Jun 2026 (Q2 FY26) — Jul 30, 2026
CVR Partners Q2 FY26 — Strong Operational Performance and Strategic Project Progress
Read the full callCVR Partners earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 202 | +20.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 42.0 | +14.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 77.5 | +99.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $90.3 on 17 Oct 2025 → $126.08. High $139 (12 Mar 2026), low $90.3 (17 Oct 2025).
Overview
Call summaries
CVR Partners Q2 FY26 — Strong Operational Performance and Strategic Project Progress
Read the full callEvery analysed call
Financials
Net profit, year on year: +100% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 125 | 140 | 143 | 169 | 164 | 131 | 180 | 202 |
| Operating profit | 11 | 26 | 35 | 46 | 51 | -3 | 58 | 85 |
| Operating margin | 8.8% | 18.4% | 24.2% | 27.5% | 31.0% | −2.2% | 32.0% | 42.0% |
| Profit before tax | 4 | 18 | 27 | 39 | 43 | -10 | 50 | 78 |
| Tax rate | 0.0% | 0.6% | 0.0% | 0.0% | 0.0% | 0.2% | 0.0% | 0.0% |
| Net profit | 4 | 18 | 27 | 39 | 43 | -10 | 50 | 78 |
| EPS ($ per share) | 0.36 | — | 2.56 | 3.67 | 4.08 | — | 4.72 | 7.33 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Fixed assets | 1,015 | 952 | 898 | 850 | 811 | 761 | 736 | 712 |
| Total assets | 1,254 | 1,138 | 1,033 | 1,127 | 1,100 | 975 | 1,019 | 969 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 32 | 39 | 20 | 189 | 301 | 244 | 151 | 150 |
| Cash from investing | -20 | -19 | -19 | -20 | -45 | -3 | -32 | -44 |
| Cash from financing | 0 | -45 | -8 | -86 | -283 | -282 | -73 | -127 |
| Net cash flow | 13 | -25 | -6 | 82 | -26 | -41 | 46 | -22 |
| Capital expenditure | -20 | -19 | -19 | -21 | -45 | -24 | -37 | -51 |
| Free cash flow | 12 | 21 | 1 | 168 | 257 | 219 | 113 | 99 |
6 filings, all on Dec 10, 2025.
Nobody bought or sold UAN on the open market in this window. The filings below are 3 option exercises and 3 dispositions to the issuer.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Dec 10, 2025 | PYTOSH MARK A President and CEO | Disposition to issuer | 3,421 | $324.7K |
| Dec 10, 2025 | PYTOSH MARK A President and CEO | Option exercise | 2,000 | $0 |
| Dec 10, 2025 | PYTOSH MARK A President and CEO | Disposition to issuer | 2,000 | $189.8K |
| Dec 10, 2025 | PYTOSH MARK A President and CEO | Option exercise | 3,689 | $0 |
| Dec 10, 2025 | PYTOSH MARK A President and CEO | Disposition to issuer | 3,689 | $350.2K |
| Dec 10, 2025 | PYTOSH MARK A President and CEO | Option exercise | 3,421 | $0 |
| Apr 22, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 5,021 | $375.9K |
| Apr 21, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 5,308 | $392.1K |
| Apr 17, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 5,168 | $385.3K |
| Apr 16, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 5,168 | $383.0K |
| Apr 15, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 5,168 | $378.5K |
| Apr 14, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 4,265 | $307.3K |
| Apr 11, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 4,343 | $305.8K |
| Apr 10, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 6,071 | $416.7K |
| Apr 9, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 6,071 | $414.6K |
| Apr 8, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 6,071 | $413.6K |
| Apr 7, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 6,071 | $404.6K |
| Apr 4, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 5,863 | $413.5K |
| Apr 3, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 500 | $37.5K |
| Apr 1, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 31 | $2.3K |
| Mar 31, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 2,819 | $210.8K |
| Mar 28, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 2,640 | $197.9K |
| Mar 26, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 180 | $13.5K |
| Mar 25, 2025 | ICAHN CARL C 10% owner | Purchase 10b5-1 plan | 1,058 | $79.3K |
| Mar 13, 2025 | ICAHN CARL C 10% owner | Purchase | 3,284 | $245.6K |
| Mar 12, 2025 | ICAHN CARL C 10% owner | Purchase | 4,124 | $307.5K |
| Mar 11, 2025 | ICAHN CARL C 10% owner | Purchase | 3,937 | $293.6K |
| Mar 10, 2025 | ICAHN CARL C 10% owner | Purchase | 2,079 | $155.8K |
| Mar 6, 2025 | ICAHN CARL C 10% owner | Purchase | 2,818 | $211.2K |
| Mar 5, 2025 | ICAHN CARL C 10% owner | Purchase | 2,532 | $186.8K |
| Mar 4, 2025 | ICAHN CARL C 10% owner | Purchase | 3,746 | $270.3K |
| Mar 3, 2025 | ICAHN CARL C 10% owner | Purchase | 3,746 | $280.8K |
| Dec 30, 2024 | ICAHN CARL C 10% owner | Purchase | 2,840 | $212.3K |
| Dec 27, 2024 | ICAHN CARL C 10% owner | Purchase | 1,698 | $127.1K |
| Dec 26, 2024 | ICAHN CARL C 10% owner | Purchase | 921 | $69.0K |
| Dec 24, 2024 | ICAHN CARL C 10% owner | Purchase | 40 | $3.0K |
| Dec 23, 2024 | ICAHN CARL C 10% owner | Purchase | 6,236 | $463.7K |
| Dec 20, 2024 | ICAHN CARL C 10% owner | Purchase | 6,202 | $460.3K |
| Dec 19, 2024 | ICAHN CARL C 10% owner | Purchase | 3,100 | $229.4K |
| Dec 18, 2024 | ICAHN CARL C 10% owner | Purchase | 2,287 | $170.5K |
| Dec 17, 2024 | ICAHN CARL C 10% owner | Purchase | 3,655 | $273.5K |
| Dec 16, 2024 | ICAHN CARL C 10% owner | Purchase | 2,518 | $188.8K |
| Dec 13, 2024 | ICAHN CARL C 10% owner | Purchase | 2,851 | $213.4K |
| Dec 11, 2024 | PYTOSH MARK A President and CEO | Option exercise | 2,924 | $0 |
| Dec 11, 2024 | PYTOSH MARK A President and CEO | Disposition to issuer | 2,924 | $227.7K |
| Dec 11, 2024 | PYTOSH MARK A President and CEO | Option exercise | 2,000 | $0 |
| Dec 11, 2024 | PYTOSH MARK A President and CEO | Disposition to issuer | 2,000 | $155.8K |
| Dec 11, 2024 | PYTOSH MARK A President and CEO | Option exercise | 3,689 | $0 |
| Dec 11, 2024 | PYTOSH MARK A President and CEO | Disposition to issuer | 3,689 | $287.3K |
| Nov 26, 2024 | ICAHN CARL C 10% owner | Purchase | 13,315 | $941.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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