{"schema_version":"secwatch.filing_event.v1","accession":"0001522727-26-000042","form_type":"8-K","ticker":"USAC","cik":"0001522727","company_name":"USA Compression Partners, LP","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.415862+00:00","generated_at":"2026-05-14T23:20:59.679917+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"USA Compression Q1 revenue $331.3M (+35% YoY); net income $38.3M; confirms 2026 outlook","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001522727-26-000042","json":"https://secwatch.observer/filing/0001522727-26-000042.json","markdown":"https://secwatch.observer/filing/0001522727-26-000042.md","text":"https://secwatch.observer/filing/0001522727-26-000042.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/usac-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:20:59.679917+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"100df8165c1ca867228fe5eab3837fd8e94c95f3","claim":"USA Compression Partners, LP reported first-quarter 2026 results: revenue $331.3 million, net income $38.3 million. Guidance reaffirmed.","evidence_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001326380-26-000020","ticker":"GME","company_name":"GameStop Corp.","filed_at":"2026-06-02T20:43:35+00:00","headline":"GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001326380-26-000020","json":"https://secwatch.observer/filing/0001326380-26-000020.json","markdown":"https://secwatch.observer/filing/0001326380-26-000020.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/gme-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"Net sales were $835.3 million for the first quarter","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm"}},{"accession":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges","event_type":"earnings","sec_items":["2.02","2.05","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039805","json":"https://secwatch.observer/filing/0001628280-26-039805.json","markdown":"https://secwatch.observer/filing/0001628280-26-039805.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/gtlb-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nGitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm"}},{"accession":"0001040130-26-000016","ticker":"PETS","company_name":"PETMED EXPRESS INC","filed_at":"2026-06-02T20:15:54+00:00","headline":"PetMed Q4 sales fall 15.6% to $42.8M; FY net loss widens to $57.3M on goodwill impairment","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001040130-26-000016","json":"https://secwatch.observer/filing/0001040130-26-000016.json","markdown":"https://secwatch.observer/filing/0001040130-26-000016.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/0001040130-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/pets-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/0001040130-26-000016-index.htm"}},{"accession":"0001193125-26-253505","ticker":"SPWH","company_name":"SPORTSMAN'S WAREHOUSE HOLDINGS, INC.","filed_at":"2026-06-02T20:10:20+00:00","headline":"Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-253505","json":"https://secwatch.observer/filing/0001193125-26-253505.json","markdown":"https://secwatch.observer/filing/0001193125-26-253505.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/spwh-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm"}},{"accession":"0001327567-26-000012","ticker":"PANW","company_name":"Palo Alto Networks Inc","filed_at":"2026-06-02T20:08:29+00:00","headline":"Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001327567-26-000012","json":"https://secwatch.observer/filing/0001327567-26-000012.json","markdown":"https://secwatch.observer/filing/0001327567-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm"}},{"accession":"0001104659-26-069464","ticker":"ULTA","company_name":"Ulta Beauty, Inc.","filed_at":"2026-06-02T20:06:38+00:00","headline":"Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069464","json":"https://secwatch.observer/filing/0001104659-26-069464.json","markdown":"https://secwatch.observer/filing/0001104659-26-069464.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/ulta-20260602x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm"}},{"accession":"0001628280-26-039786","ticker":"YEXT","company_name":"Yext, Inc.","filed_at":"2026-06-02T20:05:58+00:00","headline":"Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039786","json":"https://secwatch.observer/filing/0001628280-26-039786.json","markdown":"https://secwatch.observer/filing/0001628280-26-039786.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/yext-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"Exchange Act, except as expressly set forth by specific reference in such a filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nYext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm"}},{"accession":"0001104659-26-069227","ticker":"YSWY","company_name":"Yesway, Inc.","filed_at":"2026-06-02T11:35:47+00:00","headline":"Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069227","json":"https://secwatch.observer/filing/0001104659-26-069227.json","markdown":"https://secwatch.observer/filing/0001104659-26-069227.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/tm2616553d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1522727/000152272726000042/0001522727-26-000042-index.htm","comparable_excerpt":"On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}