USA Compression Partners, LP

USAC Energy Oil & Gas Equipment & Services

USA Compression Partners, LP’s revenue for fiscal 2025 (year ended December 2025) was $998.1 million, up 5.01% from fiscal 2024.

Revenue
+42.7%
EPS
+22.2%
Free cash flow
−74.5%
Total debt
+19.0%

Quarter to September 2026, against a year earlier

24.24 0.21 −0.86%
Market cap
$3.5B
P/E
21.5×
Fwd P/E
20.9×
Dividend yield
6.50%
F-score
6/9
Altman Z
n/a
Beneish M
−3.08
Dividend safety
22/100

Insider Decisions last twelve months

Bought, $m 0.53
Sold, $m 1.07
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — 1 — — — — — 1 — — —
Sell — — 1 — — — — — — — — —
Insider Ownership 39.80%

Capital & Financial Ratios $m

Size
Market Cap 3,510.00
Revenue ttm 1,283.10
Net income ttm 159.10
Free cash flow ttm 273.44
Net debt Q 2,997.05
Valuation
P/E 21.45
Forward P/E 20.90
Price / sales 2.74
Forward P/S Powerpack
Price / FCF 12.85
Price / book 13.59 (above 6: high)
Financial health
Current ratio Q 1.46
Debt / equity Q 11.64 (above 2: weak)
Interest coverage Q 2.08
Growth
Revenue growth Q +42.73% (above 0%: growing)
Operating income growth Q +21.73% (above 0%: growing)
EPS, this year +48.73% (at or above 15%: strong)
EPS, next year A +30.86% (at or above 15%: strong)
Revenue, next year A +37.86% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +32.59% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 0.09%
10-year low 10-year high
P/S against its own 10 years 42.17%
10-year low 10-year high
P/B against its own 10 years 90.71%
10-year low 10-year high
EV/Sales against its own 10 years 17.57%
10-year low 10-year high
EV/FCF against its own 10 years 52.16%
10-year low 10-year high

Dividends

Yield
6.50%
Annual rate
1.58
Payout ratio
139.4%
Growth, 2017–25
0.00%/yr
  1. 2.10 ’17
  2. 2.10 ’18 +0
  3. 2.10 ’19 +0
  4. 2.10 ’20 +0
  5. 2.10 ’21 +0
  6. 2.10 ’22 +0
  7. 2.10 ’23 +0
  8. 2.10 ’24 +0
  9. 2.10 ’25 +0
  10. 2.10 ’26e +0
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 0 0 9 12
Receivables 95 88 81 —
Inventory 115 134 134 157
Other 6 — — —
226 235 237 341
2023 2024 2025 Q'26
Payables 40 27 20 —
ST’ Debt — — — —
Other — — — —
188 191 187 234

Compound Annual Growth %

10y 5y 3y
Sales 13.94% 8.37% 12.31%
Cash Flow 12.88% 6.10% 14.80%
Earnings 0.00% 0.00% 0.00%
Book Value 0.00% 0.00% 0.00%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.27 0.31 0.33 — —
’25 0.14 0.22 0.26 0.22 0.85
’24 0.19 0.23 0.13 0.18 0.72
’23 (0.01) 0.11 0.09 0.02 0.20
’22 (0.09) (0.03) (0.03) (0.04) (0.19)
’21 (0.12) (0.10) (0.08) (0.09) (0.40)
’20 (6.36) (0.10) (0.06) (0.14) (6.65)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 331 342 357 — —
’25 245 250 250 252 998
’24 229 235 240 246 950
’23 197 207 217 225 846
’22 163 171 180 190 705
’21 158 157 159 160 633
’20 179 169 162 158 668
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 86 146 118 — —
’25 55 124 76 139 394
’24 66 97 48 130 341
’23 42 88 50 92 272
’22 35 94 49 82 261
’21 40 99 45 81 265
’20 50 97 48 98 293
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 62 109 13 — —
’25 37 102 52 88 279
’24 (33) 49 20 102 138
’23 1 23 1 12 39
’22 15 71 5 39 130
’21 34 93 32 66 225
’20 7 76 18 87 187
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 264 277 584 698 668 633 705 846 950 998 1,283 +15.9% 1,376 1,472 1,531 +15.3%
Gross margin, % 57.23 54.75 63.25 67.45 69.16 69.27 66.74 66.35 67.10 67.06 64.04 +9.8 pt
EBT (27) (263) (13) 41 (593) 11 31 70 102 116 175 n/m
EBT margin, % (10.27) (95.02) (2.23) 5.92 (88.87) 1.76 4.45 8.23 10.71 11.64 13.63 +21.9 pt
Net income (27) (265) (11) 39 (595) 10 30 68 100 111 159 n/m
Per share, $
Per share, $ Revenue 0.00 0.00 7.23 7.23 6.90 6.52 7.21 8.58 8.38 8.27 8.85 n/m
Earnings 0.27 0.16 (0.43) (0.02) (6.65) (0.40) (0.19) 0.21 0.72 0.85 1.13 +13.6%
Cash flow 0.00 0.00 2.80 3.11 3.03 2.73 2.67 2.76 3.01 3.26 3.37 n/m
Capex 0.00 0.00 (3.20) (1.54) (1.10) (0.42) (1.34) (2.36) (1.79) (0.95) (1.49) n/m
Free cash flow 0.00 0.00 (0.40) 1.57 1.93 2.31 1.33 0.39 1.22 2.31 1.89 n/m
Book value 0.00 0.00 22.95 17.16 8.42 5.96 3.69 1.86 0.24 (0.93) 1.78 n/m
Shares, m — — 81 97 97 97 98 99 113 121 138 +5.9%
Valuation, ×
Valuation, × P/E 78.96 105.88 0.00 0.00 0.00 0.00 0.00 110.09 32.27 27.06 21.45 35.4
P/S 3.63 3.73 1.80 2.51 1.97 2.68 2.65 2.82 2.81 2.78 2.74 2.7
P/B 1.31 0.62 0.76 1.48 3.90 16.75 0.00 0.00 0.00 0.00 13.59 2.5
EV/Sales 6.23 6.43 4.81 5.16 4.86 5.80 5.64 5.58 5.44 5.30 5.07 5.5
EV/FCF 17.63 (273.65) (85.74) 23.73 17.37 16.32 30.58 122.10 37.54 18.95 23.81 (7.5)
Cash, $m
Cash, $m Operating cash flow 130 136 226 301 293 265 261 272 341 394 489 +13.1%
Capex (37) (142) (259) (149) (106) (41) (131) (233) (204) (115) (216) +13.5%
Free cash flow 93 (7) (33) 152 187 225 130 39 138 279 273 +13.0%
Balance, $m
Balance, $m Working capital 17 27 68 42 29 17 13 39 44 50 107 +13.0%
Net debt 685 (4) 1,759 1,852 1,927 1,973 2,107 2,336 2,503 2,515 2,997 +15.5%
Shareholders’ equity 730 1,665 1,856 1,658 815 578 361 183 28 (113) 259 n/m
Returns, %
Returns, % ROA (1.81) (16.59) (1.71) (0.26) (19.27) (1.35) (0.68) 0.76 2.99 3.84 4.99 +5.6 pt
ROIC (1.19) (9.88) 1.13 3.00 (10.60) 3.45 4.29 5.76 7.27 7.97 7.11 +9.2 pt
ROE (3.72) (22.11) (3.09) (0.75) (84.77) (17.54) 242.67 (10.01) (37.77) (81.27) 293.85 (77.5) pt
People
People Employees 433 426 864 879 742 697 730 822 854 885 — +8.3%
Revenue/emp, $m 0.61 0.65 0.68 0.79 0.90 0.91 0.97 1.03 1.11 1.13 — +7.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 4 Nov 2026

USA Compression Partners, LP vs peers in Oil & Gas Equipment & Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
WHD Cactus, Inc. $4.4B 37.6× 23.4× +63.24% (above 0%: growing) +45.90% (above 0%: growing) −95.60% (below 0%: shrinking) 36.40% 21.83% Compare
SEI Solaris Energy Infrastructure, Inc. $4.1B 50.4× 49.5× +46.92% (above 0%: growing) +13.33% (above 0%: growing) −89.73% (below 0%: shrinking) 57.55% 25.76% Compare
KGS Kodiak Gas Services, Inc. $3.9B 46.4× 24.4× +21.15% (above 0%: growing) +22.73% (above 0%: growing) −194.00% (below 0%: shrinking) 63.09% 31.76% Compare
USAC USA Compression Partners, LP $3.5B 21.5× 20.9× +42.73% (above 0%: growing) +22.22% (above 0%: growing) −74.45% (below 0%: shrinking) 62.19% 28.60%
TDW Tidewater Inc. $3.4B 13.9× 32.8× +0.25% (above 0%: growing) −70.07% (below 0%: shrinking) −15.92% (below 0%: shrinking) 46.88% 18.27% Compare
OII Oceaneering International, Inc. $3.4B 10.4× 21.1× +5.61% (above 0%: growing) −26.76% (below 0%: shrinking) +66.85% (above 0%: growing) 20.97% 11.75% Compare
WBI WaterBridge Infrastructure LLC $3.0B 127× 205× +94.86% (above 0%: growing) n/m +325.23% (above 0%: growing) 0.00% 17.20% Compare
EROK EagleRock Land LLC $2.4B — — — n/m — 79.13% (128.01%) Compare
EFXT Enerflex Ltd. $2.3B 32.7× — −19.82% (below 0%: shrinking) +50.13% (above 0%: growing) +147.62% (above 0%: growing) 22.79% 12.36% Compare
Median of peers $3.4B 37.6× 28.6× +21.15% +18.03% −15.92% 41.64% 17.74%

All 48 Oil & Gas Equipment & Services stocks →

USA Compression Partners, LP (USAC) Latest News

4 Nov

Impact 3 · · MarketBeat transcript

9 Aug

Impact 3 · · MarketBeat transcript

26 Feb

USAC metrics, ten years each

stockrow.com/USAC · Data as of Nov 4, 2026 · For information only; not investment advice. · © 2026 stockrow.com