The earnings call presented a balanced view with strong revenue growth and operational improvements, especially in pricing and contracted horsepower, but faced challenges with increased operating expenses and labor costs. The strategic partnerships and awards reflect positively on the company's future prospects.

Company Guidance

During the second quarter of 2025, USA Compression Partners provided a robust outlook and guidance, reflecting significant optimism for the remainder of the year and into 2026. The company reported record revenues and an average revenue per horsepower, achieving $21.31 per horsepower, marking a 1% increase from the previous quarter and a 5% increase year-over-year. Despite macroeconomic challenges, the company maintained a strong utilization rate of 94.4%, with a total fleet horsepower of approximately 3.9 million. Operationally, USA Compression Partners acquired 48,000 new horsepower in 2025, with expectations of delivering 10,000 horsepower online by January 2026. The company also maintained its adjusted EBITDA guidance in the range of $590 million to $610 million and a distributable cash flow range of $350 million to $370 million for the year. Expansion capital expenditures are projected between $120 million and $140 million, with maintenance capital between $38 million and $42 million. The company anticipates its leverage ratio to marginally increase later in the year to support new growth projects, with a target leverage ratio at or below 4x debt to EBITDA. The positive financial performance was complemented by strategic initiatives, including a shared services model with Energy Transfer, expected to generate a $5 million annualized savings, and operational improvements in parts and labor costs, contributing to a stable gross margin of 65.4%.

Record-Setting Quarter for Revenues

USA Compression reported a record-setting quarter for revenues and average revenue per horsepower, maintaining consistent margins and utilization despite bearish macroeconomic conditions.

Growth in Contracted Horsepower

Contracted horsepower in the Northeast is expected to be 5% higher in Q4 compared to current levels, indicating strong demand and growth potential.

Increase in Pricing

Pricing improvements were seen, with an all-time high average of $21.31 per horsepower in Q2, a 1% sequential increase and a 5% increase compared to the previous year.

Operational Efficiency and Cost Management

Operational benefits from the shared services model with Energy Transfer, including licensing savings and enhanced functionality, were noted. Significant savings in lube oil costs are anticipated due to a new vendor agreement.

Safety and Operational Excellence Award

Employees in the Rockies received a Safety and Operational Excellence award from one of the top 10 customers, showcasing strong employee performance and recognition.

USA Compression (USAC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

USAC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.23 / -	0.13	―	―	―
Jul 17, 2025	2025 (Q2)	0.21 / 0.22	0.23	-4.35% (-0.01)	―	―
May 06, 2025	2025 (Q1)	0.23 / 0.14	0.19	-26.32% (-0.05)
Feb 11, 2025	2024 (Q4)	0.25 / 0.18	0.02	800.00% (+0.16)
Nov 05, 2024	2024 (Q3)	0.21 / 0.13	0.09	44.44% (+0.04)
Aug 06, 2024	2024 (Q2)	0.18 / 0.23	0.11	109.09% (+0.12)
May 07, 2024	2024 (Q1)	0.13 / 0.19	-0.01	2000.00% (+0.20)
Feb 13, 2024	2023 (Q4)	0.10 / 0.02	-0.04	150.00% (+0.06)
Oct 31, 2023	2023 (Q3)	0.08 / 0.09	-0.03	400.00% (+0.12)	―
Aug 01, 2023	2023 (Q2)	0.05 / 0.11	-0.03	466.67% (+0.14)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

USAC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 17, 2025	$23.60	$23.64	+0.17%
May 06, 2025	$23.78	$22.66	-4.71%
Feb 11, 2025	$28.02	$27.08	-3.35%
Nov 05, 2024	$20.35	$20.37	+0.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Usa Compression (USAC) report earnings?

Usa Compression (USAC) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Usa Compression (USAC) earnings time?

Usa Compression (USAC) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is USAC EPS forecast?

USAC EPS forecast for the fiscal quarter 2025 (Q3) is 0.23.

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