USA Compression Q2 revenue beats on fleet expansion, higher pricing

USA Compression Partners LP (Texas)

04/08/2026 12:17

Overview
US natural gas compression provider's Q2 revenue rose and beat analyst expectations
Adjusted EBITDA for Q2 missed analyst expectations
Company maintained cash distribution at $0.525 per unit

Outlook
USA Compression confirms 2026 Adjusted EBITDA guidance of $770 mln to $800 mln
Company maintains 2026 Distributable Cash Flow outlook of $480 mln to $510 mln
About half of planned 2027 new horsepower already contracted, with meaningful 2028 commitments

Result Drivers
FLEET EXPANSION - Higher average revenue-generating horsepower and increased number of compression units contributed to revenue growth
PRICING IMPROVEMENT - Average revenue per revenue-generating horsepower per month increased to $22.84 from $21.31 a year earlier
INTEGRATION PROGRESS - Co cited operational integration and SAP platform rollout as supporting improved results, per CEO Clint Green

Company press release: ID:nBw3Xjss6a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$342.15 mln
$332.89 mln (5 Analysts)
Q2 EPS
 
$0.31
 
Q2 Net Income
 
$45.65 mln
 
Q2 Adjusted EBITDA
Miss
$193.20 mln
$195.47 mln (6 Analysts)
Q2 Adjusted Gross Margin
 
63.50%
 
Q2 Operating Income
 
$100.38 mln
 
Q2 Pretax Profit
 
$51.13 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "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 $30.00, about 16.7% above its August 3 closing price of $25.70
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 18 three months ago

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(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.)