Overview

* USA Compression ( USAC ) Q3 revenue missed analyst expectations despite record total revenues

* Adjusted EBITDA for Q3 beat analyst estimates, reflecting strong operational performance

* Company improved full-year 2025 guidance, indicating confidence in operational performance

Outlook

* USA Compression ( USAC ) tightens full-year 2025 Adjusted EBITDA guidance to $610 mln-$620 mln

* Company expects 2025 Distributable Cash Flow of $370 mln-$380 mln

* Expansion capital expenditures for 2025 projected at $115 mln-$125 mln

Result Drivers

* REVENUE PER HORSEPOWER - Record average revenue per revenue-generating horsepower contributed to increased total revenues

* COST SAVINGS - CEO Clint Green highlighted savings in SG&A, operating expenses, and interest expenses as key drivers of improved results

* CASH FLOW IMPROVEMENT - Net cash provided by operating activities increased significantly, boosting distributable cash flow coverage

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $250.25 $250.46

Revenue mln mln (5

Analysts

)

Q3 EPS $0.26

Q3 Net $34.48

Income mln

Q3 Beat $160.30 $150.05

Adjusted mln mln (7

EBITDA Analysts

)

Q3 69.30%

Adjusted

Gross

Margin

Q3 $83.93

Operatin mln

g Income

Q3 $36.89

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the oil related services and equipment peer group is "buy."

* Wall Street's median 12-month price target for USA Compression Partners LP ( USAC ) is $26.00, about 15.4% above its November 4 closing price of $21.99

* The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)