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CVR Partners LP (UAN)
NYSE:UAN
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
2.56Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Mixed but stable: the company delivered solid full-year financial results (EBITDA $211M, net income $99M) and maintained liquidity and a Q4 distribution, supported by strong fertilizer pricing (UAN +55% YoY, ammonia +32% YoY). However, the quarter was materially impacted by operational disruption at Coffeyville (extended downtime and start-up issues), resulting in a Q4 net loss, lower sales volumes, and higher direct operating costs including $14M of turnaround expenses. Management provided constructive 2026 guidance (higher utilization, capex plan, and projects to improve reliability and feedstock flexibility) and highlighted favorable market demand and export opportunities, but operational execution and third-party service provider risks remain near-term concerns.Company Guidance
Full-Year Profitability and EBITDA
Reported full-year 2025 net income of $99 million (or $9.33 per common unit) and EBITDA of $211 million, demonstrating solid annual financial performance despite Q4 challenges.
Quarterly Distribution Declared
Board declared a fourth quarter distribution of $0.37 per common unit (to be paid March 9), and full-year distributions totaled $10.54 per common unit.
Strong Fertilizer Pricing
Robust pricing in Q4: UAN average sale price $355/ton (Q4 price up ~55% YoY) and ammonia average sale price $626/ton (Q4 price up ~32% YoY); management expects sequential price uptick into Q1 2026.
Solid Liquidity Position and Cash Management
Ended Q4 with total liquidity of $117 million (cash $69 million and $48 million availability under ABL). Within cash, ~$3 million related to customer prepayments. Company generated EBITDA of $20 million in Q4 and after net cash needs (~$16 million) had $4 million cash available for distribution.
Operational Utilization and Outlook
Full-year ammonia utilization was 88%. Management projects ammonia utilization of 95%–100% for Q1 2026 and is executing debottlenecking projects to target >95% nameplate utilization excluding turnarounds.
Capital Allocation and Project Funding
Full-year 2025 capex $57 million (maintenance $35 million). Q4 capex $27 million (maintenance $17 million). 2026 guidance: maintenance capex $35–45 million and growth capex $25–30 million, with a significant portion expected to be funded from previously reserved cash for feedstock diversification and ammonia expansion at Coffeyville.
Market Demand and Geographic Opportunities
Management highlighted constructive nitrogen fertilizer market conditions and spring demand (US corn planting expected ~95 million acres). Tight global inventories and high European natural gas prices (> $10–13/MMBtu) provide export opportunities for U.S. Gulf Coast producers.
UAN Earnings History
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 |
|---|---|---|---|
Feb 18, 2026 | $107.99 | $107.49 | -0.46% |
Oct 29, 2025 | $88.06 | $91.03 | +3.37% |
Jul 30, 2025 | $82.48 | $87.24 | +5.77% |
Apr 28, 2025 | $71.30 | $71.20 | -0.14% |
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 May 04, 2026, After Close (Confirmed).
What is CVR Partners LP (UAN) earnings time?
CVR Partners LP (UAN) earnings time is at May 04, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UAN EPS forecast?
Currently, no data Available