CVR Partners

Q2 FY2026 EarningsQ2 FY2026 results significantly outperformed the prior year, with net sales reaching $202.2M (+20% YoY) and net income doubling to $78M. Strong operational performance was marked by a 99% ammonia utilization rate, while average realized gate prices for ammonia and UAN surged 33% and 24% YoY, respectively. Capital expenditures of $17.3M for the quarter were well below the implied quarterly run-rate of the FY2026 consensus ($28M-$32M), though spending is expected to accelerate to $40M-$49M in Q3 due to the planned East Dubuque turnaround.