USA Compression Q2 Revenue Beats, EBITDA Misses; 2026 Guidance Reaffirmed
USAC sits 19% above its 52-week low of $21.85.
Summary
Q2 revenue of $342.15M beat the $332.89M consensus, driven by fleet expansion and higher pricing — average revenue per horsepower rose to $22.84 from $21.31 a year ago. Adjusted EBITDA of $193.2M missed the $195.47M estimate, but the company reaffirmed full-year 2026 guidance: Adjusted EBITDA of $770M-$800M and distributable cash flow of $480M-$510M. The distribution was held at $0.525 per unit. About half of planned 2027 new horsepower is already contracted, with meaningful 2028 commitments, signaling strong demand visibility. This follows the 8-K filed earlier today with the full release; the revenue beat and maintained outlook offset the slight EBITDA miss.
At the time of this announcement, USAC was trading at $25.99 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $3.7B. The 52-week trading range was $21.85 to $30.55. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.