USA Compression's Q1 revenue beats expectations

USA Compression Partners LP (Texas)

05/05/2026 12:03

Overview

US natural gas compression firm's Q1 revenue rose and beat analyst expectations

Adjusted EBITDA for Q1 beat analyst expectations

Company completed J-W Power acquisition, expanding fleet and regional presence

Outlook

USA Compression confirms 2026 adj EBITDA guidance of $770 mln to $800 mln

Company expects 2026 distributable cash flow between $480 mln and $510 mln

USA Compression sees 2026 expansion capex of $230 mln to $250 mln

Result Drivers

J-W POWER ACQUISITION - Q1 results reflect the addition of over 0.8 mln active horsepower and expanded regional presence from the J-W Power acquisition

HIGHER REVENUE-GENERATING HORSEPOWER - Average revenue-generating horsepower increased to 4.44 mln from 3.56 mln a year earlier, supporting revenue growth

HIGHER REVENUE PER HORSEPOWER - Average revenue per revenue-generating horsepower per month rose to $22.73 from $21.06 a year ago

Company press release: ID:nBw36dZBda

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$331.28 mln
$309.75 mln (5 Analysts)
Q1 EPS
$0.27
Q1 Net Income
$38.34 mln
Q1 Adjusted EBITDA
Beat
$188.60 mln
$183.80 mln (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the oil related services and equipment peer group is "buy."

Wall Street's median 12-month price target for USA Compression Partners LP is $29.50, about 9.5% above its May 4 closing price of $26.95

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)