USA Compression Partners
Provides large-horsepower natural-gas compression services for U.S. midstream infrastructure.
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Profile
Provides compression services to natural-gas producers, processors, gatherers, and transporters across U.S. infrastructure applications. Its fleet-based model centers on large-horsepower equipment deployed for gathering, processing, and transportation.
Provides large-horsepower natural-gas compression services for producers, processors, gatherers, and transporters. The fleet is deployed in U.S. gathering systems, processing facilities, and transportation applications, with gas-lift compression also serving crude-oil production.
Operations originated in large-horsepower infrastructure packages and have expanded across U.S. shale regions, including the Utica, Marcellus, Permian, Delaware, Eagle Ford, and Haynesville. The January 2026 acquisition of J-W Power added fleet, facilities, and employees.
Energy Transfer controls the general partner, while publicly traded common units represent limited partner interests. Customer deployments and fleet utilization determine how much equipment is under contract and billing.
Company facts
Categories
Key statistics
Year to date +13.0% · Average volume (30d) 264.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 12, 2026 | Mizuho Securities | Target | $25 | $29 | |
| Jun 5, 2026 | RBC Capital | Reiterate | Sector Perform | $26 | $30 |
| Feb 18, 2026 | Stifel Nicolaus | Target | $30 | ||
| Jan 12, 2026 | Mizuho Securities | Target | $23 | $25 | |
| Aug 29, 2025 | Mizuho Securities | Target | $24 | $23 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.28 | $0.31 | +11.4% | $340.5M | $342.1M | +0.5% | +2.41% |
| May 5, 2026Q1 FY26 | $0.33 | $0.27 | −18.0% | $308.4M | $331.3M | +7.4% | −1.28% |
| Feb 17, 2026Q4 FY25 | $0.28 | $0.22 | −21.4% | $253.5M | $252.5M | −0.4% | +2.43% |
| Nov 5, 2025Q3 FY25 | $0.22 | $0.26 | +18.2% | $253.4M | $250.3M | −1.3% | +2.94% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $245.2M | $250.1M | $250.3M | $252.5M | $331.3M | $342.1M | |
| Gross profit | $163.6M | $163.6M | $173.3M | $96.4M | $126.2M | $129.3M | |
| Operating income | $69.4M | $76.6M | $83.9M | $78.5M | $90.9M | $100.4M | |
| Net income | $20.5M | $28.6M | $34.5M | $27.8M | $38.3M | $45.7M | |
| Diluted EPS | $0.14 | $0.22 | $0.26 | $0.22 | $0.27 | $0.31 | |
| Gross margin | 66.7% | 65.4% | 69.3% | 38.2% | 38.1% | 37.8% | |
| Operating margin | 28.3% | 30.6% | 33.5% | 31.1% | 27.4% | 29.3% |
Fiscal years (4-quarter sums)FY21 $632.6M · FY22 $704.6M · FY23 $846.2M · FY24 $950.4M · FY25 $998.1M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $9.5M · Total debt $2.96B · Total assets $3.69B · Shareholders' equity $287.1M
Dividends
Raised for 11 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 27, 2026 | Jul 27 | Aug 7 | $0.525 | |
| Apr 27, 2026 | Apr 27 | May 8 | $0.525 | |
| Jan 26, 2026 | Jan 26 | Feb 6 | $0.525 | |
| Oct 27, 2025 | Oct 27 | Nov 7 | $0.525 | |
| Jul 28, 2025 | Jul 28 | Aug 8 | $0.525 | |
| Apr 28, 2025 | Apr 28 | May 9 | $0.525 | |
| Jan 27, 2025 | Jan 27 | Feb 7 | $0.525 | |
| Oct 21, 2024 | Oct 21 | Nov 1 | $0.525 |
Ownership
Shares outstanding 144.97M · Float 78.23M · 54.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| ALPS Advisors, Inc. | 19.07M | 13.16% | 13G | Apr 9, 2026 |
| Alerian MLP ETF | 17.11M | 13.94% | 13G | Oct 8, 2025 |
| Invesco Ltd. | 12.18M | 8.40% | 13G | May 6, 2026 |
| Westerman Interests, Inc. | 9.07M | 6.30% | 13D | Aug 13, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | 5.81M | 4.01% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Bradford D. Whitehurst | director | +6,000 | $26.10 |
| Aug 20, 2026 | Bradford D. Whitehurst | director | +4,000 | $26.40 |
| Feb 20, 2026 | Christopher W. Porter | officer: See Remarks | −40,000 | $26.64 |
| Feb 19, 2026 | Bradford D. Whitehurst | director | +10,000 | $26.75 |
Peers
- Kodiak Gas Services
Large-horsepower U.S. contract-compression rival
- Archrock
Large-horsepower U.S. contract-compression and aftermarket rival
- Enerflex (ADR)
U.S. compression-rental, engineered-systems, and service rival
- Natural Gas Services Group
U.S. compression-equipment rental and service provider
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| USA Compression Partners | $26.93 | +0.19% | $3.90B | 25.4 | 18.6 | 3.3 | +36.8% |
| Kodiak Gas Services | $58.00 | +0.62% | $5.82B | 67.1 | 22.4 | 4.2 | +21.2% |
| Archrock | $31.24 | −0.02% | $5.48B | 16.8 | 16.0 | 3.6 | −3.1% |
| Enerflex (ADR) | $20.00 | −0.02% | $2.44B | 47.6 | 10.7 | 0.9 | −9.2% |
| Natural Gas Services Group | $34.69 | +0.03% | $438.3M | 21.5 | 15.8 | 2.3 | +24.2% |
| Median | 34.6 | 15.9 | 3.0 | +9.0% |