USA Compression Partners 過去の業績
過去 基準チェック /46
USA Compression Partnersは、平均年間71.3%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間43.7% 11.8%収益成長率で 成長しています。 USA Compression Partnersの自己資本利益率は40.8%であり、純利益率は11.6%です。
主要情報
71.26%
収益成長率
69.86%
EPS成長率
| Energy Services 業界の成長 | 23.71% |
| 収益成長率 | 11.76% |
| 株主資本利益率 | 40.78% |
| ネット・マージン | 11.55% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
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.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 Alpha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 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
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 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.収支内訳
収支内訳
USA Compression Partners の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,084 | 125 | 79 | 0 |
| 31 Dec 25 | 998 | 103 | 66 | 0 |
| 30 Sep 25 | 992 | 96 | 68 | 0 |
| 30 Jun 25 | 981 | 79 | 69 | 0 |
| 31 Mar 25 | 966 | 79 | 70 | 0 |
| 31 Dec 24 | 950 | 82 | 74 | 0 |
| 30 Sep 24 | 930 | 63 | 74 | 0 |
| 30 Jun 24 | 907 | 56 | 78 | 0 |
| 31 Mar 24 | 878 | 41 | 79 | 0 |
| 31 Dec 23 | 846 | 20 | 76 | 0 |
| 30 Sep 23 | 811 | 15 | 75 | 0 |
| 30 Jun 23 | 774 | 4 | 69 | 0 |
| 31 Mar 23 | 738 | -11 | 68 | 0 |
| 31 Dec 22 | 705 | -18 | 65 | 0 |
| 30 Sep 22 | 674 | -24 | 60 | 0 |
| 30 Jun 22 | 653 | -29 | 59 | 0 |
| 31 Mar 22 | 639 | -36 | 61 | 0 |
| 31 Dec 21 | 633 | -38 | 60 | 0 |
| 30 Sep 21 | 631 | -43 | 60 | 0 |
| 30 Jun 21 | 634 | -41 | 59 | 0 |
| 31 Mar 21 | 646 | -41 | 62 | 0 |
| 31 Dec 20 | 668 | -643 | 63 | 0 |
| 30 Sep 20 | 688 | -633 | 58 | 0 |
| 30 Jun 20 | 702 | -626 | 62 | 0 |
| 31 Mar 20 | 707 | -619 | 61 | 0 |
| 31 Dec 19 | 698 | -10 | 67 | 0 |
| 30 Sep 19 | 692 | -9 | 57 | 0 |
| 30 Jun 19 | 685 | -23 | 57 | 0 |
| 31 Mar 19 | 679 | -29 | 63 | 0 |
| 31 Dec 18 | 584 | -47 | 58 | 0 |
| 30 Sep 18 | 485 | -277 | 53 | 0 |
| 30 Jun 18 | 387 | -277 | 44 | 0 |
| 31 Mar 18 | 287 | -278 | 27 | 0 |
| 31 Dec 17 | 277 | -265 | 25 | 0 |
| 31 Dec 16 | 264 | -27 | 23 | 0 |
| 31 Dec 15 | 324 | 4 | 34 | 0 |
質の高い収益: USACは 高品質の収益 を持っています。
利益率の向上: USACの現在の純利益率 (11.6%)は、昨年(8.2%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: USAC過去 5 年間で収益を上げており、収益は年間71.3%増加しています。
成長の加速: USACの過去 1 年間の収益成長率 ( 58.6% ) は、5 年間の平均 ( 年間71.3%を下回っています。
収益対業界: USACの過去 1 年間の収益成長率 ( 58.6% ) はEnergy Services業界-26.6%を上回りました。
株主資本利益率
高いROE: USACの 自己資本利益率 ( 40.78% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/21 01:17 |
| 終値 | 2026/05/21 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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 Gyure | Brean Capital Historical (Janney Montgomery) |
| Thomas Curran | B. Riley Securities, Inc. |
| Douglas Irwin | Citigroup Inc |