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Dec 31, 2025
USA Compression Q4 2025 Earnings Report
USA Compression Partners, LP reported a strong fourth quarter in 2025, with record total revenues and increased net income, driven by operational efficiencies and strategic acquisitions.
Key Takeaways
USA Compression Partners, LP achieved record total revenues of $252.5 million and net income of $27.8 million in Q4 2025, demonstrating robust financial performance. The company also reported strong operational metrics, including an average revenue-generating horsepower of 3.58 million and a horsepower utilization of 94.5%.
Record total revenues of $252.5 million for Q4 2025, an increase from $245.9 million in Q4 2024.
Net income rose to $27.8 million in Q4 2025, up from $25.4 million in Q4 2024.
Average revenue-generating horsepower reached 3.58 million, slightly up from 3.56 million in the prior year.
Distributable Cash Flow increased to $103.2 million for Q4 2025, compared to $96.3 million in Q4 2024.
Forward Guidance
USA Compression Partners, LP provided a positive outlook for full-year 2026, anticipating growth in Adjusted EBITDA and Distributable Cash Flow, supported by strategic acquisitions and continued operational focus.
Positive Outlook
- Projected Adjusted EBITDA for FY 2026 is between $770 million and $800 million, indicating strong growth.
- Projected Distributable Cash Flow for FY 2026 is between $480 million and $510 million.
- The January closing of the J-W acquisition is expected to bolster momentum in 2026.
- The company plans to integrate J-W operations to create value for customers and unitholders.
- Expansion capital expenditures are projected to be between $230 million and $250 million, including $38 million for non-compression related capital.
Challenges Ahead
- The Partnership is unable to reconcile projected Adjusted EBITDA and Distributable Cash Flow to projected net income (loss) and net cash provided by operating activities due to estimation difficulties.
- Changes to current assets and liabilities, unknown future events, and certain future GAAP measures cannot be reasonably estimated.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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