The earnings call indicates a generally positive outlook for USA Compression Partners, with record revenues and strong demand projections outweighing concerns about flat horsepower growth and rising costs. Operational efficiency gains and industry awards further contribute to the positive sentiment.

Company Guidance -

Q3 2025

During the second quarter of 2025 earnings call, USA Compression Partners provided updated guidance and discussed key metrics. The company achieved record revenues and average revenue per horsepower while maintaining consistent margins and utilization. Their contracted horsepower in the Northeast is projected to increase by 5% in Q4 compared to the current period, reflecting strong demand. The second quarter adjusted gross margins stood at 65.4%, with a net income of $28.6 million and operating income of $76.6 million. They reported net cash provided by operating activities of $124.2 million and a cash interest expense of $45.4 million. The leverage ratio is currently at 4.08x. For 2025, they reaffirmed their guidance with adjusted EBITDA expected to range between $590 million and $610 million, distributable cash flow between $350 million and $370 million, and capital expenditures for expansion and maintenance between $120 million to $140 million and $38 million to $42 million, respectively. The company anticipates significant growth in natural gas demand, driven by AI, cloud services, and new data center investments. They have acquired approximately 48,000 new horsepower in 2025 and expect active horsepower to exceed 3.6 million by Q4, setting a new company record.

Record-Setting Quarter for Revenues

USA Compression Partners delivered a record-setting quarter for revenues and average revenue per horsepower while maintaining consistent margins and utilization.

Strong Demand Projections

Contracted horsepower in the Northeast is expected to be 5% higher in Q4 compared to Q2, indicating strong demand and positive outlook for the rest of the year.

Natural Gas Growth Projections

EIA short-term energy outlook shows considerable natural gas growth projections, including annualized gas growth of 6% in the Permian.

Operational Efficiency Gains

Significant savings in lube oil costs anticipated due to a new agreement, and ongoing benefits from the new shared services model with Energy Transfer.

Safety and Operational Excellence Award

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

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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