Equity Profile

USAC

USA Compression Partners, LP

EnergyOil & Gas Equipment & Services$4.0B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share in the energy sector.

N/A

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

USAC Q2-2026 Earnings Preview

Context

Company Snapshot

USA Compression Partners, LP (USAC) operates in the energy sector, specifically focusing on oil and gas equipment and services. The company provides compression services, which are crucial for the transportation and processing of natural gas and other hydrocarbons. As energy demand fluctuates, USAC's performance can be significantly impacted by market conditions and regulatory changes.

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 Q1-2026, USAC reported an EPS of $0.27, matching analyst expectations but showing a slight decline from the previous quarter. The stock reacted positively, gaining 1.48% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, with expectations for stable performance given the recent trends in energy demand. However, the lack of analyst estimates adds uncertainty.

Bull Case

If USAC can demonstrate strong revenue growth and improved margins, it may signal a robust recovery in the energy sector, leading to increased investor confidence.

Bear Case

Conversely, if the company reports disappointing earnings or guidance, it could reinforce concerns about the sustainability of its business model amid fluctuating energy prices.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026, and how does it compare to previous quarters?

EPS performance is a critical measure of profitability and will influence investor sentiment significantly.

How is USAC managing its operating costs in the current energy market?

Understanding cost management strategies will provide insight into the company's operational efficiency and future profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating USAC's ability to adapt to changing energy demands, particularly in light of recent operational improvements not reflected in consensus estimates.

Supporting Evidence

The stock has shown resilience despite recent earnings misses, suggesting underlying strength.

Options pricing indicates a significant expected move, which may reflect investor anticipation of positive surprises.

Key Risk

If USAC can report an EPS above $0.30, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around USAC's ability to navigate a challenging energy market while maintaining profitability.

Bull Confirmed If

A reported EPS above $0.30 would indicate stronger-than-expected profitability and could confirm a bullish outlook.

Bear Confirmed If

An EPS below $0.25 would raise concerns about the company's ability to manage costs and sustain profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.65%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.6% while USAC has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

33.3%

Calls (11K)P/C Ratio: 0.36Puts (10K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Energy

n=30

Fade rate: 18 of 29 (62%)

This setup has occurred 30 times across Energy in the last 2 years. 18 of 29 (62%) reversed within 5 days — this setup typically fades. The average absolute 1-day move is 3.5%, with a raw directional average of -0.0% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If USAC beats expectations, history suggests a potential stock increase of around 4.98%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline in stock price, with historical data indicating an average drop of 1.17% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies in the current energy market.
2Details on revenue growth and any new contracts or partnerships.
3Management's outlook on energy demand and pricing trends.
4Insights into operational efficiencies and how they impact margins.
5Any commentary on regulatory changes affecting the energy sector.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share in the energy sector.

N/A

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

USAC Q2-2026 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 Q1-2026, USAC reported an EPS of $0.27, matching analyst expectations but showing a slight decline from the previous quarter. The stock reacted positively, gaining 1.48% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If USAC can demonstrate strong revenue growth and improved margins, it may signal a robust recovery in the energy sector, leading to increased investor confidence.

Bear Case

Conversely, if the company reports disappointing earnings or guidance, it could reinforce concerns about the sustainability of its business model amid fluctuating energy prices.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026, and how does it compare to previous quarters?

EPS performance is a critical measure of profitability and will influence investor sentiment significantly.

How is USAC managing its operating costs in the current energy market?

Understanding cost management strategies will provide insight into the company's operational efficiency and future profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating USAC's ability to adapt to changing energy demands, particularly in light of recent operational improvements not reflected in consensus estimates.

Supporting Evidence

The stock has shown resilience despite recent earnings misses, suggesting underlying strength.

Options pricing indicates a significant expected move, which may reflect investor anticipation of positive surprises.

Key Risk

If USAC can report an EPS above $0.30, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around USAC's ability to navigate a challenging energy market while maintaining profitability.

Bull Confirmed If

A reported EPS above $0.30 would indicate stronger-than-expected profitability and could confirm a bullish outlook.

Bear Confirmed If

An EPS below $0.25 would raise concerns about the company's ability to manage costs and sustain profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.65%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.6% while USAC has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

33.3%

Calls (11K)P/C Ratio: 0.36Puts (10K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Energy

n=30

Fade rate: 18 of 29 (62%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If USAC beats expectations, history suggests a potential stock increase of around 4.98%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline in stock price, with historical data indicating an average drop of 1.17% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies in the current energy market.
2Details on revenue growth and any new contracts or partnerships.
3Management's outlook on energy demand and pricing trends.
4Insights into operational efficiencies and how they impact margins.
5Any commentary on regulatory changes affecting the energy sector.