Q3 25 EPS
$0.26
MISS 1.85%
Est. $0.26
Q3 25 Revenue
$250.3M
BEAT +0.01%
Est. $250.2M
vs S&P Since Q3 25
+1.6%
BEATING MARKET
USAC +9.8% vs S&P +8.2%
Market Reaction
Did USAC Beat Earnings? Q3 2025 Results
USA Compression Partners posted a record-laden third quarter for 2025, though its earnings per unit of $0.26 fell just shy of the $0.26 consensus estimate by 1.85%, even as revenue of $250.26 million edged past forecasts by 0.01% and grew 4.3% year-o… Read more USA Compression Partners posted a record-laden third quarter for 2025, though its earnings per unit of $0.26 fell just shy of the $0.26 consensus estimate by 1.85%, even as revenue of $250.26 million edged past forecasts by 0.01% and grew 4.3% year-over-year. The headline miss on earnings was more than offset by the breadth of operational records the partnership set during the period, with Adjusted EBITDA climbing to a record $160.26 million from $145.69 million a year earlier and net income nearly doubling to $34.49 million, driven by stronger contract operations revenue, lower operating costs, and reduced interest expense. Average revenue per revenue-generating horsepower reached a record $21.46 per month, reflecting sustained pricing power across a utilization rate of 94.0%. Management responded to the momentum by tightening its full-year 2025 outlook, now guiding for Adjusted EBITDA of $610 million to $620 million and Distributable Cash Flow of $370 million to $380 million, with a recent debt refinancing at 6.25% expected to further reduce interest costs going forward.
Key Takeaways
- • Record average revenue per revenue-generating horsepower per month of $21.46, up from $20.60 year-over-year
- • Meaningful savings across SG&A, key operating expense lines, and interest expense
- • High horsepower utilization at 94.0%
- • Continuous improvement mindset driving efficiency and disciplined execution
- • Cost of operations (exclusive of D&A) decreased to $76.95 million from $81.81 million year-over-year
USAC YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
USAC Revenue by Segment
With YoY comparisons, source: SEC Filings
“Third-quarter results reflect the continuous improvement mindset that drives our organization. In addition to sustained top-line momentum, we delivered meaningful savings across SG&A, key operating expense lines, and interest expense, demonstrating our focus on efficiency and disciplined execution.”
— Clint Green, Q3 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% |