Eli Jason's questions to Archrock Inc (AROC) leadership • Q1 2025
Question
Eli Jason, on for Jerry Tonet, asked if contract terms for 2026 bookings were changing amid market volatility and sought clarity on the stability of the mid-90s utilization rate outlook.
Answer
President and CEO D. Childers confirmed there have been no changes to contract terms or pricing for 2026 bookings, as infrastructure investments are long-term decisions. He explained that the mid-90s utilization is a solid level, with minor fluctuations mainly reflecting the timing of new horsepower additions before they become revenue-generating.