USA Compression Partners LP

Q2 FY2026 EarningsQ2 FY26 results slightly beat revenue and EPS expectations: revenue $342.1M vs. $340.4M expected, and GAAP EPS $0.31 vs. $0.27 mean consensus. Growth was primarily inorganic, driven by the J-W Power Acquisition, which contributed $167.6M in revenue since the acquisition date. Adjusted gross margin of 63.5% was lower than the expected 65.5%, impacted by the integration of mid-size horsepower units with different margin profiles. Management declared a consistent $0.525 per unit distribution, supported by an improved DCF Coverage Ratio of 1.65x.