USA Compression Partners posts transcript of Q1 2026 earnings call

• USA Compression Partners’ first-quarter 2026 earnings call drew Chief Executive Officer Clint Green, Chief Operating Officer Christopher Wauson, Chief Financial Officer Christopher Paulsen, and analysts from Texas Capital, Raymond James, JPMorgan, Citi, and Stifel.
• Management kept full-year guidance unchanged, including adjusted EBITDA of $770 million-$800 million and distributable cash flow of $480 million-$510 million, while targeting 3.75x debt-to-EBITDA despite expecting leverage to tick higher in Q2 on new horsepower deliveries.
• Pricing hit a record $22.73 per horsepower, up 5% sequentially, while utilization averaged 91.9% as the fleet rose to about 4,931,000 horsepower following the JW Power acquisition.
• Executives cited sharply longer engine lead times, with some extending to about 150 weeks, prompting orders for engines into 2028 and part of 2029 to support annual fleet growth of more than 100,000 horsepower.
• Management reiterated an expected $10 million-$20 million annual synergy run rate by year-end 2027, flagged lubricant cost pressure if oil stays elevated, and indicated distribution changes would require sustained coverage and continued progress on leverage.

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