The denominator the whole sector is guessing at.
Per-basin installed compression horsepower, scope stated, reconciled to public filings. The citable base under the compression supercycle everyone is modeling and no one can size.
That 48M figure is about 74% of the installed base, and it appears in no filing, no transcript, and no dataset an analyst can buy. Scope: permitted field and gathering compression, ≥200 HP, excluding processing-plant and transmission compression, reconciled bottom-up where public disclosure allows.
The visibility gap has a price on it. Jefferies estimates Archrock at roughly 56% Permian share, and that estimate is load-bearing for a $79 price target. It is an estimate because Archrock discloses only a combined Permian and Eagle Ford bucket; there is nothing better to cite. None of this is a criticism of the analysts. There was nothing to cite. Now there is.
Built to survive a footnote
The Denominator Report is the aggregate: per-basin installed horsepower with the owned-versus-contract split, free, quarterly, built to survive a footnote. Enterprise is the base underneath: unit-level rows, vendor assignment, lifecycle deltas, API and warehouse delivery. Every figure in both carries a source tag (company-stated, analyst-estimate, or Kalibr-derived) and the scope sentence, because your compliance desk will ask, and the answer should already be printed on the page.
Talk to us about data access →The category the census defines has no incumbent in it.
Broker research sizes upstream data and analytics as a multi-billion-dollar market, and those same estimates explicitly exclude operating-cost and vendor-benchmarking intelligence, for the simple reason that no platform sells it. No incumbent benchmarks compression dollars per horsepower per month, scores vendor financial health, or publishes a unit-level installed base; we have checked. The sizing figures above are analyst estimates and we label them as such, but the qualitative point does not depend on the error bar.
Cite the base, not the guess.
This site is research and commentary for informational purposes only. It is not investment advice and not a solicitation to buy or sell any security. Kalibr Partners is independent and is not affiliated with, endorsed by, or compensated by any compression provider, operator, or other company named. The analysis draws on those companies' public filings and earnings calls alongside Kalibr's proprietary asset data; figures are believed reliable but not guaranteed, and several reflect modeling assumptions stated in the analysis. Company names and marks belong to their respective owners.