Usa Compression Partners Lp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Usa Compression Partners Lp (USAC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Usa Compression Partners Lp vs Its Competitors
- TTM: Trailing 12-month revenue of 850M vs 607M combined for its competitors (58.3% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-97.3% annualized vs trailing 12 months), vs accelerating (+16.4%) for its tracked peer group.
- Growth: Usa Compression Partners Lp generated -17.0% revenue growth year over year in Q2 2026, vs 25.5% for its competitors combined.
- Profitability: Its 0.7% net margin compares with 3.9% for the peer group.
- Scale: Usa Compression Partners Lp ranks #29 of 45 companies by market capitalization in the Natural Gas Utilities industry, holding 0.4% of industry market cap.
- Peer revenue share: Usa Compression Partners Lp accounted for 3.2% of combined revenue among its tracked peer group, down from 4.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.57M compares with $0.26M for the peer group (2.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
USAC Sales vs. its Competitors, Q2 2026
Usa Compression Partners Lp reported revenue contraction of 17.03 % year on year in Q2 2026, below its competitors' combined revenue growth of 25.53 %.
With a net margin of 0.69 %, Usa Compression Partners Lp reported lower profitability than its competitors (3.91 %).
Usa Compression Partners Lp generated 3.18 % of the combined sales of its peer group, down from 4.73 % a year earlier.
API endpoints for this dataset
Usa Compression Partners Lp vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Usa Compression Partners Lp reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Usa Compression Partners Lp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Usa Compression Partners Lp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Usa Compression Partners Lp's competitor groups requires a Commercial License.
For context: the Natural Gas Utilities industry grew revenue 43.4% year over year, combined, vs -17.0% for Usa Compression Partners Lp. Usa Compression Partners Lp's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Usa Compression Partners Lp's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Usa Compression Partners Lp | Yes | Yes | Yes | No |
| Competitors combined (1) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
USAC Stock Performance relative to its Competitors
USAC Stock Performance relative to High-Confidence Competitors
USAC Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ranger Energy Services inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Usa Compression Partners Lp's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Usa Compression Partners Lp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Usa Compression Partners Lp |
3,636.11 | 849.96 |
 Ranger Energy Services inc |
300.42 | 606.70 |
| SUBTOTAL | 3,936.53 | 1,456.66 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Usa Compression Partners Lp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Usa Compression Partners Lp's Competitors Named by the Company
Competitive relationships identified from Usa Compression Partners Lp reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Csi Compressco Lp | Company report | 85% |
| South Bow Corporation | Company report | 85% |
| Lsb Industries Inc | Company report | 85% |
| Martin Midstream Partners L p | Company report | 85% |
| Ranger Energy Services inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Usa Compression Partners Lp's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Usa Compression Partners Lp's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Ranger Energy Services inc | High Specification Rigs 61.38 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Usa Compression Partners Lp's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Usa Compression Partners Lp | 3,636 | 574,686 | 74,281 |
| Ranger Energy Services inc | 300 | 263,783 | 6,217 |
| PEERS TOTAL | 300 | 263,783 | 6,217 |
Usa Compression Partners Lp's Position in Industry Market Structure
Market-capitalization share and concentration across all 44 companies in Usa Compression Partners Lp's industry classification, broader than the peer set above. Market cap in millions of $.Usa Compression Partners Lp ranks #29 of 44 companies by market capitalization in its industry, holding 0.39 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 525, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Enbridge Inc | 102,689 | 10.67 % |
| 2 | Enterprise Products Partners L p | 80,911 | 8.41 % |
| 3 | Williams companies inc | 78,498 | 8.16 % |
| 4 | Kinder Morgan Inc | 66,661 | 6.93 % |
| 5 | Energy Transfer Lp | 1,234 | 5.2% |
| 6 | Tc Energy Corporation | 1,234 | 5.2% |
| 8 | Cheniere Energy Inc | 1,234 | 5.2% |
| 10 | Targa Resources Corp | 1,234 | 5.2% |
| 11 | Oneok Inc | 1,234 | 5.2% |
| 12 | Venture Global Inc | 1,234 | 5.2% |
| 29 | Usa Compression Partners Lp | 3,778 | 0.39 % |
Market cap and industry share for the rest of Usa Compression Partners Lp's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-06-26.
Usa Compression Partners Lp's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 24 | Spire Inc | 5,249 | 1.02 % |
| 25 | One Gas Inc | 5,110 | -0.42 % |
| 26 | Plains Gp Holdings Lp | 5,104 | 50.52 % |
| 27 | Archrock inc | 4,812 | 9.39 % |
| 28 | Kodiak Gas Services Inc | 1,234 | 12.3% |
| 30 | Kinetik Holdings Inc | 1,234 | 12.3% |
| 31 | Chesapeake Utilities Corp | 1,234 | 12.3% |
| 32 | Gas Transporter Of The South Inc | 1,234 | 12.3% |
| 33 | Delek Logistics Partners Lp | 1,234 | 12.3% |
| 34 | Northwest Natural Holding Company | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Usa Compression Partners Lp's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Usa Compression Partners Lp's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Natural Gas Utilities industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (100 companies). See the full Natural Gas Utilities industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 66.42 % | 40.84 % (avg) | +25.6 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 75.24 % | 30.84 % (avg) | +44.4 pp |
| Capital Intensity (Capex / Revenue) | 13.80 % | 21.06 % (avg) | -7.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Usa Compression Partners Lp's Valuation vs Competitive Position
Valuation multiples vs the Natural Gas Utilities industry average (100 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Natural Gas Utilities industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 25.5x | 25.1x | +0.4x |
| EV / EBITDA | 9.4x | 11.5x | -2.1x |
| P/B | 114.5x | 2.5x | +112.0x |
| Return on Equity | 313.76 % | industry aggregate | 284.61 % |
| Return on Invested Capital | - | 5.83 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Usa Compression Partners Lp's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 500.00 % | 67.35 % | -97.67 % | 8.10 % | 500.00 % | 20.09 % | 12.32 % | -19.50 % |
| Operating Margin | 11.70 % | 24.11 % | 60.97 % | 57.42 % | 24.03 % | 27.42 % | 30.98 % | 39.91 % |
| Return on Invested Capital | 1.05 % | 3.39 % | 2.41 % | 3.17 % | - | - | 11.59 % | 17.64 % |
| P/E | - | 357.6x | 131.5x | - | - | 112.7x | 31.3x | 27.3x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Usa Compression Partners Lp's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Usa Compression Partners Lp falls in the Dog quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 6.7% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Usa Compression Partners Lp's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 525 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 13.80 % vs industry average 21.06 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Usa Compression Partners Lp's dedicated Suppliers and Customers pages, not here.
Usa Compression Partners Lp's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Usa Compression Partners Lp falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Usa Compression Partners Lp's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 284.6 points above the industry aggregate.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-97.3% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.04x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Usa Compression Partners Lp's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Usa Compression Partners Lp | 0.04 | 1.41 | 57.37 |
| Ranger Energy Services inc | 0.20 | 1.85 | 0.04 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Usa Compression Partners Lp's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Usa Compression Partners Lp | Q2 2026 | -17.0 % | -94.9 % |
| Ranger Energy Services inc | Q2 2026 | +25.5 % | -5.5 % |
| PEERS TOTAL | +23.5 % | -14.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Usa Compression Partners Lp's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Usa Compression Partners Lp | Q2 2026 | +76.9 % | - |
| Ranger Energy Services inc | Q2 2026 | +24.1 % | +1.6 % |
Usa Compression Partners Lp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Usa Compression Partners Lp | 4.79% | 5.11% | 313.76% |
| Ranger Energy Services inc | 3.33% | 4.10% | 4.87% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Usa Compression Partners Lp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Usa Compression Partners Lp | 23.12 | 4.28 |
| Ranger Energy Services inc | 20.88 | 0.50 |
| PEERS AVERAGE | 31.70 | 2.70 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.