USA Compression Partners, LP

NYSE:USAC 株式レポート

時価総額:US$3.8b

USA Compression Partners マネジメント

マネジメント 基準チェック /14

USA Compression Partnersの CEO はClint Greenで、 Oct2024年に任命され、 の在任期間は 1.75年です。 の年間総報酬は$ 4.61Mで、 11.1%給与と88.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値は$ 4.92M 。経営陣と取締役会の平均在任期間はそれぞれ1.7年と2.4年です。

主要情報

Clint Green

最高経営責任者

US$4.6m

報酬総額

CEO給与比率11.10%
CEO在任期間1.8yrs
CEOの所有権0.1%
経営陣の平均在職期間1.7yrs
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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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新しいナラティブ 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
Seeking 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 Alpha

CEO報酬分析

USA Compression Partners の収益と比較して、Clint Green の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$125m

Dec 31 2025US$5mUS$512k

US$103m

Sep 30 2025n/an/a

US$96m

Jun 30 2025n/an/a

US$79m

Mar 31 2025n/an/a

US$79m

Dec 31 2024US$3mUS$125k

US$82m

報酬と市場: Clintの 総報酬 ($USD 4.61M ) は、 US市場 ($USD 6.91M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Clintの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Clint Green (48 yo)

1.8yrs
在職期間
US$4,611,396
報酬

Mr. Micah C. Green, also known as Clint, is President and Chief Executive Officer of USA Compression GP LLC, General Partner of USA Compression Partners, LP from October 03, 2024. Mr. Micah served as Senio...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Micah Green
President & CEO of USA Compression GP LLC1.8yrsUS$4.61m0.13%
$ 4.9m
Christopher Paulsen
Senior VP1.7yrsUS$2.15m0.064%
$ 2.4m
Christopher Wauson
Senior VP & COO of USA Compression GP1.3yrsUS$2.60m0.014%
$ 526.2k
Christopher Porter
Senior VP9.5yrsUS$2.34m0.088%
$ 3.4m
Julie McEwen
VP & Controller of USA Compression GP1.3yrsデータなし0.015%
$ 582.4k
1.7yrs
平均在職期間
45yo
平均年齢

経験豊富な経営陣: USACの経営陣は 経験豊富 とはみなされません ( 1.7年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
William Waldheim
Independent Director of USA Compression GP8.3yrsUS$239.41k0.025%
$ 950.4k
Thomas Long
Director of USA Compression GP8.3yrsデータなしデータなし
Bradford Whitehurst
Director of USA Compression GP7.3yrsデータなし0.023%
$ 886.2k
James Wright
Director of USA Compression GP2.3yrsデータなしデータなし
Glenn Joyce
Independent Director of USA Compression GP8.3yrsUS$236.91k0.025%
$ 950.4k
Dylan Bramhall
Director of USA Compression GP2.3yrsデータなしデータなし
Clifford Harris
Director of USA Compression GP2.4yrsUS$206.91kデータなし
John Wortham
Independent Director of USA Compression GP2.3yrsUS$229.41kデータなし
Jim S. Holotik
Directorless than a yearデータなしデータなし
2.4yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: USACの 取締役会経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/06 20:27
終値2026/07/02 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

USA Compression Partners, LP 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Michael GyureBrean Capital Historical (Janney Montgomery)
Thomas CurranB. Riley Securities, Inc.
Douglas IrwinCitigroup Inc