Sarfaraz A. Khan
Energy, commodities, macro, long only

Exterran: Why Am I Bullish On This Natural Gas Focused Energy Service Firm?

Exterran Holdings (EXH) is a Houston, Texas based oilfield services firm which specializes in the natural gas sector, particularly natural gas compression technology. The company has a workforce of ~10,000 and has operations in more than 30 countries. Its clients include oil majors, state-owned enterprises and independent E&P firms. The business holds an equity and all the general partner interests in Exterran Partners (EXLP), which focuses on providing natural gas contract operation services in the United States. In this article, I will discuss the major operations of Exterran Holdings, its top and bottom line and its future prospects.

Exterran was formed in 2007 through a merger of Universal Compression, which started operations in 1954, and Hanover, which has...

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