)
Overview
<ul>
<li>Natural gas compression firm’s Q4 revenue slightly missed analyst expectations</li>
<li>Net income for Q4 increased yr/yr</li>
<li>Company completed acquisition of J-W Energy Company</li>
</ul>
Outlook
<ul>
<li>USA Compression expects full-year 2026 Adjusted EBITDA between $770 mln and $800 mln</li>
<li>Company forecasts 2026 Distributable Cash Flow between $480 mln and $510 mln</li>
<li>USA Compression plans 2026 expansion capital expenditures of $230 mln to $250 mln</li>
</ul>
Result Drivers
<ul>
<li>REVENUE PER HORSEPOWER - Increased average revenue per revenue-generating horsepower contributed to record total revenues</li>
<li>OPERATIONAL EFFICIENCIES - Stable horsepower utilization and operational efficiencies supported revenue growth</li>
<li>J-W ENERGY INTEGRATION - Integration of J-W Energy Company expected to bolster future performance</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Slight $252.48 $253.51
Revenue Miss* mln mln (5
Analysts
)
Q4 Net $27.76
Income mln
Q4 Slight $154.50 $155.07
Adjusted Miss* mln mln (7
EBITDA Analysts
)
<h3>Q4 66.80%</h3>
Adjusted
Gross
Margin
<h3>Q4 $76.57</h3>
Operatin mln
g Income
<h3>Q4 $28.30</h3>
Pretax mln
Profit
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
<ul>
<li>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”</li>
<li>The average consensus recommendation for the oil related services and equipment peer group is “buy.”</li>
<li>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</li>
<li>The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 20 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (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.)

MLPA

USAC

EMLP

TPYP

AMLP

USA Compression's Q4 revenue slightly missed analyst expectations at $252.48 million, compared to the consensus of $253.51 million. However, net income increased year-over-year to $27.76 million. The company completed the acquisition of J-W Energy Company, which is expected to enhance future performance. For 2026, USA Compression anticipates Adjusted EBITDA between $770 million and $800 million and Distributable Cash Flow between $480 million and $510 million, with planned capital expenditures of $230 million to $250 million. The average analyst rating is "hold" with a 12-month price target of $26.00.

USA Compression Q4 revenue slightly misses expectations