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T

Tim

Research Analyst at Stifel

St. Louis, MO, US

Timothy Hummel is an Associate Vice President/Investments at Stifel, specializing in wealth management and investment advisory services with a client-focused approach. Based in Covington, he works closely with individuals, families, and organizations to develop tailored investment strategies, though specific companies covered and performance metrics are not publicly detailed. Hummel began his career in financial services prior to joining Stifel, progressively advancing to his current leadership position as a financial advisor in their Covington branch. He holds professional credentials aligned with industry standards for investment advisors, including FINRA registration and relevant securities licenses.

Tim's questions to Archrock (AROC) leadership

Question · Q3 2025

Tim asked for an update on lead times for compression equipment, specifically Caterpillar engines. He also inquired about any shifts in customer behavior in a lower crude environment, such as increased outsourcing or deferrals in aftermarket services.

Answer

President and CEO Brad Childers stated that lead times for Caterpillar engines remain a gating item, currently at 60 weeks, though some units might be available sooner. He noted no major shifts in customer behavior beyond typical seasonality related to budgeting for 2026. Mr. Childers confirmed that aftermarket services activity remains robust due to high industry utilization, with customers focused on keeping gas moving and equipment serviced.

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