CVR Energy

CVR Partners reported Q1 2026 earnings of $4.72 per share on revenue of $180 million; the stock rose 2.8% in pre-market trading. The ammonia plant ran at 103% utilization and the company achieved price increases of 34% on UAN and 24% on ammonia. Higher natural gas and electricity costs are driving operating expenses, yet EBITDA ($78 million) and cash generation remain robust. For Q2, CVR expects ammonia utilization of 95–100% and higher investment for growth projects, to be funded from cash reserves. » More on de.investing.com

CVR Energy reported Q4 2025 EPS of -$0.80, missing the -$0.59 forecast, while revenue of $1.81 billion slightly beat expectations. The company recorded a consolidated net loss of $116 million for the quarter; EBITDA was $51 million (adjusted $91 million). The stock fell about 6% in premarket trading to $21.07. CVR has halted operations at the Wynnewood renewable diesel facility, is exploring M&A options in the refinery and fertilizer sectors, and expects crude throughput of 200,000–215,000 bpd for Q1 2026; risks remain, particularly from volatile RIN prices. » More on de.investing.com

CVR Energy expects a Q4 2025 net loss of $105 million to $120 million, driven by refining throughput of 210,000–220,000 bpd. Ammonia utilization at its Coffeyville fertilizer plant is forecast at 60%–65%, down from 96% a year earlier due to extended maintenance and operational delays. Following the preliminary results, JPMorgan cut its price target to $21 and kept an Underweight rating on the shares. » More on finance.yahoo.com