts receivable 143,532 132,892    
Allowance for credit losses (1,205) (414) $ (587) $ (1,674)
Accounts receivable, net $ 142,327 $ 132,478    
Accounts Receivable, after Allowance for Credit Loss, Current, Related Party, Name Hilcorp and affiliates Hilcorp and affiliates    
Accounts receivable, net of allowance - Customer related $ 128,900 $ 126,300    
Nonrelated party - Third party        
Accounts receivable, net        
Accounts receivable - Customer related 128,318 123,107    
Related parties        
Accounts receivable, net        
Accounts receivable - Customer related $ 1,739 $ 3,585    
v3.25.4
Accounts Receivable, net - Allowance for Credit Losses (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Changes in allowance for credit losses      
Balance at beginning of period $ 414 $ 587 $ 1,674
Provision for credit losses 1,164 381 224
Write-offs charged against allowance (373) (554) (1,311)
Balance at end of period $ 1,205 $ 414 $ 587
v3.25.4
Inventory (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Composition of Inventory net of reserves    
Parts and supplies $ 96,943 $ 76,505
Work in progress 12,804 13,181
Inventory $ 109,747 $ 89,686
v3.25.4
Inventory - Write-down (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Inventory      
Inventory write-downs $ 913 $ 550 $ 545
v3.25.4
Property, Plant and Equipment, Net (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment, Net    
Property, plant and equipment $ 5,065,900 $ 4,628,723
Accumulated depreciation (1,407,811) (1,304,893)
Property, plant and equipment, net 3,658,089 3,323,830
Compression equipment, facilities and other fleet assets    
Property, Plant and Equipment, Net    
Property, plant and equipment 4,791,318 4,392,818
Land and buildings    
Property, Plant and Equipment, Net    
Property, plant and equipment 36,058 32,060
Transportation and shop equipment    
Property, Plant and Equipment, Net    
Property, plant and equipment 147,160 118,413
Computer hardware and software    
Property, Plant and Equipment, Net    
Property, plant and equipment 79,367 78,021
Other    
Property, Plant and Equipment, Net    
Property, plant and equipment $ 11,997 $ 7,411
v3.25.4
Property, Plant and Equipment, net - Narratives (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment, Net.      
Depreciation expense $ 242.3 $ 185.1 $ 159.3
Construction in progress $ 95.7 $ 125.0  
v3.25.4
Leases - Terms (Details)
Dec. 31, 2025
Minimum  
Lessee, Lease, Description  
Remaining lease term (in years) 1 year
Operating lease renewal term (in years) 1 year
Maximum  
Lessee, Lease, Description  
Remaining lease term (in years) 7 years
Operating lease renewal term (in years) 10 years
v3.25.4
Leases - Balance Sheet Location (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Leases    
Operating lease right-of-use assets $ 13,581 $ 15,365
Lease liabilities    
Operating lease liabilities, Current $ 4,314 $ 4,121
Operating Lease, Liability, Current, Statement of Financial Position Accrued liabilities Accrued liabilities
Operating lease liabilities, Noncurrent $ 10,220 $ 12,415
Total lease liabilities $ 14,534 $ 16,536
Operating Lease, Liability, Statement of Financial Position Accrued liabilities, Operating lease liabilities, Noncurrent Accrued liabilities, Operating lease liabilities, Noncurrent
v3.25.4
Leases - Components of Lease Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases      
Operating lease cost $ 5,620 $ 4,607 $ 4,131
Short-term lease cost 872 390 412
Variable lease cost 2,446 1,901 1,881
Total lease cost $ 8,938 $ 6,898 $ 6,424
v3.25.4
Leases - Cash Flow and Non-cash Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases      
Operating cash flows - cash paid for amounts included in the measurement of operating lease liabilities $ 5,837 $ 6,692 $ 6,157
Operating lease ROU assets obtained in exchange for lease liabilities, net 2,848 5,120 710
Decreases in ROU related to lease amendments and terminations $ 900 $ 0 $ 400
v3.25.4
Leases - Other Supplemental Information (Details)
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases      
Weighted average remaining lease term (in years) 4 years 2 months 12 days 4 years 10 months 24 days 6 years
Weighted average discount rate (as a percent) 5.90% 5.60% 4.90%
v3.25.4
Leases - Maturity Schedule (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Remaining maturities of our lease liabilities    
2026 $ 4,675  
2027 3,658  
2028 2,950  
2029 2,771  
2030 1,902  
Thereafter 435  
Total lease payments 16,391  
Less: Interest (1,857)  
Total lease liabilities $ 14,534 $ 16,536
v3.25.4
Goodwill and Intangible Assets, net - Changes in goodwill (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Goodwill [Line Items]    
Goodwill, Balance at beginning of period $ 52,155  
Dispositions (548)  
Goodwill, Balance at end of period 125,189 $ 52,155
NGCS    
Goodwill [Line Items]    
Acquisition $ 73,582  
TOPS    
Goodwill [Line Items]    
Acquisition   $ 52,155
v3.25.4
Goodwill and Intangible Assets, net - By type (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets    
Gross carrying amount $ 202,808 $ 218,564
Accumulated amortization (58,861) (120,293)
Intangible assets, net $ 143,947 $ 98,271
Minimum    
Finite-Lived Intangible Assets    
Useful life 5 years  
Maximum    
Finite-Lived Intangible Assets    
Useful life 25 years  
v3.25.4
Goodwill and Intangible Assets, net - Amortization expense (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill and Intangible Assets, net      
Amortization expense $ 14.5 $ 8.1 $ 6.9
v3.25.4
Goodwill and Intangible Assets, net - Estimated Future Amortization Expense (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets, net    
2026 $ 15,624  
2027 14,749  
2028 14,394  
2029 13,730  
2030 12,193  
Thereafter 73,257  
Total $ 143,947 $ 98,271
v3.25.4
Contract Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Contract costs      
Contract costs, net $ 38,959 $ 37,764  
Amortization of contract costs 22,061 23,877 $ 21,289
Sales commissions      
Contract costs      
Contract costs, net 3,100 4,100  
Amortization of contract costs 2,800 2,300 1,900
Freight and mobilization      
Contract costs      
Contract costs, net 20,200 19,800  
Amortization of contract costs $ 19,300 $ 21,500 $ 19,400
v3.25.4
Hosting Arrangements (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Hosting Arrangements      
Hosting arrangements, Capitalized costs $ 23,095 $ 20,002  
Hosting arrangements, Accumulated amortization (11,664) (8,329)  
Hosting arrangements, net 11,431 11,673  
Hosting arrangements, Amortization expense $ 3,300 $ 3,000 $ 2,600
v3.25.4
Investment in Unconsolidated Affiliate (Details) - USD ($)
$ / shares in Units, $ in Thousands, shares in Millions
1 Months Ended 12 Months Ended
Jul. 31, 2026
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Oct. 01, 2024
Apr. 30, 2022
Investments            
Investments in unconsolidated entities   $ 5,471 $ 2,497 $ 7,287    
Carrying value of investment   10,600 5,500      
Equity in net loss of unconsolidated affiliate   503        
ColdStream | FCG Holdco            
Investments            
Ownership interest, parent (as a percent)         68.00%  
FCG Holdco            
Investments            
Number of authorized capital units         1.0  
Ownership interest, equity method (as a percent)         32.00%  
Cost per unit (in dollars per share)         $ 0.001  
Investments in unconsolidated entities   500        
Cumulative transaction costs   200 $ 200      
Difference between entity's cumulative equity investment and proportionate share of the carrying value of investment   $ 200        
Amortization period of basis difference   20 years        
FCG Holdco | Affiliated Entity            
Investments            
Equity in net loss of unconsolidated affiliate   $ 500        
Ionada            
Investments            
Ownership interest (as a percent)   12.00% 12.00%      
Carrying value of investment   $ 5,500 $ 5,500      
Cumulative transaction costs   $ 500 $ 500      
Ionada | Forecasted            
Investments            
Total potential equity interest to be acquired (as a percent) 24.00%          
Investments in unconsolidated entities $ 6,100          
ECOTEC            
Investments            
Total potential equity interest to be acquired (as a percent)           25.00%
Fair Value, Asset, Recurring Basis, Unobservable Input Reconciliation, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration]   Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)    
Unrealized loss   $ 0 $ 1,500 $ 1,000    
Investments in unconsolidated entities     $ 1,300      
Ownership interest (as a percent)   25.00%        
SAFE with Shoreline AI            
Investments            
Carrying value of investment   $ 5,200        
Cumulative transaction costs   $ 200        
v3.25.4
Accrued Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Accrued Liabilities    
Accrued salaries and other benefits $ 61,017 $ 56,873
Accrued income and other taxes 17,192 8,434
Accrued interest 31,037 35,366
Accrued sales and use tax audit settlement liabilities 9,867  
Other accrued liabilities 25,911 23,432
Accrued liabilities $ 145,024 $ 124,105
v3.25.4
Contract Liabilities (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Contract Liabilities      
Contract liability $ 12,000 $ 10,000  
Deferred revenue 26,031 18,052 $ 15,386
Deferred revenue recognized in earnings $ 23,983 $ 15,001 $ 16,464
v3.25.4
Long-Term Debt - Schedule of Long-term Debt (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Aug. 26, 2024
Mar. 31, 2019
Debt Instruments        
Long-term debt $ 2,410,893 $ 2,198,376    
Credits Facility, Amended and Restated        
Debt Instruments        
Long-term debt 918,475 408,325    
6.625% senior notes due September 2032        
Debt Instruments        
Principal outstanding 700,000 700,000    
Unamortized debt issuance costs (8,356) (9,609)    
Long-term debt $ 691,644 $ 690,391    
Interest rate (as a percent) 6.625% 6.625% 6.625%  
6.25% senior notes due April 2028        
Debt Instruments        
Principal outstanding $ 800,000 $ 800,000    
Unamortized debt premium 4,513 6,519    
Unamortized debt issuance costs (3,739) (5,401)    
Long-term debt $ 800,774 $ 801,118    
Interest rate (as a percent) 6.25% 6.25%    
6.875% senior notes due April 2027        
Debt Instruments        
Principal outstanding   $ 300,000    
Unamortized debt issuance costs   (1,458)    
Long-term debt   $ 298,542    
Interest rate (as a percent)   6.875%   6.875%
v3.25.4
Long-Term Debt - Amended and Restated Credit Agreement (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 12, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
May 16, 2025
Aug. 28, 2024
Aug. 08, 2024
Jun. 30, 2024
May 16, 2023
Mar. 31, 2023
Revolving Credit Facility, May 2028                    
Line of Credit Facility                    
Interest Rate, Credit Spread adjustment 0.10%                  
Decrease in basis spread on variable rate, 0.25%                  
Threshold utilization percentage of commitment fee 50.00%                  
Maximum borrowing capacity         $ 1,500.0   $ 1,100.0      
Transaction costs   $ 1.9                
Revolving Credit Facility, May 2028 | Upon Utilization Of Credit Facility More than Or Equal To 50%                    
Line of Credit Facility                    
Percentage of decrease in commitment fee payable 0.375%                  
Revolving Credit Facility, May 2028 | Upon Utilization Of Credit Facility Less than 50%                    
Line of Credit Facility                    
Percentage of decrease in commitment fee payable 0.25%                  
Credits Facility, Amended and Restated                    
Line of Credit Facility                    
Maximum borrowing capacity           $ 1.1   $ 750.0    
Cash dominion trigger threshold amount           110.0   75.0    
Letter of credit outstanding   $ 3.0                
Debt instrument, variable rate (percentage)   2.00%                
Debt instrument weighted average interest rate (percent)   5.80% 6.80%              
Commitment fee amount   $ 1.9 $ 2.1 $ 1.7            
Credits Facility, Amended and Restated | Federal Funds Rate                    
Line of Credit Facility                    
Debt instrument, interest margin added to variable rate   0.50%                
Credits Facility, Amended and Restated | SOFR                    
Line of Credit Facility                    
Debt instrument, interest margin added to variable rate   1.00%                
Credits Facility, Amended and Restated | SOFR | Minimum                    
Line of Credit Facility                    
Debt instrument, variable rate (percentage)   1.75%                
Credits Facility, Amended and Restated | SOFR | Maximum                    
Line of Credit Facility                    
Debt instrument, variable rate (percentage)   2.50%                
Credits Facility, Amended and Restated | Base Rate | Minimum                    
Line of Credit Facility                    
Debt instrument, variable rate (percentage)   0.75%                
Credits Facility, Amended and Restated | Base Rate | Maximum                    
Line of Credit Facility                    
Debt instrument, variable rate (percentage)   1.50%                
Swing Line Loans, Credit Facility                    
Line of Credit Facility                    
Maximum borrowing capacity           110.0   $ 75.0 $ 75.0 $ 50.0
Amended and Restated Credit Agreement, May 16, 2025                    
Line of Credit Facility                    
Contingent increase in borrowing capacity         $ 2,300.0          
Amended and Restated Credit Agreement, August 28, 2024                    
Line of Credit Facility                    
transaction costs           $ 2.6        
Amended and Restated Credit Agreement, May 16, 2023                    
Line of Credit Facility                    
Debt issuance cost written off       $ 1.0            
transaction costs                 $ 6.0  
v3.25.4
Long-Term Debt - Debt Ratios (Details) - Credits Facility, Amended and Restated
12 Months Ended
Dec. 31, 2025
Line of Credit Facility  
EBITDA to Interest Expense 2.5
Senior Secured Debt to EBITDA 3
Total Debt to EBITDA 5.25
Conditional Event  
Line of Credit Facility  
Total Debt to EBITDA 5.5
v3.25.4
Long-Term Debt - Notes (Details)
$ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended 24 Months Ended
Jan. 21, 2026
USD ($)
Nov. 17, 2025
USD ($)
Aug. 26, 2024
USD ($)
Dec. 31, 2020
USD ($)
Dec. 31, 2019
USD ($)
Mar. 31, 2019
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2020
USD ($)
Offering
Debt Instruments                      
Accrued interest             $ 31,037 $ 31,037 $ 35,366    
Proceeds from issuance of debt               2,143,151 1,429,500 $ 802,825  
Debt extinguishment loss               890 3,181    
Interest paid               $ 160,986 $ 120,544 $ 107,765  
6.0%, senior notes due 2034                      
Debt Instruments                      
Maximum percentage of notes that may be redeemed at specified redemption prices               40.00%      
6.0%, senior notes due 2034 | Subsequent Event                      
Debt Instruments                      
Aggregate principal amount $ 800,000                    
Interest rate (as a percent) 6.00%                    
Deferred financing costs $ 10,600                    
6.625% senior notes due September 2032                      
Debt Instruments                      
Aggregate principal amount     $ 700,000                
Interest rate (as a percent)     6.625%       6.625% 6.625% 6.625%    
Proceeds from issuance of debt     $ 690,000                
Maximum percentage of notes that may be redeemed at specified redemption prices     40.00%                
transaction costs     $ 10,000                
6.625% senior notes due September 2032 | Subsequent Event                      
Debt Instruments                      
Proceeds from issuance of debt $ 789,400                    
6.875% senior notes due April 2027                      
Debt Instruments                      
Debt instrument percentage   100.00%                  
Aggregate principal amount   $ 300,000 200,000     $ 500,000          
Accrued interest   $ 2,600                  
Interest rate (as a percent)           6.875%     6.875%    
Proceeds from issuance of debt           $ 491,200          
Debt issuance cost written off             $ 900        
Amount of cash tender offer of notes     $ 202,000                
Repurchase amount of debt as a percentage of aggregate principal amount     101.00%                
Amount of agent and legal fees     $ 200                
Net carrying amount     $ 198,800                
transaction costs           $ 8,800          
Debt extinguishment loss                 $ 3,200    
Face value of notes issued (as a percent)           100.00%          
Debt instrument effective interest rate (as a percent)           7.90%          
6.25% senior notes due April 2028                      
Debt Instruments                      
Interest rate (as a percent)             6.25% 6.25% 6.25%    
Number of private offerings | Offering                     2
2028 Senior Notes, Tranche One                      
Debt Instruments                      
Aggregate principal amount         $ 500,000            
Interest rate (as a percent)         6.25%            
Proceeds from issuance of debt         $ 491,800            
transaction costs         $ 8,200            
Face value of notes issued (as a percent)         100.00%            
Debt instrument effective interest rate (as a percent)         6.80%            
2028 Senior Notes, Tranche Two                      
Debt Instruments                      
Aggregate principal amount       $ 300,000             $ 300,000
Interest rate (as a percent)       6.25%             6.25%
Proceeds from issuance of debt       $ 309,900              
transaction costs       $ 4,700             $ 4,700
Face value of notes issued (as a percent)       104.875%             104.875%
Debt instrument effective interest rate (as a percent)       5.60%             5.60%
v3.25.4
Long-Term Debt - Maturities (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Maturities of long-term debt  
2028 $ 1,718,475
2030 $ 1,718,475
v3.25.4
Commitments and Contingencies - Tax Matters - Loss contingencies (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Loss Contingencies    
Contingency with offsetting indemnification asset $ 3,100 $ 4,300
Net benefit recorded from sales and use tax audit 27,800  
Tax refund receivable 41,479  
Income tax credits 8,000  
Accrued liabilities 9,900  
Other liabilities 1,000  
Non-income based tax audits    
Loss Contingencies    
Accrued liability 7,900 8,600
Non-income based tax audits in contested hearing phase    
Loss Contingencies    
Accrued liability $ 600 $ 600
v3.25.4
Stockholders' Equity - Issuance of Shares (Details) - USD ($)
$ in Thousands, shares in Millions
12 Months Ended
May 01, 2025
Aug. 30, 2024
Jul. 24, 2024
Dec. 31, 2025
Dec. 31, 2024
Equity          
Value of shares issued for acquisition       $ 52,966 $ 139,054
Net proceeds from issuance of common stock (in dollars)         $ 255,747
NGCS          
Equity          
Shares issued as consideration for acquisition (in shares) 2.3        
Value of shares issued for acquisition $ 53,000        
TOPS          
Equity          
Shares issued as consideration for acquisition (in shares)   6.9      
Value of shares issued for acquisition   $ 139,100      
Underwriting Agreement          
Equity          
Stock issued (in shares)     12.7    
Net proceeds from issuance of common stock (in dollars)     $ 255,700    
Underwriters          
Equity          
Stock issued (in shares)     1.7    
v3.25.4
Stockholders' Equity - Share Repurchases (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended 19 Months Ended 33 Months Ended
Jan. 09, 2026
Dec. 31, 2025
Dec. 31, 2024
Oct. 31, 2025
Dec. 31, 2025
Apr. 30, 2023
Treasury Stock            
Shares repurchased (in shares)   3,483,688 1,125,003      
Average price per share (in dollars per share)   $ 24.47 $ 17.7      
Aggregate amount repurchased (in dollars)   $ 85,243 $ 19,911      
Share Repurchase Program            
Treasury Stock            
Shares authorized for repurchase (in dollars)           $ 50,000
Additional amount authorized for repurchase (in dollars)       $ 200,000    
Available capacity for repurchase (in dollars)   $ 117,700     $ 117,700  
Shares repurchased (in shares)   2,978,111 732,826   4,461,311  
Average price per share (in dollars per share)   $ 23.59 $ 18.2   $ 20.72  
Aggregate amount repurchased (in dollars)   $ 70,239 $ 13,337   $ 92,400  
Shares retired (in shares)         3,813,831  
Shares repurchased and retired (in dollars per share)         $ 20.09  
Shares retired         $ 76,600  
2020 and 2013 Stock Incentive Plans            
Treasury Stock            
Shares repurchased (in shares)   505,577 392,177      
Average price per share (in dollars per share)   $ 29.68 $ 16.76      
Aggregate amount repurchased (in dollars)   $ 15,004 $ 6,574      
Subsequent Event | Share Repurchase Program            
Treasury Stock            
Shares retired (in shares) 647,480          
Shares repurchased and retired (in dollars per share) $ 24.44          
Shares retired $ 15,800          
v3.25.4
Stockholders' Equity - Cash Dividends (Details) - USD ($)
$ / shares in Units, $ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended
Jan. 29, 2026
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Distributions                                
Declared Dividends per Common Share (in dollars per share)   $ 0.21 $ 0.21 $ 0.19 $ 0.19 $ 0.175 $ 0.165 $ 0.165 $ 0.165 $ 0.155 $ 0.155 $ 0.15 $ 0.15 $ 0.8 $ 0.67 $ 0.61
Dividends Paid (in dollars)   $ 36,876 $ 36,921 $ 33,620 $ 34,185 $ 30,690 $ 27,865 $ 25,819 $ 26,000 $ 24,190 $ 24,250 $ 23,504 $ 23,852 $ 141,602 $ 110,374 $ 95,796
Subsequent Event | Q1 2026 quarterly dividend                                
Distributions                                
Declared Dividends per Common Share (in dollars per share) $ 0.22                              
Dividends Paid (in dollars) $ 38,700                              
Dividends payable, date declared Jan. 29, 2026                              
Dividends payable, date to be paid Feb. 18, 2026                              
Dividends payable, date of record Feb. 10, 2026                              
v3.25.4
Revenue from Contracts with Customers - Disaggregate Revenue (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
hp
Dec. 31, 2024
USD ($)
hp
Dec. 31, 2023
USD ($)
hp
Disaggregation of Revenue      
Revenue $ 1,489,818 $ 1,157,591 $ 990,337
Contract operations      
Disaggregation of Revenue      
Revenue 1,272,081 980,405 809,439
Contract operations | Transferred at Point in Time      
Disaggregation of Revenue      
Revenue 6,100 5,300 4,200
Contract operations | 0 - 1,000 horsepower per unit      
Disaggregation of Revenue      
Revenue $ 424,362 $ 246,524 $ 170,320
Contract operations | 0 - 1,000 horsepower per unit | Minimum      
Disaggregation of Revenue      
Compressor unit horsepower (horsepower) | hp 0 0 0
Contract operations | 0 - 1,000 horsepower per unit | Maximum      
Disaggregation of Revenue      
Compressor unit horsepower (horsepower) | hp 1,000 1,000 1,000
Contract operations | 1,001 - 1,500 horsepower per unit      
Disaggregation of Revenue      
Revenue $ 425,969 $ 384,956 $ 350,961
Contract operations | 1,001 - 1,500 horsepower per unit | Minimum      
Disaggregation of Revenue      
Compressor unit horsepower (horsepower) | hp 1,001 1,001 1,001
Contract operations | 1,001 - 1,500 horsepower per unit | Maximum      
Disaggregation of Revenue      
Compressor unit horsepower (horsepower) | hp 1,500 1,500 1,500
Contract operations | Over 1,500 horsepower per unit      
Disaggregation of Revenue      
Revenue $ 421,165 $ 348,295 $ 287,183
Contract operations | Over 1,500 horsepower per unit | Minimum      
Disaggregation of Revenue      
Compressor unit horsepower (horsepower) | hp 1,500 1,500 1,500
Contract operations | Other      
Disaggregation of Revenue      
Revenue $ 585 $ 630 $ 975
Aftermarket services      
Disaggregation of Revenue      
Revenue 217,737 177,186 180,898
Aftermarket services | Other      
Disaggregation of Revenue      
Revenue 1,872 316  
Aftermarket services | Services      
Disaggregation of Revenue      
Revenue 127,146 100,847 98,803
Aftermarket services | OTC parts and components sales      
Disaggregation of Revenue      
Revenue $ 88,719 $ 76,023 $ 82,095
v3.25.4
Revenue from Contracts with Customers - Performance Obligations (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 851,114
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 543,250
Performance obligations expected to be satisfied, expected timing 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2027-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 201,037
Performance obligations expected to be satisfied, expected timing 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2028-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 71,017
Performance obligations expected to be satisfied, expected timing 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2029-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 24,759
Performance obligations expected to be satisfied, expected timing 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2030-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 9,784
Performance obligations expected to be satisfied, expected timing 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2030-01-01 | Thereafter  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 1,267
Performance obligations expected to be satisfied, expected timing
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2031-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 700
Performance obligations expected to be satisfied, expected timing 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2032-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction  
Remaining performance obligations $ 600
Performance obligations expected to be satisfied, expected timing 1 year
v3.25.4
Stock-Based Compensation - Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost      
Total stock-based compensation expense $ 31,545 $ 33,039 $ 20,908
Equity awards      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost      
Total stock-based compensation expense 19,027 14,646 12,998
Liability awards      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost      
Total stock-based compensation expense $ 12,518 $ 18,393 $ 7,910
v3.25.4
Stock-Based Compensation - Stock Incentive Plans (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Stock-based payment awards      
Shares withheld related to net settlement of equity awards (in shares) 505,577 392,177 383,128
Shares withheld related to net settlement of equity awards (in dollars) $ 15,004 $ 6,574 $ 3,829
2020 Equity Award Plan      
Stock-based payment awards      
Number of shares authorized for issuance 8,500,000    
v3.25.4
Stock-Based Compensation - Restricted Stock Awards and Performance-Based RSUs - Vesting (Details)
12 Months Ended
Dec. 31, 2025
installment
Restricted stock awards  
Stock-based payment awards  
Number of equal installments following the date of grant in which awards will vest 3
Performance-based restricted stock units  
Stock-based payment awards  
Vesting period 3 years
Performance period 3 years
Dividend yield (as a percent) 0.00%
Performance-based restricted stock units | Minimum  
Stock-based payment awards  
Vesting percentage 0.00%
Performance-based restricted stock units | Maximum  
Stock-based payment awards  
Vesting percentage 250.00%
v3.25.4
Stock-Based Compensation - Restricted Stock Awards and Performance-Based RSUs - FV Assumptions (Details) - Performance-based restricted stock units - $ / shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-based Compensation Arrangement by Share-based Payment Award, Fair Value Assumptions and Methodology      
Remaining performance period as of grant date (in years) 2 years 10 months 24 days 2 years 10 months 24 days 2 years 10 months 24 days
Risk-free interest rate used (as a percent) 4.20% 4.10% 3.90%
Grant-date fair value (in dollars per share) $ 47.98 $ 23.67 $ 15.68
v3.25.4
Stock-Based Compensation - Restricted Stock Awards and Performance-Based RSUs - Activity (Details) - Restricted stock and performance-based restricted stock units - USD ($)
$ / shares in Units, shares in Thousands, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Shares      
Non-vested time-based cash or equity settled performance units (in shares) 2,276    
Granted (in shares) 642    
Adjustment for performance (in shares) 205    
Vested (in shares) (1,375)    
Canceled (in shares) (72)    
Non-vested time-based cash or equity settled performance units (in shares) (in shares) 1,676 2,276  
Weighted Average Grant Date Fair Value Per Share      
Non-vested time-based cash or equity settled performance units (in dollars per share) $ 12.81    
Granted (in dollars per share) 28.45    
Adjustment for performance (in dollars per share) 11.96    
Vested (in dollars per share) 11.43    
Canceled (in dollars per share) 21.97    
Non-vested time-based cash or equity settled performance units (in dollars per share) $ 19.44 $ 12.81  
Fair value of awards granted (in dollars) $ 18.3 $ 15.1 $ 15.3
Fair value of vested shares (in dollars) 40.7 $ 20.2 $ 12.4
Unrecognized compensation      
Unrecognized stock-based compensation expenses (in dollars) $ 15.9    
Weighted-average period over which the expected unrecognized compensation cost is expected to be recognized 1 year 7 months 6 days    
v3.25.4
Stock-Based Compensation - Cash Settled Performance Units (Details) - Cash-settled performance units - USD ($)
$ / shares in Units, shares in Thousands, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Stock-based payment awards      
Vesting period 3 years    
Shares      
Non-vested time-based cash or equity settled performance units (in shares) 539    
Granted (in shares) 100    
Adjustment for performance (in shares) 206    
Vested (in shares) (412)    
Non-vested time-based cash or equity settled performance units (in shares) (in shares) 433 539  
Weighted Average Grant Date Fair Value Per Share      
Non-vested time-based cash or equity settled performance units (in dollars per share) $ 10.67    
Granted (in dollars per share) 29.99    
Adjustment for performance (in dollars per share) 8.41    
Vested (in dollars per share) 8.41    
Non-vested time-based cash or equity settled performance units (in dollars per share) $ 16.2 $ 10.67  
Fair value of awards granted (in dollars) $ 3.0 $ 2.1 $ 1.9
Cash paid upon vesting 12.2 $ 4.3  
Unrecognized compensation      
Unrecognized stock-based compensation expenses (in dollars) $ 3.7    
Weighted-average period over which the expected unrecognized compensation cost is expected to be recognized 1 year 2 months 12 days    
Minimum      
Stock-based payment awards      
Vesting percentage 0.00%    
Maximum      
Stock-based payment awards      
Vesting percentage 200.00%    
v3.25.4
Stock-Based Compensation - Time-Based Cash or Equity Settled Performance Units (Details) - Time-based cash or equity settled performance units
$ / shares in Units, shares in Thousands, $ in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
installment
$ / shares
shares
Dec. 31, 2024
USD ($)
$ / shares
shares
Stock-based payment awards    
Number of equal installments following the date of grant in which awards will vest | installment 3  
Shares    
Non-vested time-based cash or equity settled performance units (in shares) | shares 188  
Granted (in shares) | shares 88  
Vested (in shares) | shares (63)  
Non-vested time-based cash or equity settled performance units (in shares) (in shares) | shares 213 188
Weighted Average Grant Date Fair Value Per Share    
Non-vested time-based cash or equity settled performance units (in dollars per share) | $ / shares $ 16  
Granted (in dollars per share) | $ / shares 29.99  
Vested (in dollars per share) | $ / shares 16  
Non-vested time-based cash or equity settled performance units (in dollars per share) | $ / shares $ 21.76 $ 16
Fair value of awards granted (in dollars) | $ $ 2.6 $ 3.0
Fair value of vested shares (in dollars) | $ 1.9  
Unrecognized compensation    
Unrecognized stock-based compensation expenses (in dollars) | $ $ 0.6  
Weighted-average period over which the expected unrecognized compensation cost is expected to be recognized 2 months 12 days  
v3.25.4
Stock-Based Compensation - Employee Stock Purchase Plan (Details) - Employee Stock Purchase Plan - USD ($)
12 Months Ended
Jan. 01, 2024
Dec. 31, 2025
Dec. 31, 2023
Dec. 31, 2022
Stock-based payment awards        
Maximum annual contribution per employee   $ 25,000    
Maximum annual contribution per employee (as a percent)   10.00%    
Purchase discount rate (as a percent) 10.00%   5.00% 5.00%
Number of shares authorized for issuance   1,000,000    
Remaining shares available for purchase   208,878    
Minimum        
Stock-based payment awards        
Purchase price of shares (as a percent of fair market value)   85.00%    
Maximum        
Stock-based payment awards        
Purchase price of shares (as a percent of fair market value)   100.00%    
v3.25.4
Stock-Based Compensation - Directors' Stock and Deferral Plan (Details) - Directors Stock And Deferral Plan
Dec. 31, 2025
shares
Stock-based payment awards  
Number of shares authorized for issuance 100,000
Remaining shares available for purchase 35,399
v3.25.4
Retirement Benefit Plan (Details) - USD ($)
$ in Millions
12 Months Ended
Jul. 31, 2024
Jun. 30, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Retirement Benefit Plan          
Employer percentage match of employees contribution 100.00% 100.00%      
Employer maximum contribution as a percentage of gross pay 6.00% 5.00%      
Employer matching contributions for retirement plan (in dollars)     $ 7.7 $ 5.9 $ 5.2
v3.25.4
Long-Lived and Other Asset Impairment (Details)
hp in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
CompressorUnit
hp
Dec. 31, 2024
USD ($)
CompressorUnit
hp
Dec. 31, 2023
USD ($)
CompressorUnit
hp
Impaired Long-Lived Assets Held and Used      
Write down amount of disposal group $ 9,600    
Idle Compressor Units      
Impaired Long-Lived Assets Held and Used      
Idle compressors retired from the active fleet | CompressorUnit 90 95 105
Horsepower of idle compressors retired from the active fleet | hp 38 66 53
Impairment recorded on idle compressors retired from the active fleet $ 8,671 $ 10,681 $ 12,034
Impairment, Long-Lived Asset, Held-for-Use, Statement of Income or Comprehensive Income Long-lived and other asset impairment Long-lived and other asset impairment Long-lived and other asset impairment
v3.25.4
Restructuring Charges - Narratives (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring Charges        
Charges incurred   $ 1,605   $ 1,775
Other Restructuring        
Restructuring Charges        
Charges incurred   900    
Facility closure restructuring        
Restructuring Charges        
Charges incurred $ 700 1,605    
Expected additional restructuring charges $ 0      
Facility closure restructuring | Minimum        
Restructuring Charges        
Expected additional restructuring charges   300    
Facility closure restructuring | Maximum        
Restructuring Charges        
Expected additional restructuring charges   $ 500    
Organizational Restructuring        
Restructuring Charges        
Charges incurred     $ 0 $ 1,775
Expected additional restructuring charges     $ 0  
v3.25.4
Restructuring Charges - By segment (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring Charges        
Restructuring charges   $ 1,605   $ 1,775
Facility closure restructuring        
Restructuring Charges        
Restructuring charges $ 700 1,605    
Organizational Restructuring        
Restructuring Charges        
Restructuring charges     $ 0 1,775
Other Restructuring        
Restructuring Charges        
Restructuring charges   900    
Corporate        
Restructuring Charges        
Restructuring charges   1,085   1,287
Corporate | Facility closure restructuring        
Restructuring Charges        
Restructuring charges   1,085    
Corporate | Organizational Restructuring        
Restructuring Charges        
Restructuring charges       1,287
Contract operations | Operating        
Restructuring Charges        
Restructuring charges   520   101
Contract operations | Operating | Facility closure restructuring        
Restructuring Charges        
Restructuring charges   $ 520    
Contract operations | Operating | Organizational Restructuring        
Restructuring Charges        
Restructuring charges       101
Aftermarket services | Operating        
Restructuring Charges        
Restructuring charges       387
Aftermarket services | Operating | Organizational Restructuring        
Restructuring Charges        
Restructuring charges       $ 387
v3.25.4
Restructuring Charges - By type (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring Charges        
Restructuring charges   $ 1,605   $ 1,775
Facility closure restructuring        
Restructuring Charges        
Restructuring charges $ 700 1,605    
Organizational Restructuring        
Restructuring Charges        
Restructuring charges     $ 0 1,775
Severance costs | Facility closure restructuring        
Restructuring Charges        
Restructuring charges   596    
Property disposal and closure costs | Facility closure restructuring        
Restructuring Charges        
Restructuring charges   $ 1,009    
Organizational costs | Organizational Restructuring        
Restructuring Charges        
Restructuring charges       1,517
Other restructuring costs | Organizational Restructuring        
Restructuring Charges        
Restructuring charges       $ 258
v3.25.4
Income Taxes -Income before income taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Taxes      
U.S. $ 423,638 $ 232,380 $ 142,247
Total $ 423,638 $ 232,380 $ 142,247
v3.25.4
Income Taxes - Current and Deferred Tax Positions (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Current tax provision:      
U.S. federal $ 424    
State 2,630 $ 2,059 $ 1,591
Total current 3,054 2,059 1,591
Deferred tax provision:      
U.S. federal 91,880 53,340 32,928
State 5,911 4,750 2,730
Total deferred 97,791 58,090 35,658
Provision for income taxes $ 100,845 $ 60,149 $ 37,249
v3.25.4
Income Taxes -Income taxes paid, net (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Paid, by Individual Jurisdiction [Line Items]      
U.S. Federal $ 1,145 $ 350  
State      
Income Taxes Paid, Net, Total 3,290 2,210 $ 1,311
Texas      
State      
State 1,706 1,204 1,020
New Mexico      
State      
State 193 162  
Pennsylvania      
State      
State 109 190 220
Louisiana      
State      
State 40 180 30
Other      
State      
State $ 97 $ 124 $ 41
v3.25.4
Income Taxes - Reconciliation of Effective Tax Rate to Statutory Tax Rate (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Effective Income Tax Rate Reconciliation, Amount      
U.S. Federal statutory tax rate, Amount $ 88,964 $ 48,800 $ 29,872
State and local income taxes, net of federal income tax effect, Amount $ 6,907 $ 5,425 $ 3,550
Effective Income Tax Rate Reconciliation, State and Local Jurisdiction, Contribution Greater than 50 Percent, Tax Effect [Extensible Enumeration] NEW MEXICO NEW MEXICO NEW MEXICO, TEXAS
Changes in valuation allowance, Amount $ (70) $ 257 $ 634
Nontaxable or nondeductible items, Amount      
Executive compensation limitation, Amount 9,455 7,146 3,470
Benefit from equity-settled long-term incentive compensation, Amount (5,801) (1,569) (213)
Other, Amount 1,148 (139) (182)
Changes in unrecognized tax benefits, Amount 242 229 118
Provision for income taxes $ 100,845 $ 60,149 $ 37,249
Effective Income Tax Rate Reconciliation, Percent      
U.S. Federal statutory tax rate, percent 21.00% 21.00% 21.00%
State and local income taxes, net of federal income tax effect, percent 1.60% 2.30% 2.50%
Changes in valuation allowance, percent 0.00% 0.10% 0.40%
Nontaxable or nondeductible items, percent      
Executive compensation limitation, percent 2.20% 3.10% 2.40%
Benefit from equity-settled long-term incentive compensation, percent (1.40%) (0.70%) (0.10%)
Other, percent 0.30% (0.10%) (0.10%)
Changes in unrecognized tax benefits, percent 0.10% 0.10% 0.10%
Effective Income Tax Rate Reconciliation, Percent, Total 23.80% 25.90% 26.20%
v3.25.4
Income Taxes - Deferred Tax Asset (Liability) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Deferred tax assets:        
Net operating loss carryforwards $ 147,123 $ 143,412    
Interest expense limitation carryforward 25,420 41,555    
Basis difference in unconsolidated affiliate 872 943    
Goodwill and intangible assets 24,255 40,201    
Accrued liabilities 8,329 8,351    
Other 11,934 12,822    
Deferred tax assets, gross 217,933 247,284    
Valuation allowances (1,441) (1,462) $ (1,177) $ (607)
Total deferred tax assets 216,492 245,822    
Deferred tax liabilities:        
Property, plant and equipment (159,165) (78,477)    
Basis difference in the partnership (245,941) (221,149)    
Other (7,636) (5,726)    
Total deferred tax liabilities (412,742) (305,352)    
Net deferred tax (liability) (196,250) (59,530)    
Deferred tax assets 2,059 2,975    
Deferred tax liabilities $ 198,309 $ 62,505    
U.S. statutory tax rate (as a percent) 21.00% 21.00% 21.00%  
v3.25.4
Income Taxes - Tax Attributes and Valuation Allowances (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Operating Loss Carryforwards      
Balance at beginning of period, Valuation allowance $ (1,462) $ (1,177) $ (607)
Additions to valuation allowance (141) (455) (742)
Reductions to valuation allowance 162 170 172
Balance at end of period, Valuation allowance (1,441) (1,462) $ (1,177)
Deferred tax assets net 216,492 245,822  
ECOTEC      
Operating Loss Carryforwards      
Balance at end of period, Valuation allowance (900)    
United States      
Operating Loss Carryforwards      
Operating loss carryforwards 648,600    
Tax credit carryforward 1,700    
Interest expense limitation carryforwards 113,700    
State      
Operating Loss Carryforwards      
Operating loss carryforwards 271,700    
Operating loss carryforwards not subject to expiration 174,300    
NOL valuation allowance 600 $ 500  
Interest expense limitation carryforwards $ 36,500    
v3.25.4
Income Taxes - Unrecognized Tax Benefit Rollforward (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reconciliation of the unrecognized tax benefit      
Beginning balance $ 19,467 $ 19,465 $ 19,651
Additions based on tax positions related to current year 2,558 2,402 1,886
Additions based on tax positions related to prior years 11,637    
Reductions based on tax positions related to prior years   (18) (7)
Reductions based on lapse of statute of limitations (2,372) (2,382) (2,065)
Ending balance $ 31,290 $ 19,467 $ 19,465
v3.25.4
Income Taxes - Unrecognized Tax Benefit Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income taxes        
Unrecognized tax benefits $ 31,290 $ 19,467 $ 19,465 $ 19,651
Unrecognized tax benefits, Income tax penalties and interest accrued 2,800 2,700 2,500  
Income tax interest and penalty expenses 100 300 300  
Other assets, discontinued operations 7,868 7,868    
Continuing Operations        
Income taxes        
Unrecognized tax benefits that would impact tax rate if recognized 9,500 (600) 1,100  
Discontinued Operations.        
Income taxes        
Unrecognized tax benefits that would impact tax rate if recognized $ 7,900 $ 7,900 $ 7,900  
v3.25.4
Earnings Per Common Share (Details) - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Earnings per Common Share      
Net income $ 322,290 $ 172,231 $ 104,998
Less: Allocation of earnings to participating securities (3,334) (2,279) (1,878)
Net income attributable to common stockholders, basic 318,956 169,952 103,120
Less: Allocation of earnings to cash or share settled restricted stock units 877 1,004  
Diluted net income attributable to common stockholders $ 319,833 $ 170,956 $ 103,120
Weighted average common shares outstanding used in basic earnings per common share (in shares) 174,437 162,037 154,126
Effect of dilutive securities:      
Performance-based restricted stock units (in shares) 296 328 207
Time-based restricted stock units (in shares) 13    
ESPP shares (in shares) 7 10 11
Weighted average common shares outstanding used in diluted earnings per common share (in shares) 174,753 162,375 154,344
v3.25.4
Fair Value Measurements - Recurring Basis - Investment in ECOTEC - Unobservable inputs (Details) - ECOTEC
Dec. 31, 2025
Dec. 31, 2024
Fair value measurement of assets and liabilities    
Ownership interest (as a percent) 25.00%  
Equity Securities, FV-NI, Fair Value by Fair Value Hierarchy Level Level 3  
Equity investment | Level 3 | Discounted cash flow | WACC | Minimum    
Significant unobservable inputs    
Equity Securities, FV-NI, Measurement Input 0 0
Equity investment | Level 3 | Discounted cash flow | WACC | Maximum    
Significant unobservable inputs    
Equity Securities, FV-NI, Measurement Input 17.8 0.17
Equity investment | Level 3 | Discounted cash flow | WACC | Median    
Significant unobservable inputs    
Equity Securities, FV-NI, Measurement Input 0.111 0.129
Equity investment | Level 3 | Guideline public company | Revenue multiple | Minimum    
Significant unobservable inputs    
Equity Securities, FV-NI, Measurement Input 1.6 1.6
Equity investment | Level 3 | Guideline public company | Revenue multiple | Maximum    
Significant unobservable inputs    
Equity Securities, FV-NI, Measurement Input 7.6 7.3
Equity investment | Level 3 | Guideline public company | Revenue multiple | Median    
Significant unobservable inputs    
Equity Securities, FV-NI, Measurement Input 5.3 4.3
v3.25.4
Fair Value Measurements - Recurring Basis - Investment in ECOTEC - Changes in FV (Details) - ECOTEC - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reconciliation of changes in fair value      
Unrealized loss $ 0 $ 1,500 $ 1,000
Fair Value, Asset, Recurring Basis, Unobservable Input Reconciliation, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Equity investment      
Reconciliation of changes in fair value      
Balance, beginning of period $ 14,671 $ 14,905  
Purchases of equity interests   1,250  
Unrealized loss $ (25) $ (1,484)  
Fair Value, Asset, Recurring Basis, Unobservable Input Reconciliation, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)  
Balance, end of period $ 14,646 $ 14,671 $ 14,905
v3.25.4
Fair Value Measurements - Nonrecurring Basis - Investment in Ionada (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Fair Value Measurements    
Carrying value of investment $ 10.6 $ 5.5
Upward adjustments 0.0 0.0
Impairments 0.0 0.0
Downward adjustments $ 0.0 $ 0.0
v3.25.4
Fair Value Measurements - Nonrecurring Basis - Compressors (Details) - Level 3 - Impaired Long-Lived Assets - Compressors
$ in Thousands
Dec. 31, 2025
USD ($)
Y
$ / hp
Dec. 31, 2024
USD ($)
$ / hp
Measurement Input, Weighted average disposal period    
Assets measured on nonrecurring basis    
Measurement input | Y 4  
Measurement Input, Sale proceeds | Minimum    
Assets measured on nonrecurring basis    
Measurement input 0 0
Measurement Input, Sale proceeds | Maximum    
Assets measured on nonrecurring basis    
Measurement input 241 188
Measurement Input, Sale proceeds | Weighted average    
Assets measured on nonrecurring basis    
Measurement input 54 46
Measurement Input, Discount for market liquidity    
Assets measured on nonrecurring basis    
Measurement input 0.19 0.25
Nonrecurring Basis    
Assets measured on nonrecurring basis    
Impaired assets | $ $ 871 $ 1,048
v3.25.4
Fair Value Measurements - Other Financial Instruments (Details) - Fixed Rate Debt - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Carrying Amount    
Fair Value, Balance Sheet Grouping, Financial Statement Captions    
Long-term debt, fair value $ 1,500,000 $ 1,800,000
Fair Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions    
Long-term debt, fair value $ 1,527,000 $ 1,796,000
Long-Term Debt, Fair Value by Fair Value Hierarchy Level us-gaap:FairValueInputsLevel2Member us-gaap:FairValueInputsLevel2Member
v3.25.4
Discontinued Operations (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Assets and liabilities of discontinued operations    
Other assets, discontinued operations $ 7,868 $ 7,868
Assets of discontinued operations 7,868 7,868
Deferred tax liabilities, discontinued operations 7,868 7,868
Liabilities of discontinued operations 7,868 7,868
Spinoff | Exterran Corporation    
Assets and liabilities of discontinued operations    
Other assets, discontinued operations 7,900 7,900
Deferred tax liabilities, discontinued operations $ 7,900 $ 7,900
v3.25.4
Related Party Transactions (Details) - USD ($)
$ in Thousands
12 Months Ended
Aug. 26, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Related Party Transaction        
Revenue   $ 1,489,818 $ 1,157,591 $ 990,337
Proceeds from sale   120,839 67,591 72,206
Inventory   109,747 89,686  
Total assets   4,349,304 3,824,205  
Related parties        
Related Party Transaction        
Accounts receivable - Customer related   1,739 3,585  
Related parties | ECOTEC        
Related Party Transaction        
Purchases from related party   400 500  
Related parties | Hilcorp and affiliates        
Related Party Transaction        
Revenue   40,500 40,700 35,400
Proceeds from sale   9,900 900 $ 200
Accounts receivable - Customer related   1,700 3,600  
Related parties | Shoreline AI        
Related Party Transaction        
Purchases from related party   300    
Affiliated Entity | FCG Holdco        
Related Party Transaction        
Minimum purchase commitment   64,300    
Amendment fee $ 3,600      
Amount of purchases from unconsolidated affiliate to sell to third parties or for use in operations   3,500 6,100  
Inventory   7,718 6,103  
Investment in unconsolidated affiliate   159 191  
Total assets   7,877 6,294  
Maximum exposure to loss   $ 7,877 $ 6,294  
v3.25.4
Segments - Number (Details)
12 Months Ended
Dec. 31, 2025
segment
Segments  
Number of reportable segments 2
v3.25.4
Segments - Revenue and Adjusted Gross Margin (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reconciliation of gross margin to adjusted gross margin      
Revenue $ 1,489,818 $ 1,157,591 $ 990,337
Cost of sales, exclusive of depreciation and amortization 509,425 458,501 449,019
Adjusted gross margin 980,393 699,090 541,318
Contract operations      
Reconciliation of gross margin to adjusted gross margin      
Revenue 1,272,081 980,405 809,439
Cost of sales, exclusive of depreciation and amortization 343,136 323,052 306,748
Adjusted gross margin 928,945 657,353 502,691
Aftermarket services      
Reconciliation of gross margin to adjusted gross margin      
Revenue 217,737 177,186 180,898
Cost of sales, exclusive of depreciation and amortization 166,289 135,449 142,271
Adjusted gross margin $ 51,448 $ 41,737 $ 38,627
v3.25.4
Segments - Reconciliation of Gross Margin to Adjusted Gross Margin (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reconciliation of gross margin to adjusted gross margin      
Total revenues $ 1,489,818 $ 1,157,591 $ 990,337
Cost of sales, exclusive of depreciation and amortization (509,425) (458,501) (449,019)
Depreciation and amortization (256,761) (193,194) (166,241)
Gross margin 723,632 505,896 375,077
Depreciation and amortization 256,761 193,194 166,241
Adjusted gross margin $ 980,393 $ 699,090 $ 541,318
v3.25.4
Segments - Reconciliation of Adjusted Gross Margin to Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reconciliation of adjusted gross margin to income      
Adjusted gross margin $ 980,393 $ 699,090 $ 541,318
Less:      
Selling, general and administrative 147,806 139,121 116,639
Depreciation and amortization 256,761 193,194 166,241
Long-lived and other asset impairment 18,290 10,681 12,041
Restructuring charges 1,605   1,775
Debt extinguishment loss 890 3,181  
Interest expense 165,340 123,610 111,488
Transaction-related costs 12,705 13,249  
Gain on sale of assets, net (47,081) (17,887) (10,199)
Other expense, net 439 1,561 1,086
Income before income taxes $ 423,638 $ 232,380 $ 142,247
v3.25.4
Segments - Capital Expenditures (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reportable segments      
Total capital expenditures $ 502,465 $ 359,032 $ 298,632
Operating      
Reportable segments      
Total capital expenditures 496,686 357,062 297,615
Operating | Contract operations      
Reportable segments      
Total capital expenditures 489,960 353,785 294,315
Operating | Aftermarket services      
Reportable segments      
Total capital expenditures 6,726 3,277 3,300
Corporate      
Reportable segments      
Total capital expenditures $ 5,779 $ 1,970 $ 1,017
v3.25.4
Segments - Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Reconciliation of total assets by segment to total assets    
Assets of discontinued operations $ 7,868 $ 7,868
Total assets 4,349,304 3,824,205
Operating    
Reconciliation of total assets by segment to total assets    
Total assets 4,213,525 3,734,698
Operating | Contract operations    
Reconciliation of total assets by segment to total assets    
Total assets 4,141,714 3,677,056
Operating | Aftermarket services    
Reconciliation of total assets by segment to total assets    
Total assets 71,811 57,642
Corporate    
Reconciliation of total assets by segment to total assets    
Total assets $ 127,911 $ 81,639