USA Compression Partners Reports Q4 Earnings Miss with Lower EPS and Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy USAC?
Source: seekingalpha
- Earnings Report: USA Compression Partners reported a Q4 GAAP EPS of $0.22, missing estimates by $0.05, indicating a decline in profitability that may affect investor confidence.
- Revenue Trends: The company generated $252.48 million in revenue for Q4, a 2.7% year-over-year increase, yet it fell short of expectations by $0.95 million, reflecting weak market demand.
- Cash Flow Status: Net cash provided by operating activities was $139.5 million in Q4, up from $130.2 million in the same quarter last year, indicating improved cash flow management.
- Future Outlook: The company projects its 2026 adjusted EBITDA to range between $770,000 and $800,000, with distributable cash flow expected between $480,000 and $510,000, reflecting cautious optimism for future growth.
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Analyst Views on USAC
Wall Street analysts forecast USAC stock price to rise
4 Analyst Rating
0 Buy
4 Hold
0 Sell
Hold
Current: 25.930
Low
25.00
Averages
26.75
High
29.00
Current: 25.930
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 Record 2025 Results with Strong Growth Outlook
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- Robust Cash Flow Generation: The company generated over $2 billion in distributable cash flow in Q4, easily covering nearly $1.2 billion in cash distributions, demonstrating its capacity for sustained growth and strong commitment to investor returns.
- Accelerated Growth Expectations: Energy Transfer anticipates adjusted EBITDA between $17.5 billion and $17.9 billion in 2026, reflecting a 9% to 12% increase from 2025, primarily driven by the acquisition of J-W Power Company and other expansion projects, indicating significant future growth potential.
- High-Yield Investment Opportunity: The company increased distributions every quarter last year, totaling over $4.6 billion, and with growing cash flows supporting a 7.2% yield, it positions itself as an ideal passive income investment choice.
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- Annual Report Filing: USA Compression Partners has filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, demonstrating the company's commitment to transparency and compliance, ensuring investors have access to the latest financial information.
- Financial Information Access: Investors can obtain the electronic version of the Annual Report through the company’s website or the SEC’s site, and the availability of free hard copies of financial statements enhances communication and trust with investors.
- Market Position: As one of the largest independent providers of natural gas compression services in the U.S. in terms of total compression fleet horsepower, USA Compression's significant market presence underscores its importance and influence in the natural gas and crude oil sectors.
- Business Focus: The company focuses on providing midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, reflecting its strategic positioning in the energy infrastructure sector and responsiveness to market demand.
See More
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- Annual Report Submission: USA Compression Partners filed its Annual Report on Form 10-K with the SEC for the fiscal year ending December 31, 2025, ensuring financial transparency and compliance with regulatory requirements.
- Report Access: Investors can access the electronic version of the Annual Report on the company's website and the SEC's site, or request a hard copy for free by contacting Investor Relations, enhancing investor accessibility.
- Market Position: As one of the largest independent providers of natural gas compression services in the U.S., USA Compression boasts significant total compression fleet horsepower, indicating its importance and market share in the industry.
- Business Focus: The company specializes in providing midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, reflecting its strategic positioning and service capabilities in the natural gas and crude oil markets.
See More
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- Strong Performance: The company reported a record adjusted EBITDA of $613.8 million and distributable cash flow of $385.7 million for the full year 2025, reflecting robust financial performance and sustained profitability.
- Future Outlook: For 2026, the company forecasts adjusted EBITDA between $770 million and $800 million, with maintenance capital expenditures of $60 million to $70 million and expansion capital expenditures ranging from $230 million to $250 million, indicating confidence and commitment to future growth.
- Operational Efficiency Gains: Management plans to optimize contracts and operational structures, anticipating annual run rate synergies of $10 million to $20 million by 2027, further enhancing resource utilization and cost reduction.
See More
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- Increased Cash Distribution: Energy Transfer LP announced a quarterly cash distribution of $0.3350 per unit for Q4 2025, representing over a 3% increase compared to Q4 2024, reflecting improvements in cash flow management that may attract more investors.
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- Earnings Report: USA Compression Partners reported a Q4 GAAP EPS of $0.22, missing estimates by $0.05, indicating a decline in profitability that may affect investor confidence.
- Revenue Trends: The company generated $252.48 million in revenue for Q4, a 2.7% year-over-year increase, yet it fell short of expectations by $0.95 million, reflecting weak market demand.
- Cash Flow Status: Net cash provided by operating activities was $139.5 million in Q4, up from $130.2 million in the same quarter last year, indicating improved cash flow management.
- Future Outlook: The company projects its 2026 adjusted EBITDA to range between $770,000 and $800,000, with distributable cash flow expected between $480,000 and $510,000, reflecting cautious optimism for future growth.
See More
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- Record EBITDA Achievement: Energy Transfer reported nearly $4.2 billion in adjusted EBITDA for Q4 2025, an 8% increase year-over-year, which not only highlights its strong market performance but also provides a solid financial foundation for future investments.
- Robust Cash Flow Generation: The company generated over $2 billion in distributable cash flow in Q4, easily covering nearly $1.2 billion in cash distributions, demonstrating its capacity for sustained growth and strong commitment to investor returns.
- Accelerated Growth Expectations: Energy Transfer anticipates adjusted EBITDA between $17.5 billion and $17.9 billion in 2026, reflecting a 9% to 12% increase from 2025, primarily driven by the acquisition of J-W Power Company and other expansion projects, indicating significant future growth potential.
- High-Yield Investment Opportunity: The company increased distributions every quarter last year, totaling over $4.6 billion, and with growing cash flows supporting a 7.2% yield, it positions itself as an ideal passive income investment choice.
See More
USA Compression Partners Files 2025 Annual Report with SEC
- Annual Report Filing: USA Compression Partners has filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, demonstrating the company's commitment to transparency and compliance, ensuring investors have access to the latest financial information.
- Financial Information Access: Investors can obtain the electronic version of the Annual Report through the company’s website or the SEC’s site, and the availability of free hard copies of financial statements enhances communication and trust with investors.
- Market Position: As one of the largest independent providers of natural gas compression services in the U.S. in terms of total compression fleet horsepower, USA Compression's significant market presence underscores its importance and influence in the natural gas and crude oil sectors.
- Business Focus: The company focuses on providing midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, reflecting its strategic positioning in the energy infrastructure sector and responsiveness to market demand.
See More
USA Compression Partners Files Annual Report for 2025
- Annual Report Submission: USA Compression Partners filed its Annual Report on Form 10-K with the SEC for the fiscal year ending December 31, 2025, ensuring financial transparency and compliance with regulatory requirements.
- Report Access: Investors can access the electronic version of the Annual Report on the company's website and the SEC's site, or request a hard copy for free by contacting Investor Relations, enhancing investor accessibility.
- Market Position: As one of the largest independent providers of natural gas compression services in the U.S., USA Compression boasts significant total compression fleet horsepower, indicating its importance and market share in the industry.
- Business Focus: The company specializes in providing midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, reflecting its strategic positioning and service capabilities in the natural gas and crude oil markets.
See More
USA Compression Partners Reports Q4 2025 Earnings and Strategic Outlook
- Acquisition Impact: USA Compression Partners completed the acquisition of J-W Power on January 12, significantly enhancing its market coverage across major U.S. oil and gas basins, with expectations to achieve higher operational efficiency and competitive advantage through resource integration.
- Strong Performance: The company reported a record adjusted EBITDA of $613.8 million and distributable cash flow of $385.7 million for the full year 2025, reflecting robust financial performance and sustained profitability.
- Future Outlook: For 2026, the company forecasts adjusted EBITDA between $770 million and $800 million, with maintenance capital expenditures of $60 million to $70 million and expansion capital expenditures ranging from $230 million to $250 million, indicating confidence and commitment to future growth.
- Operational Efficiency Gains: Management plans to optimize contracts and operational structures, anticipating annual run rate synergies of $10 million to $20 million by 2027, further enhancing resource utilization and cost reduction.
See More
Energy Transfer LP Reports 2025 Financial Results
- Net Income Decline: Energy Transfer LP reported a net income of $928 million for Q4 2025, a 14.07% decrease from $1.08 billion in the same period last year, indicating pressure in market competition that may affect future investor confidence.
- Adjusted EBITDA Growth: The adjusted EBITDA for Q4 2025 was $4.18 billion, an 8% year-over-year increase, suggesting progress in cost control and operational efficiency, which could support future capital expenditures.
- Increased Cash Distribution: Energy Transfer LP announced a quarterly cash distribution of $0.3350 per unit for Q4 2025, representing over a 3% increase compared to Q4 2024, reflecting improvements in cash flow management that may attract more investors.
- Capital Expenditure Plans: For 2026, Energy Transfer LP expects to invest between $5.0 billion and $5.5 billion in growth capital projects, primarily focused on enhancing its natural gas network, demonstrating a positive outlook on future market demand.
See More
USA Compression Partners Reports Q4 Earnings Miss with Lower EPS and Revenue
- Earnings Report: USA Compression Partners reported a Q4 GAAP EPS of $0.22, missing estimates by $0.05, indicating a decline in profitability that may affect investor confidence.
- Revenue Trends: The company generated $252.48 million in revenue for Q4, a 2.7% year-over-year increase, yet it fell short of expectations by $0.95 million, reflecting weak market demand.
- Cash Flow Status: Net cash provided by operating activities was $139.5 million in Q4, up from $130.2 million in the same quarter last year, indicating improved cash flow management.
- Future Outlook: The company projects its 2026 adjusted EBITDA to range between $770,000 and $800,000, with distributable cash flow expected between $480,000 and $510,000, reflecting cautious optimism for future growth.
See More
