SignalEarnings
USA Compression Partners LP (USAC) (Q3 2026) Earnings Call Highlights: Record Revenue and ...
Record revenue highlighted in Q3 2026 earnings call signals earnings surprise.
Context
What happened: USA Compression Partners LP (USAC) reported Q3 2026 results with record total revenue, revenue per horsepower, and adjusted EBITDA, and narrowed its full-year guidance ranges.
Key numbers: Total revenue $357.2 million, up about 43% from $250.3 million. Net income $47.3 million. Adjusted gross margin 62.2%.
Why it matters: The EBITDA guidance was narrowed on higher commodity-linked operating costs and softer retail parts and service revenue. Management said higher costs will be pushed through escalators next year, with a two- to three-month lag on rate increases.
Market: -1.4% today ($230.31), -1.1% YTD — as of 10:45 UTC
What changed
USA Compression Partners LP (USAC) reported Q3 2026 results with record total revenue, revenue per horsepower, and adjusted EBITDA, and narrowed its full-year guidance ranges.
Why it matters
The EBITDA guidance was narrowed on higher commodity-linked operating costs and softer retail parts and service revenue. Management said higher costs will be pushed through escalators next year, with a two- to three-month lag on rate increases.
Market: -1.4% today ($230.31), -1.1% YTD — as of 10:45 UTC