Q3 2025 USA Compression Partners LP Earnings Call Transcript

Nov 5, 2025 / 04:00 PM GMT

Release Date Price: $23.44 (+6.59%)

Transcript 10-Q8-K

Key Points

Positve

USA Compression Partners LP (USAC) reported strong financial results with revenues exceeding $250 million and adjusted EBITDA over $160 million.
The company improved its leverage ratio to 3.9 times and DCF coverage ratio to 1.6 times, leading to an increase in 2025 EBITDA and DCF guidance.
USAC plans to deploy most of its 2025 new unit horsepower in Q4, setting a strong foundation for continued momentum in 2026.
The company successfully refinanced its ABL and 2027 senior notes, significantly reducing its weighted average borrowing cost and improving strategic flexibility.
USAC achieved record pricing improvements, with pricing per horsepower reaching an all-time high, and expects consistent pricing trends into 2026.

Negative

Lead times for larger orders have increased to more than 60 weeks, which could impact future deployments and growth plans.
Despite strong performance, the company anticipates a modest increase in G&A expenses in 2026 due to typical wage inflation and investments in new capabilities.
The company's leverage ratio is expected to marginally increase by the end of the year as it funds new growth projects.
Expansion capital expenditures were significant at $37.3 million in Q3, indicating high capital requirements for growth.
The company faces uncertainties in macro market conditions, which could affect capital budgets and growth opportunities in the markets it operates.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

USAC.N - USA Compression Partners LP
Q3 2025 USA Compression Partners LP Earnings Call
Nov 05, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Welcome to the USA Compression Partners Third quarter 2025 earnings conference call. During today's call, all parties will be in a listen-only mode. At the conclusion of management's prepared remarks, the call will be opened for Q&A. If you would like to ask a question during that time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, press one again.

This conference is being recorded today, November 5, 2025.

I now would like to turn the call over to Chris Porter, Vice President, general counsel, and secretary. Mr. Porter, you may begin.

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