USA Compression Q4 revenue slightly misses expectations

USA Compression Partners LP (Texas)

17/02/2026 12:02

Overview

Natural gas compression firm's Q4 revenue slightly missed analyst expectations

Net income for Q4 increased yr/yr

Company completed acquisition of J-W Energy Company

Outlook

USA Compression expects full-year 2026 Adjusted EBITDA between $770 mln and $800 mln

Company forecasts 2026 Distributable Cash Flow between $480 mln and $510 mln

USA Compression plans 2026 expansion capital expenditures of $230 mln to $250 mln

Result Drivers

REVENUE PER HORSEPOWER - Increased average revenue per revenue-generating horsepower contributed to record total revenues

OPERATIONAL EFFICIENCIES - Stable horsepower utilization and operational efficiencies supported revenue growth

J-W ENERGY INTEGRATION - Integration of J-W Energy Company expected to bolster future performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$252.48 mln
$253.51 mln (5 Analysts)
Q4 Net Income
$27.76 mln
Q4 Adjusted EBITDA
Slight Miss*
$154.50 mln
$155.07 mln (7 Analysts)
Q4 Adjusted Gross Margin
66.80%
Q4 Operating Income
$76.57 mln
Q4 Pretax Profit
$28.30 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 2.3% below its February 13 closing price of $26.60

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

Press Release: ID:nBw3rcN0ba

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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.)