Company Analysis

USA Compression Partners Lp (USAC)

TXSE: USAC · Natural Gas Transmission · Dallas, TX · filing with the SEC since 2011
Grade3.4
◀ Past 1.7● Present 3.9▶ Future 4.1
2 est.

The grade of USA Compression Partners Lp

Nine metrics read from its own filings, by tense
Headline grade
3.4/10
◀ Past1.725% of the headline
● Present3.945% of the headline
▶ Future4.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

1.7/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
0.3/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2026-09-10.

weight 45% of this tense · 3rd percentile among 16 sector filers · read for itself

From the record

USA Compression Partners Lp's filings since 2017 show 2 warning events of 2 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2026-09-10); an auditor change (8-K item 4.01, the latest 2018-04-06) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.1/10

What has it actually done, year after year?

+15.9% a year over 10 filed years; profitable in 6 of 10.

weight 22% of this tense · 51st percentile among 16 sector filers · read for its customers

From the record

USA Compression Partners Lp's 10 filed years say what it did: revenue went from $264 million in fiscal 2016 to $998 million in fiscal 2025, up 15.9% a year; it rose in 7 of 9 years; the deepest fall was 9% from fiscal 2019 to fiscal 2021; net income was positive in 6 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span15.9%top 34% of its family
  • the share of years revenue rosetop 37% of its family
  • the share of filed years with a profitbottom 16% of its family
  • the deepest fall from a revenue peak9.4%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
1.3/10

How has it treated the people who own it?

SI estimate 1.3/10, confidence 35 of 100 (one part).

weight 33% of this tense · 13th percentile among 16 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the bottom 13% of 16 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 16 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: USA Compression Partners Lp's shareholder treatment is put at 1.3 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the bottom 13% of 16 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

3.9/1045% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

SI estimate
5.2/10

Is it financially healthy right now?

SI estimate 5.2/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 13 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
No balance sheet on file, so the desk assumes the typical reading of its industry family, the median of 13 members with one.
What the record cannot read
No balance sheet on file.
How it was reasoned
family median, 13 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: USA Compression Partners Lp's financial health is put at 5.2 of 10 with a confidence of 20 of 100, because no balance sheet on file, so the desk assumes the typical reading of its industry family, the median of 13 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Industry position

as filed
3.7/10

How strong is its position in its industry?

bottom 37% of 16 in its family; net margin 11.2%.

weight 33% of this tense · 37th percentile among 16 sector filers · read for its customers

From the record

USA Compression Partners Lp's standing among 16 graded names in its industry family: revenue of $998 million in fiscal 2025 ranks in the bottom 12% by size; a net margin of 11.2% ranks in the bottom 28%; revenue growth of 12.3% a year over the last 3 filed years ranks in the top 28% (its annual reports).

What it rests on

  • revenue against the family$998Mbottom 12% of its family
  • net margin11.2%bottom 28% of its family
  • three-year revenue growth12.3%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
1.5/10

What are the people in charge doing?

bottom 15% of 10 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 15th percentile among 10 sector filers · read for its shareholders

From the record

USA Compression Partners Lp's leadership, from its insiders' filings and its current reports: the chief executive on the record is Green, Micah Clint ("The Reporting Person is the President and Chief Executive Officer of USA Compression GP, LLC, the general partner (the ""General Partner""), as filed), filing under that title since 2024-10-11, 2.1 years (bottom 35% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 2.6 years (bottom 5%); 11 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 4%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge11 in three years among 11 peoplebottom 4% of its family
  • the median years the people in charge have filed2.6 yearsbottom 5% of its family
  • the chief executive's years on the record2.1 yearsbottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.7/10

How much room does it have to grow?

bottom 37% of 16 in its family for room to expand.

weight 22% of this tense · 37th percentile among 16 sector filers · read for itself

From the record

USA Compression Partners Lp's room to grow, from the newest filed statements (fiscal 2025): cash of $9 million against debt of $2.5 billion leaves -96% of its assets as net cash, bottom 3% of its family; cash from operations less capital spending is 27.8% of revenue (top 30%) (its annual report).

What it rests on

  • cash less debt against assets-96.0%bottom 3% of its family
  • cash from operations less capital spending against revenue27.8%top 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.3/10

What could actually drive growth from here?

bottom 33% of 16 in its family for growth drivers.

weight 45% of this tense · 33rd percentile among 16 sector filers · read for its customers

From the record

USA Compression Partners Lp's growth drivers, from the filed years to fiscal 2025: revenue grew 12.3% a year over the last three filed years against 15.9% over all 10, slowing (top 41% of its family); the newest year grew 5% (bottom 28%); capital spending grew -4.4% a year (bottom 10%) (its annual reports). USA Compression Partners Lp reported 2 product lines in fiscal 2025: Contract Operations Revenue at $972 million (97%), Retail Parts and Services at $26 million (3%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-3.6 points a yeartop 41% of its family
  • the newest year's revenue growth5.0%bottom 28% of its family
  • three-year growth of capital spending-4.4%bottom 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.4/10

Did its newest year beat what its own record pointed to?

top 46% of 15 in its family for expectations against reality.

weight 33% of this tense · 54th percentile among 15 sector filers · read for its shareholders

From the record

USA Compression Partners Lp's newest year against its own record: revenue of $998 million in fiscal 2025 came in 9.6% below the $1.1 billion its prior three years' pace pointed to (bottom 17% of its family); net income of $111 million against a prior three-year average of $66 million (top 23%); a net margin of 11.2% against 7.6% before (top 30%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-9.6%bottom 17% of its family
  • net income against the prior three years' average+69%top 23% of its family
  • net margin against its prior average+3.5 pointstop 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton USAC · research, not advice