Every 8-K that CVR Partners, LP (UAN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow UAN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UAN filings page.
CVR Partners, LP reported strong results for the three months ended June 30, 2026. Net income was $78 million ($7.33 per common unit) and EBITDA was $107 million on net sales of $202 million, up from $39 million net income, $67 million EBITDA and $169 million net sales in the same period of 2025.
Performance benefited from higher nitrogen prices and excellent plant reliability. The consolidated ammonia utilization rate reached 99%, while average realized gate prices rose to $791 per ton for ammonia and $392 per ton for UAN. Cash from operating activities was $65.9 million in the quarter, supporting a stronger balance sheet with $137.5 million in cash at June 30, 2026.
The Board declared a second-quarter 2026 cash distribution of $6.08 per common unit, payable August 17, 2026 to unitholders of record on August 10, 2026. Management also provided Q3 2026 outlook, including an ammonia utilization rate of 75–80% and capital expenditures of $40–$49 million, reflecting a planned six-week turnaround and upgrade projects at the East Dubuque facility.
CVR Partners reports major leadership changes at its general partner. Mark A. Pytosh resigned as President and Chief Executive Officer of CVR GP and CVR Energy and from their boards, and entered into a Separation Agreement providing a $3,000,000 cash severance paid in two $1,500,000 lump sums on a staggered schedule, along with other customary terms and restrictive covenants.
Dane J. Neumann, formerly Executive Vice President and Chief Financial Officer, has been appointed President and Chief Executive Officer of CVR GP and CVR Energy and will serve on their boards, becoming the Partnership’s principal executive officer. His Employment Agreement includes an $800,000 base salary, an annual bonus target of 150% of salary, long-term incentive awards also targeted at 150% of salary, and severance protections based on a 1.5x multiple of salary plus historical bonuses upon certain qualifying terminations, with enhanced treatment in connection with a change in control.
Neumann also received a one-time grant of 27,372 performance share units that vest only upon completion of a defined Significant Transaction within 12 months, otherwise forfeiting, and remain subject to transfer restrictions and potential cash settlement. Richard Roberts has been appointed Interim Chief Financial Officer and principal financial officer of CVR Partners and CVR Energy.
CVR Partners reported significantly stronger results for the first quarter of 2026. Net income was $50 million, or $4.72 per common unit, on net sales of $180 million, compared to $27 million, or $2.56 per common unit, on $143 million of net sales a year earlier.
EBITDA rose to $78 million and the consolidated ammonia utilization rate reached 103 percent, indicating very high plant operating levels. The Board declared a first quarter 2026 cash distribution of $4.00 per common unit, reflecting the improved profitability and cash generation in a favorable nitrogen fertilizer pricing environment.
CVR Partners appointed Trevor Turbidy to the Board of Directors of its general partner, CVR GP, LLC, effective March 17, 2026. He will serve on the Audit, Compensation, Environmental, Health & Safety, and Conflicts Committees. The Board determined he is independent under SEC and NYSE rules and qualifies as an “audit committee financial expert” under SEC regulations. He will receive the same compensation as other non-employee directors and enter into the partnership’s standard indemnification agreement.
Turbidy fills the vacancy created by the previously announced death of director Brian Goebel, and his appointment restored the partnership’s compliance with NYSE rules requiring at least three independent audit committee members. The Board also named existing director Alexander Nickolatos as Audit Committee chair. On and effective as of March 17, 2026, the general partner approved Amendment No. 2 to the Second Amended and Restated Partnership Agreement, clarifying which directors may serve on a Conflicts Committee and updating the registered agent and registered office in Delaware. The general partner determined these changes do not adversely affect partners in any material respect.
CVR Partners, LP reported that Brian A. Goebel, an independent director and chair of the Audit Committee, passed away on February 20, 2026. He had served on the Board since October 2025 and also sat on the Compensation and Environmental, Health & Safety Committees.
His death reduces the Board to five members, with two independent directors, and leaves the Audit Committee with two independent members, below the New York Stock Exchange requirement of at least three independent audit committee members. CVR Partners notified the NYSE of the resulting non-compliance, and the NYSE formally recognized this status on March 3, 2026.
The partnership has begun searching for a new independent director to join the Board and Audit Committee and expects to announce a replacement as soon as reasonably practicable. Once a new member meeting the applicable independence standards is appointed, CVR Partners will regain compliance with the NYSE audit committee listing requirement.
CVR Partners reported a mixed finish to 2025, with a weak fourth quarter but much stronger full-year results. For Q4 2025, it posted a net loss of $10.3M ($0.97 per common unit) and EBITDA of $20.2M on net sales of $131.1M, down from net income of $18.3M and EBITDA of $49.8M on $139.6M of sales a year earlier, largely due to a 32-day Coffeyville turnaround and subsequent startup issues.
For full-year 2025, net income improved to $98.7M ($9.33 per unit) and EBITDA to $210.9M on net sales of $606.0M, compared with net income of $60.9M, EBITDA of $178.9M, and net sales of $525.3M in 2024, supported by higher realized fertilizer prices despite lower production volumes. The partnership declared a Q4 2025 cash distribution of $0.37 per common unit, bringing 2025 declared distributions to $10.54 per unit, and ended 2025 with cash of $69.2M and total debt of $569.8M. For Q1 2026, it targets an ammonia utilization rate of 95–100%, direct operating expenses of $57–62M, and capital expenditures of $25–30M.
CVR Partners, LP furnished an update on its recent performance by issuing a press release with preliminary estimated financial and operational results for the fourth quarter and full year 2025. The partnership submitted this information in connection with a current report, stating that the press release is provided as an exhibit and incorporated by reference for disclosure purposes.
The information related to results of operations and financial condition, along with the Regulation FD disclosure, is designated as "furnished" rather than "filed," which limits its use under certain securities law liability provisions unless later specifically incorporated into other filings.
CVR Partners, LP named Michael H. Wright, Jr. as its new Executive Vice President and Chief Operating Officer, effective January 16, 2026. He will serve in this role through CVR GP, LLC, the Partnership’s general partner.
Mr. Wright, age 55, is employed by a subsidiary of affiliate CVR Energy, Inc. (CVI), where he has been Executive Vice President and Chief Operating Officer since January 2022. CVI indirectly owns the general partner of CVR Partners and about 37% of its common units. His background includes senior operational and capital project roles at CVI, HollyFrontier Corporation, and consulting work at Solomon Associates, supported by engineering and MBA degrees from the University of Utah.
The Partnership states it is not aware of any related-party transactions requiring disclosure for Mr. Wright, and notes there are no family relationships between him and any director or executive officer. The filing also confirms there is no arrangement or understanding with any other person under which he was selected.
CVR Partners, LP furnished a current report describing that it has issued a press release with guidance on its preliminary capital expenditure estimates for 2026. The company states that the full text of this guidance is provided in a press release dated January 5, 2026, which is included as Exhibit 99.1.
The information in this report and in Exhibit 99.1 is being furnished under Regulation FD rather than filed, meaning it is not subject to certain Exchange Act liabilities and will only be incorporated into other SEC documents if specifically identified there. The partnership also notes that this disclosure is not an admission that the information is material or complete for investment decisions.
CVR Partners, LP furnished an update on its results of operations and financial condition for the three months ended September 30, 2025. On October 29, 2025, the Partnership issued a press release with these details, which is included as Exhibit 99.1.
The information under Items 2.02 and 7.01, including Exhibit 99.1, is being furnished and not deemed filed under the Exchange Act. Item 7.01 incorporates Item 2.02 by reference. The filing lists the company’s common units (ticker UAN) on the NYSE.