CVR Partners LP (NYSE:UAN)

Q2 2026 CVR Partners LP Earnings Call Transcript

Jul 30, 2026 / 03:00 PM GMT

Release Date Price: $127.98 (+4.42%)

Transcript 10-Q8-K

Key Points

Positve

CVR Partners LP (UAN) achieved 99% ammonia plant utilization in Q2 2026, demonstrating strong operational performance with minimal downtime.
Net sales reached $202 million, net income was $78 million, and EBITDA was $107 million, reflecting robust financial results.
The board declared a Q2 distribution of $6.80 per common unit, providing significant returns to unitholders.
Elevated nitrogen fertilizer prices due to Middle East conflicts drove a 24% increase in UAN prices and a 33% increase in ammonia prices year-over-year.
The company is executing strategic projects, including a low-cost feedstock diversification at Coffeeville and a capacity expansion, expected to enhance long-term reliability and production.

Negative

Geopolitical conflicts in the Middle East and Russia create uncertainty and volatility in nitrogen fertilizer markets.
Elevated UAN prices relative to other nitrogen fertilizers led to some customer demand shifting away from UAN late in the planting season.
Direct operating expenses increased by $4 million year-over-year due to higher repair and maintenance, catalyst, and electricity costs.
Q3 2026 ammonia utilization is estimated to drop to 75-80% due to a planned turnaround at the EC facility, impacting production.
The company faces challenges in making acquisitions or new builds due to high capital costs, execution risks, and limited pricing visibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UAN.N - CVR Partners LP
Q2 2026 CVR Partners LP Earnings Call
Jul 30, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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You for standing by, my name is Kate and I will be your conference operator today, at this time, I would like 26 our partners LP earnings conference call.

All lines have been placed on you to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session if you would like to ask a question during this time, simply press start, followed by the number 1 on your telephone keypad if you would like to withdraw your question, press AR 1 again, thank you, I would like to turn the call over to Richard Roberts.

Inter CFO, VP of FPNA and IR, please go ahead.

Thank you, good morning, everyone.

We appreciate your participation in today's call.

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