US · Energy · Oil & Gas Equipment & Services
EPS came in at 0.35 against a street estimate of 0.29 — a beat of 21.9%.
Analysts rate USA Compression Partners LP a hold (1 buy, 3 hold, 1 sell out of 5) with an average price target of $29.80.
CONFIDENT USA Compression reported 37% revenue growth to $342M post-J-W acquisition. Guiding 2.5% annual horsepower growth through 2029, with 50% of 2027 units already contracted—unprecedented advance booking. Margins compressed by integration but expected to improve via AI/telemetry. Q2 2026 Management highlighted growth basins: Permian dominates associated gas; drier gas (Northeast, Haynesville) significant; Rockies underserved by larger competitors, represented in J-W footprint. Analysts pressed on distribution policy, lube oil cost recovery, margin trajectory, and M&A appetite. Management deferred near-term distribution hikes, prioritized capex growth, highlighted J-W manufacturing optionality, and reaffirmed basin-focused acquisition discipline amid resilient debt markets. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| ALPS Advisors Inc | 12.59% |
| Amvescap Plc. | 8.43% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.27% |
| The Goldman Sachs Group Inc | 2.73% |
| Morgan Stanley - Brokerage Accounts | 1.96% |
| JPMorgan Chase & Co | 1.80% |
| Blackstone Inc | 0.46% |
| UBS Group AG | 0.33% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $357.191 million, up from $250.256 million in the third quarter of 2025. • Nine-month 2026 revenu | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $357.2 million, up from $250.3 million in third-quarter 2025. • Net income was $47.3 million, comp | 2026-11-03 |
| Charter / bylaws change · Q4 2026 HEADLINE NUMBERS • USA Compression Partners, LP issued 34,467,347 newly created Class A units to J-W Energy Company on October 1, 2026. • The Class | 2026-10-05 |
| Material agreement · Q3 2026 USA COMPRESSION PARTNERS, LP – 8-K SUMMARY HEADLINE NUMBERS • $600 million in senior notes issued on September 18, 2026 • 6.750% interest rate on th | 2026-09-24 |
| Company announcement · Q3 2026 USA COMPRESSION PARTNERS, LP – FORM 8-K SUMMARY HEADLINE NUMBERS • $600 million aggregate principal amount of senior notes being issued, with maturi | 2026-09-11 |
| Reg FD disclosure · Q3 2026 USA COMPRESSION PARTNERS, LP – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: USA Compression Partners, LP (ticker: USAC) • Listed entity type: Limite | 2026-09-10 |
| Quarterly report · Q2 2026 USA COMPRESSION PARTNERS, LP – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $3,685.5 million (June 30, 2026) vs. $2,619.9 million (December | 2026-08-06 |
| Reg FD disclosure · Q3 2026 USA COMPRESSION PARTNERS, LP – DOCUMENT SUMMARY HEADLINE NUMBERS • No specific financial metrics, earnings data, or performance numbers disclosed in | 2026-08-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.53 / share ex-date Oct 26, 2026 · pay Nov 6, 2026 | 2026-10-26 |
| Dividend | $0.53 / share ex-date Jul 27, 2026 · pay Aug 7, 2026 | 2026-07-27 |
| Dividend | $0.53 / share ex-date Apr 27, 2026 · pay May 8, 2026 | 2026-04-27 |
| Dividend | $0.53 / share ex-date Jan 26, 2026 · pay Feb 6, 2026 | 2026-01-26 |
| Dividend | $0.53 / share ex-date Oct 27, 2025 · pay Nov 7, 2025 | 2025-10-27 |
| Announcement | Date |
|---|---|
| Completed acquisition of business assets with registration and board observer rights USA Compression Partners, LP completed an acquisition on January 12, 2026, paying approximately $860 million in total consideration. The deal consisted of 18.2 million common units (partners | 2026-01-14 |
| Partnership enters into purchase agreement for acquisition USA Compression Partners, LP announced on December 1, 2025, that it has entered into a Purchase Agreement to acquire certain assets (the specific details are referenced in exhibits not fully | 2025-12-01 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for USA Compression Partners LP — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.