Company Analysis

CVR Partners, LP (UAN)

NYSE: UAN · Agricultural Chemicals · Sugar Land, TX · filing with the SEC since 2008
Grade4.6
◀ Past 3.4● Present 5.2▶ Future 5.1
1 est.

The grade of CVR Partners, LP

Nine metrics read from its own filings, by tense
Headline grade
4.6/10
◀ Past3.430% of the headline
● Present5.240% of the headline
▶ Future5.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.4/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
2.5/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2026-03-03.

weight 33% of this tense · 25th percentile among 12 sector filers · read for itself

From the record

CVR Partners, LP's filings since 2017 show 2 warning events: a notice about its exchange listing (8-K item 3.01, 2 times, the latest 2026-03-03) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.1/10

What has it actually done, year after year?

+6.1% a year over 10 filed years; profitable in 5 of 10.

weight 45% of this tense · 41st percentile among 11 sector filers · read for its customers

From the record

CVR Partners, LP's 10 filed years say what it did: revenue went from $356 million in fiscal 2016 to $606 million in fiscal 2025, up 6.1% a year; it rose in 5 of 9 years; the deepest fall was 37% from fiscal 2022 to fiscal 2024; net income was positive in 5 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span6.1%top 50% of its family
  • the share of years revenue rosebottom 32% of its family
  • the share of filed years with a profitbottom 41% of its family
  • the deepest fall from a revenue peak37.1%bottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.3/10

How has it treated the people who own it?

Share count shrank 0.1% a year. 0% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 22% of this tense · 33rd percentile among 7 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, CVR Partners, LP's diluted share count shrank about 0.1% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 41% of its family
  • cash returned against operating cash flowbottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.2/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

SI estimate
4.8/10

Is it financially healthy right now?

SI estimate 4.8/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 11 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
No balance sheet on file, so the desk assumes the typical reading of its industry family, the median of 11 members with one.
What the record cannot read
No balance sheet on file.
How it was reasoned
family median, 11 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: CVR Partners, LP's financial health is put at 4.8 of 10 with a confidence of 20 of 100, because no balance sheet on file, so the desk assumes the typical reading of its industry family, the median of 11 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Industry position

as filed
5.9/10

How strong is its position in its industry?

top 41% of 11 in its family; net margin 16.3%.

weight 33% of this tense · 59th percentile among 11 sector filers · read for its customers

From the record

CVR Partners, LP's standing among 11 graded names in its industry family: revenue of $606 million in fiscal 2025 ranks in the top 50% by size; a net margin of 16.3% ranks in the top 14%; revenue growth of -10.2% a year over the last 3 filed years ranks in the bottom 41% (its annual reports).

What it rests on

  • revenue against the family$606Mtop 50% of its family
  • net margin16.3%top 14% of its family
  • three-year revenue growth-10.2%bottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.0/10

What are the people in charge doing?

top 50% of 7 in its family for leadership; chief executive since 2014.

weight 22% of this tense · 50th percentile among 7 sector filers · read for its shareholders

From the record

CVR Partners, LP's leadership, from its insiders' filings and its current reports: the chief executive on the record is Pytosh, Mark A (President and CEO, as filed), filing under that title since 2014-12-30, 11.9 years (top 7% of its family); the 7 officers and directors filing in the last fifteen months have been on the record a median of 1 years (bottom 7%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 7 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge5 in three years among 7 peopletop 50% of its family
  • the median years the people in charge have filed1.0 yearsbottom 7% of its family
  • the chief executive's years on the record11.9 yearstop 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.2/10

How much room does it have to grow?

bottom 42% of 11 in its family for room to expand.

weight 45% of this tense · 42nd percentile among 11 sector filers · read for itself

From the record

CVR Partners, LP's room to grow, from the newest filed statements (fiscal 2025): cash of $69 million against debt of $569 million leaves -51.6% of its assets as net cash, bottom 15% of its family; cash from operations less capital spending is 16.3% of revenue (top 14%); a gross margin of 27% (bottom 25%) (its annual report).

What it rests on

  • cash less debt against assets-51.6%bottom 15% of its family
  • cash from operations less capital spending against revenue16.3%top 14% of its family
  • gross margin27.0%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.3/10

What could actually drive growth from here?

top 37% of 11 in its family for growth drivers.

weight 33% of this tense · 63rd percentile among 11 sector filers · read for its customers

From the record

CVR Partners, LP's growth drivers, from the filed years to fiscal 2025: revenue grew -10.2% a year over the last three filed years against 6.1% over all 10, slowing (bottom 41% of its family); the newest year grew 15.4% (top 23%); capital spending grew 4.4% a year (top 28%) (its annual reports). CVR Partners, LP reported 4 product lines in fiscal 2025: Product UAN at $374 million (62%), Product Ammonia at $143 million (24%), Products Other at $51 million (9%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-16.2 points a yearbottom 41% of its family
  • the newest year's revenue growth15.4%top 23% of its family
  • three-year growth of capital spending4.4%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.0/10

Did its newest year beat what its own record pointed to?

top 50% of 11 in its family for expectations against reality.

weight 22% of this tense · 50th percentile among 11 sector filers · read for its shareholders

From the record

CVR Partners, LP's newest year against its own record: revenue of $606 million in fiscal 2025 came in 45.5% above the $417 million its prior three years' pace pointed to (top 14% of its family); net income of $99 million against a prior three-year average of $173 million (bottom 41%); a net margin of 16.3% against 23.7% before (bottom 23%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace45.5%top 14% of its family
  • net income against the prior three years' average-43%bottom 41% of its family
  • net margin against its prior average-7.5 pointsbottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton UAN · research, not advice