USA Compression Partners, LP (USAC) AI Stock Analysis

USA Compression Partners, LP is a Delaware limited partnership headquartered in Austin, Texas, specializing in natural gas compression services with a fleet of compression units measured in total horsepower. Established in 1998, the partnership serves major oil companies, independent producers, natural gas processors, gatherers, and transporters. It operates and maintains compression stations strategically positioned to support centralized natural gas gathering systems and processing facilities. Its compression solutions support the extraction, transportation, and processing of natural gas and crude oil across North America.

Revenue grew from $632.6M in FY2021 to $704.6M in FY2022, $846.2M in FY2023, $950.4M in FY2024, and $998.1M in FY2025, representing a 5-year revenue CAGR of 8.4%. Operating margin expanded from 22.3% in FY2021 to 31.9% in FY2025, while net margin increased from 1.6% to 11.2%, bringing FY2025 net income to $111.3M. For the trailing twelve months ended June 30, 2026, revenue stood at $1.18B with an operating margin of 29.3% and a profit margin of 12.4%. In the latest quarter ended June 30, 2026, quarterly revenue grew 36.8% year-over-year and quarterly earnings grew 40.9%.

As of June 30, 2026, USA Compression held $9.5M in cash and short-term investments against $2.96B in total debt, leaving net debt of $2.95B. Shareholders' equity was $287.1M, resulting in a debt-to-equity ratio of 10.30 and a current ratio of 1.35. During FY2025, operating cash flow reached $394.3M and free cash flow was $277.0M, with cash outlays including $117.3M in capital expenditures and $266.9M in dividends paid.

USAC trades at a trailing P/E of 24.1x and a forward P/E of 16.9x, both higher than the medians of 15.0x and 12.7x for its US-listed Energy peers. Its enterprise value to EBITDA ratio of 10.0x and price-to-sales ratio of 3.1x also exceed peer medians of 8.0x and 1.8x. At the last close of $25.52 on October 16, 2026, the partnership posted a 1-year return of 22.5% and a 5-year return of 135.1%, outperforming the S&P 500's returns of 16.8% and 83.0% over the respective periods.

USA Compression pays a quarterly dividend with an annualized forward rate of $2.10, representing a dividend yield of 8.23% and a payout ratio of 1.8%. The partnership has maintained dividend payments for 14 consecutive years, with an annualized 5-year dividend growth rate of 0.0%. The last ex-dividend date was July 27, 2026.

Analyst coverage consists of 1 Buy, 3 Holds, and 1 Sell. The mean price target is $29.80, which is 16.8% above the last close of $25.52. For the fiscal year ending December 31, 2026, consensus estimates anticipate revenue of $1.38B and EPS of $1.43, reflecting 41.2% EPS growth. USA Compression beat EPS estimates in 2 of the past 4 quarters, and its next earnings release is scheduled for November 4, 2026.

This page is an AI-written research summary of USA Compression Partners, LP (USAC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: USAC income statement, USAC balance sheet, USAC key metrics, USAC analyst forecast, USAC chart. See the USAC stock overview for the latest quote and news.