USA Compression Partners, LP Reports Q1 2026 Earnings Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy USAC?
Source: seekingalpha
- Strong Performance: USA Compression Partners reported a net income of $38.3 million and operating income of $91.4 million for Q1 2026, demonstrating the company's ability to achieve record pricing during integration while maintaining full-year EBITDA targets between $770 million and $800 million, reflecting robust financial resilience.
- Significant Contract Progress: The company has contracted over 90% of its new horsepower for 2026, expecting to add more than 110,000 horsepower, an increase from the previously budgeted 105,000, which will secure production capacity for several years and ensure sustained business growth.
- Cost and Efficiency Management: Despite engine lead times increasing from 50 weeks to 150 weeks, management plans to mitigate supply risks through early orders and exploring other engine manufacturers, while adjusting pricing strategies during contract renewals to address rising cost pressures.
- Market Share Maintenance: The company holds a significant market share in the Northeast, with management emphasizing efforts to maintain or even grow its positions in the Gulf Coast, Permian, and Mid-Con regions, showcasing confidence in future growth and clear strategic positioning.
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Analyst Views on USAC
Wall Street analysts forecast USAC stock price to fall
4 Analyst Rating
0 Buy
4 Hold
0 Sell
Hold
Current: 28.140
Low
25.00
Averages
26.75
High
29.00
Current: 28.140
Low
25.00
Averages
26.75
High
29.00
About USAC
USA Compression Partners, LP is a provider of natural gas compression services. The Company provides compression services to its customers primarily in connection with infrastructure applications, including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The Company engineers, designs, operates, services and repairs its fleet of compression units and maintains related support inventory and equipment. It also provides compression services in mature conventional basins, including gas lift applications on crude oil wells targeted by horizontal drilling techniques. It has over 3,862,102 horsepower in its fleet. It provides compression services in unconventional resource plays throughout the United States, including the Utica, Marcellus, Permian, Denver-Julesburg, Eagle Ford, Mississippi Lime, Granite Wash, Woodford, Barnett, and Haynesville shales.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Energy Transfer Reports Strong Q1 Results with Increased Guidance
- Significant Earnings Growth: Energy Transfer generated over $4.9 billion in adjusted EBITDA in Q1, marking a 20% year-over-year increase, which highlights the company's enhanced profitability under strong market conditions and boosts investor confidence.
- Robust Cash Flow: The company reported $2.7 billion in distributable cash flow for the first quarter, a 17% increase year-over-year, which not only covered nearly $1.2 billion in distributions to investors but also provided ample funding for future expansion initiatives.
- Favorable Market Conditions: The ongoing supply disruptions due to the war in the Middle East have benefited Energy Transfer, leading to record U.S. hydrocarbon exports and significant increases in natural gas liquids and crude oil transportation volumes, which rose by 19% and 8%, respectively, further solidifying its market position.
- Optimistic Outlook: The company raised its full-year adjusted EBITDA guidance to between $18.2 billion and $18.6 billion, up from the previous forecast of $17.45 billion to $17.85 billion, reflecting strong confidence in future growth and ongoing expansion plans.
See More
USA Compression Partners, LP Reports Q1 2026 Earnings Insights
- Strong Performance: USA Compression Partners reported a net income of $38.3 million and operating income of $91.4 million for Q1 2026, demonstrating the company's ability to achieve record pricing during integration while maintaining full-year EBITDA targets between $770 million and $800 million, reflecting robust financial resilience.
- Significant Contract Progress: The company has contracted over 90% of its new horsepower for 2026, expecting to add more than 110,000 horsepower, an increase from the previously budgeted 105,000, which will secure production capacity for several years and ensure sustained business growth.
- Cost and Efficiency Management: Despite engine lead times increasing from 50 weeks to 150 weeks, management plans to mitigate supply risks through early orders and exploring other engine manufacturers, while adjusting pricing strategies during contract renewals to address rising cost pressures.
- Market Share Maintenance: The company holds a significant market share in the Northeast, with management emphasizing efforts to maintain or even grow its positions in the Gulf Coast, Permian, and Mid-Con regions, showcasing confidence in future growth and clear strategic positioning.
See More
Energy Transfer LP Reports Q1 2026 Financial Results
- Financial Overview: In Q1 2026, Energy Transfer LP reported net income of $1.25 billion, a slight decrease from $1.32 billion in Q1 2025, indicating competitive pressures, while net income per unit stood at $0.35, reflecting stable profitability.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $4.94 billion, a 20% increase from $4.10 billion in Q1 2025, demonstrating significant progress in cost control and operational efficiency, thereby enhancing future investment capacity.
- Capital Expenditure Plans: The company expects to invest between $5.5 billion and $5.9 billion in growth capital for 2026, with $1.53 billion spent in Q1, showcasing confidence in future expansion, particularly in natural gas and LNG sectors.
- Operational Data Highlights: In Q1, NGL and refined product transportation volumes increased by 19%, setting a new record, indicating the company's successful enhancement of transport capacity amid rising market demand, further solidifying its leadership position in the energy market.
See More
USA Compression Partners Q1 2026 Earnings Report
- Significant Revenue Growth: USA Compression Partners reported Q1 2026 revenue of $331.28 million, reflecting a 35.1% year-over-year increase, exceeding market expectations by $24.59 million, indicating strong market performance and growth potential.
- Adjusted EBITDA Improvement: The adjusted EBITDA for Q1 2026 reached $188.6 million, up 26.0% from $149.5 million in Q1 2025, showcasing the company's ongoing improvements in operational efficiency and cost management.
- Increase in Distributable Cash Flow: The distributable cash flow for Q1 2026 was $130.8 million, a 47.3% increase from $88.7 million in Q1 2025, providing a stronger financial foundation for future dividends and reinvestments.
- Full-Year Guidance Confirmation: The company confirmed its full-year 2026 adjusted EBITDA guidance between $770,000 and $800,000, demonstrating management's confidence in future performance while providing clear financial guidance for investors.
See More
USA Compression Partners Set to Announce Q1 Earnings on May 5th
- Earnings Announcement: USA Compression Partners is set to release its Q1 earnings on May 5th before market open, with an expected EPS of $0.36, reflecting a significant year-over-year increase of 157.1%, indicating strong profitability.
- Revenue Growth Expectations: The company anticipates Q1 revenue of $306.69 million, representing a 25.1% year-over-year growth, showcasing robust performance and ongoing growth potential in the market.
- Estimate Revision Trends: Over the past three months, EPS estimates have seen one upward revision and one downward revision, while revenue estimates have experienced three upward revisions with no downward adjustments, indicating increased market confidence in the company's future performance.
- Future Outlook: USA Compression Partners forecasts adjusted EBITDA of $770 million to $800 million for 2026 while integrating the J-W Power acquisition, demonstrating strategic decisions aimed at expanding operations and enhancing profitability.
See More
Analysis of USAC Dividend Expectations and Market Performance
- Dividend Yield Expectation: USAC's current estimated annualized dividend yield stands at 7.70%, and while dividends are not always predictable, historical data can assist in assessing the likelihood of continued dividends, impacting investor decisions.
- Price Fluctuation Range: USAC's 52-week low is $21.85 per share and its high is $28.90, with the latest trade at $27.42, indicating significant price volatility that reflects market valuation assessments.
- ETF Holding Proportion: USAC constitutes 2.10% of the Global X SuperDividend U.S. ETF (Symbol: DIV), highlighting its significance within the ETF, which is trading down approximately 0.6% on the day, potentially influencing investor sentiment towards USAC.
- Market Performance Overview: In Friday trading, USA Compression Partners LP shares are down about 0.6%, a performance that may correlate with broader market trends, prompting investors to monitor market dynamics for strategic adjustments.
See More
Energy Transfer Reports Strong Q1 Results with Increased Guidance
- Significant Earnings Growth: Energy Transfer generated over $4.9 billion in adjusted EBITDA in Q1, marking a 20% year-over-year increase, which highlights the company's enhanced profitability under strong market conditions and boosts investor confidence.
- Robust Cash Flow: The company reported $2.7 billion in distributable cash flow for the first quarter, a 17% increase year-over-year, which not only covered nearly $1.2 billion in distributions to investors but also provided ample funding for future expansion initiatives.
- Favorable Market Conditions: The ongoing supply disruptions due to the war in the Middle East have benefited Energy Transfer, leading to record U.S. hydrocarbon exports and significant increases in natural gas liquids and crude oil transportation volumes, which rose by 19% and 8%, respectively, further solidifying its market position.
- Optimistic Outlook: The company raised its full-year adjusted EBITDA guidance to between $18.2 billion and $18.6 billion, up from the previous forecast of $17.45 billion to $17.85 billion, reflecting strong confidence in future growth and ongoing expansion plans.
See More
USA Compression Partners, LP Reports Q1 2026 Earnings Insights
- Strong Performance: USA Compression Partners reported a net income of $38.3 million and operating income of $91.4 million for Q1 2026, demonstrating the company's ability to achieve record pricing during integration while maintaining full-year EBITDA targets between $770 million and $800 million, reflecting robust financial resilience.
- Significant Contract Progress: The company has contracted over 90% of its new horsepower for 2026, expecting to add more than 110,000 horsepower, an increase from the previously budgeted 105,000, which will secure production capacity for several years and ensure sustained business growth.
- Cost and Efficiency Management: Despite engine lead times increasing from 50 weeks to 150 weeks, management plans to mitigate supply risks through early orders and exploring other engine manufacturers, while adjusting pricing strategies during contract renewals to address rising cost pressures.
- Market Share Maintenance: The company holds a significant market share in the Northeast, with management emphasizing efforts to maintain or even grow its positions in the Gulf Coast, Permian, and Mid-Con regions, showcasing confidence in future growth and clear strategic positioning.
See More
Energy Transfer LP Reports Q1 2026 Financial Results
- Financial Overview: In Q1 2026, Energy Transfer LP reported net income of $1.25 billion, a slight decrease from $1.32 billion in Q1 2025, indicating competitive pressures, while net income per unit stood at $0.35, reflecting stable profitability.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $4.94 billion, a 20% increase from $4.10 billion in Q1 2025, demonstrating significant progress in cost control and operational efficiency, thereby enhancing future investment capacity.
- Capital Expenditure Plans: The company expects to invest between $5.5 billion and $5.9 billion in growth capital for 2026, with $1.53 billion spent in Q1, showcasing confidence in future expansion, particularly in natural gas and LNG sectors.
- Operational Data Highlights: In Q1, NGL and refined product transportation volumes increased by 19%, setting a new record, indicating the company's successful enhancement of transport capacity amid rising market demand, further solidifying its leadership position in the energy market.
See More
USA Compression Partners Q1 2026 Earnings Report
- Significant Revenue Growth: USA Compression Partners reported Q1 2026 revenue of $331.28 million, reflecting a 35.1% year-over-year increase, exceeding market expectations by $24.59 million, indicating strong market performance and growth potential.
- Adjusted EBITDA Improvement: The adjusted EBITDA for Q1 2026 reached $188.6 million, up 26.0% from $149.5 million in Q1 2025, showcasing the company's ongoing improvements in operational efficiency and cost management.
- Increase in Distributable Cash Flow: The distributable cash flow for Q1 2026 was $130.8 million, a 47.3% increase from $88.7 million in Q1 2025, providing a stronger financial foundation for future dividends and reinvestments.
- Full-Year Guidance Confirmation: The company confirmed its full-year 2026 adjusted EBITDA guidance between $770,000 and $800,000, demonstrating management's confidence in future performance while providing clear financial guidance for investors.
See More
USA Compression Partners Set to Announce Q1 Earnings on May 5th
- Earnings Announcement: USA Compression Partners is set to release its Q1 earnings on May 5th before market open, with an expected EPS of $0.36, reflecting a significant year-over-year increase of 157.1%, indicating strong profitability.
- Revenue Growth Expectations: The company anticipates Q1 revenue of $306.69 million, representing a 25.1% year-over-year growth, showcasing robust performance and ongoing growth potential in the market.
- Estimate Revision Trends: Over the past three months, EPS estimates have seen one upward revision and one downward revision, while revenue estimates have experienced three upward revisions with no downward adjustments, indicating increased market confidence in the company's future performance.
- Future Outlook: USA Compression Partners forecasts adjusted EBITDA of $770 million to $800 million for 2026 while integrating the J-W Power acquisition, demonstrating strategic decisions aimed at expanding operations and enhancing profitability.
See More
Analysis of USAC Dividend Expectations and Market Performance
- Dividend Yield Expectation: USAC's current estimated annualized dividend yield stands at 7.70%, and while dividends are not always predictable, historical data can assist in assessing the likelihood of continued dividends, impacting investor decisions.
- Price Fluctuation Range: USAC's 52-week low is $21.85 per share and its high is $28.90, with the latest trade at $27.42, indicating significant price volatility that reflects market valuation assessments.
- ETF Holding Proportion: USAC constitutes 2.10% of the Global X SuperDividend U.S. ETF (Symbol: DIV), highlighting its significance within the ETF, which is trading down approximately 0.6% on the day, potentially influencing investor sentiment towards USAC.
- Market Performance Overview: In Friday trading, USA Compression Partners LP shares are down about 0.6%, a performance that may correlate with broader market trends, prompting investors to monitor market dynamics for strategic adjustments.
See More
