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CVR Partners (UAN) investor relations material
CVR Partners Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 net sales were $164 million, up from $125.2 million in Q3 2024, with net income of $43.1 million and EBITDA of $71 million, both significantly higher year-over-year.
A cash distribution of $4.02 per common unit was declared for Q3 2025, to be paid in November.
Ammonia plant utilization was 95% for the quarter, despite planned and unplanned downtime.
Higher revenues were driven by increased UAN and ammonia sales prices and, for the nine months, higher UAN sales volumes.
Financial highlights
UAN sales: 328,000–337,000 tons at $348/ton; ammonia sales: 48,000–59,000 tons at $531/ton, with prices up 52% and 33% year-over-year, respectively.
Q3 2025 operating income was $50.6 million, up from $11.0 million in Q3 2024; EBITDA was $70.6 million, up from $35.8 million.
Direct operating expenses were $58 million, up $7 million from Q3 2024 due to higher energy costs and preliminary turnaround spending.
Cash and cash equivalents as of September 30, 2025, were $156.2 million, with total liquidity of $206 million including credit facility.
Quarterly distribution declared for Q3 2025 was $4.02 per unit, or $42.5 million total.
Outlook and guidance
Ammonia utilization for Q4 2025 expected between 80% and 85% due to Coffeyville turnaround.
Q4 direct operating expenses projected at $58–$63 million; capital spending at $30–$35 million.
Turnaround expense for Q4 expected at $15–$20 million.
Management expects continued volatility in feedstock and product prices due to global supply disruptions, inflation, and geopolitical risks.
Market conditions expected to remain favorable into the first half of 2026.
Q4 outlook's impact on future distributions
Key drivers of Q3 2025 available cash growth
Growth capex and future operating needs reserve
What is the impact of potential Russian tariffs?
Coffeyville feedstock project update
Fall ammonia application season outlook
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Next CVR Partners earnings date
Q4 202517 Feb, 2026
Next CVR Partners earnings date
Q4 202517 Feb, 2026
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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.
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