USA Compression Partners (USAC)
Provides large-horsepower natural-gas compression services for U.S. midstream infrastructure.
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Provides compression services to natural-gas producers, processors, gatherers, and transporters across U.S. infrastructure applications. Its fleet-based model centers on large-horsepower equipment deployed for gathering, processing, and transportation.
Provides large-horsepower natural-gas compression services for producers, processors, gatherers, and transporters. The fleet is deployed in U.S. gathering systems, processing facilities, and transportation applications, with gas-lift compression also serving crude-oil production.
Operations originated in large-horsepower infrastructure packages and have expanded across U.S. shale regions, including the Utica, Marcellus, Permian, Delaware, Eagle Ford, and Haynesville. The January 2026 acquisition of J-W Power added fleet, facilities, and employees.
Energy Transfer controls the general partner, while publicly traded common units represent limited partner interests. Customer deployments and fleet utilization determine how much equipment is under contract and billing.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | RBC Capital | Reiterate | Rating: —Target: $30 | Target: $31 |
| Jun 12, 2026 | Mizuho Securities | Target | Target: $25 | Target: $29 |
| Jun 5, 2026 | RBC Capital | Reiterate | Rating: —Target: $26 | Target: $30 |
| Feb 18, 2026 | Stifel Nicolaus | Target | Target: — | Target: $30 |
| Jan 12, 2026 | Mizuho Securities | Target | Target: $23 | Target: $25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $9.5M · Total debt $2.96B · Total assets $3.69B · Shareholders' equity $287.1M
- Revenue
- $342.1M
- Operating income
- $100.4M
- Net income
- $45.7M
HistoryDividendAnnual yield
| Institutions | ≈ 37.14% | 53.85M shares | |
|---|---|---|---|
| 138 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.60% | 876.6K shares | |
| 13 holders · as of Aug 24, 2026 | |||
| Other | ≈ 62.26% | 90.25M shares | |
| remainder | |||
144.97M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Alps Advisors IncInstitution | 12.59% | 18.25M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 8.43% | 12.21M | as of Jun 30, 2026 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 4.27% | 6.19M | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 2.73% | 3.95M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 1.96% | 2.84M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Bradford D. Whitehurst | director | +6,000 | $26.10 |
| Aug 20, 2026 | Bradford D. Whitehurst | director | +4,000 | $26.40 |
| Feb 20, 2026 | Christopher W. Porter | officer: See Remarks | −40,000 | $26.64 |
| Feb 19, 2026 | Bradford D. Whitehurst | director | +10,000 | $26.75 |
- Kodiak Gas Services
Large-horsepower U.S. contract-compression rival
- Archrock
Large-horsepower U.S. contract-compression and aftermarket rival
- Enerflex (ADR)
U.S. compression-rental, engineered-systems, and service rival
- Natural Gas Services Group
U.S. compression-equipment rental and service provider
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| USA Compression Partners | $26.01 | −0.65% | $3.80B | 24.7 | 17.4 | 3.2 | +36.8% |
| Kodiak Gas Services | $57.02 | +1.38% | $5.68B | 65.4 | 22.3 | 4.1 | +21.2% |
| Archrock | $31.23 | +1.63% | $5.39B | 16.5 | 16.1 | 3.6 | −3.1% |
| Enerflex (ADR) | $22.99 | +2.50% | $2.74B | 53.4 | 12.4 | 1.1 | −33.4% |
| Natural Gas Services Group | $34.65 | 0.00% | $437.8M | 21.5 | 15.8 | 2.3 | +24.2% |
| Median | 37.5 | 16.0 | 2.9 | +9.0% |