Q2 FY2026 EarningsQ2 FY2026 results were significantly above consensus on both top and bottom lines: revenue $2,738M vs. $2,224M expected, and adjusted EPS of $0.34 vs. $0.11 expected. Despite a GAAP net loss of $3M due to RFS obligations and inventory impacts, robust crude utilization (98.4%) and high fertilizer pricing drove an Adjusted EBITDA of $209M. Free Cash Flow reached $264M, far exceeding the $54M consensus, supported by strong operating cash flow of $307M.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: CVR Energy(CVI) the Revenue is 2.738 B (+55.48%), Beat estimate;the EBIT is 78 M (+175.7%), Miss estimate;the EPS is -0.03 (+97.37%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.74B55.48%
2.22B26.31%
+0.51B29.17%
EBITMiss expectations
0.08B175.73%
0.10B196.29%
-0.02B20.56%
EPSMiss expectations
-0.0397.37%
0.095108.33%
-0.125010.96%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf