USA Compression Partners (NYSE:USAC) Posts Earnings Results, Meets Expectations

USA Compression Partners (NYSE:USAC) announced its earnings results on Tuesday. The oil and gas company reported $0.28 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.28, Zacks reports. The company had revenue of $252.48 million for the quarter, compared to analyst estimates of $253.43 million. USA Compression Partners had a negative return on equity of 76.84% and a net margin of 10.99%.

Here are the key takeaways from USA Compression Partners’ conference call:

• The company closed the J-W Power acquisition (Jan 12, 2026), expanding its national footprint and active horsepower (Permian ~1.7M hp) and adding a manufacturing business plus ~200,000 idle hp (≈50,000 hp deemed readily deployable).
• USA Compression reported record 2025 results—Adjusted EBITDA $613.8M and DCF $385.7M—and provided 2026 guidance with J-W of Adj. EBITDA $770–800M and DCF $480–510M, while targeting leverage improvement to ~3.75x.
• 2026 capital plan calls for $230–250M expansion capex (≈105,000 new hp, ~2% fleet growth) with most deliveries expected in late Q3–Q4 and ~50% of new hp already contracted; the acquired manufacturing capacity offers optionality to help address long lead times.
• Management expects to realize about $10–20M of annual run-rate synergies by end of 2027 from route, inventory, contract, and G&A optimization, but warned J-W’s inclusion will initially lower aggregate gross margins with alignment over the next two years.
• Industry lead times for new equipment have stretched to over two years (driven by Caterpillar engine demand), and management flagged potential future equipment price increases, posing timing and cost risks to growth and margins.

USA Compression Partners Stock Performance

USA Compression Partners stock traded up $0.51 during trading hours on Wednesday, reaching $26.44. 6,026 shares of the stock were exchanged, compared to its average volume of 221,275. USA Compression Partners has a 52-week low of $21.59 and a 52-week high of $28.67. The stock has a market cap of $3.24 billion, a P/E ratio of 33.05 and a beta of 0.23. The firm’s 50 day moving average is $24.76 and its 200 day moving average is $24.07.

USA Compression Partners Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 6th. Shareholders of record on Monday, January 26th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 7.9%. The ex-dividend date of this dividend was Monday, January 26th. USA Compression Partners’s payout ratio is currently 262.50%.

Analyst Ratings Changes

USAC has been the topic of a number of recent analyst reports. Wall Street Zen raised shares of USA Compression Partners from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Citigroup restated a “neutral” rating on shares of USA Compression Partners in a research report on Tuesday, December 2nd. Zacks Research lowered USA Compression Partners from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. Stifel Nicolaus increased their price target on USA Compression Partners from $27.00 to $30.00 and gave the stock a “hold” rating in a research report on Wednesday. Finally, Mizuho boosted their price objective on USA Compression Partners from $23.00 to $25.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Four analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, USA Compression Partners currently has a consensus rating of “Reduce” and a consensus price target of $26.75.

Institutional Investors Weigh In On USA Compression Partners

A number of hedge funds and other institutional investors have recently bought and sold shares of USAC. Bank of America Corp DE boosted its stake in shares of USA Compression Partners by 36.8% during the 3rd quarter. Bank of America Corp DE now owns 94,223 shares of the oil and gas company’s stock worth $2,261,000 after acquiring an additional 25,362 shares in the last quarter. Jump Financial LLC raised its stake in USA Compression Partners by 157.0% in the 4th quarter. Jump Financial LLC now owns 109,251 shares of the oil and gas company’s stock valued at $2,513,000 after purchasing an additional 66,745 shares during the last quarter. HRT Financial LP purchased a new position in shares of USA Compression Partners during the fourth quarter valued at approximately $2,999,000. Energy Income Partners LLC boosted its holdings in shares of USA Compression Partners by 6.5% during the third quarter. Energy Income Partners LLC now owns 402,578 shares of the oil and gas company’s stock worth $9,662,000 after purchasing an additional 24,666 shares during the last quarter. Finally, Corient Private Wealth LLC grew its position in shares of USA Compression Partners by 131.7% in the second quarter. Corient Private Wealth LLC now owns 412,900 shares of the oil and gas company’s stock valued at $10,038,000 after purchasing an additional 234,730 shares during the period. Institutional investors and hedge funds own 47.77% of the company’s stock.

Key Headlines Impacting USA Compression Partners

Here are the key news stories impacting USA Compression Partners this week:

• Positive Sentiment: Company reported record Q4 total revenue ($252.5M), higher net income and strong operating cash flow (about $139.5M), signaling resilient end‑market demand and solid free‑cash generation. USA Compression Partners Reports Fourth-Quarter 2025 Results and Provides 2026 Outlook; Achieves Record Results
• Positive Sentiment: Management provided 2026 adjusted‑EBITDA guidance of $770M–$800M and reiterated integration plans for the J‑W Power acquisition, which supports medium‑term growth and margin expansion expectations. USA Compression forecasts $770M–$800M adjusted EBITDA in 2026 while integrating J-W Power acquisition
• Neutral Sentiment: Company filed its 2025 Form 10‑K, providing updated disclosures and allowing investors to review full financials, risks and acquisition details. USA Compression Partners LP Announces Filing of 2025 Annual Report on Form 10-K
• Negative Sentiment: Mixed/tepid near‑term operational metrics: reported EPS was $0.28 (around consensus) but revenue landed slightly below estimates (~$252.48M vs. ~$253.4M), and some outlets framed the quarter as a softer profit/earnings miss — a reason for caution on beat‑and‑raise expectations. USA Compression Partners reports softer Q4 profit, earnings miss despite record revenue
• Neutral Sentiment: Earnings call slide deck and transcript provide color on pricing, utilization and integration synergies—useful for valuation assumptions but not immediate catalysts. USA Compression Partners, LP Common Units 2025 Q4 – Results – Earnings Call Presentation

About USA Compression Partners

USA Compression Partners (NYSE: USAC) is a Houston-based master limited partnership specializing in natural gas compression services for oil and gas producers. The company offers a full suite of midstream compression solutions designed to enhance production flow and optimize field operations. Its core activities include the design, engineering, fabrication, installation, operation and maintenance of natural gas compression equipment onshore across key U.S. basins.

USA Compression’s product and service offerings encompass new equipment deployment, aftermarket parts and component sales, field service support, and instrumentation and control systems.