CVR Partners
Operates paired U.S. plants producing ammonia and UAN fertilizer.
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Profile
Produces ammonia and UAN fertilizer for corn and wheat through paired U.S. plants. Coffeyville uses petroleum-coke gasification, while East Dubuque uses natural gas, making feedstock architecture central to the operating model.
Ammonia and UAN fertilizer are produced at Coffeyville, Kansas, and East Dubuque, Illinois, mainly for corn and wheat. Coffeyville runs North America’s only nitrogen-fertilizer operation that uses petroleum-coke gasification to make hydrogen; East Dubuque relies on natural gas feedstock.
Different feedstocks give the paired U.S. facilities distinct input bases, while the partnership subsidiaries directly operate the plants. The East Dubuque acquisition widened customer reach and geographic coverage.
CVR Energy controls CVR GP, the general partner with authority over director appointments, business strategy, financing, asset actions and distributions. Plant reliability, petroleum coke and natural-gas availability, and corn and wheat end uses shape the operating model.
Company facts
Key statistics
Year to date +23.8% · Average volume (30d) 47.6K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | — | $7.33 | — | — | $202.2M | — | +4.42% |
| Apr 29, 2026Q1 FY26 | — | $4.72 | — | — | $180.0M | — | −3.35% |
| Feb 18, 2026Q4 FY25 | — | −$0.97 | — | — | $131.1M | — | −0.46% |
| Oct 29, 2025Q3 FY25 | — | $4.08 | — | — | $163.5M | — | +3.38% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $142.9M | $168.6M | $163.5M | $131.1M | $180.0M | $202.2M | |
| Gross profit | $42.4M | $54.6M | $35.1M | $5.8M | $67.5M | $93.2M | |
| Operating income | $34.6M | $46.3M | $50.6M | −$2.7M | $57.6M | $84.8M | |
| Net income | $27.1M | $38.8M | $43.1M | −$10.3M | $49.9M | $77.5M | |
| Diluted EPS | $2.56 | $3.67 | $4.08 | −$0.97 | $4.72 | $7.33 | |
| Gross margin | 29.7% | 32.4% | 21.5% | 4.4% | 37.5% | 46.1% | |
| Operating margin | 24.2% | 27.5% | 31.0% | -2.1% | 32.0% | 41.9% |
Fiscal years (4-quarter sums)FY21 $532.6M · FY22 $835.6M · FY23 $681.5M · FY24 $525.3M · FY25 $606.0M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $137.5M · Total debt $569.0M · Total assets $1.06B · Shareholders' equity $347.0M
Dividends
Last raised to $6.08 from $4.00 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 10, 2026 | Aug 10 | Aug 17 | $6.08 | raised from $4.00 |
| May 11, 2026 | May 11 | May 18 | $4.00 | raised from $0.37 |
| Mar 2, 2026 | Mar 2 | Mar 9 | $0.37 | cut from $4.02 |
| Nov 10, 2025 | Nov 10 | Nov 17 | $4.02 | raised from $3.89 |
| Aug 11, 2025 | Aug 11 | Aug 18 | $3.89 | raised from $2.26 |
| May 12, 2025 | May 12 | May 19 | $2.26 | raised from $1.75 |
| Mar 3, 2025 | Mar 3 | Mar 10 | $1.75 | raised from $1.19 |
| Nov 8, 2024 | Nov 8 | Nov 18 | $1.19 | cut from $1.90 |
Ownership
Shares outstanding 10.57M · Float 5.91M · 56.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Icahn Carl C | 4.16M | 39.40% | 13F | Aug 14, 2026 |
| Icahn Enterprises Holdings L.P. | 4.16M | 39.40% | 13D | Jun 4, 2025 |
| Beckton Corp. | 3.95M | 37.40% | 13D/A | Nov 8, 2024 |
| Morgan Stanley | 439.0K | 4.15% | 13F | Aug 13, 2026 |
| JPMorgan Chase & Co | 187.5K | 1.77% | 13F | Aug 12, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- CF Industries
Largest named domestic rival in ammonia and UAN fertilizer
- Nutrien
North American ammonia and nitrogen-solutions producer
- LSB Industries
Direct U.S. ammonia and UAN producer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CVR Partners | $125.28 | −0.33% | $1.32B | 8.3 | — | 2.0 | +20.0% |
| CF Industries | $125.55 | −0.16% | $19.32B | 9.3 | 9.6 | 2.5 | +17.6% |
| Nutrien | $73.84 | +0.44% | $35.29B | 14.9 | 13.7 | 1.3 | +0.3% |
| LSB Industries | $10.39 | +0.10% | $747.4M | 20.8 | 9.7 | 1.1 | +11.1% |
| Median | 14.9 | 9.7 | 1.3 | +11.1% |