7/13/26
CSI COMPRESSCO (CCLP)
Thesis: CSI Compressco: the story is balanced — Natural gas production growth in core operating basins (Permian associated gas…
★ Analysts see FY2024 revenue reaching $376M — -2.6% growth in a single year.
What Moves the Stock
- 1Natural gas production growth in core operating basins (Permian associated gas, Haynesville dry gas) driving compression demand
- 2Fleet utilization rate trends - movement above 85% signals tight market and pricing power
- 3Contract pricing momentum - ability to increase monthly rental rates on new contracts and renewals
- 4Compression equipment supply/demand balance - new unit deliveries from manufacturers vs. industry demand
- 5Natural gas price volatility impacting producer drilling activity and takeaway capacity needs
- 6Compression rental services (~75-80% estimated): recurring monthly fees for deploying compression units under multi-year contracts
- 7Aftermarket services (~15-20% estimated): parts, maintenance, and repair services for compression equipment
- 8Equipment sales (~5-10% estimated): fabrication and sale of new compression units to third parties
My Notes
- value/momentum - The 98% one-year return and recent 82% six-month surge attract momentum traders betting on continued compression market…
- Moderate sensitivity through multiple channels.
- Watch on earnings: Henry Hub natural gas spot price and forward curve (demand signal for drilling activity), US natural gas production volumes (EIA weekly/monthly data) in Permian, Haynesville, Marcellus basins, Compression equipment utilization rates across industry (competitor disclosures).
One Sentence Summary:
CSI Compressco: the story is balanced — natural gas production growth in core operating basins (permian associated gas, haynesville dry gas) driving compression demand.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.