USA Compression beats Q2 2026 estimates on J-W acquisition gains

USA Compression Partners reported second-quarter 2026 earnings that beat Wall Street expectations on both revenue and profit, driven by the completed J-W acquisition. Adjusted earnings per unit reached $0.31, surpassing the $0.30 forecast, while revenue hit $342.15 million against the expected $334.65 million. Revenue grew 37% year-over-year to $342.1 million, reflecting J-W contributions and contract operations expansion. Net income was $45.7 million, with operating cash flow of $145.7 million. The company maintained its full-year 2026 guidance, including adjusted EBITDA of $770-800 million, while fleet horsepower reached 4.95 million with a 92% utilization rate. Shares rose 0.89% to $25.93 in recent trading, remaining below the 52-week high of $30.55. Management noted strong compressor demand as customers plan 2-4 years ahead due to extended equipment lead times, with plans to add over 500,000 horsepower by 2030.