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Jun 30, 2025
USA Compression Q2 2025 Earnings Report
USA Compression Partners reported strong second-quarter 2025 results, achieving record revenues and increased Adjusted EBITDA and Distributable Cash Flow.
Key Takeaways
USA Compression Partners delivered a record-setting second quarter in 2025, driven by robust demand for its compression services. The company achieved record total revenues of $250.1 million and a record average revenue per revenue-generating horsepower per month of $21.31. Adjusted EBITDA and Distributable Cash Flow also saw year-over-year increases, reflecting strong operational performance and demand across oil and gas producing basins.
Total revenues reached a record $250.1 million in Q2 2025, an increase from $235.3 million in Q2 2024.
Adjusted EBITDA grew to $149.5 million in Q2 2025, up from $143.7 million in the prior year's quarter.
Distributable Cash Flow increased to $89.9 million in Q2 2025, compared to $85.9 million in Q2 2024.
Average revenue per revenue-generating horsepower per month hit a record $21.31, a 5% increase year-over-year.
Revenue by Segment
Forward Guidance
USA Compression Partners confirmed its full-year 2025 guidance, projecting Adjusted EBITDA between $590 million and $610 million and Distributable Cash Flow between $350 million and $370 million. The company also provided capital expenditure guidance for expansion and maintenance.
Positive Outlook
- Confirmed full-year 2025 Adjusted EBITDA guidance of $590 million to $610 million.
- Confirmed full-year 2025 Distributable Cash Flow guidance of $350 million to $370 million.
- Anticipated expansion capital expenditures of $120 million to $140 million for 2025.
- Projected maintenance capital expenditures of $38 million to $42 million for 2025.
- 39,800 large horsepower on order for delivery within the next 12 months, indicating future growth.
Challenges Ahead
- Inability to reconcile projected non-GAAP measures (Adjusted EBITDA and Distributable Cash Flow) to GAAP measures due to estimation difficulties.
- Potential impacts from changes in economic conditions of the crude oil and natural gas industries.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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