Q4 25 EPS
$0.22
MISS 28.27%
Est. $0.31
Q4 25 Revenue
$252.5M
MISS 0.37%
Est. $253.4M
vs S&P Since Q4 25
-11.8%
TRAILING MARKET
USAC -4.9% vs S&P +6.8%
Full Year 2025 Results
FY 25 EPS
$0.85
MISS 15.05%
Est. $1.00
FY 25 Revenue
$998.1M
MISS 0.10%
Est. $999.1M
Market Reaction
Did USAC Beat Earnings? Q4 2025 Results
USA Compression Partners delivered a mixed fourth quarter for fiscal 2025, falling short of Wall Street expectations on the bottom line even as it posted record top-line revenue. The partnership earned $0.22 per unit, missing the $0.31 consensus esti… Read more USA Compression Partners delivered a mixed fourth quarter for fiscal 2025, falling short of Wall Street expectations on the bottom line even as it posted record top-line revenue. The partnership earned $0.22 per unit, missing the $0.31 consensus estimate by 29.03%, while revenue of $252.48 million came in just 0.34% below the $253.36 million estimate, though it still represented a 2.7% increase year-over-year. The earnings shortfall was partly explained by a $3.01 million loss on extinguishment of debt tied to the redemption of senior notes due 2027, a one-time charge that weighed on net income despite solid operational performance. Average revenue per revenue-generating horsepower per month climbed to $21.69 from $20.85 a year earlier, reflecting durable pricing strength across the fleet. Looking ahead, management issued 2026 guidance for Adjusted EBITDA of $770 million to $800 million and Distributable Cash Flow of $480 million to $510 million, with the January 2026 closing of the J-W Power acquisition, adding roughly 0.8 million in active horsepower, seen as the primary growth catalyst.
Key Takeaways
- • Record total revenues driven by higher average revenue per revenue-generating horsepower per month ($21.69 vs $20.85 YoY)
- • Average revenue-generating horsepower grew to 3.58 million from 3.56 million YoY
- • Horsepower utilization remained steady at 94.5%
- • Fleet horsepower expanded to 3,894,332 from 3,862,102
- • Record full-year Adjusted EBITDA of $613.8 million and Distributable Cash Flow of $385.7 million
USAC YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
USAC Revenue by Segment
With YoY comparisons, source: SEC Filings
“I want to congratulate our entire team on an exceptional year of value creation in 2025. Our operations and commercial teams continued to deliver for customers day in and day out, while our back-office teams successfully navigated the transition to a shared-services model. These efforts produced record adjusted EBITDA and distributable cash flow in 2025 and laid the foundation for strong momentum in 2026, further bolstered by the January closing of the J-W acquisition. As we look ahead, we are excited to integrate J-W operations into USA Compression and to continue creating value for our customers and unitholders.”
— Clint Green, Q4 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% |