The earnings call presented a generally positive financial performance with strong sales and distribution figures. There were notable achievements in pricing and demand outlook. However, challenges such as increased operating expenses, potential turnaround delays, and geopolitical uncertainties were highlighted.
Company Guidance
During the CVR Partners Third Quarter 2025 Conference Call, the company provided several key financial metrics and operational guidance. The company reported net sales of $164 million, net income of $43 million, and an EBITDA of $71 million for the third quarter. The Board declared a distribution of $4.02 per common unit, which will be paid on November 17, 2025. Ammonia plant utilization was at 95%, with combined ammonia production totaling 208,000 gross tons and UAN production reaching 337,000 tons. The company sold 328,000 tons of UAN at an average price of $348 per ton and 48,000 tons of ammonia at an average price of $531 per ton. For the fourth quarter, CVR Partners anticipates ammonia utilization rates between 80% and 85%, impacted by a planned turnaround at the Coffeyville facility. Direct operating expenses are projected to be between $58 million and $63 million, while total capital spending is expected to range from $30 million to $35 million, with turnaround expenses anticipated between $15 million and $20 million. The company highlighted tight global nitrogen fertilizer inventories and favorable pricing conditions expected to persist into 2026.
Strong Financial Performance
Net sales of $164 million, net income of $43 million, and EBITDA of $71 million for the third quarter of 2025.
Increased Distribution
The Board of Directors declared a third quarter distribution of $4.02 per common unit.
High Utilization Rates
Consolidated ammonia plant utilization was 95%, despite some planned and unplanned downtime.
Significant Price Increases
UAN and ammonia prices increased 52% and 33%, respectively, from the prior year period.
Strong Demand Outlook
Expectations of favorable market conditions for the remainder of the year and into the first half of 2026.
CVR Partners (UAN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UAN Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$91.76
$94.86
+3.38%
Jul 30, 2025
$85.94
$90.91
+5.78%
Apr 28, 2025
$74.29
$74.20
-0.12%
Feb 18, 2025
$72.03
$73.21
+1.64%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CVR Partners LP (UAN) report earnings?
CVR Partners LP (UAN) is schdueled to report earning on Feb 24, 2026, After Close (Confirmed).
What is CVR Partners LP (UAN) earnings time?
CVR Partners LP (UAN) earnings time is at Feb 24, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.