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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
USA Compression Partners
USA Compression Partners (USAC) investor relations material
USA Compression Partners Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 revenue was $357.191M (+42.7% YoY), Adjusted EBITDA was $197.307M (+23.1%), and Distributable Cash Flow was $127.149M.
Sequential growth in revenue, Adjusted EBITDA, and Distributable Cash Flow accompanied records for revenue, Adjusted EBITDA, average revenue-generating horsepower, and revenue per horsepower.
J-W integration activities were substantially completed; legacy units were integrated into SAP, while the executed contract pipeline expanded.
Financial highlights
Revenue was $357.191M versus $250.255M YoY; operating income was $102.2M and net income was $47.349M.
Adjusted EBITDA was $197.307M versus $160.3M; Distributable Cash Flow was $127.149M versus $103.8M.
Net cash from operating activities was $117.7M versus $75.9M; net cash interest expense was $47.3M.
Q3 diluted EPS was $0.33 versus $0.26; nine-month diluted EPS was $0.91 versus $0.63.
Adjusted gross margin was $222.2M, or 62.2% of revenue, versus $173.3M and 69.3% a year earlier; Adjusted EBITDA margin was 55.2% versus 64.0%.
Outlook and guidance
FY2026 Adjusted EBITDA guidance narrowed to $770M–$780M from $770M–$800M; Distributable Cash Flow guidance is $495M–$505M.
FY2026 maintenance capex guidance is $60M–$70M and expansion capex is $230M–$250M; expansion includes $32M of non-compression capital.
2027 fleet growth planning is 2%–3%; the ~$500M aggregate new-unit order book extends through 2029, with over 60% of 2027 horsepower deliveries contracted.
Remaining contract-operation performance obligations totaled $1.30B at September 30, including $600.7M expected in 2027 and $299.8M in 2028.
Management estimates 10M+ incremental horsepower may be needed as natural gas production expands across key basins.
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Latest events from USA Compression Partners
- Record horsepower, revenue, and EBITDA in 2026 highlight strong growth and operational efficiency.USAC
Investor presentation - Q2 2026 set records in revenue and EBITDA, fueled by acquisition and strong utilization.USACQ2 2026
- Record revenue and EBITDA growth, strong utilization, and improved leverage highlight robust performance.USACInvestor presentation
- Record Q1 2026 results reflect strong growth, high utilization, and disciplined capital management.USACInvestor presentation
- Q1 2026 revenue and earnings surged, driven by a major acquisition and robust operational performance.USACQ1 2026
- Up to 18.2 million common units registered for resale after a major acquisition; no proceeds to the partnership.USACRegistration filing
- Achieved strong EBITDA growth, high yields, and strategic expansion amid rising gas demand.USACInvestor presentation
- Record financials, high utilization, and J-W Power acquisition drive strong 2026 outlook.USACQ4 2025
- $860M deal expands scale, reach, and cash flow in U.S. compression services, closing Q1 2026.USACM&A Announcement
Next USA Compression Partners earnings date
Q4 20269 Feb, 2027
USA Compression Partners
Next USA Compression Partners earnings date
Q4 20269 Feb, 2027
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Frequently asked questions
USA Compression Partners LP provides natural gas compression services to customers across the oil and gas industry. The company owns and operates a fleet of compressor packages used in gathering, processing, and transportation infrastructure. It operates primarily under fixed-fee contracts. The company is headquartered in Austin, Texas, and its shares are listed on the NYSE.