Archrock's Strong Backlog and Natural Gas Growth Supports Future Earnings

Archrock's (AROC) stable business model, backed by long-term contracts, and strong backlog for 2026 support its growth. The company is well-positioned to capitalize on sustained growth in natural gas demand, driven by LNG exports and power demand from data centers. Enbridge (ENB) and Baker Hughes (BKR) are also expected to benefit from rising natural gas demand, with AROC trading at a valuation multiple of 27.5x, compared to ENB at 17.6x and BKR at 18.7x.