USA Compression Partners, LP

Report azionario NYSE:USAC

Capitalizzazione di mercato: US$3.8b

USA Compression Partners Salute del bilancio

Criteri Salute finanziaria verificati 1/6

USA Compression Partners ha un patrimonio netto totale di $316.7M e un debito totale di $3.0B, che porta il suo rapporto debito/patrimonio netto a 941.2%. Le sue attività totali e le sue passività totali sono rispettivamente $3.7B e $3.4B. L'EBIT di USA Compression Partners è $342.9M rendendo il suo rapporto di copertura degli interessi 1.8. Ha liquidità e investimenti a breve termine pari a $14.5M.

Informazioni chiave

941.16%

Rapporto debito/patrimonio netto

US$2.98b

Debito

Indice di copertura degli interessi1.8x
ContantiUS$14.52m
Patrimonio nettoUS$316.67m
Totale passivitàUS$3.42b
Totale attivitàUS$3.73b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Seeking Alpha • Jul 08

USA Compression Partners: 8% Yield, 1.7x Coverage, And More Horsepower Ahead

Summary USA Compression Partners offers an 8% yield, strong fleet utilization, and benefits from tight compression market fundamentals. USAC has solid pricing growth and added horsepower from the J-W acquisition. USAC trades at 8.9x price-to-cashflow, below peers and historical peaks, supporting the case for undervaluation and future total return potential. I maintain a 'Buy' rating, citing robust distribution coverage, visible horsepower growth, and a favorable industry backdrop for natural gas infrastructure. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 25

USAC: Tight Compression Market And Contract Visibility Will Support Bullish Outlook

USA Compression Partners' updated analyst price target of about $29.67, compared with the prior $29.50, reflects analysts' use of higher revenue growth assumptions and support from a structurally tight compression market with strong utilization and multi year contract visibility. Analyst Commentary Recent research on USA Compression Partners highlights how analysts are thinking about the partnership's valuation and execution in the context of a constrained compression market and ongoing gas demand.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $346.8M ) di USAC superano le sue passività a breve termine ( $224.2M ).

Passività a lungo termine: Le attività a breve termine di USAC ( $346.8M ) non coprono le sue passività a lungo termine ( $3.2B ).

Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 936.6% ) di USAC è considerato alto.

Riduzione del debito: Il rapporto debito/patrimonio netto di USAC è aumentato da 259.8% a 941.2% negli ultimi 5 anni.

Copertura del debito: Il debito di USAC non è ben coperto dal flusso di cassa operativo ( 14.3% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di USAC non sono ben coperti dall'EBIT ( 1.8 x copertura).

Bilancio

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/20 05:45
Prezzo dell'azione a fine giornata2026/07/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 delle guide su come utilizzare i nostri report e dei 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.

AnalistaIstituzione
Michael GyureBrean Capital Historical (Janney Montgomery)
Thomas CurranB. Riley Securities, Inc.
Douglas IrwinCitigroup Inc