vs
Side-by-side financial comparison of Archrock, Inc. (AROC) and COVENANT LOGISTICS GROUP, INC. (CVLG). Click either name above to swap in a different company.
Archrock, Inc. is the larger business by last-quarter revenue ($377.1M vs $307.2M, roughly 1.2× COVENANT LOGISTICS GROUP, INC.). Archrock, Inc. runs the higher net margin — 31.0% vs 1.4%, a 29.5% gap on every dollar of revenue. On growth, Archrock, Inc. posted the faster year-over-year revenue change (15.5% vs 14.0%). Over the past eight quarters, Archrock, Inc.'s revenue compounded faster (18.5% CAGR vs 3.4%).
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.
Covenant Logistics Group, Inc. is an American company focused on truckload shipping. The company is headquartered in Chattanooga, Tennessee, and is publicly traded on the New York Stock Exchange. The company provides temperature controlled trucking, regional delivery, and longhaul team driver delivery.
AROC vs CVLG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $377.1M | $307.2M |
| Net Profit | $116.8M | $4.4M |
| Gross Margin | 53.0% | — |
| Operating Margin | 39.4% | 2.0% |
| Net Margin | 31.0% | 1.4% |
| Revenue YoY | 15.5% | 14.0% |
| Net Profit YoY | 95.4% | -32.7% |
| EPS (diluted) | $0.67 | $0.17 |
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.
| Q1 26 | — | $307.2M | ||
| Q4 25 | $377.1M | $295.4M | ||
| Q3 25 | $382.4M | $296.9M | ||
| Q2 25 | $383.2M | $302.9M | ||
| Q1 25 | $347.2M | $269.4M | ||
| Q4 24 | $326.4M | $277.3M | ||
| Q3 24 | $292.2M | $287.9M | ||
| Q2 24 | $270.5M | $287.5M |
| Q1 26 | — | $4.4M | ||
| Q4 25 | $116.8M | — | ||
| Q3 25 | $71.2M | $9.1M | ||
| Q2 25 | $63.4M | $9.8M | ||
| Q1 25 | $70.8M | $6.6M | ||
| Q4 24 | $59.8M | — | ||
| Q3 24 | $37.5M | $13.0M | ||
| Q2 24 | $34.4M | $12.2M |
| Q1 26 | — | — | ||
| Q4 25 | 53.0% | — | ||
| Q3 25 | 48.5% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 47.4% | — | ||
| Q4 24 | 46.3% | — | ||
| Q3 24 | 44.4% | — | ||
| Q2 24 | 41.5% | — |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 39.4% | -8.2% | ||
| Q3 25 | 25.3% | 2.7% | ||
| Q2 25 | 22.5% | 3.8% | ||
| Q1 25 | 26.5% | 2.8% | ||
| Q4 24 | 24.0% | 3.1% | ||
| Q3 24 | 18.1% | 5.6% | ||
| Q2 24 | 17.6% | 5.4% |
| Q1 26 | — | 1.4% | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 18.6% | 3.1% | ||
| Q2 25 | 16.6% | 3.2% | ||
| Q1 25 | 20.4% | 2.4% | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 12.8% | 4.5% | ||
| Q2 24 | 12.7% | 4.2% |
| Q1 26 | — | $0.17 | ||
| Q4 25 | $0.67 | $-0.68 | ||
| Q3 25 | $0.40 | $0.35 | ||
| Q2 25 | $0.36 | $0.36 | ||
| Q1 25 | $0.40 | $0.24 | ||
| Q4 24 | $0.35 | $0.25 | ||
| Q3 24 | $0.22 | $0.47 | ||
| Q2 24 | $0.22 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.6M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $407.6M |
| Total Assets | $4.3B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.6M | $4.9M | ||
| Q3 25 | $4.1M | $2.7M | ||
| Q2 25 | $5.9M | $143.0K | ||
| Q1 25 | $4.8M | $11.2M | ||
| Q4 24 | $4.4M | $35.6M | ||
| Q3 24 | $3.7M | $35.2M | ||
| Q2 24 | $919.0K | $1.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $261.7M | ||
| Q3 25 | — | $233.3M | ||
| Q2 25 | — | $245.8M | ||
| Q1 25 | — | $216.3M | ||
| Q4 24 | — | $221.6M | ||
| Q3 24 | — | $231.4M | ||
| Q2 24 | — | $235.0M |
| Q1 26 | — | $407.6M | ||
| Q4 25 | $1.5B | $404.0M | ||
| Q3 25 | $1.4B | $423.7M | ||
| Q2 25 | $1.4B | $416.9M | ||
| Q1 25 | $1.3B | $443.6M | ||
| Q4 24 | $1.3B | $438.3M | ||
| Q3 24 | $1.3B | $431.6M | ||
| Q2 24 | $894.5M | $419.4M |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $4.3B | $1.0B | ||
| Q3 25 | $4.4B | $1.0B | ||
| Q2 25 | $4.4B | $1.0B | ||
| Q1 25 | $4.0B | $980.0M | ||
| Q4 24 | $3.8B | $997.6M | ||
| Q3 24 | $3.8B | $1.0B | ||
| Q2 24 | $2.7B | $995.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.56× |
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 | $214.5M | — |
| Free Cash FlowOCF − Capex | $126.7M | — |
| FCF MarginFCF / Revenue | 33.6% | — |
| Capex IntensityCapex / Revenue | 23.3% | — |
| Cash ConversionOCF / Net Profit | 1.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $119.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $214.5M | $25.5M | ||
| Q3 25 | $164.5M | $41.4M | ||
| Q2 25 | $127.5M | $21.9M | ||
| Q1 25 | $115.6M | $24.8M | ||
| Q4 24 | $124.3M | $21.9M | ||
| Q3 24 | $96.9M | $56.9M | ||
| Q2 24 | $70.7M | $22.4M |
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $-3.0M | ||
| Q3 25 | $29.5M | $-7.8M | ||
| Q2 25 | $16.0M | $-14.5M | ||
| Q1 25 | $-52.5M | $-8.6M | ||
| Q4 24 | $26.4M | $464.0K | ||
| Q3 24 | $26.9M | $24.3M | ||
| Q2 24 | $-20.6M | $-28.1M |
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | -1.0% | ||
| Q3 25 | 7.7% | -2.6% | ||
| Q2 25 | 4.2% | -4.8% | ||
| Q1 25 | -15.1% | -3.2% | ||
| Q4 24 | 8.1% | 0.2% | ||
| Q3 24 | 9.2% | 8.4% | ||
| Q2 24 | -7.6% | -9.8% |
| Q1 26 | — | — | ||
| Q4 25 | 23.3% | 9.7% | ||
| Q3 25 | 35.3% | 16.6% | ||
| Q2 25 | 29.1% | 12.0% | ||
| Q1 25 | 48.4% | 12.4% | ||
| Q4 24 | 30.0% | 7.7% | ||
| Q3 24 | 24.0% | 11.3% | ||
| Q2 24 | 33.7% | 17.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.84× | — | ||
| Q3 25 | 2.31× | 4.55× | ||
| Q2 25 | 2.01× | 2.23× | ||
| Q1 25 | 1.63× | 3.78× | ||
| Q4 24 | 2.08× | — | ||
| Q3 24 | 2.58× | 4.36× | ||
| Q2 24 | 2.05× | 1.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
CVLG
| Freight revenue | $281.9M | 92% |
| Other | $25.2M | 8% |
