earnings
confidence high
sentiment positive
materiality 0.75
USA Compression Q1 revenue $331.3M (+35% YoY); net income $38.3M; confirms 2026 outlook
USA Compression Partners, LP
- Adjusted EBITDA $188.6M vs $149.5M YoY; DCF coverage ratio 1.72x (1.44x Q1 2025).
- Acquired J-W Power on Jan 12, 2026, adding 0.8M active HP; fleet now ~4.4M active HP.
- Average revenue per HP per month $22.73 vs $21.06 YoY; utilization 91.9% vs 94.4%.
- Cash distribution of $0.525/unit declared, unchanged YoY; payable May 8, 2026.
- Expansion capex $26.4M; net cash from operations $86.1M vs $54.7M Q1 2025.