Declared Dividend • Aug 04
Second quarter dividend of US$6.08 announced Shareholders will receive a dividend of US$6.08. Ex-date: 10th August 2026 Payment date: 17th August 2026 Dividend yield will be 12%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 6.1% to bring the payout ratio under control. However, EPS has declined by 5.2% over the last 5 years so the company would need to reverse this trend. Reported Earnings • Jul 31
Second quarter 2026 earnings released: EPS: US$7.33 (vs US$3.67 in 2Q 2025) Second quarter 2026 results: EPS: US$7.33 (up from US$3.67 in 2Q 2025). Revenue: US$202.2m (up 20% from 2Q 2025). Net income: US$77.5m (up 100% from 2Q 2025). Profit margin: 38% (up from 23% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Anuncio • Jul 30
CVR Partners, LP Provides Production Guidance for the Third Quarter 2026 CVR Partners, LP provided production guidance for the third quarter 2026 . For the quarter, the company expects Ammonia utilization rates to be 75% to 80%. Anuncio • Jul 16
CVR Partners, LP to Report Q2, 2026 Results on Jul 29, 2026 CVR Partners, LP announced that they will report Q2, 2026 results After-Market on Jul 29, 2026 Board Change • Jul 01
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Director of CVR GP LLC Dave Lamp is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Noticias en vivo • May 16
Icahn Increases Stake in CVR Partners as Quarterly Distribution Surges 80% Carl C. Icahn has reiterated a bullish stance on CVR Partners, LP, keeping the stock as a consistent holding and increasing the fund’s stake through 2024 and 2025.
Interest in CVR Partners has been supported by tighter global nitrogen fertilizer supplies linked to disruptions in the Middle East and export chokepoints.
The partnership recently declared a quarterly cash distribution that is nearly 80% higher than the payout a year earlier.
Icahn’s ongoing commitment and increased exposure signal continued confidence in CVR Partners’ position as a domestic nitrogen fertilizer producer at a time when global supply remains constrained.
The sharply higher distribution highlights the partnership’s current cash return to unitholders. However, income-focused investors should keep in mind that such distributions can fluctuate with fertilizer pricing, operating performance and capital needs. Reported Earnings • May 05
First quarter 2026 earnings released: EPS: US$4.72 (vs US$2.56 in 1Q 2025) First quarter 2026 results: EPS: US$4.72 (up from US$2.56 in 1Q 2025). Revenue: US$180.0m (up 26% from 1Q 2025). Net income: US$49.9m (up 84% from 1Q 2025). Profit margin: 28% (up from 19% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Declared Dividend • May 03
First quarter dividend increased to US$4.00 Dividend of US$4.00 is 77% higher than last year. Ex-date: 11th May 2026 Payment date: 18th May 2026 Dividend yield will be 9.6%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (113% earnings payout ratio) nor is it covered by cash flows (113% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control, which is more than the 3.3% EPS growth achieved over the last 5 years. Anuncio • May 02
CVR Partners, LP Provides Production Guidance for the Second Quarter 2026 CVR Partners, LP provided production guidance for the second quarter 2026 . For the quarter, the company expects Ammonia utilization rates to be 95% to 100 %. Anuncio • May 01
CVR Partners, LP announces Quarterly dividend, payable on May 18, 2026 CVR Partners, LP announced Quarterly dividend of USD 4.0000 per share payable on May 18, 2026, ex-date on May 11, 2026 and record date on May 11, 2026. Anuncio • Apr 16
CVR Partners, LP to Report Q1, 2026 Results on Apr 29, 2026 CVR Partners, LP announced that they will report Q1, 2026 results After-Market on Apr 29, 2026 Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$120, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 24x in the Chemicals industry in the US. Total returns to shareholders of 84% over the past three years. Anuncio • Mar 04
CVR Partners, LP Announces Non-Compliance With NYSE Audit Committee Requirement CVR Partners, LP (the Partnership") deeply regrets to disclose that Brian A. Goebel, a member of the Board of Directors of the Partnership's general partner (the Board"), passed away on February 20, 2026. Mr. Goebel joined the Board in October 2025. Mr. Goebel, an independent director, served as a member and chair of the Board's Audit Committee, as well as a member of the Board's Compensation Committee and Environmental, Health & Safety Committee at the time of his passing. Following Mr. Goebel's death, the Board has been reduced to five members, two of whom are independent directors. The Audit Committee has been reduced to two members, both of whom are independent directors. As a result, the Partnership is no longer compliant with Section 303A.07(a) of the New York Stock Exchange (NYSE") Listed Company Manual (the Listed Company Manual"), which requires that the audit committee of an NYSE-listed company consist of at least three members, each of whom is an independent director. The Partnership notified the NYSE of Mr. Goebel's passing and the resulting non-compliance with the Listed Company Manual on February 25, 2026. On March 3, 2026, the Partnership received notice from the NYSE that it became non-compliant with the audit committee requirement set in Listed Company Manual Section 303A.07(a) as a result of Mr. Goebel's death. The Partnership has initiated a search for a new independent director to join the Board and the Audit Committee and expects to announce a replacement as soon as reasonably practicable. Upon appointing a new member of the Audit Committee that meets the independence requirements of Section 10A of, and Rule 10A-3 under, the Securities Exchange Act of 1934, as amended, and Section 303A.02 of the Listed Company Manual, the Partnership will regain compliance with the applicable NYSE listing standard. Declared Dividend • Feb 22
Fourth quarter dividend of US$0.37 announced Shareholders will receive a dividend of US$0.37. Ex-date: 2nd March 2026 Payment date: 9th March 2026 Dividend yield will be 10%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (113% earnings payout ratio) nor is it covered by cash flows (113% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control, which is more than the 11% EPS growth achieved over the last 5 years. New Risk • Feb 20
New major risk - Dividend sustainability The dividend is not well covered by earnings and cash flows. Payout ratio: 113% Cash payout ratio: 113% Dividend yield: 10% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Cash payout ratio: 113% Minor Risk High level of debt (180% net debt to equity). Reported Earnings • Feb 19
Full year 2025 earnings released: EPS: US$9.33 (vs US$5.76 in FY 2024) Full year 2025 results: EPS: US$9.33 (up from US$5.76 in FY 2024). Revenue: US$606.0m (up 15% from FY 2024). Net income: US$98.7m (up 62% from FY 2024). Profit margin: 16% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Anuncio • Feb 19
CVR Partners, LP Declares Cash Distribution for Fourth Quarter of 2025, Payable on March 9, 2026 CVR Partners, LP announced that the board of directors of its general partner declared a fourth quarter 2025 cash distribution of $0.37 per common unit, which will be paid on March 9, 2026, to common unitholders of record as of March 2, 2026. Anuncio • Feb 05
CVR Partners, LP to Report Q4, 2025 Results on Feb 18, 2026 CVR Partners, LP announced that they will report Q4, 2025 results After-Market on Feb 18, 2026 Anuncio • Jan 27
CVR Partners, LP Provides Earnings Guidance for the Fourth Quarter and Full-Year Ended December 31, 2025 CVR Partners, LP provided earnings guidance for the Fourth Quarter and Full-Year Ended December 31, 2025. For the quarter, the company estimates net loss of $14 million to $7 million.
For the year, the company estimates net income Of $95 million to $102 million. Recent Insider Transactions Derivative • Dec 14
CEO, President & Director of CVR GP LLC exercised options and sold US$865k worth of stock On the 10th of December, Mark Pytosh exercised options to acquire 9k shares at no cost and sold these for an average price of US$94.92 per share. This trade did not impact their existing holding. For the year to December 2018, Mark's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Mark has owned 30.59k shares directly. This was the only transaction from an insider over the last 12 months. Declared Dividend • Nov 02
Third quarter dividend of US$4.02 announced Shareholders will receive a dividend of US$4.02. Ex-date: 10th November 2025 Payment date: 17th November 2025 Dividend yield will be 13%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: US$4.08 (vs US$0.36 in 3Q 2024) Third quarter 2025 results: EPS: US$4.08 (up from US$0.36 in 3Q 2024). Revenue: US$163.5m (up 31% from 3Q 2024). Net income: US$43.1m (up US$39.3m from 3Q 2024). Profit margin: 26% (up from 3.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Anuncio • Oct 30
CVR Partners, LP Declares Cash Dividend for the Third Quarter 2025, Payable on November 17, 2025 CVR Partners announced that the Board of Directors of its general partner declared a third quarter 2025 cash distribution of $4.02 per common unit, which will be paid on November 17, 2025, to common unitholders of record as of November 10, 2025. Anuncio • Oct 16
CVR Partners, LP to Report Q3, 2025 Results on Oct 29, 2025 CVR Partners, LP announced that they will report Q3, 2025 results After-Market on Oct 29, 2025 Reported Earnings • Aug 01
Second quarter 2025 earnings released: EPS: US$3.67 (vs US$2.48 in 2Q 2024) Second quarter 2025 results: EPS: US$3.67 (up from US$2.48 in 2Q 2024). Revenue: US$168.6m (up 27% from 2Q 2024). Net income: US$38.8m (up 48% from 2Q 2024). Profit margin: 23% (up from 20% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Anuncio • Jul 31
CVR Partners, LP Declares Second Quarter 2025 Cash Distribution, Payable on August 18, 2025 CVR Partners announced that the Board of Directors of its general partner declared a second quarter 2025 cash distribution of $3.89 per common unit, which will be paid on August 18, 2025, to common unitholders of record as of August 11, 2025. Anuncio • Jul 17
CVR Partners, LP to Report Q2, 2025 Results on Jul 30, 2025 CVR Partners, LP announced that they will report Q2, 2025 results After-Market on Jul 30, 2025 Declared Dividend • May 01
First quarter dividend increased to US$2.26 Dividend of US$2.26 is 18% higher than last year. Ex-date: 12th May 2025 Payment date: 19th May 2025 Dividend yield will be 8.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 29
First quarter 2025 earnings released First quarter 2025 results: Revenue: US$142.9m (up 12% from 1Q 2024). Net income: US$27.1m (up 115% from 1Q 2024). Profit margin: 19% (up from 9.9% in 1Q 2024). Anuncio • Apr 24
CVR Partners, LP, Annual General Meeting, Jun 05, 2025 CVR Partners, LP, Annual General Meeting, Jun 05, 2025. Anuncio • Apr 15
CVR Partners, LP to Report Q1, 2025 Results on Apr 28, 2025 CVR Partners, LP announced that they will report Q1, 2025 results After-Market on Apr 28, 2025 Buy Or Sell Opportunity • Feb 26
Now 21% undervalued Over the last 90 days, the stock has risen 2.7% to US$77.85. The fair value is estimated to be US$98.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has declined by 32%. Declared Dividend • Feb 21
Fourth quarter dividend of US$1.75 announced Shareholders will receive a dividend of US$1.75. Ex-date: 3rd March 2025 Payment date: 10th March 2025 Dividend yield will be 8.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (117% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 30% to bring the payout ratio under control, which is less than the 39% EPS growth achieved over the last 5 years. Reported Earnings • Feb 19
Full year 2024 earnings released: EPS: US$5.76 (vs US$16.31 in FY 2023) Full year 2024 results: EPS: US$5.76 (down from US$16.31 in FY 2023). Revenue: US$525.3m (down 23% from FY 2023). Net income: US$60.9m (down 65% from FY 2023). Profit margin: 12% (down from 25% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Anuncio • Feb 04
CVR Partners, LP to Report Q4, 2024 Results on Feb 18, 2025 CVR Partners, LP announced that they will report Q4, 2024 results After-Market on Feb 18, 2025 Recent Insider Transactions Derivative • Dec 15
CEO, President & Director of CVR GP LLC exercised options and sold US$671k worth of stock On the 11th of December, Mark Pytosh exercised options to acquire 9k shares at no cost and sold these for an average price of US$77.88 per share. This trade did not impact their existing holding. For the year to December 2017, Mark's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Mark has owned 30.59k shares directly. This was the only transaction from an insider over the last 12 months. Valuation Update With 7 Day Price Move • Dec 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$80.89, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 23x in the Chemicals industry in the US. Total returns to shareholders of 82% over the past three years. Declared Dividend • Nov 01
Third quarter dividend of US$1.19 announced Shareholders will receive a dividend of US$1.19. Ex-date: 8th November 2024 Payment date: 18th November 2024 Dividend yield will be 10%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (134% earnings payout ratio) nor is it covered by cash flows (207% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 49% to bring the payout ratio under control, which is more than the 45% EPS growth achieved over the last 5 years. Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: US$0.36 (vs US$0.069 in 3Q 2023) Third quarter 2024 results: EPS: US$0.36 (up from US$0.069 in 3Q 2023). Revenue: US$125.2m (down 4.1% from 3Q 2023). Net income: US$3.81m (up 421% from 3Q 2023). Profit margin: 3.0% (up from 0.6% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year. Anuncio • Oct 29
CVR Partners, LP Declares Third Quarter 2024 Cash Distribution, Payable on November 18, 2024 CVR Partners also announced that on October 28, 2024, the Board of Directors of the Partnership’s general partner declared a third quarter 2024 cash distribution of $1.19 per common unit, which will be paid on November 18, 2024, to common unitholders of record as of November 8, 2024. Anuncio • Oct 15
CVR Partners, LP to Report Q3, 2024 Results on Oct 28, 2024 CVR Partners, LP announced that they will report Q3, 2024 results After-Market on Oct 28, 2024 Anuncio • Jul 31
CVR Partners, LP Declares Second Quarter 2024 Cash Distribution, Payable on August 19, 2024 CVR Partners, LP announced that the Board of Directors of its general partner declared a second quarter 2024 cash distribution of $1.90 per common unit, which will be paid on August 19, 2024, to common unitholders of record as of August 12, 2024. Reported Earnings • Jul 30
Second quarter 2024 earnings released: EPS: US$2.48 (vs US$5.66 in 2Q 2023) Second quarter 2024 results: EPS: US$2.48 (down from US$5.66 in 2Q 2023). Revenue: US$132.9m (down 27% from 2Q 2023). Net income: US$26.2m (down 56% from 2Q 2023). Profit margin: 20% (down from 33% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Anuncio • Jul 16
CVR Partners, LP to Report Q2, 2024 Results on Jul 29, 2024 CVR Partners, LP announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 29, 2024 Declared Dividend • May 02
First quarter dividend of US$1.92 announced Shareholders will receive a dividend of US$1.92. Ex-date: 10th May 2024 Payment date: 20th May 2024 Dividend yield will be 12%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio) nor is it covered by cash flows (144% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control, which is less than the 56% EPS growth achieved over the last 5 years. Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: US$1.19 (vs US$9.64 in 1Q 2023) First quarter 2024 results: EPS: US$1.19 (down from US$9.64 in 1Q 2023). Revenue: US$127.7m (down 44% from 1Q 2023). Net income: US$12.6m (down 88% from 1Q 2023). Profit margin: 9.9% (down from 45% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Anuncio • Apr 30
CVR Partners Declares a First Quarter 2024 Cash Distribution, Payable on May 20, 2024 CVR Partners announced that the Board of Directors of its general partner declared a first quarter 2024 cash distribution of $1.92 per common unit, which will be paid on May 20, 2024, to common unitholders of record as of May 13, 2024. Anuncio • Apr 17
CVR Partners, LP to Report Q1, 2024 Results on Apr 29, 2024 CVR Partners, LP announced that they will report Q1, 2024 results After-Market on Apr 29, 2024 Valuation Update With 7 Day Price Move • Mar 20
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to US$78.56, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 20x in the Chemicals industry in the US. Total returns to shareholders of 284% over the past three years. Declared Dividend • Feb 23
Fourth quarter dividend of US$1.68 announced Shareholders will receive a dividend of US$1.68. Ex-date: 1st March 2024 Payment date: 11th March 2024 Dividend yield will be 26%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (86% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control, which is less than the 62% EPS growth achieved over the last 5 years. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: US$16.31 (vs US$27.08 in FY 2022) Full year 2023 results: EPS: US$16.31 (down from US$27.08 in FY 2022). Revenue: US$681.5m (down 18% from FY 2022). Net income: US$172.4m (down 40% from FY 2022). Profit margin: 25% (down from 34% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth. Anuncio • Feb 21
CVR Partners Declares a Fourth Quarter 2023 Cash Distribution, Payable on March 11, 2024 of March 4, 2024 CVR Partners announced that the Board of Directors of its general partner declared a fourth quarter 2023 cashdistribution of $1.68 per common unit, which will be paid on March 11, 2024, to common unitholders of record asof March 4, 2024. Anuncio • Feb 08
CVR Partners, LP to Report Q4, 2023 Results on Feb 20, 2024 CVR Partners, LP announced that they will report Q4, 2023 results After-Market on Feb 20, 2024 Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$73.20, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 21x in the Chemicals industry in the US. Total returns to shareholders of 716% over the past three years. Recent Insider Transactions Derivative • Dec 18
CEO, President & Director of CVR GP LLC exercised options and sold US$2.4m worth of stock On the 13th of December, Mark Pytosh exercised options to acquire 36k shares at no cost and sold these for an average price of US$66.80 per share. This trade did not impact their existing holding. For the year to December 2016, Mark's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Mark has owned 30.59k shares directly. This was the only transaction from an insider over the last 12 months. Upcoming Dividend • Nov 03
Upcoming dividend of US$1.55 per share at 31% yield Eligible shareholders must have bought the stock before 10 November 2023. Payment date: 20 November 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 31%. Within top quartile of American dividend payers (5.3%). Higher than average of industry peers (2.2%). Reported Earnings • Oct 31
Third quarter 2023 earnings released: EPS: US$0.069 (vs US$1.87 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.069 (up from US$1.87 loss in 3Q 2022). Revenue: US$130.6m (down 17% from 3Q 2022). Net income: US$731.0k (up US$20.5m from 3Q 2022). Profit margin: 0.6% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Oct 31
CVR Partners, LP Declares Third Quarter 2023 Cash Distribution, Payable on November 20, 2023 CVR Partners, LP announced that on October 30, 2023, the Board of Directors of the Partnership’s general partner declared a third quarter 2023 cash distribution of $1.55 per common unit, which will be paid on November 20, 2023, to common unitholders of record as of November 13, 2023. Anuncio • Oct 18
CVR Partners, LP to Report Q3, 2023 Results on Oct 30, 2023 CVR Partners, LP announced that they will report Q3, 2023 results After-Market on Oct 30, 2023 Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$76.74, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 15x in the Chemicals industry in the US. Total returns to shareholders of 1,147% over the past three years. Upcoming Dividend • Aug 04
Upcoming dividend of US$4.14 per share at 28% yield Eligible shareholders must have bought the stock before 11 August 2023. Payment date: 21 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 28%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (2.0%). Reported Earnings • Aug 01
Second quarter 2023 earnings released: EPS: US$5.66 (vs US$11.12 in 2Q 2022) Second quarter 2023 results: EPS: US$5.66 (down from US$11.12 in 2Q 2022). Revenue: US$183.0m (down 25% from 2Q 2022). Net income: US$59.9m (down 49% from 2Q 2022). Profit margin: 33% (down from 48% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Aug 01
CVR Partners, LP Declares Cash Distribution for the Second Quarter 2023, Payable on August 21, 2023 CVR Partners announced that the Board of Directors of its general partner declared a second quarter 2023 cash distribution of $4.14 per common unit, which will be paid on August 21, 2023, to common unitholders of record as of August 14, 2023. Valuation Update With 7 Day Price Move • May 13
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$84.03, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 13x in the Chemicals industry in the US. Total returns to shareholders of 1,394% over the past three years. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$9.64 (vs US$8.78 in 1Q 2022) First quarter 2023 results: EPS: US$9.64 (up from US$8.78 in 1Q 2022). Revenue: US$226.3m (up 1.5% from 1Q 2022). Net income: US$101.9m (up 8.8% from 1Q 2022). Profit margin: 45% (up from 42% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has increased by 134% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Mar 21
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Executive Chairman of CVR GP LLC Dave Lamp was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Mar 01
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$117, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 13x in the Chemicals industry in the US. Total returns to shareholders of 705% over the past three years. Reported Earnings • Feb 22
Full year 2022 earnings released: EPS: US$27.08 (vs US$7.31 in FY 2021) Full year 2022 results: EPS: US$27.08 (up from US$7.31 in FY 2021). Revenue: US$835.6m (up 57% from FY 2021). Net income: US$286.8m (up 267% from FY 2021). Profit margin: 34% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth. Anuncio • Feb 09
CVR Partners, LP to Report Q4, 2022 Results on Feb 21, 2023 CVR Partners, LP announced that they will report Q4, 2022 results After-Market on Feb 21, 2023 
