USA Compression Partners LP published the transcript of its fourth-quarter 2025 earnings conference call held on Feb. 17, 2026. The call featured management participants Micah Green, President and Chief Executive Officer of the general partner; Christopher Wauson, Senior Vice President and Chief Operating Officer; and Christopher Paulsen, Chief Financial Officer, Vice President and Treasurer of the general partner. Analysts on the line included Douglas Irwin (Citi Infrastructure Investments), James Rollyson (Raymond James), Gabriel Moreen (Mizuho Securities), and Nate Pendleton (Texas Capital Securities). Management highlighted record 2025 results, including adjusted EBITDA of $613.8 million and distributable cash flow of $385.7 million, alongside fleet utilization ending the year at 94.5%. The company also emphasized the recently closed J-W Power acquisition (Jan. 12) and early integration planning, including ERP integration during 2026 and targeted synergy capture by 2027. “With this transaction, we are leaning into the USA Compression name with broader reach all across this great country,” the CEO said. Executives discussed 2026 guidance that incorporates a full year of J-W, forecasting adjusted EBITDA of $770 million to $800 million and distributable cash flow of $480 million to $510 million, with expansion capital of $230 million to $250 million. The CFO said the budget includes “just over 100,000 new horsepower” and investments such as telemetry upgrades. Management also pointed to extended equipment lead times, noting that “lead times for new equipment have increased to over two years,” and explained that the acquired manufacturing business provides flexibility to support future growth. The COO said the company expects “approximately $10 million to $20 million in annual run rate synergies” by the end of 2027 and noted efforts to move customer contracts under USA Compression MSAs and extend contract duration. Management also said it is evaluating opportunities in distributed power but has not yet pursued deals that meet its return requirements. The full transcript can be accessed through the link below.
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