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USA Compression Q2 Earnings & Revenues Beat Estimates, Rise Y/Y

USA Compression Partners reported stronger-than-expected second-quarter 2026 results, with adjusted net profit rising to 31 cents per unit versus 24 cents expected and 22 cents a year ago. Revenue increased 36.8% to $342.1 million, driven by higher contract operations and parts and services revenue, while adjusted EBITDA climbed 29.2% to $193.2 million and distributable cash flow rose to $125.3 million. The company also expanded revenue-generating capacity to 4.45 million horsepower and reaffirmed full-year 2026 guidance for adjusted EBITDA of $770 million-$800 million and DCF of $480 million-$510 million. Despite solid earnings growth, gross margins and horsepower utilization eased slightly, and leverage remains elevated with $2.9 billion in net long-term debt. Overall, the report was supportive for USAC shares, indicating operational momentum and stable guidance in the natural gas compression market.

Category

SpaceX

Sentiment

Bullish

Event

Earnings report

Reading time

1 min