USA Compression Q3 revenue misses estimates

USA Compression Partners LP (Texas)

05/11/2025 12:01

Overview

USA Compression Q3 revenue missed analyst expectations despite record total revenues

Adjusted EBITDA for Q3 beat analyst estimates, reflecting strong operational performance

Company improved full-year 2025 guidance, indicating confidence in operational performance

Outlook

USA Compression tightens full-year 2025 Adjusted EBITDA guidance to $610 mln-$620 mln

Company expects 2025 Distributable Cash Flow of $370 mln-$380 mln

Expansion capital expenditures for 2025 projected at $115 mln-$125 mln

Result Drivers

REVENUE PER HORSEPOWER - Record average revenue per revenue-generating horsepower contributed to increased total revenues

COST SAVINGS - CEO Clint Green highlighted savings in SG&A, operating expenses, and interest expenses as key drivers of improved results

CASH FLOW IMPROVEMENT - Net cash provided by operating activities increased significantly, boosting distributable cash flow coverage

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$250.25 mln
$250.46 mln (5 Analysts)
Q3 EPS
$0.26
Q3 Net Income
$34.48 mln
Q3 Adjusted EBITDA
Beat
$160.30 mln
$150.05 mln (7 Analysts)
Q3 Adjusted Gross Margin
69.30%
Q3 Operating Income
$83.93 mln
Q3 Pretax Profit
$36.89 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 5 "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 $26.00, about 15.4% above its November 4 closing price of $21.99

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release: ID:nBw4mtlZZa

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