NYSE$USAC

USA Compression Partners LP · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

USA Compression Partners LP reported increased revenue and net income for Q2 2026 driven by the J-W Power Acquisition.

Total revenues reached $342.1 million for the three months ended June 30, 2026, up 36.8% year-over-year, with net income of $45.7 million. The quarter benefited from fleet expansion via acquisition, higher utilization metrics, and improved pricing. Operating income was $100.4 million and Adjusted EBITDA was $193.2 million.

  • Revenue increased 36.8% to $342.1 million primarily due to the J-W Power Acquisition adding significant horsepower and operations.
  • Net income rose 59.9% to $45.7 million with basic EPS of $0.31.
  • Average revenue per revenue-generating horsepower per month improved 7.2% to $22.84.
  • Horsepower utilization was 92.0% with average revenue-generating horsepower of 4.45 million.

Headline financials

Total Revenue

$342M

Previous: $250M+36.8%
EPS (adj)

$0.31

Previous: $0.22+40.9%
Avg revenue per hp/mo

$22.84

No prior period
Adjusted EBITDA

$193M

Previous: $149M+29.3%
Distributable cash flow

$125M

Previous: $89.9M+39.4%
DCF coverage ratio

1.65

Previous: 1.4+17.9%
Avg rev-gen horsepower

4.4M

Previous: 3.6M+25.2%
Horsepower utilization

92.0%

Previous: 94.4%-2.5%
Net Income

$45.7M

Previous: $28.6M+59.9%
Operating Income

$100M

Previous: $76.6M+31.0%
Cash & Equivalents

$9.48M

No prior period

Revenue & EPS history

USA Compression · Revenue · Quarterly

$342M

Q2 2026+36.8%vs Q2 2025
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

USA Compression · $342M total across 3 segments · Q2 2026

  • Contract operations
    $305M
  • Parts and service
    $22.1M
  • Related party
    $15.2M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.6%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+1.6%

Avg return

30 days after

63%

34 / 54 earnings

Positive

+10.7%

Q1 2016

Best reaction

-12.4%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+2.5%+5.4%+6.2%
Q4 2025-2.2%+0.6%+7.3%
Q3 2025-1.0%+6.6%+9.9%
Q2 2025+2.0%+1.3%+0.3%
Q1 2025-4.7%-0.5%+5.7%
Q4 2024-3.4%-2.9%-13.0%
Q3 2024+6.5%+6.4%+7.1%
Q2 2024+3.5%+4.1%+5.5%
Q1 2024+4.0%+1.3%-1.4%
Q4 2023-4.8%+1.0%+14.1%
Q3 2023+2.5%+5.5%-3.4%
Q2 2023+0.2%-0.3%+6.6%
Q1 2023-6.1%-3.8%-9.9%
Q4 2022+0.6%-2.3%-4.5%
Q3 2022-1.7%+1.0%+1.6%
Q2 2022-0.5%+0.7%+0.0%
Q1 2022+4.9%+2.6%+9.5%
Q4 2021+4.3%+6.5%+9.0%
Q3 2021-1.1%-0.5%-7.1%
Q2 2021+0.5%+2.8%+0.5%
Q1 2021-2.4%+1.0%+2.4%
Q4 2020-4.1%-6.0%-1.3%
Q3 2020+0.1%-2.9%+16.3%
Q2 2020+2.6%+2.9%+0.3%
Q1 2020-1.8%+14.0%+71.2%
Q4 2019+2.8%+2.5%-66.9%
Q3 2019+2.7%+1.4%-7.9%
Q2 2019-4.6%-5.9%-4.8%
Q1 2019+1.3%+4.9%+4.4%
Q4 2018+3.7%+5.0%+6.4%
Q3 2018-3.5%-3.6%-4.0%
Q2 2018+3.9%+4.5%-1.3%
Q1 2018+2.1%+3.9%+1.7%
Q4 2017+5.4%+5.0%+1.5%
Q3 2017+2.6%+2.6%+2.1%
Q2 2017-3.6%-7.2%-3.8%
Q1 2017+5.4%+3.4%-1.8%
Q4 2016-0.8%-3.5%-9.1%
Q3 2016+0.4%+0.3%+0.4%
Q2 2016+5.5%+10.1%+16.1%
Q1 2016+10.7%
Q4 2015-12.4%
Q3 2015+0.1%
Q2 2015+4.4%
Q1 2015-0.8%
Q4 2014+3.1%
Q3 2014-8.1%
Q2 2014+2.6%
Q1 2014+1.8%
Q4 2013+1.5%
Q3 2013+2.1%
Q2 2013-0.3%
Q1 2013+1.0%
Q4 2012+1.3%
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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