USA Compression Partners reported third‑quarter 2025 revenue of $250.3 million, up 4.3% from $240.5 million a year earlier. The figure is slightly below the consensus estimate of $250.47 million, indicating a modest miss against analyst expectations.
Earnings per share rose to $0.26, beating the consensus estimate of $0.22 by $0.04, or 18%. The beat reflects disciplined cost control and a higher gross‑margin mix, which helped offset the small revenue shortfall.
Adjusted gross margin expanded to 69.3% from 65.9% a year earlier. Management attributed the improvement to disciplined spending on SG&A, operating expenses, and interest, as well as a favorable mix of high‑margin compression units in the Permian, Marcellus, and Haynesville basins.
Distributable cash flow climbed to $103.8 million, up from $86.6 million a year earlier—a rise of roughly 19.5%. The company maintained its quarterly distribution of $0.525 per common unit, which annualizes to $2.10 per unit.
Full‑year 2025 guidance remains unchanged: adjusted EBITDA of $610–$620 million and distributable cash flow of $370–$380 million. The company also reiterated its capital‑expenditure plan of $115–$125 million for expansion and $38–$42 million for maintenance, underscoring confidence in continued demand for high‑horsepower compression technology.
"Third‑quarter results reflect the continuous improvement mindset that drives our organization," said President and CEO Clint Green. "In addition to sustained top‑line momentum, we delivered meaningful savings across SG&A, key operating expense lines, and interest expense, demonstrating our focus on efficiency and disciplined execution."
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.