CVR Partners

UAN

Market cap $954M

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners to release third quarter 2025 earnings results.

CVR Partners is well-positioned in the mineral nitrogen fertilizer market, with strong demand and unique production capabilities driving growth prospects. UAN's Q2 2025 results showed robust financial performance, including a 26.8% revenue increase and record cash payments to investors, supported by higher fertilizer prices. DCF analysis indicates a fair value of $125.57 per share, representing a 38.3% upside from current levels, justifying a 'Buy' rating for UAN.

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Nitrogen fertilizer shortages have become structural due to higher capital costs and operating expenses leading to underinvestment, pushing prices higher for the foreseeable future. Building new nitrogen plants is uneconomic at current prices, ensuring supply remains tight and supporting elevated mid-cycle price projections. Global demand for nitrogen fertilizer will continue to grow as population increases and diets improve, further tightening the market.

Cvr Partners (UAN) Q2 Profit Jumps 48%

CVR Partners, LP Common Units (NYSE:UAN ) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company Participants Dane J. Neumann - Executive VP, CFO, Treasurer & Assistant Secretary of CVR GP LLC Mark A.

CVR Partners delivered a higher-than-expected Q2 distribution, driven by stronger fertilizer prices and limited operational reserves for upcoming plant maintenance. Favorable global supply-demand dynamics and persistent high fertilizer prices support a double-digit yield outlook for 2025 and 2026, even after the recent price gains. Operational improvements and de-bottlenecking projects should boost capacity, while upcoming plant turnarounds will temporarily lower distributions but not threaten the long-term yield.

SUGAR LAND, Texas, July 30, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN, “CVR Partners” or the “Partnership”), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced net income of $39 million, or $3.67 per common unit, and EBITDA of $67 million on net sales of $169 million for the second quarter of 2025, compared to net income of $26 million, or $2.48 per common unit, and EBITDA of $54 million on net sales of $133 million for the second quarter of 2024.

SUGAR LAND, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its second quarter 2025 earnings results on Wednesday, July 30, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, July 31, at 11 a.m. Eastern to discuss these results.

SUGAR LAND, Texas, June 24, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN) today announced that 2024 Schedule K-3s, reflecting items of international tax relevance, are now available online. Unitholders may access the information at www.taxpackagesupport.com/cvrpartners.