USA Compression Partners, LP
USAC · Natural Gas Transmission · 145.0M shares · EDGAR filings ↗
Reference price $26.64 · est. market cap ~$3.9B — last insider sale, 2026-02-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C68Stable, cash-generative gas-compression MLP with strong free cash flow but low growth and modest returns.
Strengths
- Top-decile FCF margin (27.8%, 89th pct) on $277M FCF — strong, durable cash generation
- Healthy operating margin (30.7%, 57th pct) and current ratio 1.27 (81st pct)
Risks
- Modest returns and growth — ROA 4.2% (56th), revenue +5% (25th pct), net margin 44th pct
- Weak quick ratio (0.55, 31st pct) and typical MLP leverage/distribution demands on cash
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
30.7%
Net margin
11.2%
Return on assets
4.2%
Revenue growth (QoQ)
31.2%
Net-income growth
11.8%
Net debt / EBITDA
4.3×
Current ratio
1.3×
Free cash flow
$277M
EBITDA
$591M
Cash & investments
$9M
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-23 | Porter Christopher W | Grant | 20K | — |
| 2026-04-28 | Holotik Jim | Grant | 2.5K | — |
| 2026-02-20 | Porter Christopher W | Sell | 40K | $26.64 |
| 2026-02-19 | Whitehurst Bradford D. | Buy | 10K | $26.75 |
| 2026-01-02 | Wortham John L. | Grant | 4.3K | — |
| 2026-01-02 | Harris Clifford A. | Grant | 4.3K | — |
| 2026-01-02 | Joyce Glenn E. | Grant | 4.3K | — |
| 2026-01-02 | Waldheim William S | Grant | 4.3K | — |
| 2025-12-19 | Wauson Christopher J. | Option exercise | 8.0K | — |
| 2025-12-19 | Wauson Christopher J. | Disposition | 4.0K | $24.27 |
| 2025-12-19 | Wauson Christopher J. | Option exercise | 13K | — |
| 2025-12-19 | Wauson Christopher J. | Disposition | 6.5K | $24.27 |
| 2025-12-19 | McEwen Julie A. | Option exercise | 3.2K | — |
| 2025-12-19 | McEwen Julie A. | Disposition | 1.6K | $24.27 |
| 2025-12-19 | McEwen Julie A. | Option exercise | 4.1K | — |
| 2025-12-19 | McEwen Julie A. | Disposition | 2.0K | $24.27 |
| 2025-12-19 | Porter Christopher W | Option exercise | 19K | — |
| 2025-12-19 | Porter Christopher W | Disposition | 9.3K | $24.27 |
| 2025-12-19 | Porter Christopher W | Option exercise | 24K | — |
| 2025-12-19 | Porter Christopher W | Disposition | 12K | $24.27 |
| 2025-12-05 | Wauson Christopher J. | Grant | 35K | — |
| 2025-12-05 | McEwen Julie A. | Grant | 11K | — |
| 2025-12-05 | Green Micah Clint | Grant | 103K | — |
| 2025-12-05 | Paulsen Christopher M. | Grant | 37K | — |
| 2025-12-05 | Porter Christopher W | Grant | 35K | — |
| 2025-08-12 | Wauson Christopher J. | Grant | 20K | — |
| 2025-05-08 | Whitehurst Bradford D. | Buy | 4.6K | $23.45 |
| 2025-05-08 | Whitehurst Bradford D. | Buy | 400 | $23.47 |
| 2025-05-08 | Whitehurst Bradford D. | Buy | 4.2K | $23.53 |
| 2025-05-08 | Whitehurst Bradford D. | Buy | 500 | $23.59 |
| 2025-05-08 | Whitehurst Bradford D. | Buy | 300 | $23.61 |
| 2025-01-02 | Wortham John L. | Grant | 4.5K | — |
| 2025-01-02 | Harris Clifford A. | Grant | 4.5K | — |
| 2025-01-02 | Joyce Glenn E. | Grant | 4.5K | — |
| 2025-01-02 | Waldheim William S | Grant | 4.5K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-22 | 0001522727-26-000054 ↗ |
| 8-K | 2026-05-27 | 2026-05-27 | 0001522727-26-000052 ↗ |
| 8-K | 2026-05-15 | 2026-05-14 | 0001522727-26-000049 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001522727-26-000045 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001522727-26-000042 ↗ |
| 8-K | 2026-04-30 | 2026-04-28 | 0001522727-26-000036 ↗ |
| 8-K/A | 2026-03-30 | 2026-01-12 | 0001522727-26-000031 ↗ |
| 8-K | 2026-03-27 | 2026-03-27 | 0001522727-26-000023 ↗ |
| 8-K | 2026-03-10 | 2026-03-05 | 0001522727-26-000021 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001522727-26-000017 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001522727-26-000010 ↗ |
| 10-K | 2026-02-17 | 2025-12-31 | 0001522727-26-000015 ↗ |