USA Compression Partners Q3 2026: Revenue Surges 42.7%, EPS Misses
As seen on the 24/7 Wall St. homepage on November 3, 2026.
The J-W Power deal lifted revenue 42.7% year over year, beating expectations, though integration charges left earnings per unit missing expectations. Management calls integration substantially complete and guides full-year distributable cash flow to a range that funds the annualized distribution.
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The J-W Power acquisition reset the scale of USA Compression's fleet, lifting average revenue-generating horsepower to 4.48 million from 3.55 million a year earlier. Total revenue cleared consensus on the back of that expanded fleet.
GAAP EPS of $0.33 came in missing expectations, weighed down by integration charges tied to the acquisition. That is the fourth shortfall in the last nine quarters.
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Adjusted gross margin compressed to 62.2% from 69.3% a year earlier as the combined platform absorbed higher operating costs. Cost of operations nearly doubled alongside the fleet expansion.
With integration substantially complete, management guided full-year 2026 Distributable Cash Flow to a range covering the annualized distribution of $2.10 per common unit. The partnership also has 155,000 large horsepower on order, pointing to further fleet growth.
Sources
Mentioned: USAC