USA Compression Partners LP (USAC)

In the past six months, USA Compression Partners LP completed its acquisition of J-W Power Company on January 12, 2026, for approximately $860 million, adding over 0.8 million active horsepower to its fleet. Prior to this, on December 1, 2025, the company announced the strategic acquisition of J-W Power Company. In November 2025, USA Compression Partners reported record revenues of $250.3 million and record net income of $34.5 million for the third quarter of 2025, surpassing analysts' expectations with an EPS of $0.26. On October 16, 2025, the company announced a third-quarter cash distribution of $0.525 per common unit.

The demand for USA Compression Partners LP's services is closely linked to the seasonal production levels of crude oil and natural gas in the U.S. Natural gas demand typically peaks during extreme temperatures in winter and summer, driven by heating and electricity generation needs, respectively. Demand drops during the spring and fall "shoulder seasons" due to milder temperatures, allowing for storage replenishment. The company's business model is driven by the resiliency of demand for natural gas.

USA Compression Partners LP (USAC) is an independent provider of natural gas compression services in the United States, operating in the Energy sector and the Oil & Gas Equipment & Services industry. USAC provides compression services for infrastructure applications, facilitating natural gas processing and transportation, and enhancing crude oil production. As of December 31, 2024, the company’s fleet comprised 3,862,102 horsepower across 4,269 units, focusing on large-horsepower applications.

USA Compression Partners LP has a broad geographic footprint across numerous shale plays and key producing oil and gas regions throughout the United States, including the Permian Basin, Delaware Basin, Marcellus, Utica, Eagle Ford, Mississippi Lime, Granite Wash, Woodford, Barnett, Haynesville, Niobrara, and Fayetteville shales. The company's operations also extend to the Mid-Continent/SCOOP/STACK, South Texas, East Texas, Louisiana, and the Rockies.

Based on available information, there are no specific details about events that have negatively or positively impacted USA Compression Partners LP's brand reputation in the past year. The company's mission emphasizes operational excellence, customer satisfaction, safe and reliable compression solutions, environmental stewardship, and community engagement.

USA Compression Partners LP is owned by a mix of institutional shareholders and insiders. As of early 2026, institutional shareholders hold 40.16% of the company, while insiders hold 94.60%. Energy Transfer LP is the largest individual shareholder, owning 63.34% of the company's shares, valued at approximately $1.95 billion. Major institutional owners include Alps Advisors Inc., Invesco Ltd., Mirae Asset Global ETFS Holdings Ltd., JPMorgan Chase & Co., and Goldman Sachs Group Inc.