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Side-by-side financial comparison of Astera Labs, Inc. (ALAB) and Archrock, Inc. (AROC). Click either name above to swap in a different company.
Archrock, Inc. is the larger business by last-quarter revenue ($377.1M vs $270.6M, roughly 1.4× Astera Labs, Inc.). Archrock, Inc. runs the higher net margin — 31.0% vs 16.6%, a 14.3% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (91.8% vs 15.5%). Archrock, Inc. produced more free cash flow last quarter ($126.7M vs $76.6M). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (103.6% CAGR vs 18.5%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
Archrock, Inc. is a leading provider of natural gas compression services and equipment solutions for the North American oil and gas sector. Its core offerings include compression system rental, maintenance, aftermarket support, and sales, serving upstream production, midstream transportation and natural gas processing segments.
ALAB vs AROC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.6M | $377.1M |
| Net Profit | $45.0M | $116.8M |
| Gross Margin | 75.6% | 53.0% |
| Operating Margin | 24.7% | 39.4% |
| Net Margin | 16.6% | 31.0% |
| Revenue YoY | 91.8% | 15.5% |
| Net Profit YoY | 82.0% | 95.4% |
| EPS (diluted) | $0.25 | $0.67 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $270.6M | $377.1M | ||
| Q3 25 | $230.6M | $382.4M | ||
| Q2 25 | $191.9M | $383.2M | ||
| Q1 25 | $159.4M | $347.2M | ||
| Q4 24 | $141.1M | $326.4M | ||
| Q3 24 | $113.1M | $292.2M | ||
| Q2 24 | $76.8M | $270.5M | ||
| Q1 24 | $65.3M | $268.5M |
| Q4 25 | $45.0M | $116.8M | ||
| Q3 25 | $91.1M | $71.2M | ||
| Q2 25 | $51.2M | $63.4M | ||
| Q1 25 | $31.8M | $70.8M | ||
| Q4 24 | $24.7M | $59.8M | ||
| Q3 24 | $-7.6M | $37.5M | ||
| Q2 24 | $-7.5M | $34.4M | ||
| Q1 24 | $-93.0M | $40.5M |
| Q4 25 | 75.6% | 53.0% | ||
| Q3 25 | 76.2% | 48.5% | ||
| Q2 25 | 75.8% | 45.4% | ||
| Q1 25 | 74.9% | 47.4% | ||
| Q4 24 | 74.0% | 46.3% | ||
| Q3 24 | 77.7% | 44.4% | ||
| Q2 24 | 77.9% | 41.5% | ||
| Q1 24 | 77.4% | 42.1% |
| Q4 25 | 24.7% | 39.4% | ||
| Q3 25 | 24.0% | 25.3% | ||
| Q2 25 | 20.7% | 22.5% | ||
| Q1 25 | 7.1% | 26.5% | ||
| Q4 24 | 0.1% | 24.0% | ||
| Q3 24 | -7.9% | 18.1% | ||
| Q2 24 | -31.7% | 17.6% | ||
| Q1 24 | -127.1% | 20.0% |
| Q4 25 | 16.6% | 31.0% | ||
| Q3 25 | 39.5% | 18.6% | ||
| Q2 25 | 26.7% | 16.6% | ||
| Q1 25 | 20.0% | 20.4% | ||
| Q4 24 | 17.5% | 18.3% | ||
| Q3 24 | -6.7% | 12.8% | ||
| Q2 24 | -9.8% | 12.7% | ||
| Q1 24 | -142.5% | 15.1% |
| Q4 25 | $0.25 | $0.67 | ||
| Q3 25 | $0.50 | $0.40 | ||
| Q2 25 | $0.29 | $0.36 | ||
| Q1 25 | $0.18 | $0.40 | ||
| Q4 24 | $1.23 | $0.35 | ||
| Q3 24 | $-0.05 | $0.22 | ||
| Q2 24 | $-0.05 | $0.22 | ||
| Q1 24 | $-1.77 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $167.6M | $1.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $1.5B |
| Total Assets | $1.5B | $4.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $167.6M | $1.6M | ||
| Q3 25 | $140.4M | $4.1M | ||
| Q2 25 | $162.3M | $5.9M | ||
| Q1 25 | $86.4M | $4.8M | ||
| Q4 24 | $79.6M | $4.4M | ||
| Q3 24 | $126.1M | $3.7M | ||
| Q2 24 | $421.1M | $919.0K | ||
| Q1 24 | $696.1M | $1.2M |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $964.8M | $1.3B | ||
| Q3 24 | $889.6M | $1.3B | ||
| Q2 24 | $845.3M | $894.5M | ||
| Q1 24 | $808.8M | $882.1M |
| Q4 25 | $1.5B | $4.3B | ||
| Q3 25 | $1.4B | $4.4B | ||
| Q2 25 | $1.3B | $4.4B | ||
| Q1 25 | $1.1B | $4.0B | ||
| Q4 24 | $1.1B | $3.8B | ||
| Q3 24 | $983.1M | $3.8B | ||
| Q2 24 | $915.5M | $2.7B | ||
| Q1 24 | $864.9M | $2.7B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $95.3M | $214.5M |
| Free Cash FlowOCF − Capex | $76.6M | $126.7M |
| FCF MarginFCF / Revenue | 28.3% | 33.6% |
| Capex IntensityCapex / Revenue | 6.9% | 23.3% |
| Cash ConversionOCF / Net Profit | 2.12× | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | $281.8M | $119.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $214.5M | ||
| Q3 25 | $78.2M | $164.5M | ||
| Q2 25 | $135.4M | $127.5M | ||
| Q1 25 | $10.5M | $115.6M | ||
| Q4 24 | $39.7M | $124.3M | ||
| Q3 24 | $63.5M | $96.9M | ||
| Q2 24 | $29.8M | $70.7M | ||
| Q1 24 | $3.7M | $137.7M |
| Q4 25 | $76.6M | $126.7M | ||
| Q3 25 | $65.9M | $29.5M | ||
| Q2 25 | $133.3M | $16.0M | ||
| Q1 25 | $6.0M | $-52.5M | ||
| Q4 24 | $24.3M | $26.4M | ||
| Q3 24 | $46.8M | $26.9M | ||
| Q2 24 | $28.5M | $-20.6M | ||
| Q1 24 | $228.0K | $37.9M |
| Q4 25 | 28.3% | 33.6% | ||
| Q3 25 | 28.6% | 7.7% | ||
| Q2 25 | 69.5% | 4.2% | ||
| Q1 25 | 3.7% | -15.1% | ||
| Q4 24 | 17.2% | 8.1% | ||
| Q3 24 | 41.4% | 9.2% | ||
| Q2 24 | 37.1% | -7.6% | ||
| Q1 24 | 0.3% | 14.1% |
| Q4 25 | 6.9% | 23.3% | ||
| Q3 25 | 5.3% | 35.3% | ||
| Q2 25 | 1.1% | 29.1% | ||
| Q1 25 | 2.8% | 48.4% | ||
| Q4 24 | 10.9% | 30.0% | ||
| Q3 24 | 14.8% | 24.0% | ||
| Q2 24 | 1.7% | 33.7% | ||
| Q1 24 | 5.2% | 37.2% |
| Q4 25 | 2.12× | 1.84× | ||
| Q3 25 | 0.86× | 2.31× | ||
| Q2 25 | 2.64× | 2.01× | ||
| Q1 25 | 0.33× | 1.63× | ||
| Q4 24 | 1.61× | 2.08× | ||
| Q3 24 | — | 2.58× | ||
| Q2 24 | — | 2.05× | ||
| Q1 24 | — | 3.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALAB
Segment breakdown not available.
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
