Q1 25 EPS
$0.14
MISS 40.98%
Est. $0.24
Q1 25 Revenue
$245.2M
BEAT +0.16%
Est. $244.8M
vs S&P Since Q1 25
-17.4%
TRAILING MARKET
USAC +13.8% vs S&P +31.2%
Market Reaction
Did USAC Beat Earnings? Q1 2025 Results
USA Compression Partners delivered a mixed first quarter for 2025, with revenue clearing expectations while earnings fell well short. The partnership reported revenue of $245.23 million, a 7.0% increase from the year-ago period and just ahead of the … Read more USA Compression Partners delivered a mixed first quarter for 2025, with revenue clearing expectations while earnings fell well short. The partnership reported revenue of $245.23 million, a 7.0% increase from the year-ago period and just ahead of the $244.84 million consensus estimate, but earnings per unit of $0.14 missed the $0.24 analyst estimate by 40.98%, weighed down primarily by a surge in depreciation and amortization to $70.39 million from $63.25 million a year earlier, alongside a $3.65 million asset impairment charge with no prior-year equivalent. Adjusted EBITDA rose to $149.51 million and Distributable Cash Flow reached $88.69 million, supporting a healthy 1.44x coverage ratio, a reassuring signal for income-focused investors drawn to high-yield partnership units. The company held its quarterly distribution at $0.53 per unit and reaffirmed full-year 2025 guidance, projecting Adjusted EBITDA of $590 million to $610 million and Distributable Cash Flow of $350 million to $370 million, supported by roughly 39,800 horsepower on order expected to enter service in the second half of 2025.
Key Takeaways
- • Record average revenue per revenue-generating horsepower per month of $21.06, up from $19.96 in Q1 2024
- • Average revenue-generating horsepower increased to 3.56 million from 3.47 million year-over-year
- • Strong contract compression service market conditions
- • Adjusted gross margin percentage of 66.7% for Q1 2025
USAC YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
USAC Revenue by Segment
With YoY comparisons, source: SEC Filings
“USA Compression's first-quarter results represented another quarter of solid financial and operational performance. The contract compression service market remains strong as evidenced by another record average revenue per-horsepower of $21.06, which drove year-over-year increases in revenues, Adjusted EBITDA, and Distributable Cash Flow.”
— Clint Green, Q1 2025 Earnings Press Release
USAC Earnings Trends
USAC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
USAC EPS Trend
Earnings per share: estimate vs actual
USAC Revenue Trend
Quarterly revenue: estimate vs actual
USAC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $0.36 | $0.27 | -24.03% | $331.3M | +8.02% |
| Q4 25 MISS FY | $0.31 | $0.22 | -28.27% | $252.5M | -0.37% |
| FY Full Year | $1.00 | $0.85 | -15.05% | $998.1M | -0.10% |
| Q3 25 MISS | $0.26 | $0.26 | -1.85% | $250.3M | +0.01% |
| Q2 25 MISS | $0.24 | $0.22 | -7.06% | $250.1M | +1.27% |
| Q1 25 MISS | $0.24 | $0.14 | -40.98% | $245.2M | +0.16% |