USAC official logo USAC
USAC 1-star rating from Upturn Advisory
USA Compression Partners LP (USAC) company logo

USA Compression Partners LP (USAC)

USA Compression Partners LP (USAC) 1-star rating from Upturn Advisory
$25.04
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Upturn Advisory Summary

01/09/2026: USAC (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

2 star rating from financial analysts

6 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $26.83

1 Year Target Price $26.83

Analysts Price Target For last 52 week
$26.83 Target price
52w Low $20.22
Current$25.04
52w High $28.19

Analysis of Past Performance

Type Stock
Historic Profit 3.28%
Avg. Invested days 52
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 01/09/2026

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.03B USD
Price to earnings Ratio 30.47
1Y Target Price 26.83
Price to earnings Ratio 30.47
1Y Target Price 26.83
Volume (30-day avg) 6
Beta 0.2
52 Weeks Range 20.22 - 28.19
Updated Date 01/9/2026
52 Weeks Range 20.22 - 28.19
Updated Date 01/9/2026
Dividends yield (FY) 8.77%
Basic EPS (TTM) 0.81

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 10.99%
Operating Margin (TTM) 35.11%

Management Effectiveness

Return on Assets (TTM) 7.44%
Return on Equity (TTM) 31.47%

Valuation

Trailing PE 30.47
Forward PE 17.64
Enterprise Value 5568661424
Price to Sales(TTM) 3.05
Enterprise Value 5568661424
Price to Sales(TTM) 3.05
Enterprise Value to Revenue 5.62
Enterprise Value to EBITDA 9.5
Shares Outstanding 122685471
Shares Floating 83246999
Shares Outstanding 122685471
Shares Floating 83246999
Percent Insiders 38.75
Percent Institutions 40.73

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

USA Compression Partners LP

USA Compression Partners LP(USAC) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

USA Compression Partners LP was founded in 2017 through the combination of multiple compression service providers. It is a leading provider of compression services in the United States, primarily serving the oil and natural gas industry. The company has grown through strategic acquisitions and organic expansion to become a significant player in its niche market.

Company business area logo Core Business Areas

  • Compression Services: USA Compression Partners LP provides a broad range of compression services to producers of natural gas and crude oil. This includes the operation, maintenance, and service of natural gas compression equipment used in oil and gas production, processing, and transportation.
  • Equipment Leasing and Sales: While primarily focused on service, the company also leases and sells compression equipment to its customers.

leadership logo Leadership and Structure

USA Compression Partners LP operates as a master limited partnership (MLP). The general partner, USA Compression Partners GP, LLC, manages the partnership. Key leadership roles include a Chief Executive Officer, Chief Financial Officer, and other senior management positions responsible for operations, sales, and finance.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Natural Gas Compression Services: This is the core offering, providing critical equipment and services for gas production. Market share data specifically for this niche is not publicly detailed, but USA Compression is a dominant player in the US compression rental market. Key competitors include Exterran Partners (EXLP), CSI Compressco LP (CCLP - now part of TotalEnergies), and various regional service providers.

Market Dynamics

industry overview logo Industry Overview

The oil and gas compression services industry is closely tied to the production levels and capital expenditure cycles of exploration and production (E&P) companies. Demand for compression services fluctuates with commodity prices and drilling activity. The industry is characterized by a need for reliable, high-quality equipment and efficient service operations. Environmental regulations and the energy transition also play an increasing role.

Positioning

USA Compression Partners LP is positioned as a large, diversified provider of compression services with a significant fleet of equipment and a widespread operational footprint across major US oil and gas basins. Its competitive advantages include its scale, long-term customer relationships, and technical expertise in operating and maintaining complex compression assets. As an MLP, it offers investors a pass-through structure.

Total Addressable Market (TAM)

The TAM for compression services is substantial, driven by the ongoing need to move and process natural gas and crude oil. While precise figures vary, the market is estimated to be in the billions of dollars annually. USA Compression Partners LP holds a significant share of the US onshore compression rental market, though precise market share percentages are not readily available due to the fragmented nature of some segments and private ownership of smaller players.

Upturn SWOT Analysis

Strengths

  • Large and diverse fleet of compression equipment.
  • Extensive operational footprint across key US basins.
  • Strong relationships with major E&P customers.
  • Experienced management and technical team.
  • MLP structure potentially attractive for income-focused investors.

Weaknesses

  • Dependence on the cyclical oil and gas industry.
  • High capital expenditure requirements for fleet maintenance and expansion.
  • Sensitivity to commodity price volatility.
  • Potential for increasing competition from private equity-backed firms and integrated service providers.

Opportunities

  • Growth in natural gas production and demand for midstream services.
  • Potential for expansion into emerging energy technologies requiring compression.
  • Acquisition opportunities to consolidate market share or expand service offerings.
  • Increased focus on energy efficiency and emissions reduction services.

Threats

  • Sustained low oil and gas prices impacting customer spending.
  • Stricter environmental regulations and policies favoring renewables.
  • Technological disruptions in the energy sector.
  • Rising interest rates increasing cost of capital.
  • Geopolitical instability impacting global energy markets.

Competitors and Market Share

Key competitor logo Key Competitors

  • Exterran Partners LP (EXLP)
  • CSI Compressco LP (formerly CCLP, now part of TotalEnergies)
  • Regional private compression service providers

Competitive Landscape

USA Compression Partners LP benefits from its scale and established customer base. However, competitors like Exterran Partners and the consolidated CSI Compressco (now under TotalEnergies) are significant rivals. The market is also subject to competition from smaller, regional players and potentially private equity-backed entities. Advantages lie in fleet size and service network, while disadvantages could include exposure to specific basin downturns or reliance on older equipment if not continually upgraded.

Major Acquisitions

Multiple legacy compression service companies

  • Year: 2017
  • Acquisition Price (USD millions):
  • Strategic Rationale: Formed USA Compression Partners LP by combining several existing compression service businesses to create a larger, more diversified entity with enhanced operational capabilities and market reach.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has likely been driven by a combination of organic growth through securing new contracts and fleet expansion, as well as strategic acquisitions that have broadened its operational reach and customer base.

Future Projections: Future projections would depend on analyst consensus, which is influenced by E&P spending forecasts, natural gas demand, and the company's ability to execute its strategy. Growth is expected to be tied to the health of the US oil and gas industry.

Recent Initiatives: Recent initiatives may include optimizing fleet utilization, cost management, pursuing new contract opportunities, and potentially strategic divestitures or acquisitions to refine its portfolio.

Summary

USA Compression Partners LP is a strong player in the US oil and gas compression services market, benefiting from its scale, extensive fleet, and customer relationships. Its MLP structure is appealing to income investors. However, its fortunes are tied to the cyclicality of the energy industry and commodity prices, making it vulnerable to downturns. Continued investment in fleet modernization and strategic growth are crucial for long-term success.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Investor Relations Filings (SEC)
  • Financial News Outlets (e.g., Bloomberg, Reuters)
  • Industry Analyst Reports
  • Market Data Providers

Disclaimers:

This information is provided for informational purposes only and does not constitute investment advice. Financial data and market share estimates are subject to change and may vary depending on the source and reporting period. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About USA Compression Partners LP

Exchange NYSE
Headquaters Dallas, TX, United States
IPO Launch date 2013-01-15
President & CEO of USA Compression GP LLC Mr. Micah C. Green
Sector Energy
Industry Oil & Gas Equipment & Services
Full time employees 854
Full time employees 854

USA Compression Partners, LP provides natural gas compression services in the United States. The company offers compression services to oil companies and independent producers, processors, gatherers, and transporters of natural gas and crude oil. It also provides compression services for infrastructure applications, including centralized natural gas gathering systems and processing facilities, and gas lift applications in crude oil wells. In addition, the company owns and operates a fleet of equipment to offer natural gas treating services, such as carbon dioxide and hydrogen sulfide removal, as well as natural gas cooling and dehydration to natural gas producers and midstream companies. As of December 31, 2024, it has 3,862,102 horsepower in its fleet. USA Compression Partners, LP was founded in 1998 and is headquartered in Dallas, Texas.