USAC: revenue $342.1M, net income $45.7M. USAC completes J-W Power acquisition, adding 1M HP and manufacturing ops

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~2 min read

Key Changes

• high

  Completed $912M J-W Power acquisition (Jan 2026) for $455M cash + 18.2M common units, adding ~1M horsepower (0.8M active) and specialized manufacturing facilities across Northeast, Mid-Con, Rockies, Gulf Coast, Bakken, and Permian Basin.

  MD&A: J-W Power Acquisition verify on EDGAR →
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  Revenue rose 36.8% YoY to $342.1M and operating income grew 31% to $100.4M, driven by J-W Power contribution ($69.5M contract ops revenue) plus higher pricing and modest volume growth in legacy fleet.

  MD&A: Operating Results verify on EDGAR →
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  J-W Power acquisition introduced $117.4M goodwill (primarily from $186.6M deferred tax liabilities) and new corporate-level income tax exposure; Q2 tax expense jumped to $5.5M from $0.4M prior year as J-W Power is a C-corp.

  Notes: Goodwill and Deferred Tax view on EDGAR →