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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.
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.
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