CVR Partners Q1 Earnings Call Highlights

CVR Partners (NYSE:UAN) reported first-quarter 2026 results highlighted by higher nitrogen fertilizer pricing and beardown works performance, portion absorption pointed to tightening planetary proviso conditions amid geopolitical disruptions arsenic a cardinal operator of marketplace strength.

First-quarter fiscal and operating show

Mark Pytosh, main enforcement officer, said first-quarter 2026 results included nett income of $180 million, nett income of $50 million, EBITDA of $78 million, and a quarterly organisation of $4 per communal unit. The organisation is scheduled to beryllium paid May 18 to unitholders of grounds arsenic of May 11.

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Pytosh said ammonia works utilization was 103% successful the quarter, with some plants “running good and experiencing minimal downtime,” and noted accrued ammonia income measurement versus the prior-year play alongside higher income prices for UAN and ammonia.

Pricing, volumes, and outgo drivers

On the call, the institution reported operating income of $58 cardinal for the quarter, with nett income of $50 million, oregon $4.72 per communal unit. Management attributed the year-over-year summation successful EBITDA chiefly to “a operation of higher UAN and ammonia income pricing and higher ammonia income volumes.”

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Production and income details shared during the prepared remarks included:

• Total ammonia accumulation of 220,000 gross tons, with 70,000 nett tons disposable for sale

• UAN accumulation of 335,000 tons

• UAN income of astir 310,000 tons astatine an mean terms of $343 per ton

• Ammonia income of astir 73,000 tons astatine an mean terms of $687 per ton

Management said full income volumes were down somewhat versus the archetypal 4th of 2025, chiefly reflecting little UAN accumulation and income owed to “some insignificant planned and unplanned outages astatine East Dubuque.”