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 • 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 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 Alpha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 | 2026/07/06 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 |
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| 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 |
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| マネジメント | 10年 |
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| 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
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。
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 |