Q2 25 EPS
$0.22
MISS 7.06%
Est. $0.24
Q2 25 Revenue
$250.1M
BEAT +1.27%
Est. $247.0M
vs S&P Since Q2 25
-7.9%
TRAILING MARKET
USAC +8.0% vs S&P +15.9%
Market Reaction
Did USAC Beat Earnings? Q2 2025 Results
USA Compression Partners posted a mixed second quarter for 2025, beating on revenue while falling short on earnings per unit. The partnership reported revenue of $250.13 million, up 6.3% year-over-year and modestly ahead of the $246.99 million consen… Read more USA Compression Partners posted a mixed second quarter for 2025, beating on revenue while falling short on earnings per unit. The partnership reported revenue of $250.13 million, up 6.3% year-over-year and modestly ahead of the $246.99 million consensus estimate, yet its $0.22 EPS missed the $0.24 analyst forecast by 7.06%. The shortfall on the bottom line came despite record top-line results, as higher depreciation and amortization expenses of $70.84 million, a $3.24 million asset impairment charge, and the absence of a $3.13 million derivative gain that benefited the year-ago quarter all weighed on GAAP net income. Adjusted EBITDA climbed to $149.48 million, supported by record average revenue per horsepower of $21.31 per month, reflecting continued pricing strength across oil and gas producing basins. Looking ahead, management reaffirmed full-year 2025 guidance calling for Adjusted EBITDA of $590 million to $610 million and Distributable Cash Flow of $350 million to $370 million, with 39,800 large horsepower units on order for delivery within the next 12 months.
Key Takeaways
- • Record average revenue per revenue-generating horsepower per month of $21.31, up 5% year-over-year
- • Strong demand for compression services across both oil and gas producing basins
- • Average revenue-generating horsepower increased to 3.55 million from 3.52 million year-over-year
- • Average horsepower utilization of 94.4%
USAC YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
USAC Revenue by Segment
With YoY comparisons, source: SEC Filings
“USA Compression's second-quarter financial and operational results reflected another record-setting quarter for revenues and average revenue per-horsepower of $21.31, up 5% from a year ago. We continue to see strong demand for our services across both oil and gas producing basins which drove year-over-year increases in revenues, Adjusted EBITDA, and Distributable Cash Flow.”
— Clint Green, Q2 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% |