USA Compression Partners, LP — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
USA Compression reported Q2 2026 total revenues of $342.1M (vs. $250.1M in Q2 2025, +36.8%), net income of $45.7M (vs. $28.6M, +59.8%), and Adjusted EBITDA of $193.2M (vs. $149.5M, +29.3%). Revenue-generating horsepower grew to 4.45M average units (vs. 3.55M), reflecting the J-W Power acquisition integration. Distributable Cash Flow was $125.3M with a 1.65x coverage ratio. The partnership maintained its $0.525/unit quarterly distribution and confirmed FY2026 guidance: Adjusted EBITDA $770–800M, Distributable Cash Flow $480–510M.
Why this rating
Strong YoY growth in revenue, EBITDA, and cash flow post-acquisition; horsepower base up 25% YoY. However, utilization declined (92.0% vs. 94.4%) and margins compressed slightly. For $1.9B company, $192M quarterly EBITDA is substantial. Integration execution shown but modest near-term trajectory shift.
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