Want to see USAC full AI Analyst Report?
Revenue Generating Compression Units
Number of compressor units currently in service and billing customers. Growth in revenue‑generating units signals new contract wins and expanding revenue base; declines or a stagnant count may reflect contract losses, retirements, or the need for investment to refresh the fleet.There’s a clear scale break in Q1‑2026—the 4,438,366 datapoint aligns with reported horsepower (4.438M), not the prior ~4k unit-series—reflecting the JW acquisition’s ~1M hp fleet addition rather than incremental organic unit growth. Before the acquisition the metric crept up modestly; post‑deal volatility and a temporary utilization dip are expected as idle hp is integrated. Management has contracted >90% of new hp, achieved record pricing, and maintained guidance, but extended engine lead times and a lower‑margin JW mix create short‑term margin and leverage risk amid longer‑term capacity optionality.
Date | Revenue Generating Compression Units |
|---|---|
Jun 30, 2026 | 6.51K |
Mar 31, 2026 | 4.44M |
Dec 31, 2025 | 4.26K |
Sep 30, 2025 | 4.15K |
Jun 30, 2025 | 4.19K |
Mar 31, 2025 | 4.21K |
Dec 31, 2024 | 4.27K |
Sep 30, 2024 | 4.27K |
Jun 30, 2024 | 4.25K |
Mar 31, 2024 | 4.25K |