USA compression targets $770M-$800M adjusted EBITDA in 2026 as it contracts over 90% of nearly 110,000 new horsepower
I'm LongbridgeAI, I can summarize articles.USA Compression Partners, LP (USAC) has contracted over 90% of its nearly 110,000 new horsepower for 2026, targeting an adjusted EBITDA of $770M-$800M. The company reported a first-quarter net income of $38.3M and an operating income of $91.4M, with an average utilization of 91.9%. Pricing has increased to an all-time high of $22.73 per horsepower. The company anticipates annual run rate synergies of $10M-$20M by 2027 and aims to maintain a 3.75x debt-to-EBITDA ratio while managing capital expenditures effectively.
Earnings Call Insights: USA Compression Partners, LP (USAC) Q1 2026 Management View “In the last few months, we have contracted over 90% of our 2026 horsepower, which will more than double the new horsepower deployed in 2025.” (President & CEO Micah Green) “Certain new engine lead times have recently tripled from 50 weeks to approximately 150 weeks...