USA Compression Partners, LP

NYSE:USAC 주식 리포트

시가총액: US$3.8b

USA Compression Partners 경영진

경영진 기준 점검 1/4

USA Compression Partners CEO는 Clint Green, Oct2024 에 임명되었습니다 의 임기는 1.75 년입니다. 총 연간 보상은 $4.61M, 11.1% 급여 및 88.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $4.92M 가치에 해당하는 회사 주식의 0.13% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.7 년과 2.4 년입니다.

핵심 정보

Clint Green

최고경영자

US$4.6m

총 보수

CEO 급여 비율11.10%
CEO 재임 기간1.8yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간1.7yrs
이사회 평균 재임 기간2.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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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새로운 내러티브 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 보수 분석

Clint Green의 보수는 USA Compression Partners의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Clint의 총 보수(USD4.61M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.91M)보다 낮습니다.

보상과 수익: Clint의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Clint Green (48 yo)

1.8yrs
재임 기간
US$4,611,396
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 GP1.3yrs데이터 없음0.015%
$ 582.4k
1.7yrs
평균 재임 기간
45yo
평균 나이

경험이 풍부한 관리: USAC의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
William Waldheim
Independent Director of USA Compression GP8.3yrsUS$239.41k0.025%
$ 950.4k
Thomas Long
Director of USA Compression GP8.3yrs데이터 없음데이터 없음
Bradford Whitehurst
Director of USA Compression GP7.3yrs데이터 없음0.023%
$ 886.2k
James Wright
Director of USA Compression GP2.3yrs데이터 없음데이터 없음
Glenn Joyce
Independent Director of USA Compression GP8.3yrsUS$236.91k0.025%
$ 950.4k
Dylan Bramhall
Director of USA Compression GP2.3yrs데이터 없음데이터 없음
Clifford Harris
Director of USA Compression GP2.4yrsUS$206.91k데이터 없음
John Wortham
Independent Director of USA Compression GP2.3yrsUS$229.41k데이터 없음
Jim S. Holotik
Directorless than a year데이터 없음데이터 없음
2.4yrs
평균 재임 기간
68.5yo
평균 나이

경험이 풍부한 이사회: USAC의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.4 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 16:05
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

USA Compression Partners, LP는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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