# EDGAR Filing Document

**Accession Number:** 0001425292
**File Stem:** 0001425292-26-000007
**Filing Date:** 2026-1
**Character Count:** 14659
**Document Hash:** 393515e5c949439d1921f27617f1250a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001425292-26-000007.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001425292-26-000007

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20260126

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CVR PARTNERS, LP
- **CENTRAL INDEX KEY:** 0001425292
- **STANDARD INDUSTRIAL CLASSIFICATION:** AGRICULTURE CHEMICALS [2870]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 562677689
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-35120
- **FILM NUMBER:** 26558425

**BUSINESS ADDRESS:**
- **STREET 1:** 2277 PLAZA DRIVE
- **STREET 2:** SUITE 500
- **CITY:** SUGAR LAND
- **STATE:** TX
- **ZIP:** 77479
- **BUSINESS PHONE:** (281) 207-3200

**MAIL ADDRESS:**
- **STREET 1:** 2277 PLAZA DRIVE
- **STREET 2:** SUITE 500
- **CITY:** SUGAR LAND
- **STATE:** TX
- **ZIP:** 77479

?xml version='1.0' encoding='ASCII'? cvi-20260126

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**WASHINGTON, D.C. 20549**

**___________________________________**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**___________________________________**

Date of Report (Date of earliest event reported): January 26, 2026

**CVR PARTNERS, LP**

(Exact name of registrant as specified in its charter)

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| | | |
|:---|:---|:---|
| **Delaware** | **001-35120** | **56-2677689** |
| (State or other jurisdiction of incorporation) | (Commission File Number) | (I.R.S. Employer Identification Number) |

---

**2277 Plaza Drive, Suite 500**

**Sugar Land, Texas 77479** 

(Address of principal executive offices, including zip code)

Registrant's telephone number, including area code: **(281) 207-3200**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **<u>Title of Each Class</u>** | **<u>Trading Symbol(s)</u>** | **<u>Name of each exchange on which registered</u>** |
| Common units representing limited partner interests | UAN | New York Stock Exchange |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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**Item 2.02. Results of Operations and Financial Condition**

On January 26, 2026, CVR Partners, LP (the "Partnership") issued a press release announcing preliminary estimated financial and operational results for the fourth quarter and full-year 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein.

The information in Items 2.02 and 7.01 of this Current Report on Form 8-K ("Current Report") and Exhibit 99.1 attached hereto is being "furnished" and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, unless specifically identified therein as being incorporated by reference. The furnishing of information in this Current Report (including Exhibit 99.1) is not intended to, and does not, constitute a determination or admission by the Partnership that the information in this Current Report is material or complete, or that investors should consider this information before making an investment decision with respect to any securities of the Partnership or its affiliates.

**Item 7.01. Regulation FD Disclosure**

The information set forth under Item 2.02 is incorporated by reference as if fully set forth herein.

**Item 9.01. Financial Statements and Exhibits.**

**(d) Exhibits**

The following exhibits are being "furnished" as part of this Current Report:

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| | |
|:---|:---|
| **Exhibit**<br>**<u>Number</u>** | **<u>Exhibit Description</u>** |
| 99.1 | <u>[Press Release dated January 2](exhibit991-uanq42025prexre.htm)[6](exhibit991-uanq42025prexre.htm)[, 2026.](exhibit991-uanq42025prexre.htm)</u> |
| 104 | Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document). |

---

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: January 26, 2026

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| | |
|:---|:---|
| CVR Partners, LP | CVR Partners, LP |
| By: CVR GP, LLC, its general partner | By: CVR GP, LLC, its general partner |
| By: | /s/ Dane J. Neumann |
|  | Dane J. Neumann |
|  | Executive Vice President, Chief Financial Officer, Treasurer and Assistant Secretary |

---

## Exhibit 99.1

**Exhibit 99.1**

![uanlogoa22.jpg](uanlogoa22.jpg)

**CVR PARTNERS REPORTS PRELIMINARY ESTIMATED FOURTH QUARTER**

**AND FULL-YEAR 2025 RESULTS**

**SUGAR LAND, Texas (January 26, 2026)** – CVR Partners, LP ("CVR Partners" or the "Partnership") (NYSE: UAN) today announced preliminary estimated financial results for the fourth quarter and full-year 2025.

"The planned turnaround at our Coffeyville facility was completed as scheduled in early November; however, the subsequent startup was delayed by several weeks due to downtime at the third-party owned air separation unit," said Mark Pytosh, Chief Executive Officer. "Despite this delay, we saw strong demand for nitrogen fertilizers in the fourth quarter and pricing remained robust as inventories continue to be tight amid ongoing geopolitical tensions."

**Preliminary estimated fourth quarter and full-year 2025 results are expected to be within the following ranges:**

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| | | | | |
|:---|:---|:---|:---|:---|
| | **Three Months Ended<br>December 31, 2025** | **Three Months Ended<br>December 31, 2025** | **Year Ended<br>December 31, 2025** | **Year Ended<br>December 31, 2025** |
| *(in millions, except utilization data)* | **Low Estimate** | **High Estimate** | **Low Estimate** | **High Estimate** |
| Net income (loss) | $(14) | $(7) | $95 | $102 |
| EBITDA <sup>(1)</sup> | $15 | $25 | $206 | $216 |
| Ammonia utilization rate | 60% | 65% | 87% | 89% |
| Cash and cash equivalents | $65 | $75 | $65 | $75 |
| Total long-term debt and finance lease obligations | 550 | 600 | 550 | 600 |

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(1)For a reconciliation of preliminary estimated EBITDA to preliminary estimated net income (loss), the most directly comparable measure in accordance with accounting principles generally accepted in the United States of America ("GAAP"), see "Non-GAAP Reconciliations" section below.

**Preliminary Financial Data**

The financial and operating results included in this press release are preliminary estimates and subject to the completion of our financial statements, including the completion of the annual audit by the Partnership's independent registered public accounting firm. The Partnership's actual results may differ as a result of the Partnership's financial closing procedures, final adjustments and other developments that may arise between now and the time the Partnership's results for the fourth quarter and full-year 2025 are issued.

These preliminary estimates should not be viewed as a substitute for full financial statements prepared in accordance with GAAP, and they should not be viewed as indicative of the Partnership's results for any future period. The Partnership's independent registered public accounting firm has not audited, reviewed, compiled, or performed any procedures with respect to these preliminary estimated financial results and, accordingly, does not express an opinion or any other form of assurance with respect to these preliminary estimates.

**Non-GAAP Measures**

Our management uses certain non-GAAP measures, and reconciliations to those measures, to evaluate current and past performance and prospects for the future to supplement our financial information presented in accordance with GAAP. These

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non-GAAP measures are important factors in assessing our operating results and profitability and include the measures defined below.

The following is a non-GAAP measure we present for the three and twelve months ended December 31, 2025:

*EBITDA* - Net income (loss) before (i) interest expense, net, (ii) income tax expense (benefit) and (iii) depreciation and amortization expense.

We present this measure because we believe it may help investors, analysts, lenders and ratings agencies analyze our results of operations in conjunction with our GAAP results, including but not limited to our operating performance as compared to other publicly traded companies in the fertilizer industry, without regard to historical cost basis or financing methods and our ability to incur and service debt and fund capital expenditures. Non-GAAP measures have important limitations as analytical tools, because they exclude some, but not all, items that affect net earnings and operating income. These measures should not be considered substitutes for their most directly comparable GAAP measures. See "Non-GAAP Reconciliation" included herein for reconciliation of these amounts. Due to rounding, numbers presented within this section may not add or equal to numbers or totals presented elsewhere within this document.

**Non-GAAP Reconciliation**

***Reconciliation of Preliminary Estimated Net Income (Loss) to Preliminary Estimated EBITDA***

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| | | | | |
|:---|:---|:---|:---|:---|
| | **Three Months Ended<br>December 31, 2025** | **Three Months Ended<br>December 31, 2025** | **Year Ended<br>December 31, 2025** | **Year Ended<br>December 31, 2025** |
| *(in millions)* | **Low Estimate** | **High Estimate** | **Low Estimate** | **High Estimate** |
| **Net income (loss)** | $(14) | $(7) | $95 | $102 |
| &nbsp;&nbsp;&nbsp;&nbsp;Interest expense, net | 7 | 8 | 30 | 31 |
| &nbsp;&nbsp;&nbsp;&nbsp;Depreciation and amortization | 22 | 24 | 81 | 83 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**EBITDA** | $15 | $25 | $206 | $216 |

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**Forward-Looking Statements**

This news release may contain forward-looking statements. Statements concerning current estimates, expectations and projections about future prospects, opportunities, plans, actions and events and other statements, concerns, or matters that are not historical facts are "forward-looking statements," as that term is defined under the federal securities laws. These forward-looking statements include, but are not limited to, statements regarding our preliminary estimates of selected financial and operational results for the fourth quarter and full-year 2025 and other matters. You can generally identify forward-looking statements by our use of forward-looking terminology such as "outlook," "anticipate," "believe," "continue," "could," "estimate," "expect," "explore," "evaluate," "intend," "may," "might," "plan," "potential," "predict," "seek," "should," "upcoming," "before," "future," or "will," or the negative thereof or other variations thereon or comparable terminology. These forward-looking statements are only predictions and involve known and unknown risks and uncertainties, including risk and uncertainties related to the completion of our financial closing procedures or any adjustments that may result from management's review of our consolidated financial statements. Investors are cautioned these and other factors may affect these forward-looking statements. For additional discussion of risk factors which may affect our results, please see the risk factors and other disclosures included in our most recent Annual Report on Form 10-K, any subsequently filed Quarterly Reports on Form 10-Q and our other Securities and Exchange Commission filings. These and other risks may cause our actual performance or achievements to differ materially from any future performance or achievements expressed or implied by these forward-looking statements. Given these risks and uncertainties, you are cautioned not to place undue reliance on such forward-looking statements. The forward-looking statements included in this news release are made only as of the date hereof. CVR Partners disclaims any intention or obligation to update publicly or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except to the extent required by law.

**About CVR Partners, LP**

Headquartered in Sugar Land, Texas, CVR Partners, LP is a Delaware limited partnership focused on the production, marketing and distribution of nitrogen fertilizer products. It primarily produces urea ammonium nitrate (UAN) and ammonia,

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which are predominantly used by farmers to improve the yield and quality of their crops. CVR Partners' 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 having a capacity of 89 million standard cubic feet per day of hydrogen. CVR Partners' East Dubuque, Illinois, nitrogen fertilizer manufacturing facility includes a 1,075 ton-per-day ammonia unit and a 950 ton-per-day UAN unit.

For further information, please contact:

***Investor Relations***

Richard Roberts

(281) 207-3205

InvestorRelations@CVRPartners.com

***Media Relations***

Brandee Stephens

(281) 207-3516

MediaRelations@CVRPartners.com

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