CVR Partners, LP(UAN)Earnings, Financials & Key Ratios

UAN•NYSE

$114.93

12.3× P/E·Price updated Jul 7, 2026

SectorBasic Materials IndustryAgricultural Inputs Sub-IndustryFertilizer and nutrient producers

AboutCVR Partners, LP, together with its subsidiaries, engages in the production and sale of nitrogen fertilizer products in the United States. The company offers ammonia products for agricultural and industrial customers; and urea and ammonium nitrate products to agricultural customers, as well as retailers and distributors. CVR GP, LLC serves as the general partner of the company. CVR Partners, LP was incorporated in 2007 and is headquartered in Sugar Land, Texas.Show more

Revenue$606M+15.4%
EBITDA$212M+18.6%
Net Income$99M+62.0%
EPS (Diluted)9.33+62.0%
Gross Margin26.96%+19.1%
EBITDA Margin34.92%+2.8%
Operating Margin21.41%+24.5%
Net Margin16.28%+40.4%
ROE35.31%+72.8%

UAN Price & Volume

CVR Partners, LP (UAN) stock price & volume — 10-year historical chart

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Cyclical Nitrogen Fertilizer Exposure Drives Volatile Returns

Investment Thesis • Updated 2026Q1

VerdictNeutral

Growth:Mixed

Profitability:Moderate

Financial:Healthy

Cash Flow:Mixed

Primary Risk:Commodity price volatility exposure

Key Thesis Takeaways

CVR Partners operates as a highly cyclical industrial entity where profitability is tethered to the volatile spread between feedstock costs and nitrogen fertilizer market prices.
While the firm maintains a conservative capital structure with a debt-to-equity ratio of 1.86 as of 2026Q1, investors must navigate significant seasonal cash flow swings and lumpy capital expenditure requirements.
Future performance remains contingent on plant utilization rates, which demonstrated the ability to scale operating margins to 32.0% in 2026Q1, though the reliance on commodity pricing warrants a cautious outlook.

Verdict Logic

while the 10.9% dividend yield is attractive, the extreme volatility in operating cash flow to net income ratios, which reached a low of -1.79 in 2023Q4, suggests that consistent distribution coverage remains a significant risk.

UAN Growth Metrics

CVR Partners, LP (UAN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years7.68%

5 Years11.61%

3 Years-10.15%

TTM19%

Profit CAGR

10 Years4.75%

5 Years-

3 Years-29.93%

TTM61.1%

EPS CAGR

10 Years0.94%

5 Years-

3 Years-29.89%

TTM61.29%

Return on Capital

10 Years9.49%

5 Years18.61%

3 Years15.36%

Last Year14.58%

UAN Recent Earnings

CVR Partners, LP (UAN) EPS & revenue vs analyst estimates — last 4 quarters

Full history →

●Beat Revenue 5/12 qtrs (100%)

Q2 2026Latest

Apr 29, 2026

Metric

Actual

Est

EPS

$4.72

—

Rev

$180M

—

Q1 2026

Feb 18, 2026

Metric

Actual

Est

EPS

$0.97

—

Rev

$131M

—

Q4 2025

Oct 29, 2025

Metric

Actual

Est

EPS

$4.08

—

Rev

$164M

—

Q3 2025

Jul 30, 2025

Metric

Actual

Est

EPS

$3.67

—

Rev

$169M

—

Quarter	Date	EPS (Act vs Est)	Revenue (Act vs Est)
Q2 2026Latest	Apr 29, 2026	$4.72	$180M
Q1 2026	Feb 18, 2026	$0.97	$131M
Q4 2025	Oct 29, 2025	$4.08	$164M
Q3 2025	Jul 30, 2025	$3.67	$169M

Based on last 12 quarters of dataView full earnings history →

Latest UAN News

Recent stock market news and headlines for CVR Partners, LP (UAN)

Business Wire·Jun 24, 2026

CVR Partners 2025 Schedule K-3 Now Available

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN) today announced that 2025 Schedule K-3s, reflecting items of international tax relevance, are now available online. Unitholders may access the information at www.taxpackagesupport.com/cvrpartners.A limited number of investors (primarily foreign unitholders, unitholders computing a foreign tax credit on their tax return and certain corporate and/or partnership unitholders) may need the detailed information disclosed on the Schedule.

Peers Comparison

Key metrics vs top competitors for CVR Partners, LP (UAN)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
UANCVR Partners, LPCurrent	$114.93	$1.21B	12.32	15.36%	16.28%	35.31%	10.37%
NTRNutrien Ltd.	$65.32	$31.43B	13.78	5.33%	8.6%	9.47%	—
CFCF Industries Holdings, Inc.	$114.92	$17.65B	12.81	19.34%	23.73%	22.29%	—
MOSThe Mosaic Company	$21.12	$6.71B	12.42	8.36%	6.03%	5.85%	—
ANDEThe Andersons, Inc.	$68.00	$2.32B	24.29	-2.21%	1.17%	9.47%	—
AVDAmerican Vanguard Corporation	$2.97	$84.96M	-1.70	-5.88%	-8.71%	-21.86%	—

Compare UAN vs Peers

CVR Partners, LP (UAN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NTR

Most directly comparable listed peer for UAN.

Scale Benchmark

vs LIN

Larger-name benchmark to compare UAN against a more recognizable public peer.

Peer Set

Compare Top 5

vs NTR, CF, MOS, ANDE

UAN SEC Filings & Documents

CVR Partners, LP (UAN) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

Apr 29, 2026·SEC

Material company update

Mar 18, 2026·SEC

Material company update

Mar 3, 2026·SEC

10-K Annual Reports

FY 2026

Feb 18, 2026·SEC

FY 2025

Feb 19, 2025·SEC

FY 2024

Feb 21, 2024·SEC

10-Q Quarterly Reports

FY 2026

Apr 29, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Jul 31, 2025·SEC

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UAN Frequently Asked Questions

CVR Partners, LP (UAN) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is CVR Partners, LP's revenue?

CVR Partners, LP (UAN) reported $643.2M in revenue for fiscal year 2025. This represents a 145% increase from $262.9M in 2008.

How fast is CVR Partners, LP growing?

CVR Partners, LP (UAN) grew revenue by 15.4% over the past year. This is strong growth.

Is UAN profitable?

Yes, CVR Partners, LP (UAN) is profitable, generating $121.5M in net income for fiscal year 2025 (16.3% net margin).

Dividend & Returns

Does UAN pay dividends?

Yes, CVR Partners, LP (UAN) pays a dividend with a yield of 10.37%. This makes it attractive for income-focused investors.

What is UAN's return on equity?

CVR Partners, LP (UAN) has a return on equity (ROE) of 35.3%. This is excellent, indicating efficient use of shareholder capital.

What is CVR Partners, LP's free cash flow?

CVR Partners, LP (UAN) generated $112.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in UAN back in 2008?

Total return calculator · dividends reinvested · 18+ years of data

See returns →

Quarter

Date

EPS (Act vs Est)

Revenue (Act vs Est)

Q2 2026Latest

Apr 29, 2026

$4.72

$180M

Q1 2026

Feb 18, 2026

$0.97

$131M

Q4 2025

Oct 29, 2025

$4.08

$164M

Q3 2025

Jul 30, 2025

$3.67

$169M

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

UANCVR Partners, LPCurrent

$114.93

$1.21B

12.32

15.36%

16.28%

35.31%

10.37%

NTRNutrien Ltd.

$65.32

$31.43B

13.78

5.33%

8.6%

9.47%

—

CFCF Industries Holdings, Inc.

$114.92

$17.65B

12.81

19.34%

23.73%

22.29%

—

MOSThe Mosaic Company

$21.12

$6.71B

12.42

8.36%

6.03%

5.85%

—

ANDEThe Andersons, Inc.

$68.00

$2.32B

24.29

-2.21%

1.17%

9.47%

—

AVDAmerican Vanguard Corporation

$2.97

$84.96M

-1.70

-5.88%

-8.71%

-21.86%

—