USA Compression Partners (USAC) Resumen de Acciones
USA Compression Partners, LP presta servicios de compresión de gas natural en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 1/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
USAC Community Fair Values
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Analyst Price Targets
Competidores de USA Compression Partners, LP
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$25.06 |
| Máximo en las últimas 52 semanas | US$30.55 |
| Mínimo de 52 semanas | US$21.85 |
| Beta | 0.17 |
| Cambio en 1 mes | -13.85% |
| Variación en 3 meses | -11.92% |
| Cambio de 1 año | 1.66% |
| Variación en 3 años | 30.39% |
| Variación en 5 años | 54.88% |
| Variación desde la OPV | 46.46% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 15
USA Compression: Opportunity Knocks For An 8% Yield After Price Pullback
Summary USA Compression trades at its lowest EV/EBITDA multiple since COVID-19, following the J-W Power acquisition and recent share price decline. USAC's forward 2026 EBITDA valuation is 8.2x, reflecting underappreciated growth and improved leverage, with EBITDA expected to reach $785m, up 28% YoY. Capital allocation prioritizes growth investments and technology upgrades, targeting margin improvement and closing a 30% OPEX gap versus peers. Industry-wide engine supply constraints may level growth prospects, but USAC's Energy Transfer backing could provide a competitive edge. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 10
USAC: Tight Compression Market And Impairment Charges Will Shape Fairly Balanced Outlook
Analysts have nudged the fair value estimate for USA Compression Partners slightly higher to $29.50, citing updated earnings assumptions and ongoing support from a tight compression market with strong utilization and multi-year contract visibility, as reflected in the latest Street research price target move to $30. What's in the News USA Compression Partners reported unaudited impairment charges for the first quarter ended March 31, 2026, tied to long-lived assets whose carrying values are not expected to be recovered through future cash flows.Actualización de narrativa • May 27
USAC: Tight Capacity And Broad Reach Will Guide Fairly Balanced Outlook
Analysts have nudged their price target for USA Compression Partners to about $29.33 from $29, citing tighter industry capacity, the partnership's broad geographic footprint across key U.S. basins and views that the stock remains attractively valued at recent levels. Analyst Commentary Recent research points to a more constructive stance on USA Compression Partners, with price targets in the low US$30s and commentary centering on capacity tightness and the partnership's broad operating footprint across major U.S. basins.Recent updates
Seeking Alpha • Jun 15
USA Compression: Opportunity Knocks For An 8% Yield After Price Pullback
Summary USA Compression trades at its lowest EV/EBITDA multiple since COVID-19, following the J-W Power acquisition and recent share price decline. USAC's forward 2026 EBITDA valuation is 8.2x, reflecting underappreciated growth and improved leverage, with EBITDA expected to reach $785m, up 28% YoY. Capital allocation prioritizes growth investments and technology upgrades, targeting margin improvement and closing a 30% OPEX gap versus peers. Industry-wide engine supply constraints may level growth prospects, but USAC's Energy Transfer backing could provide a competitive edge. Read the full article on Seeking AlphaActualización de narrativa • Jun 10
USAC: Tight Compression Market And Impairment Charges Will Shape Fairly Balanced Outlook
Analysts have nudged the fair value estimate for USA Compression Partners slightly higher to $29.50, citing updated earnings assumptions and ongoing support from a tight compression market with strong utilization and multi-year contract visibility, as reflected in the latest Street research price target move to $30. What's in the News USA Compression Partners reported unaudited impairment charges for the first quarter ended March 31, 2026, tied to long-lived assets whose carrying values are not expected to be recovered through future cash flows.Actualización de narrativa • May 27
USAC: Tight Capacity And Broad Reach Will Guide Fairly Balanced Outlook
Analysts have nudged their price target for USA Compression Partners to about $29.33 from $29, citing tighter industry capacity, the partnership's broad geographic footprint across key U.S. basins and views that the stock remains attractively valued at recent levels. Analyst Commentary Recent research points to a more constructive stance on USA Compression Partners, with price targets in the low US$30s and commentary centering on capacity tightness and the partnership's broad operating footprint across major U.S. basins.Actualización de narrativa • May 07
USAC: Tight Capacity And Broad Reach Will Shape Measured Future Outlook
Analysts have raised their price targets for USA Compression Partners into the low $30s, citing tightening industry capacity, the company's broad geographic footprint across key basins, and what they view as an attractive current valuation as the main factors behind the change. Analyst Commentary Recent research updates give you a sense of how analysts are framing USA Compression Partners, with some leaning more constructive on the units while others stay cautious on valuation and timing.Actualización de narrativa • Apr 21
USAC: Tight Capacity And Broad Footprint Will Shape Balanced Future Prospects
Analysts have nudged their price view on USA Compression Partners higher, with the updated fair value estimate moving from about $28.17 to $29.00. This shift is supported by recent target increases to $30 and $31 that highlight expectations around tightening industry capacity and the partnership's broad geographic footprint.Actualización de narrativa • Apr 06
USAC: Tight Capacity And Lower Leverage Will Support Balanced Future Prospects
Narrative Update on USA Compression Partners The analyst price target for USA Compression Partners has been raised by several firms into a $25 to $31 range. Analysts point to tightening industry capacity, the partnership's broad geographic footprint, and balance sheet flexibility that could support more aggressive growth investment or a higher cash distribution as key reasons for their updated views.Actualización de narrativa • Mar 22
USAC: Lower Leverage And Tight Capacity Will Shape Balanced Outlook
Analyst price targets for USA Compression Partners have shifted higher into a $25 to $31 range, as analysts cite tightening industry capacity, the partnership's wide geographic footprint across key basins, and balance sheet flexibility that could support more aggressive growth investment or potential distribution changes. Analyst Commentary Bullish Takeaways Bullish analysts point to tightening compression capacity and USA Compression Partners' wide basin exposure, including the Permian, Appalachia, Gulf Coast, Mid-Con, and Rockies, as support for the current price target range of $25 to $31.Actualización de narrativa • Mar 06
USAC: Lower Leverage And Possible Distribution Hike Will Shape Balanced Outlook
Analysts have lifted their price targets on USA Compression Partners by $3 at Stifel to $30 and by $2 at Mizuho to $25, citing updated multi year estimates, lower leverage, the potential for more aggressive growth investment, and a possible increase in the cash distribution. Analyst Commentary Recent price target changes on USA Compression Partners come alongside updated multi year estimates and fresh views on how the partnership might use its balance sheet and cash flow.Actualización de narrativa • Feb 20
USAC: Lower Leverage And Possible Distribution Hike Shape Balanced Outlook
Analysts have raised their blended price target for USA Compression Partners from $26.50 to about $28.17, citing updated estimates, lower leverage, the potential for more aggressive growth investment, and possibly a first cash distribution increase in over a decade. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets into the mid to high US$20s, which signals increased confidence in how current fundamentals support the partnership's valuation.Seeking Alpha • Feb 20
USA Compression: Edging Closer To Positive Free Cash Flow
Summary USA Compression is rated as a HOLD due to a stable, near-term outlook, high yield of 7.4%, but has limited growth options due to high debt. The company reported record EBITDA in Q4, driven by an 8% increase in revenue per deployed horsepower and a 6% rise in total deployed horsepower. New management is focused on reducing CAPEX to become free cash flow positive, despite market growth in natural gas and AI-related stock appreciation. USAC's 2025 guidance includes $600 million in EBITDA, but stretched internal budgets will require future growth to depend on external factors. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
USA Compression Partners: A Fresh Look At Their Distributions
Summary USA Compression Partners stands to benefit from the incoming Trump administration, with new policies poised to favor fossil fuels. Even though their distributable cash flow indicates they have distribution growth potential, a wider view of their cash-based results does not support this notion. They do not produce anywhere near enough free cash flow to cover their distribution payments, which leaves a gap for debt funding. Even though their leverage is not trending upwards, it is already extremely high. Whilst I do not believe a distribution cut is likely, this nevertheless places a significant handbrake on any growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 16
USA Compression: Steady As She Goes, But Lacking In Total Returns
Summary USA Compression is in the late innings of its growth strategy to deploy unallocated compression equipment as the natural gas pipeline sector continues to expand. USAC has been able to maintain total returns on pace with the S&P 500 through distributions versus capital appreciation. Issuing a K-1 form also entitles investors to tax benefits. USAC needs to realize margin expansion to return to positive FCF following the distribution to reduce its total debt levels. Several comparable investment options have a significantly better return history with moderate yields. Read the full article on Seeking Alpha
Nueva narrativa • Sep 09
Innovative Strategies And Record Performance Set To Propel Energy Services Growth
Record performance across various financial metrics suggests a strong, expanding operation that positively influences future revenue and earnings.Seeking Alpha • May 11
I'm Locking Up To 8.4% Dividend Yield With USA Compression Partners
Summary USA Compression Partners delivered better than expected EPS, quarter revenue, and double-digit cash flow growth. The company's business model involves providing natural gas compression services and has a presence in regions with high concentrations of projects. The company's dividend yield of 8.4% and potential for future net sales growth make it an attractive investment option. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
USA Compression: Tight Market Might Bode Well For The Stock
Summary USA Compression is benefiting from a strong market for compression services, with rising prices and utilization. USAC is looking to upgrade its customer base, reprice contracts at renewal, and reduce leverage to improve its financial position. The stock looks like a "Buy" given the strong current market conditions. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
USA Compression Partners LP: High Premium But Worth Getting In On The Dividend
Summary USA Compression Partners LP has seen a significant increase in valuation, with a high P/E ratio and a dividend yield of over 10%. The company generates stable cash flows and has a disciplined capital allocation strategy, leading to a consistently high dividend yield. USAC's recent earnings report showed growth in revenues and average revenue per revenue-generating horsepower, making it an interesting company to watch. However, the high premium of its share price may deter some investors. Read the full article on Seeking AlphaSeeking Alpha • Aug 02
USA Compression Partners: Strong Results Driven By High Demand
Summary USA Compression Partners beats revenue and net income estimates, with revenues up 21% YoY. The company's leverage ratio falls to 4.5 but still carries some risk. Strong demand for energy products drives higher compression prices and margins for USAC. We are also seeing better utilization and better efficiencies across the board. The 10.55% dividend is safe, and the company can easily cover it with current earnings and projected cash flows. Read the full article on Seeking AlphaRentabilidad de los accionistas
| USAC | US Energy Services | Mercado US | |
|---|---|---|---|
| 7D | -3.8% | -9.6% | 1.4% |
| 1Y | 1.7% | 51.8% | 25.7% |
Rentabilidad vs. Industria: Los resultados de USAC fueron inferiores a los de la industria US Energy Services, que obtuvo un rendimiento del 51.8% el año pasado.
Rentabilidad vs. Mercado: USAC obtuvo unos resultados inferiores a los del mercado US, que fueron del 25.7% el año pasado.
Volatilidad de los precios
| USAC volatility | |
|---|---|
| USAC Average Weekly Movement | 4.4% |
| Energy Services Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: USAC no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de USAC (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1998 | 885 | Clint Green | usacompression.com |
USA Compression Partners, LP presta servicios de compresión de gas natural en Estados Unidos. La empresa ofrece servicios de compresión a compañías petroleras y productores independientes, procesadores, recolectores y transportistas de gas natural y petróleo crudo, así como para aplicaciones de infraestructura, incluidos sistemas centralizados de recolección de gas natural e instalaciones de procesamiento, y aplicaciones de elevación de gas en pozos de petróleo crudo. También posee y opera una flota de equipos para ofrecer servicios de tratamiento de gas natural, como la eliminación de dióxido de carbono y sulfuro de hidrógeno, así como la refrigeración y deshidratación de gas natural a productores de gas natural y empresas midstream.
Resumen de fundamentos de USA Compression Partners, LP
| Estadísticas fundamentales de USAC | |
|---|---|
| Capitalización bursátil | US$3.63b |
| Beneficios(TTM) | US$125.25m |
| Ingresos (TTM) | US$1.08b |
29.0x
Ratio precio-beneficio (PE)3.4x
Ratio precio-ventas (PS)¿Está USAC sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de USAC | |
|---|---|
| Ingresos | US$1.08b |
| Coste de los ingresos | US$360.77m |
| Beneficio bruto | US$723.37m |
| Otros gastos | US$598.12m |
| Beneficios | US$125.25m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.86 |
| Margen bruto | 66.72% |
| Margen de beneficio neto | 11.55% |
| Ratio deuda/patrimonio | 941.2% |
¿Cómo se ha desempeñado USAC a largo plazo?
Ver rendimiento histórico y comparativaDividendos
8.4%
Rentabilidad actual por dividendo213%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/22 15:24 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
USA Compression Partners, LP está cubierta por 8 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Michael Gyure | Brean Capital Historical (Janney Montgomery) |
| Thomas Curran | B. Riley Securities, Inc. |
| Douglas Irwin | Citigroup Inc |