CVR Partners (UAN) Q4 2025 Earnings Transcript | The Motley Fool
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 19, 2026
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CVR Partners (UAN) released its Q4 2025 earnings transcript, highlighting key financial and operational updates. The company reported a net loss of $10 million, or $0.97 per common unit, driven by lower production volumes and higher operating costs due to the Coffeyville turnaround. Despite this, CVR Partners achieved strong full-year performance, with net sales of $606 million and EBITDA of $211 million. The ammonia plant utilization rate improved to 88% for the year, while UAN production and sales increased by 169,000 tons and 182,000 tons, respectively, at an average price of $355 per ton. Notably, both UAN and ammonia prices rose significantly compared to the prior year quarter, with increases of 55% and 32%, respectively.
The company's liquidity remained robust at $117 million, including $69 million in cash and $48 million available under its ABL facility. Capital spending for the year totaled $57 million, with $27 million allocated to maintenance activities. Looking ahead, CVR Partners provided guidance for 2026, projecting ammonia utilization rates of 95%-100% and estimated direct operating expenses in the range of $57 million-$62 million. Capital spending is expected to remain moderate at $25 million-$30 million.
CEO Mark A. Pytosh emphasized ongoing supply chain challenges, particularly noting reduced tonnage from Trinidad and geopolitical tensions impacting nitrogen fertilizer supplies in regions like the Middle East, North Africa, and Russia. These factors have created tight supply conditions, with demand outpacing production capacity. The company also highlighted risks related to its reliance on third-party air separation plants, which incurred penalties due to operational issues
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Originally published on The Motley Fool on 2/19/2026