Market Shares:

• Oil and Gas Industry: approx. 85%
• Industrial Applications: approx. 10%
• Other: approx. 5%

TOP 3 Markets:

1. Permian Basin: approx. 40%
2. Eagle Ford Shale: approx. 25%
3. Haynesville Shale: approx. 20%

USA Compression Partners, LP generates the majority of its revenues from the oil and gas industry, particularly through the provision of compression services. These services are crucial for the production and transportation of natural gas. The Permian Basin is the largest market for the company, followed by Eagle Ford and Haynesville, which also make significant contributions to revenue. The focus on these markets reflects the strategic orientation towards regions with high natural gas production.

Production Sites: Texas, USA

USA Compression Partners, LP primarily produces its products in Texas, USA. The company specializes in providing compression services that are crucial for the production and transportation of natural gas. Texas is a strategically important location for the production and operation of USA Compression Partners due to its extensive natural gas reserves and infrastructure.

Dividend Yield: 11.5% (2026)

Capacity Expansion: 10% (planned increase in compression capacity by the end of 2026)

USA Compression Partners, LP pursues a growth strategy focusing on expanding its compression capacities. The company plans to increase its capacity by 10% by the end of 2026 to meet the rising demand in the oil and gas sector.

In addition, USA Compression Partners places great emphasis on maintaining an attractive dividend policy, as highlighted by a dividend yield of 11.5%. This strategy aims to retain existing investors and attract new ones.

The company also invests in technological improvements and efficiency enhancements to reduce operating costs and increase profitability. This includes the use of modern technologies for monitoring and maintaining compressors to minimize downtime and maximize performance.

Main raw materials: Steel, Aluminum, Copper

Countries of origin:

• Steel: China, Canada, Mexico
• Aluminum: Canada, Russia
• Copper: Chile, Peru

USA Compression Partners, LP is a company specializing in providing compression services for natural gas. For the manufacturing and maintenance of their compression units, they rely on various raw materials, especially metals such as steel, aluminum, and copper.

Steel is often imported from countries like China, Canada, and Mexico, as these countries have significant steel production capacities. Aluminum is mainly sourced from Canada and Russia, as these countries are among the largest aluminum producers in the world. Copper is primarily imported from Chile and Peru, as these countries are leading copper exporters.

These raw materials are crucial for the production of the compression units that USA Compression Partners, LP requires for its services. The availability and prices of these materials can impact the company's operating costs and pricing.

Market Share: Estimated 10-15% in the US compression services market (2026)
EBITDA Margin: 50% (2025)
Contract Durations: Average 3-5 years

USA Compression Partners, LP (USAC) has a significant competitive advantage in the compression services sector for the oil and gas industry. The estimated market share of 10-15% indicates that the company holds a strong position in a fragmented market.

The high EBITDA margin of 50% in 2025 suggests efficient operations and strong pricing power. This is supported by long-term contracts with an average duration of 3-5 years, ensuring stable revenues and mitigating the risk of price fluctuations.

In addition, USAC benefits from the increasing demand for natural gas and the need to transport it efficiently, further driving the demand for their services. The continuous investment in modern and efficient equipment also strengthens their market position.

Institutional Investor Share: approximately 30% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last 12 months (estimated, 2026)

The institutional investor share in USA Compression Partners, LP is estimated to be around 30%. This indicates that a significant portion of the shares is held by large institutional investors, which may suggest a certain level of trust in the company's long-term stability and performance.

Regarding insider transactions, there have been no significant buys or sells in the last 12 months, indicating that the management and other insiders currently do not expect major changes in the company's valuation. This can be interpreted as a sign of stable corporate governance and a balanced assessment of future business development.

Market share of USA Compression Partners, LP: approximately 10% (estimated for 2026)

Top competitors and their market shares:

1. Archrock, Inc. (NYSE:AROC): approximately 15%
2. Exterran Corporation (NYSE:EXTN): approximately 12%
3. CSI Compressco LP (NASDAQ:CCLP): approximately 8%
4. Enerflex Ltd. (TSX:EFX): approximately 7%
5. Natural Gas Services Group, Inc. (NYSE:NGS): approximately 5%

USA Compression Partners, LP is one of the leading providers in the gas compression sector in the USA. The market share of around 10% indicates a strong position, though not the leading one. Archrock, Inc. is the largest competitor with a market share of about 15%.

The moat of USA Compression Partners, LP primarily consists of long-term contracts and an extensive network of compression facilities strategically positioned in key regions. This provides a certain level of protection against market fluctuations and competitive pressure.

However, some competitors, such as Archrock, Inc. and Exterran Corporation, may have a stronger moat due to diversified services and broader geographic reach. These companies benefit from a wider range of services and a stronger international presence, giving them a competitive advantage.

Overall, USA Compression Partners, LP has a solid, though not insurmountable, moat compared to its competitors. The ability to secure long-term contracts and optimize the efficiency of compression facilities will be crucial for maintaining and enhancing their market position.

Revenue Growth: Estimated 5% annually (2026) EBITDA Margin: Stable at around 50% (2025) Market Trend: Increasing demand for compression services

USA Compression Partners, LP (USAC) is a leading provider of natural gas compression services in the USA. The company benefits from the ongoing demand for natural gas and the need to transport it efficiently. The stable EBITDA margin of around 50% demonstrates the company's ability to effectively manage its costs while generating high returns.

The industry as a whole is experiencing moderate growth, driven by infrastructure expansion and increasing demand for cleaner energy sources. USAC is well positioned to capitalize on these trends, especially through long-term contracts with major energy companies that ensure stable revenues.

Overall, USAC could be an attractive investment for investors interested in stable returns and a solid market position. However, potential investors should also keep an eye on energy price volatility and regulatory changes that could impact the industry.

Dividend Yield: 11.5% (estimated for 2026)

Dividend History: Quarterly payouts for several years

USA Compression Partners, LP is known for its regular and high dividend payments. The dividend yield is currently estimated at 11.5%, indicating an attractive distribution policy. The company has a history of stable and continuous dividend payments, making it a popular choice for income-oriented investors.

The reliability of the payout is supported by long-term contracts and stable demand for compression services. Despite the volatility in the energy sector, USA Compression Partners has maintained its dividend policy, indicating a solid financial foundation and effective risk management.