Logotype for CVR Partners LP

CVR Partners (UAN) investor relations material

CVR Partners Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for CVR Partners LP
Q2 2025 earnings summary31 Jul, 2025

Executive summary

  • Net sales for Q2 2025 reached $169M, up 27% year-over-year, with net income of $39M and EBITDA of $67M, driven by higher UAN and ammonia sales and prices.

  • Declared a Q2 2025 distribution of $3.89 per common unit, payable in August 2025.

  • Ammonia plant utilization was 91% despite planned and unplanned downtime.

  • Announced CEO transition: David L. Lamp to resign by year-end 2025; Mark A. Pytosh to become CEO in 2026.

  • Strong demand for nitrogen fertilizer and tight inventories supported pricing.

Financial highlights

  • UAN sales: 345,000 tons at $317/ton; ammonia sales: 57,000 tons at $593/ton, both up year-over-year.

  • Q2 2025 net income: $39M ($3.67 per unit); EBITDA: $67M; available cash for distribution: $41.1M.

  • Direct operating expenses were $60M, up $6M year-over-year due to higher natural gas and electricity costs.

  • Cash and cash equivalents at June 30, 2025: $114.4M; total liquidity: $162M.

  • Basic and diluted EPS was $3.67, up from $2.48 year-over-year.

Outlook and guidance

  • Q3 ammonia utilization expected between 93–98% with planned downtime at East Dubuque.

  • Q3 direct operating expenses guided at $60M–$65M; capital spending at $20M–$25M.

  • Full-year capital spending estimated at $55M–$65M, with $40M–$45M for maintenance.

  • Fall ammonia pricing expected to be similar to spring, with smaller seasonal discounts due to tight supply.

  • Management expects continued volatility in feedstock and product prices due to geopolitical and regulatory factors.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next CVR Partners earnings date

Logotype for CVR Partners LP
Q3 202530 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next CVR Partners earnings date

Logotype for CVR Partners LP
Q3 202530 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

CVR Partners LP produces and markets nitrogen fertilizers, including ammonia and urea ammonium nitrate. The company’s production facilities are located in the United States and serve agricultural customers primarily in the Midwest. It operates as a subsidiary of CVR Energy Inc. The company is headquartered in Sugar Land, Texas, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage