CVR Partners UAN Q2 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 04 2025
0mins
Source: NASDAQ.COM
- Author's Perspective: The opinions shared in the article are solely those of the author and do not represent Nasdaq, Inc.
- Data Limitations: The information is based on data available up to October 2023.
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Analyst Views on UAN
About UAN
CVR Partners, LP owns, operates and grows its nitrogen fertilizer business. The Company produces and distributes nitrogen fertilizer products, which are used by farmers to improve the yield and quality of their crops, primarily corn and wheat. It produces these products at two manufacturing facilities, one located in Coffeyville, Kansas operated by its subsidiary, Coffeyville Resources Nitrogen Fertilizers, LLC, and one located in East Dubuque, Illinois operated by its subsidiary, East Dubuque Nitrogen Fertilizers, LLC. The facilities manufacture ammonia and can further upgrade such ammonia to other nitrogen fertilizer products, principally urea ammonium nitrate (UAN). Its products are sold on a wholesale basis in the United States of America. Coffeyville, Kansas, nitrogen fertilizer manufacturing facility includes a 1,300 ton-per-day ammonia unit, a 3,100 ton-per-day UAN unit and a dual-train gasifier complex with a capacity of 89 million standard cubic feet per day of hydrogen.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CVR Energy Shares Plunge Nearly 10% After Disappointing Earnings Report
- Disappointing Earnings Forecast: CVR Energy anticipates a net loss attributable to shareholders between $105 million and $125 million for Q4 2025, a stark decline from a net profit of $28 million in the same quarter of 2024, indicating a significant deterioration in profitability.
- Declining Refining Output: The reported refining throughput of 210,000 to 220,000 barrels per day is slightly lower than the 214,000 bpd in Q4 2024, reflecting ongoing production efficiency challenges that may impact future market competitiveness.
- Ammonia Utilization Rate Drop: The ammonia utilization rate for CVR Partners is expected to fall to 60% to 65%, down from 96% a year ago, which not only affects fertilizer production profitability but could also lead to a loss of market share.
- Ongoing Operational Challenges: Although issues at the Coffeyville plant have been resolved, the overall business remains under pressure, leading to diminished investor confidence and suggesting that stock investment should be avoided in the short term.
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Two Materials Stocks That Could Cause You Concern This Quarter
O-I Glass Inc Performance: O-I Glass reported strong third-quarter earnings, raising its FY25 adjusted EPS guidance, with a recent stock price increase of 14.2% to $13.47 and an RSI value of 76, indicating it may be overbought.
CVR Partners LP Results: CVR Partners posted a significant increase in third-quarter EPS to $4.08, with a stock price rise of 1.1% to $99.11 and an RSI value of 73.8, suggesting it is also potentially overbought.
Momentum Indicator Explanation: The Relative Strength Index (RSI) is a momentum indicator that helps traders assess stock performance by comparing price strength on up days versus down days, with values above 70 indicating overbought conditions.
Market Context: As of November 6, 2025, both O-I Glass and CVR Partners are highlighted as overbought stocks in the materials sector, raising caution for momentum-focused investors.
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