Equity Profile

USAC

USA Compression Partners, LP

EnergyOil & Gas Equipment & Services$4.0B

May5Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:55 AM EDT

USA Compression Partners, LP Misses on EPS, Stock Up 1.48%

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.36	-1.10%
Revenue	—	$307M	—

management commentary, guidance changes, and full analysis available with Pro.

USA Compression Partners, LP Misses on EPS, Stock Up 1.48%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.36	-1.10%
Revenue	—	$307M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

USA Compression Partners reported lower-than-expected earnings per share, which may raise concerns about profitability. However, the stock reacted positively, increasing by 1.48%. This could indicate investor optimism despite the earnings miss, possibly driven by other factors not detailed in the earnings call.

Company Snapshot

USA Compression Partners, LP (USAC) provides compression services primarily for the oil and gas industry. As a key player in the energy sector, its performance is closely tied to fluctuations in energy demand and prices, making it an important company to watch as the market evolves.

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of profitability and will show how well the company is managing its costs and generating income.

0.36

Revenue

Revenue figures will provide insight into the overall demand for compression services and the company's market position.

307M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-9.17%

Avg Stock Reaction

+0.37%

Last Quarter Recap

In Q4-2025, USAC reported an EPS of $0.22, falling short of the expected $0.28, which led to a slight decline in stock price. The company has faced challenges in meeting earnings expectations over the past few quarters.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect USAC to report an EPS of $0.36 and revenue of $307 million for Q1-2026. The market is keen to see if the company can improve its earnings performance after several misses.

Bull Case

If USAC can exceed the EPS estimate, it may signal improved operational efficiency and stronger demand for its services, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to navigate the challenging energy market, leading to further stock declines.

Key Metrics to Watch

EPS

0.36

Earnings per share is a crucial indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

307M

Revenue figures will provide insight into the overall demand for compression services and the company's market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.36, indicating a turnaround in earnings performance?

A beat on EPS would signal improved operational efficiency and could restore investor confidence after recent misses.

What commentary will management provide on revenue trends and market demand?

Insights into revenue drivers will help investors gauge the company's position in a fluctuating energy market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for USAC to capitalize on rising energy demand, particularly as the market stabilizes.

Supporting Evidence

Options are pricing a 4.87% move, but the stock has averaged only 3.20% over the last quarters, suggesting a potential overreaction.

The company has a history of surprising positively when expectations are low, which could lead to a stronger performance this quarter.

Key Risk

If USAC reports an EPS above $0.40, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as the company seeks to recover from a series of earnings misses and demonstrate its resilience in the energy sector.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, raising concerns about ongoing profitability challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±4.87%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders expect volatility based on the upcoming results.

Options are pricing ±8.7% while USAC has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

24.3%

Calls (3K)P/C Ratio: 0.32Puts (900)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If USAC beats expectations, history suggests the stock could rise by about 4.34%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

Should the company miss again, history indicates a potential decline of around 1.70%, which could exacerbate concerns about its financial health.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or customer demand in the oil and gas sector.
2Management's outlook on pricing pressures and cost management strategies.
3Details on capital expenditures and investment plans for growth.
4Insights into competitive positioning within the energy services market.
5Any commentary on macroeconomic factors affecting the energy sector.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of profitability and will show how well the company is managing its costs and generating income.

0.36

Revenue

Revenue figures will provide insight into the overall demand for compression services and the company's market position.

307M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-9.17%

Avg Stock Reaction

+0.37%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect USAC to report an EPS of $0.36 and revenue of $307 million for Q1-2026. The market is keen to see if the company can improve its earnings performance after several misses.

Bull Case

If USAC can exceed the EPS estimate, it may signal improved operational efficiency and stronger demand for its services, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to navigate the challenging energy market, leading to further stock declines.

Key Metrics to Watch

EPS

0.36

Earnings per share is a crucial indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

307M

Revenue figures will provide insight into the overall demand for compression services and the company's market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.36, indicating a turnaround in earnings performance?

A beat on EPS would signal improved operational efficiency and could restore investor confidence after recent misses.

What commentary will management provide on revenue trends and market demand?

Insights into revenue drivers will help investors gauge the company's position in a fluctuating energy market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for USAC to capitalize on rising energy demand, particularly as the market stabilizes.

Supporting Evidence

Options are pricing a 4.87% move, but the stock has averaged only 3.20% over the last quarters, suggesting a potential overreaction.

The company has a history of surprising positively when expectations are low, which could lead to a stronger performance this quarter.

Key Risk

If USAC reports an EPS above $0.40, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as the company seeks to recover from a series of earnings misses and demonstrate its resilience in the energy sector.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, raising concerns about ongoing profitability challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±4.87%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders expect volatility based on the upcoming results.

Options are pricing ±8.7% while USAC has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

24.3%

Calls (3K)P/C Ratio: 0.32Puts (900)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If USAC beats expectations, history suggests the stock could rise by about 4.34%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

Should the company miss again, history indicates a potential decline of around 1.70%, which could exacerbate concerns about its financial health.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or customer demand in the oil and gas sector.
2Management's outlook on pricing pressures and cost management strategies.
3Details on capital expenditures and investment plans for growth.
4Insights into competitive positioning within the energy services market.
5Any commentary on macroeconomic factors affecting the energy sector.