USA Compression Partners (NYSE:USAC) Releases Earnings Results, Hits Estimates

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

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

Shares of USAC opened at $26.38 on Wednesday. USA Compression Partners has a 52 week low of $21.59 and a 52 week high of $28.67. The firm has a market capitalization of $3.24 billion, a P/E ratio of 32.97 and a beta of 0.23. The company has a 50-day simple moving average of $24.76 and a 200-day simple moving average of $24.07.

USA Compression Partners Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 6th. Stockholders of record on Monday, January 26th were issued a dividend of $0.525 per share. The ex-dividend date was Monday, January 26th. This represents a $2.10 annualized dividend and a dividend yield of 8.0%. USA Compression Partners’s payout ratio is presently 262.50%.

More USA Compression Partners News

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

Institutional Trading of USA Compression Partners

Several hedge funds have recently modified their holdings of the stock. Royal Bank of Canada grew its holdings in shares of USA Compression Partners by 0.4% in the 4th quarter. Royal Bank of Canada now owns 127,146 shares of the oil and gas company’s stock valued at $2,924,000 after buying an additional 521 shares during the period. Commonwealth Equity Services LLC lifted its position in USA Compression Partners by 5.7% during the fourth quarter. Commonwealth Equity Services LLC now owns 13,482 shares of the oil and gas company’s stock worth $310,000 after purchasing an additional 724 shares during the period. Kestra Advisory Services LLC grew its stake in USA Compression Partners by 1.7% during the fourth quarter. Kestra Advisory Services LLC now owns 45,800 shares of the oil and gas company’s stock worth $1,053,000 after buying an additional 758 shares in the last quarter. BNP Paribas Financial Markets increased its holdings in USA Compression Partners by 233.3% in the 3rd quarter. BNP Paribas Financial Markets now owns 1,443 shares of the oil and gas company’s stock valued at $35,000 after buying an additional 1,010 shares during the period. Finally, Mariner LLC raised its position in shares of USA Compression Partners by 8.6% in the 4th quarter. Mariner LLC now owns 16,565 shares of the oil and gas company’s stock valued at $381,000 after buying an additional 1,313 shares in the last quarter. 47.77% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on USAC. Stifel Nicolaus boosted their target price on shares of USA Compression Partners from $27.00 to $30.00 and gave the stock a “hold” rating in a research report on Wednesday. Citigroup reissued a “neutral” rating on shares of USA Compression Partners in a research report on Tuesday, December 2nd. Wall Street Zen upgraded USA Compression Partners from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Mizuho increased their price objective on shares of USA Compression Partners from $23.00 to $25.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Finally, Zacks Research lowered shares of USA Compression Partners from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 1st. Four analysts have rated the stock with a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus target price of $26.75.

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.