Earnings Releases·Nov 3, 2026, 8:28 AM ET

CVR Partners — Third Quarter 2026 Earnings Summary

Reported a net loss of $11 million ($1.02 per unit) for Q3 2026, reversing $43 million in net income from the prior year, driven by $26.8 million in turnaround expenses and a 11% drop in net sales to $146 million.
EBITDA declined to $20 million from $71 million year-over-year, while Available Cash for Distribution fell to $18.9 million from $42.4 million, though cash and equivalents rose to $158.2 million.
Completed a 41-day turnaround at the East Dubuque facility and initiated a brownfield ammonia capacity expansion expected to increase production by approximately 5%.
Provided Q4 2026 guidance projecting ammonia utilization rates of 88%–93%, direct operating expenses of $58 million–$63 million, and total capital expenditures of $26 million–$34 million.
Board declared a Q3 2026 cash distribution of $1.79 per common unit, payable November 23, 2026, despite lower volumes and higher operating costs.