USA Compression Partners, LP(USAC)Stock Analysis
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Rank #394 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
USAC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for USA Compression Partners, LP (USAC), a Energy sector company. 13F Pro's AI-powered ranking engine scores USAC at 68.9/100 on a 32-signal composite quality model, placing it at rank #394 of 2,879 stocks — the top 25% of the AI-ranked universe. USAC scores in the top quartile across free cash flow (81.1). Based on the latest XBRL financial filings (Q1 2026), USA Compression Partners, LP reports quarterly revenue of $331.3M, net income of $38.3M, an operating margin of 27.6%. Top institutional holders of USAC by reported 13-F value include ALPS ADVISORS, Invesco Ltd., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., based on the most recent SEC filings. USAC trades on the NYSE exchange and files with the SEC under CIK 1522727. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate USAC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for USA Compression Partners, LP directly from SEC EDGAR. USA Compression Partners, LP's 13F Pro composite quality score has ranged between 61 and 69 since 2024, currently 68.9 — an improving long-term trajectory across 15 quarterly and live scoring snapshots.
What's Driving USAC's Business? Latest 10-Q Breakdown
✓ 31/31 datapoints verifiedAI-extracted from USA Compression Partners, LP's 10-Q filed 2026-05-07 — Q1 2026 (three months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
USA Compression Q1 2026 revenue jumped 35% to $331.3M following J-W Power acquisition adding ~1M horsepower and manufacturing capabilities.
Biggest Revenue Drivers
Total revenue: $331.3M+35.1% YoY
J-W Power acquisition contributed $60.3M; remainder from higher market rates and increased demand.
J-W Power acquisition added $11.7M maintenance services and $8.1M manufacturing sales.
Services to Energy Transfer affiliates; consistent period-over-period.
Largest Expense Items
J-W Power contributed $40.1M; offset by $1.4M lower fluids and $2.4M lower parts consumption.
J-W Power added $13.5M; remainder from overhauls and fleet improvements.
$10.4M from J-W Power, $3.8M transaction expenses, $2.1M increase in professional fees.
Higher borrowings offset by lower weighted-average interest rates.
Margins: Adjusted EBITDA increased 26.1% to $188.6M but Adjusted EBITDA margin compressed to 56.9% from 61.0% YoY, primarily due to J-W Power's lower operating margins and integration costs including $3.8M transaction expenses.
Watch Items from the Filing
- J-W Power acquisition integration risk: $117.4M goodwill recorded (non-deductible), with deferred tax liability of $186.6M. Fair value allocation still being finalized and subject to change.
- Customer concentration: No single customer exceeds 10% of Q1 2026 revenue, improving from 11% in Q1 2025.
- Leverage increased post-acquisition: Revolving credit facility at $1.25B (71% of $1.75B capacity); senior notes at $1.75B aggregate principal. All debt covenants met as of March 31, 2026.
- Horsepower utilization declined to 91.9% average (from 94.4% YoY) due to J-W Power fleet integration; fleet horsepower increased 27.7% to 4.93M with 61,350 HP on order.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$331.3M
Net Income
Q1 2026
$38.3M
Free Cash Flow
Q1 2026
$61.9M
Operating Margin
Q1 2026
27.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.0% YoYNet Income
+11.8% YoYOperating Income
+4.1% YoYTotal Assets
-4.6% YoYTotal Debt
+0.9% YoYOp. Cash Flow
+15.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $998.1M +5.0% | $950.4M +12.3% | $846.2M +20.1% | $704.6M +11.4% | $632.6M -5.2% | $667.7M |
| Net Income | $111.3M +11.8% | $99.6M +45.9% | $68.3M +125.2% | $30.3M +195.0% | $10.3M +101.7% | $-594.7M |
| Operating Income | $306.5M +4.1% | $294.4M +26.9% | $232.0M +37.0% | $169.3M +20.2% | $140.9M +130.3% | $-464.9M |
| Total Assets | $2.62B -4.6% | $2.75B +0.3% | $2.74B +2.7% | $2.67B -3.7% | $2.77B -6.1% | $2.95B |
| Total Debt | $2.52B +0.9% | $2.50B +7.1% | $2.34B +10.9% | $2.11B +6.8% | $1.97B +2.4% | $1.93B |
| Operating Cash Flow | $394.3M +15.5% | $341.3M +25.5% | $271.9M +4.3% | $260.6M -1.8% | $265.4M -9.5% | $293.2M |
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Available Research
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Top Institutional Holders of USAC
ALPS ADVISORS INC
$517.2M19,072,413 shInvesco Ltd.
$330.2M12,176,902 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$157.5M5,808,883 shGOLDMAN SACHS GROUP INC
$98.7M3,638,714 shMORGAN STANLEY
$76.1M2,805,009 shBlackstone Inc.
$18.9M696,709 shRAYMOND JAMES FINANCIAL INC
$16.3M599,689 shUBS Group AG
$12.8M473,077 shNATIXIS
$11.0M405,800 shINFRASTRUCTURE CAPITAL ADVISORS, LLC
$8.5M314,657 sh
| Fund | Value | Shares |
|---|---|---|
| ALPS ADVISORS INC | $517.2M | 19,072,413 |
| Invesco Ltd. | $330.2M | 12,176,902 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $157.5M | 5,808,883 |
| GOLDMAN SACHS GROUP INC | $98.7M | 3,638,714 |
| MORGAN STANLEY | $76.1M | 2,805,009 |
| Blackstone Inc. | $18.9M | 696,709 |
| RAYMOND JAMES FINANCIAL INC | $16.3M | 599,689 |
| UBS Group AG | $12.8M | 473,077 |
| NATIXIS | $11.0M | 405,800 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $8.5M | 314,657 |
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Is USAC a good stock to buy?
13F Pro's AI-powered analysis of USA Compression Partners, LP (USAC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for USAC are available on the USAC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own USAC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling USAC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of USA Compression Partners, LP's investment landscape.