Equity Profile

USAC

USA Compression Partners, LP

EnergyOil & Gas Equipment & Services$3.9B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

USA Compression Partners, LP (USAC) operates in the energy sector, focusing on providing compression services to the oil and gas industry. As energy demand fluctuates, the company's role in supporting natural gas production and transportation remains critical.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its operations and capture market share in a competitive environment.

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 previous quarters. The stock reacted positively, gaining 1.48% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about USAC's upcoming earnings, particularly given the recent stabilization in energy prices. However, the company has a mixed track record of meeting earnings expectations.

Bull Case

If USAC can demonstrate strong revenue growth and improved margins, it could signal a recovery in demand for its services, leading to a significant stock price increase.

Bear Case

On the other hand, if the company fails to meet expectations again, it may raise concerns about its operational efficiency and market position, potentially leading to a decline in stock value.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's recent performance, the EPS figure will be crucial in assessing whether USAC can regain investor confidence.

How has the operating margin changed compared to previous quarters?

A change in operating margin will indicate how well the company is managing its costs amid fluctuating energy prices.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent energy price stabilization on USAC's profitability. The company's ability to manage costs effectively could lead to better-than-expected margins.

Supporting Evidence

Options are pricing a 7.65% move, indicating higher expected volatility than historical averages.

USAC has shown resilience in previous quarters, with positive stock reactions despite mixed earnings results.

Key Risk

If the EPS comes in above $0.30, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is watching for signs of recovery in profitability and operational efficiency, which are critical for USAC's future growth.

Bull Confirmed If

A reported EPS above $0.30 would confirm the bull case, indicating stronger profitability.

Bear Confirmed If

An EPS below $0.25 would confirm the bear case, raising concerns about the company's financial health.

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)

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.

In-Line / Cautious

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

Miss

If the company misses expectations, history suggests a potential decline of about 1.17%, raising concerns about its operational effectiveness.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into demand trends for compression services in the oil and gas sector.
3Management's outlook on energy prices and their effect on operations.
4Details on any new contracts or partnerships that could drive revenue growth.
5Comments on competitive pressures and how USAC plans to address them.

See the full picture

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its operations and capture market share in a competitive environment.

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 previous quarters. 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 could signal a recovery in demand for its services, leading to a significant stock price increase.

Bear Case

On the other hand, if the company fails to meet expectations again, it may raise concerns about its operational efficiency and market position, potentially leading to a decline in stock value.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's recent performance, the EPS figure will be crucial in assessing whether USAC can regain investor confidence.

How has the operating margin changed compared to previous quarters?

A change in operating margin will indicate how well the company is managing its costs amid fluctuating energy prices.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

Options are pricing a 7.65% move, indicating higher expected volatility than historical averages.

USAC has shown resilience in previous quarters, with positive stock reactions despite mixed earnings results.

Key Risk

If the EPS comes in above $0.30, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is watching for signs of recovery in profitability and operational efficiency, which are critical for USAC's future growth.

Bull Confirmed If

A reported EPS above $0.30 would confirm the bull case, indicating stronger profitability.

Bear Confirmed If

An EPS below $0.25 would confirm the bear case, raising concerns about the company's financial health.

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)

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.

In-Line / Cautious

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

Miss

If the company misses expectations, history suggests a potential decline of about 1.17%, raising concerns about its operational effectiveness.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into demand trends for compression services in the oil and gas sector.
3Management's outlook on energy prices and their effect on operations.
4Details on any new contracts or partnerships that could drive revenue growth.
5Comments on competitive pressures and how USAC plans to address them.