Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

USA Compression Partners, LP

USACNYSE
Wall Street ScoreUnder review
$25.39USD$-0.03 (-0.12%)

The research page contains a warning that has not been mapped to a supported model interpretation. The company research remains available, but the complete score is withheld until the warning is reviewed.

Company website usacompression.com
Headquarters8115 Preston Road, Dallas, TX, 75225, US
Financial statement currencyUSD · no FX conversion applied
Energy · Oil & Gas Equipment & Services
Price updated todayFinancials updated Oct 26, 2026

USAC · Price history

Price at last available close

$25.39

+$0.06 (+0.24%) 1M

2026-10-05

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Company & revenue

About USA Compression Partners, LP

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

USA Compression Partners, LP, a growth-focused Delaware limited partnership, is a leading provider of natural gas compression services, notably possessing the industry's largest compression fleet by horsepower. The company delivers vital compression solutions to a broad spectrum of clients, including oil companies, independent producers, processors, gatherers, and transporters of natural gas and crude oil, while also managing its own operational stations. Its core business centers on supplying natural gas compression for critical infrastructure, such as centralized natural gas gathering networks and processing plants.

How they make money

USA Compression Partners, LP generates revenue primarily by providing natural gas compression services under long-term, fixed-fee contracts. The company owns and operates a large fleet of compression units, charging customers monthly fees based on the horsepower of the equipment deployed to facilitate the gathering, processing, and transportation of natural gas and crude oil.

Products & services

Natural gas compression services, including the operation, maintenance, and monitoring of compression equipment used in midstream infrastructure applications.

Brands & revenue mix

No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.

Product / operating segments

Contract Operations RevenueUSD 971.64M97.3%

Period ended 2025-12-31Source

Retail Parts And ServicesUSD 26.46M2.6%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

Customer concentration

As of the fiscal year ended December 31, 2025, the Partnership discloses that its top 10 customers account for a significant portion of total revenues, though specific concentration percentages are subject to ongoing contractual shifts.

Suppliers, materials & equipment

  • Compression equipment manufacturers — The company relies on various manufacturers to supply compression units and spare parts for its fleet.Source

Competitors

  • Archrock, Inc. — A provider of natural gas compression services that competes directly with USA Compression in the midstream sector.Source

Strengths

  • Large compression fleet horsepowerSource
  • Long-term, fixed-fee contract structureSource

Risks

  • Dependence on natural gas production levelsSource
  • Operational risks associated with equipment maintenance and field deploymentSource

Company-specific research

Questions worth answering for USAC

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can USAC maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is USAC's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Is USAC's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •What does the current fundamental change risk warning mean for the reliability or interpretation of USAC's score?
Severe debt stress
Business analysis: 15 days ago · Fresh

Essential Investment Snapshot

Market Cap

$3.68B

P/E Ratio

23.7

EPS

$1.07

52-Week High

$30.55

52-Week Low

$21.85

Beta

0.20

Analyst Target

$30.00

Shares Outstanding

121.3M

Total Debt

$2.96B

Dividend Yield (TTM)

6.20%

View dividend history

Liquidation Value / Share

$2.37

Estimated net asset value per share

Dividend / Share (TTM)

$1.58

Trailing 12 months by ex-date; not a forecast

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
39/ 100
+5 pts / 5d

Weakening momentum

5D +0.2% · 20D -6.9% · RSI 38 · Price vs 20D avg -2.9%
Volatility
19/ 100
+2 pts / 5d

Low movement

20D realized vol 23.4% · 60D 23.1% · Acceleration 1.01x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for USAC

Detected from reported data — verify before acting.

Dividend history reported

Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.

Severe debt stress

Negative shareholder equity • Total debt is at least one year of revenue • Interest coverage is below 2x • Cash covers less than 20% of total debt

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on USAC.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Large compression fleet horsepower.
  • +Long-term, fixed-fee contract structure.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Debt risk (severe): Negative shareholder equity.
  • −Total debt is at least one year of revenue.
  • −Interest coverage is below 2x.
  • −Cash covers less than 20% of total debt.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

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Scores

Click any score for full breakdown

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Debt Cost7.3%
Debt Reduction YoY-1.2%
Debt / Equity-22.67x

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Revenue YoY17.8%
Revenue CAGR8.6%
Net Margin12.4%

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—

Asset Growth YoY-4.6%
Liquidation/Share$2.37
Net Assets/MCap0.20x

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—

Earnings Yield4.0%
Buyback Yield0.0%
Debt Cost7.3%

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—

ROIC9.4%
ROE50.9%
ROA4.0%

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EPS Growth18.1%
FCF/Share Growth38.7%
Rev/Share Growth3.5%

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Intrinsic Value—
Value Reference—
MOS—

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Revenue—
Moat—
Valuation—

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MOS %—
Value Reference—
Deep Discount Reference—

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Interest Coverage1.7x
ROIC9.4%
FCF Yield7.5%

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Financial—
Valuation—
Debt—

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Survival Years2.2 yrs
Current Ratio1.27x
FCF Margin27.8%

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Score Changes

Score changes will appear once more historical records are available.

Price vs. Value

Undervalued

Current Price

$25.39

Model Intrinsic Value

$35.43

Difference

−$10.04

-28.3% vs IV

Margin of Safety

28.3%

UndervaluedFair ValueOvervalued
Value Reference: $21.26
Deep Discount Reference: $14.17

Financial Charts

Revenue

201420152016201720182019202020212022202320242025$0$250M$500M$750M$1.0B

Additional Metrics

Operating Cash Flow

201520172019202120232025$0$100M$200M$300M$400M

Total Debt

201520172019202120232025$0$650M$1.3B$1.9B$2.6B

Total Assets

201520172019202120232025$0$950M$1.9B$2.9B$3.8B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019201820172016
Revenue$1.18B$998.1M$950.4M$846.2M····························
Cost of Revenue$651.0M$613.6M$308.7M$281.0M····························
Gross Profit$525.2M$384.5M$641.7M$565.2M····························
Research & Development$0.00$0.00$0.00$0.00····························
SG&A Expenses$82.1M$66.3M$0.00$0.00····························
Operating Expenses$171.5M$66.3M$347.3M$333.2M····························
EBITDA$669.2M$588.4M$567.5M$489.6M····························
Operating Income$353.7M$318.1M$294.4M$232.0M····························
Interest Expense$190.6M$187.4M$193.5M$169.9M····························
Income Before Tax$158.8M$116.2M$101.8M$69.6M····························
Income Tax Expense$12.5M$4.9M$2.2M$1.4M····························
Net Income$146.2M$111.3M$99.6M$68.3M····························
Basic EPS$1.07$0.85$0.72$0.21····························
Basic Shares145M121M113M98.63M····························
Diluted Shares146M121M115M101M····························
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 4, 2026
Estimated EPS: $0.33Estimated revenue: $348.3M
Jun 30, 2026Q2FY2026

Revenue

$342.1M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.31

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+17.6%

Cash Change

+473800.0%

Margin Change

+1.9 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Margins expanded
  • Cash position grew

What Weakened

  • Debt increased

Potential Score Impact

Positive indicators included revenue growth, EPS growth, cash levels, net income margin. Pressure indicators included debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 36.8%. EPS increased 40.9%. Cash increased 473800.0%. Total debt increased 17.6%. Net income margin improved by 1.9 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

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Earnings data: 120 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

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Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

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Historical Trends

3 historical records
Jul 24, 26Oct 1, 26Oct 26, 260255075100

Historical Score Chart

3 of 3 records shown

Wall Street Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Debt Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Revenue Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Asset Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Capital Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Management Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Moat Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Valuation Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Buffett Score

Jul 24, 26Oct 1, 26Oct 26, 260255075100

Intrinsic Value

Jul 24, 26Oct 1, 26Oct 26, 26$28.00$30.00$32.00$34.00$36.00

Value Reference

Jul 24, 26Oct 1, 26Oct 26, 26$16.00$18.00$20.00$22.00$24.00

Margin of Safety %

Jul 24, 26Oct 1, 26Oct 26, 260.0%0.1%0.1%0.2%0.3%

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News

Rumor Mill · USAC

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