USA Compression Partners (USAC) Panoramica del titolo
USA Compression Partners, LP fornisce servizi di compressione del gas naturale negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
USAC Community Fair Values
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Analyst Price Targets
Concorrenti di USA Compression Partners, LP
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$29.09 |
| Massimo di 52 settimane | US$30.55 |
| Minimo di 52 settimane | US$21.85 |
| Beta | 0.18 |
| Variazione di 1 mese | 5.70% |
| Variazione a 3 mesi | 5.51% |
| Variazione di 1 anno | 12.97% |
| Variazione a 3 anni | 54.90% |
| Variazione a 5 anni | 81.81% |
| Variazione dall'IPO | 70.02% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Seeking Alpha • Apr 18
USA Compression Partners: For The Covered Yield And Moderate Upside
Summary USA Compression Partners is rated a cautious buy, offering a stable 7.8% forward yield and improving distribution coverage post-acquisition. USAC’s $860M J-W Power acquisition boosts EBITDA guidance to $770–800M and DCF to $480–510M for 2026, raising coverage to ~1.6x. Leverage remains a constraint at ~3.2–3.3x EBITDA, making deleveraging a priority for retained cash rather than shareholder returns. Upside of 27–31% hinges on sustaining $500M DCF and modest rerating, while downside risk of ~14% exists if utilization falters. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaSeeking Alpha • Feb 26
USA Compression Partners, LP: 7-10% Yields, Record Q4 2022 Revenues, Higher 2023 Outlook
Summary USAC had record revenues in Q4, up 19%, with EBITDA up 14%. Its common units yield 10%, with a K-1. USAC has a high-yield alternative with no K-1. Looking for more security in your high-yield income investments, and no K-1? We've owned the common units of USA Compression Partners, LP (USAC) off and on for years. However, even though the common units have a high ~10% yield, we recently bought the USAC 9/1/2027 6.875% Senior Notes in an effort to gain more security, via a higher rank in the creditor pile. These notes pay $3.4375 in semi-annual interest next week on 3/1/23. Their current yield is 7.27%. Hidden Dividend Stocks Plus The next call price is $103.438, on 9/1/2023. We doubt that USAC will call them in - it'd cost them $750M, but, here's your potential profit if they were to call them in on 9/1/2023. (Like other debt issues, they trade with accrued interest, so the 3/1/23 interest payment would be a wash.) With the notes at $94.53, your capital gain would be $8.91, and you'd receive one net semi-annual $3.4375 interest payment, for a net profit of ~$12.35. The total return would be 13% in ~9 months, or ~25% annualized: Hidden Dividend Stocks Plus Holding these Notes till their maturity redemption would bring a total return of $39.85, comprised of $34.38 in semi-annual Interest payments, and a capital gain of $5.47. The total return/Yield to Maturity is ~36.36% in ~4.7 years, or 9.32% annualized: Hidden Dividend Stocks Plus Company Profile: USAC is a limited partnership that provides natural gas compression services in terms of total compression fleet horsepower. It offers compression services to oil companies and independent producers, processors, gatherers, and transporters of natural gas and crude oil, as well as operates stations. It primarily focuses on providing natural gas compression services to infrastructure applications, including centralized natural gas gathering systems and processing facilities. The company is headquartered in Austin, Texas. USAC is partially owned by Energy Transfer (ET), which owns 39%. (The HDS+ portfolio also has a position in (ET.PE) preferred units.) USAC site USAC's equipment is used in all of the major natural gas producing regions, with 38% of the fleet deployed in the dynamic Permian Basin, and 26% in the very active Marcellus/Utica basins. It focuses on large horsepower units, which have strong demand, and also tend to be sticky, as customers must pay for removing them from their site, which is expensive. USAC site Customer Base: Natural gas prices have fallen in 2023 due to a mild winter. However, USAC's earnings aren't tied to the price of natural gas - it works on fee-based long-term contracts, and has long-term relationships with its diverse group of customers. Those long relationships, and the fact that compression is vital to natural gas producers, has helped USAC to keep bad debt at a very low 0.07% of its total billings over the last 17 years. As noted by CEO Long on the Q4 '22 Call, "So long as crude oil production remains economic, producers will continue to produce oil along with associated gas volumes that require compression services to ensure proper and responsible natural gas takeaway." USAC site Earnings: USAC had record revenues in Q4 '22 - they rose ~19% vs. Q4 '21. Net Income jumped 168%, while Adjusted EBITDA rose ~14%, and DCF rose 16.5%. Like most companies, USAC's Interest Expenses also rose in Q4 and full year 2022, but the increase in EBITDA kept Interest coverage ~steady at 3.09X, vs. 3.07X in 2021: Hidden Dividend Stocks Plus Long term, USAC has been through many boom and bust cycles, but, since compression is a vital part of getting natural gas out of the ground, the utilization of USAC's horsepower fleet has been steady, averaging over 92% since 2012. Even in the energy pullback of 2015-2017, USAC's EBITDA was stable, running between $147 to $157M annually. EBITDA's lowest point was $398M, in pandemic-pressured 2021, but it improved to ~$426M for full-year 2022. USAC site 2023 Guidance: Management issued upbeat guidance for 2023, with midpoint Net Income expected to rise from $30M to $85M, a 183% jump. Adjusted EBITDA midpoint guidance is for $485M, up ~14%. Interest expense is forecast at $162M, which implies a ~3X Interest Coverage ratio, down slightly vs. 3.09X for 2022, but still solid. USAC site Taxes: Although USAC is an LP that issues K-1s for its common and preferred distributions, we receive interest on the 9/1/2027 Notes, so no K-1 issues come up at tax time. Profitability and Leverage: USAC usually has negative equity balances, which eliminates ROE and Debt/Equity ratios. ROA improved slightly in Q4 '22, and is higher than the industry average. While USAC's Net Debt/EBITDA leverage is higher than average, its EBITDA/Interest coverage is much stronger, at 3.09X vs. the industry average of 1.25X. Its ~60% EBITDA Margin is also much higher than average. Hidden Dividend Stocks Plus Debt and Liquidity: As of Dec. 31, 2022, USAC was in compliance with all covenants under its $1.6B revolving credit facility. It had outstanding borrowings under the revolving credit facility of $646M, $954M of availability and available borrowing capacity of $333.1M.Rendimenti per gli azionisti
| USAC | US Energy Services | US Mercato | |
|---|---|---|---|
| 7D | -4.0% | -1.9% | 1.2% |
| 1Y | 13.0% | 91.6% | 28.7% |
Ritorno vs Industria: USAC ha avuto una performance inferiore rispetto al US Energy Services che ha registrato un rendimento 91.6 % nell'ultimo anno.
Rendimento vs Mercato: USAC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| USAC volatility | |
|---|---|
| USAC Average Weekly Movement | 3.7% |
| Energy Services Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: USAC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di USAC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1998 | 885 | Clint Green | usacompression.com |
USA Compression Partners, LP fornisce servizi di compressione del gas naturale negli Stati Uniti. L'azienda offre servizi di compressione alle compagnie petrolifere e ai produttori indipendenti, ai trasformatori, ai raccoglitori e ai trasportatori di gas naturale e di petrolio greggio, nonché per applicazioni infrastrutturali, compresi i sistemi di raccolta centralizzata del gas naturale e gli impianti di trattamento e le applicazioni di sollevamento del gas nei pozzi di petrolio greggio. Possiede e gestisce anche una flotta di attrezzature per offrire servizi di trattamento del gas naturale, come la rimozione dell'anidride carbonica e dell'idrogeno solforato, nonché il raffreddamento e la disidratazione del gas naturale ai produttori di gas naturale e alle società di midstream.
USA Compression Partners, LP Riepilogo dei fondamenti
| USAC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.22b |
| Utili (TTM) | US$125.25m |
| Ricavi(TTM) | US$1.08b |
33.7x
Rapporto P/E3.9x
Rapporto P/SUSAC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| USAC Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.08b |
| Costo del fatturato | US$360.77m |
| Profitto lordo | US$723.37m |
| Altre spese | US$598.12m |
| Utili | US$125.25m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.86 |
| Margine lordo | 66.72% |
| Margine di profitto netto | 11.55% |
| Rapporto debito/patrimonio netto | 941.2% |
Come si è comportato USAC nel lungo periodo?
Vedi performance storica e confrontoDividendi
7.2%
Rendimento attuale del dividendo213%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 09:30 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
USA Compression Partners, LP è coperta da 8 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Gyure | Brean Capital Historical (Janney Montgomery) |
| Thomas Curran | B. Riley Securities, Inc. |
| Douglas Irwin | Citigroup Inc |