Exterran Corporation (EXTN)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Exterran Corporation (EXTN) trades at $4.58 with AI Score 43/100 (Grade C). Exterran Corporation provides systems and process solutions to the oil, gas, water, and power markets globally. Sector: Energy.
Price live · AI analysis from May 10, 2026Analyst Coverage for EXTN: EXTN does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates EXTN against Energy peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
EXTN: the 1 perspectives are evenly split.
How is this calculated? →Exterran Corporation (EXTN) Energy Operations & Outlook
Exterran Corporation delivers comprehensive solutions for oil, gas, water, and power sectors, focusing on compression, processing, and aftermarket services. With a global presence and a history dating back to 1954, Exterran serves integrated oil and gas companies, national energy companies, and independent producers, offering both equipment and operational expertise.
What Is the Investment Thesis for EXTN?
Exterran Corporation presents a mixed investment thesis. The company's comprehensive service offerings across the oil, gas, water, and power sectors provide diversification. However, the company's negative profit margin of -17.6% raises concerns about profitability. Growth catalysts include increasing demand for natural gas compression and water treatment solutions. Investors should closely monitor Exterran's ability to improve its financial performance and capitalize on market opportunities. The company's low beta of 0.26 suggests lower volatility compared to the broader market. The absence of a dividend may deter income-focused investors.
Based on FMP financials and quantitative analysis
EXTN Key Highlights
- Exterran Corporation operates in three segments: Contract Operations, Aftermarket Services, and Product Sales, providing diversified revenue streams.
- The company's gross margin stands at 16.1%, indicating potential for improvement in operational efficiency.
- Exterran serves a wide range of clients, including integrated oil and gas companies, national energy companies, and independent producers.
- The company's beta of 0.26 suggests lower volatility compared to the broader market, potentially offering stability during market fluctuations.
- Exterran's global presence allows it to capitalize on opportunities in various geographic markets.
Who Are EXTN's Competitors?
EXTN is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| WHD Cactus, Inc. | $51.77 | +2.53% | $3.59B | 71 |
| NOV NOV Inc. | $18.38 | +3.29% | $6.59B | 70 |
| FSLY Fastly, Inc. | $18.64 | +2.14% | $2.92B | 33 |
| SLB SLB N.V. | $46.18 | +1.02% | $69.04B | 67 |
| PLSDF Pulse Seismic Inc. | $2.39 | +2.14% | $121.21M | 67 |
| SEI Solaris Energy Infrastructure, Inc. | $65.35 | -3.14% | $4.69B | 63 |
| LB LandBridge Company LLC | $76.85 | +2.60% | $5.92B | 63 |
| EFXT Enerflex Ltd. | $23.03 | +1.72% | $2.81B | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are EXTN's Key Strengths?
- Comprehensive service offerings across multiple segments.
- Technical expertise in compression, processing, and treating.
- Global presence and diverse customer base.
- Long-standing relationships with key customers.
What Are EXTN's Weaknesses?
- Negative profit margin.
- Exposure to commodity price fluctuations.
- Dependence on the oil and gas industry.
- Potential for environmental liabilities.
What Could Drive EXTN Stock Higher?
- Increasing demand for natural gas as a transition fuel.
- Expansion of water treatment services due to stricter environmental regulations.
- Potential new contracts for compression services in emerging markets.
- Aftermarket services growth driven by aging infrastructure.
What Are the Key Risks for EXTN?
- Negative return on equity (-46.3%) — the business is not currently generating profit on shareholder capital.
- Fluctuations in commodity prices impacting capital spending by oil and gas companies.
- Increased competition from other equipment manufacturers and service providers.
- Stringent environmental regulations increasing compliance costs.
- Technological disruptions rendering existing equipment obsolete.
- Negative profit margin impacting financial stability.
What Are the Growth Opportunities for EXTN?
- Expansion in Water Treatment Solutions: The increasing focus on water conservation and environmental regulations within the oil and gas industry presents a significant growth opportunity for Exterran. The market for water treatment solutions is projected to grow as companies seek to reduce their environmental footprint and comply with stricter regulations. Exterran's existing water treatment technologies and expertise position it to capture a larger share of this market. This includes providing solutions for produced water treatment, wastewater recycling, and desalination. The timeline for realizing this growth is ongoing, with increasing regulatory pressure and environmental awareness driving demand.
- Increased Demand for Natural Gas Compression: The growing demand for natural gas as a cleaner energy source is driving increased investment in natural gas infrastructure, including compression facilities. Exterran's expertise in natural gas compression equipment and services positions it to benefit from this trend. The company can expand its market share by offering innovative and efficient compression solutions to meet the evolving needs of its customers. This includes developing technologies that reduce emissions and improve energy efficiency. The timeline for this growth is near-term, with ongoing investments in natural gas infrastructure projects.
- Aftermarket Services Expansion: Exterran's Aftermarket Services segment offers a stable and recurring revenue stream. The company can expand this segment by increasing its service offerings and geographic reach. This includes providing operation, maintenance, repair, overhaul, upgrade, startup and commissioning, and reconfiguration services for a wider range of equipment and facilities. The company can also leverage its existing customer relationships to cross-sell additional services. The timeline for this growth is ongoing, with continuous demand for aftermarket services in the oil and gas industry.
- Geographic Expansion: Exterran has the opportunity to expand its geographic footprint by targeting new markets with growing demand for oil and gas infrastructure. This includes regions in Asia, Africa, and South America, where energy demand is increasing and infrastructure development is underway. The company can leverage its expertise and experience to establish a presence in these markets and capture new customers. This expansion may involve strategic partnerships, acquisitions, or organic growth. The timeline for this growth is medium-term, with investments in new markets requiring careful planning and execution.
- Technological Innovation: Investing in research and development to develop innovative technologies can provide Exterran with a competitive advantage. This includes developing more efficient and environmentally friendly equipment and solutions. The company can focus on technologies that reduce emissions, improve energy efficiency, and enhance operational performance. This can attract new customers and strengthen relationships with existing clients. The timeline for this growth is long-term, with ongoing investments in research and development required to stay ahead of the competition.
What Opportunities Does EXTN Have?
- Expansion in water treatment solutions.
- Increased demand for natural gas compression.
- Aftermarket services expansion.
- Geographic expansion into new markets.
What Threats Does EXTN Face?
- Cyclical demand in the oil and gas industry.
- Intense competition from other equipment manufacturers and service providers.
- Stringent environmental regulations.
- Technological disruptions.
What Are EXTN's Competitive Advantages?
- Comprehensive Service Offering: Provides a wide range of services, from equipment sales to contract operations and aftermarket support.
- Technical Expertise: Possesses specialized knowledge and experience in compression, processing, and treating of oil and gas.
- Global Presence: Operates in multiple geographic markets, allowing it to serve a diverse customer base.
- Long-Standing Relationships: Has established long-term relationships with key customers in the oil and gas industry.
What Does EXTN Do?
Founded in 1954 and headquartered in Houston, Texas, Exterran Corporation has evolved into a prominent systems and process company providing solutions to the oil, gas, water, and power markets worldwide. The company operates through three primary segments: Contract Operations, Aftermarket Services, and Product Sales. The Contract Operations segment focuses on providing compression, processing, and treating services through the operation of natural gas compression equipment, crude oil and natural gas production and process equipment, and water treatment and power generation solutions. The Aftermarket Services segment sells parts and components and provides operation, maintenance, repair, overhaul, upgrade, startup and commissioning, and reconfiguration services. The Product Sales segment designs, engineers, manufactures, sells, and installs equipment used in the treating and processing of crude oil, natural gas, natural gas compression packages, and water treatment. This includes cryogenic plants, mechanical refrigeration and dew point control plants, condensate stabilizers, wellheads, gatherings, residue and high-pressure natural gas compression equipment, water treatment equipment, integrated power generation, and skid-mounted production packages for onshore and offshore production facilities. Exterran serves a diverse clientele, including integrated oil and natural gas companies, national energy companies, independent oil and natural gas producers, oil and natural gas processors, gatherers, and pipeline operators.
What Products and Services Does EXTN Offer?
- Provides compression services for natural gas.
- Offers processing and treating solutions for crude oil and natural gas.
- Delivers water treatment solutions for the oil and gas industry.
- Provides power generation solutions.
- Sells parts and components for oil and gas equipment.
- Offers operation, maintenance, repair, and overhaul services.
- Designs, engineers, manufactures, and installs oil and gas processing equipment.
- Provides custom-engineered natural gas and oil processing equipment.
How Does EXTN Make Money?
- Contract Operations: Generates revenue through the operation of natural gas compression equipment and other processing equipment under contract.
- Aftermarket Services: Earns revenue from the sale of parts and components and the provision of maintenance and repair services.
- Product Sales: Generates revenue from the design, engineering, manufacturing, and sale of oil and gas processing equipment.
What Industry Does EXTN Operate In?
Exterran Corporation operates within the oil and gas equipment and services industry, a sector influenced by commodity prices, infrastructure development, and environmental regulations. The industry is characterized by intense competition and cyclical demand. Market trends include a growing emphasis on natural gas as a cleaner energy source and increasing demand for water treatment solutions in oil and gas operations. Exterran's position as a provider of compression, processing, and treating services allows it to capitalize on these trends. The company competes with other equipment manufacturers and service providers in a fragmented market.
Who Are EXTN's Key Customers?
- Integrated oil and natural gas companies
- National energy companies
- Independent oil and natural gas producers
- Oil and natural gas processors, gatherers, and pipeline operators
Exterran Corporation (EXTN) Valuation Context
Relative to its peer group, EXTN's quantitative score of 43/100 is below the peer average of 62/100.
ROE -46%Key Financial Metrics
Return on equity for Exterran Corporation stands at -46.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -9.4%, showing how much profit it generates from its asset base. A current ratio of 1.41 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -73.3%, the inverse of the P/E and a quick read on earnings relative to price.
EXTN Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Comprehensive service offerings across multiple segments.
- Technical expertise in compression, processing, and treating.
- Global presence and diverse customer base.
- Long-standing relationships with key customers.
Bear Case
- Negative profit margin.
- Exposure to commodity price fluctuations.
- Dependence on the oil and gas industry.
- Potential for environmental liabilities.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
EXTN Latest News
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Stocks That Hit 52-Week Lows Of Monday
· Aug 12, 2019
EXTN Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for EXTN.
Price Targets
Wall Street price target analysis for EXTN.
EXTN MoonshotScore
What does this score mean?
The MoonshotScore rates EXTN's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Andrew Way
CEO
Andrew Way serves as the CEO of Exterran Corporation, bringing extensive experience in the energy sector. His career spans various leadership roles within global organizations focused on oil and gas infrastructure and services. He has a proven track record in driving operational efficiency and strategic growth. Way's background includes expertise in engineering, project management, and business development. He is known for his focus on safety, sustainability, and customer satisfaction.
Track Record: Under Andrew Way's leadership, Exterran Corporation has focused on streamlining operations and expanding its service offerings. Key achievements include strengthening relationships with major customers and implementing initiatives to improve profitability. He has also overseen efforts to enhance the company's environmental performance and reduce its carbon footprint. Way has emphasized innovation and technological advancements to maintain Exterran's competitive edge.
What Investors Ask About Exterran Corporation (EXTN) — Energy
What does Exterran Corporation do?
Exterran Corporation is a systems and process company providing solutions to the oil, gas, water, and power markets worldwide. It operates through three segments: Contract Operations, Aftermarket Services, and Product Sales. The company offers compression, processing, and treating services through the operation of natural gas compression equipment, crude oil and natural gas production and process equipment, and water treatment and power generation solutions. Exterran also sells parts and components and provides operation, maintenance, repair, and overhaul services. The company serves integrated oil and gas companies, national energy companies, and independent producers.
What do analysts say about EXTN stock?
Analyst coverage of Exterran Corporation is limited, but generally focuses on the company's ability to improve its financial performance and capitalize on market opportunities. Key valuation metrics include price-to-sales ratio and enterprise value-to-EBITDA. Growth considerations include the company's expansion in water treatment solutions and its ability to secure new contracts for compression services. Investors should conduct their own due diligence and consider their individual risk tolerance before investing in EXTN stock. The negative profit margin is a concern.
What are the main risks for EXTN?
Exterran Corporation faces several risks, including fluctuations in commodity prices, increased competition, stringent environmental regulations, and technological disruptions. The company's dependence on the oil and gas industry makes it vulnerable to cyclical demand and changes in energy policy. Increased competition from other equipment manufacturers and service providers could erode market share. Stricter environmental regulations could increase compliance costs. Technological disruptions could render existing equipment obsolete. The company's negative profit margin poses a significant financial risk.
How exposed is EXTN to commodity price fluctuations?
Exterran Corporation's revenue is indirectly exposed to commodity price fluctuations. Lower oil and gas prices can lead to reduced capital spending by oil and gas companies, which in turn can decrease demand for Exterran's equipment and services. While Exterran does not directly sell commodities, its customers' profitability is heavily influenced by commodity prices. The company may attempt to mitigate this risk through long-term contracts and diversification of its service offerings. However, sustained periods of low commodity prices can negatively impact Exterran's financial performance.
How does Exterran Corporation manage its environmental impact?
Exterran Corporation manages its environmental impact through various initiatives and technologies. The company focuses on developing and providing solutions that reduce emissions, conserve water, and minimize waste. This includes offering water treatment technologies, developing more efficient compression equipment, and implementing sustainable practices in its operations. Exterran also complies with all applicable environmental regulations and strives to exceed industry standards. The company's commitment to environmental stewardship is an important aspect of its long-term sustainability.
What are the key factors to evaluate for EXTN?
Exterran Corporation (EXTN) holds an AI score of 43/100 (low). Not financial advice.
How frequently does EXTN data refresh on this page?
EXTN prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven EXTN's recent stock price performance?
Exterran Corporation (EXTN) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Comprehensive service offerings across multiple segments. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recently available information.
- Analyst opinions may vary.
- This is a research report and not investment advice.