Dec. 2 at 12:25 AM
$USAC from AI/Grok:
Key hard facts (straight from the Dec 1, 2025 press release):
⢠Adds +800,000 active horsepower â combined fleet jumps from ~3.6M to ~4.4M HP (â +22% scale).
⢠Paid 5.8à estimated 2026 EBITDA pre-synergies (cheap for compression assets).
⢠Immediately accretive to distributable cash flow.
⢠Accelerates path to <4.0Ă leverage (from current ~4.2Ă).
⢠Expands geographic footprint into Northeast, Rockies, Bakken â less Permian-heavy.
⢠Funded 50/50 cash + equity at
$23.50/unit (only mild dilution).
Street reaction: initial 2â4% dip on dilution fear, but analysts raised targets (Wells Fargo â
$29, Stifel â
$30) and kept Buy ratings. Consensus sees mid-single-digit DCF/unit accretion in 2026â2027.
Bottom line: Transformational, not trivial.
