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USA Compression Partners, LP (USAC) guidance and outlook
USA Compression Partners, LP (USAC) reaffirmed its guidance on Nov 3, 2026: EBITDA $770M for FY2026. USA Compression Partners, LP's 10-Q filed Nov 4, 2026 makes 18 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | FY2026 | $770M | reaffirmed |
| Capital expenditures | FY2026 | $230M | new |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- • our ability to realize the anticipated benefits of the J-W Power Acquisition (as defined below) and to integrate the acquired assets with our existing fleet and operations;
- • our ability to realize the anticipated benefits of the shared services integration with Energy Transfer;
- As of September 30, 2026, we had 155,000 large horsepower on order for delivery, of which 34,000 is expected to be delivered within the next 12 months.
- (2) Total available horsepower is revenue-generating horsepower under contract for which we are billing a customer, horsepower in our fleet that is under contract but is not yet generating revenue, horsepower not yet in our fleet that is under contract but not yet generating revenue and that is expected to be delivered, and idle horsepower.
- Total available horsepower excludes new horsepower expected to be delivered for which we do not have an executed compression services contract.
- (7) Horsepower utilization is calculated as (i) the sum of (a) revenue-generating horsepower, (b) horsepower in our fleet that is under contract but is not yet generating revenue, and (c) horsepower not yet in our fleet that is under contract but not yet generating revenue and that is expected to be delivered, divided by (ii) total available horsepower less idle horsepower that is under repair.
- We believe cash generated by operating activities and, where necessary, borrowings under the Credit Agreement will be sufficient to service our debt, fund working capital, fund our estimated expansion capital expenditures, fund our maintenance capital expenditures, and pay distributions to our unitholders for the next 12 months.
- Because we distribute all of our available cash, which excludes prudent operating reserves, we expect to fund any future expansion capital expenditures or acquisitions primarily with capital from external financing sources, such as borrowings under the Credit Agreement and issuances of debt and equity securities, including under the DRIP.
- Our capital requirements primarily have consisted of, and we anticipate that our capital requirements will continue primarily to consist of, the following:
- Over the long term, we expect that our maintenance capital expenditure requirements will continue to increase as the overall size and age of our fleet increases.
- We currently plan to spend between $60.0 million and $70.0 million in maintenance capital expenditures for the year 2026, including parts consumed from inventory.
- Without giving effect to any equipment that we may acquire pursuant to any future acquisitions, we currently plan to spend between $230.0 million and $250.0 million in expansion capital expenditures for the year 2026.
USA Compression Partners, LP's latest quarter
USA Compression Partners, LP, Q3 2026: revenue $357M (+43% year over year), operating margin 28.6%, net earnings $47.3M, operating cash flow $118M. The chart follows the revenue to costs, profit and cash.
Questions
Did USA Compression Partners, LP raise or lower its guidance?
USA Compression Partners, LP (USAC) reaffirmed its guidance on Nov 3, 2026: EBITDA $770M for FY2026.
What does USA Compression Partners, LP expect?
• our ability to realize the anticipated benefits of the J-W Power Acquisition (as defined below) and to integrate the acquired assets with our existing fleet and operations; • our ability to realize the anticipated benefits of the shared services integration with Energy Transfer; As of September 30, 2026, we had 155,000 large horsepower on order for delivery, of which 34,000 is expected to be delivered within the next 12 months.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.