AROC — what changed in the latest 10-Q
A section-by-section comparison of AROC's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-11-03 vs the prior 10-Q · 2026-08-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +28 | −25 | ~24 | 31 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~2 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 4 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-11-03
Net income was $84.5 million and $71.2 million during the three months ended September 30, 2026 and 2025, respectively. The increase was primarily driven by decreases in SG&A and interest expense, as well as a change to other income, net in the three months ended September 30, 2026 from other expens…
Revenue in our contract operations business increased approximately $4.9 million primarily due to higher rates, partially offset by sales of active horsepower.
The increase in cost of sales, exclusive of depreciation and amortization was primarily due to a net increase of $8.2 million in non-income taxes due to a $9.9 million net benefit recorded during the three months ended September 30, 2025 as a result of certain sales and use tax audit settlements, pa…
Revenue in our aftermarket services business decreased primarily due to reduced customer demand for major maintenance service activity, as well as lower parts sales.
The decrease in adjusted gross margin was mainly driven by a decrease in revenue that slightly outpaced the decrease in cost of sales, exclusive of depreciation and amortization.
Text removed vs the prior filing · source: 10-Q · 2026-08-05
Net income was $66.7 million and $63.4 million during the three months ended June 30, 2026 and 2025, respectively. The increase was primarily driven by higher adjusted gross margin from our contract operations business, as well as decreases in long-lived and other asset impairment, transaction-relat…
Revenue in our contract operations business increased approximately $10.9 million due primarily to higher rates, an additional month of revenue from the compression units acquired in the NGCS Acquisition and revenue from additions of horsepower. These increases were partially offset by sales of acti…
The decrease in cost of sales, exclusive of depreciation and amortization, was primarily due to a decrease of $3.0 million in lube oil expenses due to lower prices and a reduction in volumes purchased, as well as a decrease of $1.3 million in parts expense due to lower service activity levels. These…
Revenue in our aftermarket services business decreased primarily due to lower parts sales as well as reduced customer demand for major maintenance service activity compared to the three months ended June 30, 2025, which reflected higher parts sales, including the non-recurring sales of overhauled en…
Selling, general and administrative. SG&A increased for the three months ended June 30, 2026 primarily due to higher long-term incentive compensation expense, including a $2.7 million increase in cash-settled incentive compensation expense as a result of an increase in our stock price, as well as a …
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice