CVR Partners, LP Common Units (UAN) Q1 2026 Earnings Call Prepared Remarks Transcript

CVR Partners, LP Common Units (UAN) Q1 2026 Earnings Call Prepared Remarks Transcript

Seeking Alpha • Apr 30, 2026

CVR Partners: $4 Distribution And 12% Yield Confirm The Thesis

CVR Partners delivered a standout Q1, nearly doubling net income to $50M and raising its variable distribution to $4.00 per unit. UAN's forward yield now exceeds 10%, driven by robust fertilizer pricing, 103% ammonia plant utilization, and strong spring planting demand. I maintain my Buy rating with a $150 near-term price target and see upside optionality to $200 if forward EPS approaches $20.

Seeking Alpha • Apr 30, 2026

CVR Partners Reports First Quarter 2026 Results

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (“CVR Partners” or the “Partnership”) (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced net income of $50 million, or $4.72 per common unit, and EBITDA of $78 million on net sales of $180 million for the first quarter of 2026, compared to net income of $27 million, or $2.56 per common unit, and EBITDA of $53 million on net sales of $143 million for the first quarter of 2025.

Business Wire • Apr 29, 2026

CVR Partners: The Cash Machine I Won't Miss Out Adding More To

CVR Partners remains a Strong Buy, driven by robust fertilizer pricing, operational flexibility, and a unique business model focused on nitrogen fertilizers. Recent earnings showed 26.7% YoY sales growth, 84% YoY net income growth, and no unit dilution, with cash nearly doubling to $128 million. Rising realized prices for UAN (+34%) and ammonia (+24%), coupled with a 20% decline in pet coke input costs, have significantly expanded margins.

Seeking Alpha • Apr 30, 2026

Top 3 fertilizer stocks to buy in April

Fertilizer prices have soared to their highest level in nearly three years, largely due to the ongoing conflicts in the Middle East.

Finbold • Apr 17, 2026

CVR Partners to Release First Quarter 2026 Earnings Results

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its first quarter 2026 earnings results on Wednesday, April 29, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, April 30, at 11 a.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast live and.

Business Wire • Apr 16, 2026

Undercovered Dozen: Oracle, Mastercard, Petrobras, And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 6 and March 12, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

Seeking Alpha • Mar 17, 2026

CVR Partners: Iran Just Made This 12% Yield Look Cheap

CVR Partners is a compelling buy, benefiting from the Iran conflict's fertilizer supply shock and soaring nitrogen prices. UAN's U.S.-based plants avoid geopolitical chokepoints, positioning the company for strong Q1 and 2026 distributions amid global disruptions. My base case estimates a 2026 forward yield of ~13% ($16/unit), with upside if supply shocks persist; the near-term price target is $150.

Seeking Alpha • Mar 9, 2026

Top 3 Materials Stocks That May Crash This Month

As of March 9, 2026, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Benzinga • Mar 9, 2026

Why CVR Partners Is Not Down More After A Bad Quarter

CVR Partners plants are now operating normally after excessive Q4 downtime, driven by third-party air separation unit issues at Coffeyville. Despite the Q4 setback, CVRP expects strong 2026 distributions, targeting $5 per quarter for the remaining three quarters, implying a 14% yield. Operational reliability, particularly at Coffeyville, and ongoing capital projects for feedstock flexibility and DEF expansion support continued healthy distributions.

Seeking Alpha • Feb 20, 2026