NYSE$USAC

USA Compression Partners LP · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

USA Compression Partners reported Q4 2025, revenue of $252.5M, net income of $27.8M.

For Q4 2025, USA Compression Partners reported revenue of $252.5M, net income of $27.8M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $252.5M.
  • Net income $27.8M.
  • USA Compression Partners highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$253M

Previous: $246M+2.7%
EPS (adj)

$0.22

Previous: $0.18+22.2%
Avg Rev per Rev-Gen HP per Month

$21.69

Previous: $20.85+4.0%
Adjusted EBITDA

$154M

Previous: $156M-0.7%
Distributable Cash Flow

$103M

Previous: $96.3M+7.2%
Distributable Cash Flow Coverage Ratio

1.36

Previous: 1.56-12.8%
Avg Rev-Gen Horsepower

3.6M

Previous: 3.6M+0.4%
Horsepower Utilization

94.5%

Previous: 94.5%+0.0%
Expansion Capital Expenditures

$40M

No prior period
Maintenance Capital Expenditures

$7.8M

No prior period
Cash Interest Expense, Net

$43.4M

No prior period
Adjusted Gross Margin

$169M

Previous: $168M+0.3%
Adjusted Gross Margin Percentage

66.8%

Previous: 68.4%-2.3%
Adjusted EBITDA Percentage

61.2%

Previous: 63.2%-3.2%
Net Income

$27.8M

Previous: $21.1M+32.1%
Operating Income

$76.6M

Previous: $79M-3.0%
Gross Profit

$96.4M

Previous: $99.3M-2.9%

Revenue & EPS history

USA Compression · Revenue · Quarterly

$253M

Q4 2025+2.7%vs Q4 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

The release discusses USA Compression Partners's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • USA Compression Partners cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+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
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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