Abstract

USA Compression Partners LP will report its quarterly results on February 17, 2026, Pre-Market; this preview compiles recent financials and forecasts to frame expectations for revenue, margin dynamics, and adjusted EPS alongside prevailing institutional sentiment.

Market Forecast

Based on the company’s prior report and the latest forecast data, USA Compression Partners LP’s current-quarter revenue is estimated at $253.51 million, implying forecast year-over-year growth of 4.13%, with estimated EBIT of $83.72 million and estimated EPS of $0.27; year-over-year growth rates are 5.03% for EBIT and 9.27% for EPS. The forecast does not explicitly provide gross profit margin or net profit margin for the current quarter; highlights point to continued momentum in contract operations revenue supported by stable utilization. The most promising segment remains contract operations (revenue: $227.99 million last quarter), which has shown resilient demand in compression services; year-over-year growth data for segments is not available in the retrieved set.

Last Quarter Review

USA Compression Partners LP posted last-quarter revenue of $250.26 million, gross profit margin of 69.25%, GAAP net profit attributable to the parent company of $34.49 million with a net profit margin of 13.78%, and adjusted EPS of $0.26, with year-over-year adjusted EPS growth of 100.00%. The quarter’s financial highlight was EBIT of $83.94 million, which exceeded the prior estimate by $5.90 million, reflecting operational efficiencies and pricing discipline. Main business highlights centered on contract operations, which contributed $227.99 million; revenue breakdowns for related-party and parts and services were $16.90 million and $5.37 million, respectively, though segment YoY figures were not provided.

Current Quarter Outlook

Main Business: Contract Operations

Contract operations is the core revenue engine, driven by fee-based compression services across upstream, midstream, and gathering systems. The last quarter’s $227.99 million from contract operations shows the platform’s scale and the stickiness of long-term customer agreements. Into the current quarter, the forecasted total revenue of $253.51 million suggests steady activity levels and continuing utilization in deployed horsepower, with pricing stability supported by multi-year contracts. While explicit quarter guidance for gross margin is absent, the historically strong gross margin of 69.25% provides a cushion against cost variability, especially in maintenance and labor. A key stock-price driver within this business will be any commentary on utilization rates, pricing renewals, and the pace of incremental deployments, which investors watch closely to gauge run-rate revenue sustainability.

Most Promising Business: Fee-Based Compression Services Scale-Up

The company’s most promising growth lever continues to be scaling fee-based compression services within contract operations, given the strong last-quarter revenue base and the industry’s need for reliable compression to support natural gas production and transportation. The forecast year-over-year growth in EPS at 9.27% and EBIT at 5.03% aligns with incremental capacity additions and continued operational efficiency. The focus this quarter will be on whether the company articulates horsepower additions, timing of new units entering service, and pricing updates that could expand revenue beyond the $253.51 million estimate. Execution on fleet optimization and uptime reliability tends to underpin margins, and clarity on maintenance schedules and parts availability will be relevant for sustaining the near-70% gross margin profile.

Key Factors Impacting the Stock This Quarter

The stock will be influenced by margin commentary and cash generation signals implied by EBIT progression against the $83.72 million estimate. Investors will look for confirmation that net profit growth, which rose 20.76% quarter-on-quarter in the last period, can be maintained or moderated, and whether any cost pressures emerge from service operations. Guidance around adjusted EPS, even absent formal margin targets, will be scrutinized against the estimated $0.27, with any variance likely tied to utilization and pricing changes. Additionally, updates on the mix of revenues from related-party contracts ($16.90 million last quarter) and parts and services ($5.37 million) may indicate ancillary revenue resilience, but the core narrative remains the stability and growth in the contract operations base.

Analyst Opinions

Across recent institutional commentary, views skew cautiously bullish, emphasizing stable utilization and steady fee-based cash flows, with a preference for companies demonstrating predictable revenue in compression services. A commonly cited theme is that earnings visibility improves when EBIT tracks in line or better than expectations, and the last quarter’s EBIT outperformance supports that stance heading into February 17, 2026. Analysts highlight that sustaining near-70% gross margins is a constructive signal, and the estimated EPS of $0.27 suggests incremental profitability supported by operational discipline rather than aggressive price moves.