Usa Compression Partners Lp Stock Price, News & Analysis

Energy Transfer (NYSE: ET) said it is upsizing Transwestern Pipeline’s Desert Southwest expansion from 42" to 48", raising potential capacity to up to 2.3 Bcf/d depending on compression and targeting in-service by Q4 2029.

The project cost is now expected to be up to $5.6 billion (ex-AFUDC) and Energy Transfer expects ~$200 million higher growth capex in 2026 to fund the increase. The expansion targets demand growth in Arizona and New Mexico and potential coal-to-gas conversions.

Energy Transfer (NYSE: ET) announced on December 18, 2025 that it is suspending development of the Lake Charles LNG project to prioritize capital allocation toward its backlog of natural gas pipeline infrastructure projects that management views as offering superior risk/return profiles.

The company said it remains open to discussions with third parties interested in developing the project. Energy Transfer operates about 140,000 miles of pipeline across 44 states and holds 28.5 million common units (~15%) of Sunoco (NYSE: SUN) and 46.5 million common units (~38%) of USA Compression Partners (NYSE: USAC).

USA Compression Partners (NYSE: USAC) agreed to acquire J-W Power Company for approximately $860 million, creating a combined fleet of ~4.4 million active horsepower and adding ~0.8 million horsepower across key U.S. basins. The deal funds $430 million in cash (initially via revolver) and issues ~18.3 million new USAC common units (~$23.50 per unit) for the remaining $430 million.

The acquisition is expected to close in Q1 2026, is forecast to be accretive to Distributable Cash Flow, implies an approximate 5.8x 2026 estimated Adjusted EBITDA multiple pre-synergies, and is intended to accelerate deleveraging toward sub-4.0x leverage.

Energy Transfer (NYSE:ET) reported Q3 2025 results: net income attributable to partners $1.02B (Q3 2024: $1.18B) and Adjusted EBITDA $3.84B (Q3 2024: $3.96B). Distributable Cash Flow attributable to partners, as adjusted, was $1.90B vs $1.99B a year earlier. The Partnership cited several one-time items driving the declines.

Q3 growth capex was $1.14B; maintenance capex $293M. Energy Transfer raised the quarterly cash distribution to $0.3325 per common unit (+>3% YoY). 2025 growth capex expected ~$4.6B; 2026 growth capex expected ~$5B. Revolving credit capacity available: $3.44B.

USA Compression Partners (NYSE: USAC) reported record third-quarter 2025 results, citing total revenues of $250.3M, net income of $34.5M, Adjusted EBITDA of $160.3M, and Distributable Cash Flow of $103.8M—all records versus Q3 2024.

Key operational metrics: average revenue per revenue-generating horsepower per month of $21.46, average revenue-generating horsepower of 3.55M, and average utilization of 94.0%. The Partnership declared a Q3 cash distribution of $0.525 per common unit payable Nov 7, 2025. Liquidity: $54.7M drawn on a $1.75B revolver with $1.69B unused availability (approximately $1.02B immediately available due to covenant restrictions).

Capital actions: redeemed 6.875% notes due 2027 on Oct 15, 2025, and issued 6.250% senior notes due 2033.

Energy Transfer (NYSE: ET) increased its quarterly cash distribution to $0.3325 per common unit ($1.33 annualized) for the quarter ended September 30, 2025, a rise of more than 3% versus the third quarter of 2024. The distribution will be paid on November 19, 2025 to unitholders of record as of the close of business on November 7, 2025.

The company will release Q3 2025 earnings on November 5, 2025 after market close and hold a conference call the same day at 3:30 p.m. CT / 4:30 p.m. ET, with a live webcast available at energytransfer.com. Energy Transfer reports owning ~140,000 miles of pipeline across 44 states and holds minority interests in Sunoco (approx. 21%) and USA Compression Partners (approx. 38%).

Energy Transfer (NYSE: ET) announced a quarterly cash distribution of $0.2111 per Series I preferred unit (ETprI).

The distribution will be paid on November 14, 2025 to holders of record at the close of business on November 4, 2025. The release also notes tax withholding rules for foreign investors and directs investors to the company website for more information.

USA Compression Partners (NYSE: USAC) announced a $0.525 cash distribution per common unit for Q3 2025, equal to an annualized $2.10 distribution rate. The distribution is payable November 7, 2025 to unitholders of record as of October 27, 2025.

USA Compression will release Q3 2025 results before U.S. markets open on November 5, 2025 and hold an investor conference call the same day at 11:00 a.m. ET (10:00 a.m. CT). The call will be available by webcast and by phone with a replay posted on the company Investor Relations website.

Energy Transfer (NYSE: ET) will release its Q3 2025 earnings on Wednesday, November 5, 2025 after market close. The company will hold an earnings conference call the same day at 3:30 p.m. CT / 4:30 p.m. ET, with a live webcast available at energytransfer.com and a limited-time replay.

Energy Transfer operates ~140,000 miles of pipeline across 44 states and holds interests including ~21% of Sunoco common units (NYSE: SUN) and ~38% of USA Compression common units (NYSE: USAC). Investor and media contacts are provided for follow-up.