Latest Earnings Results: Q3 '26
Estimated EPS
$2.91
Reported EPS
$4.00
Surprise
+37.29%
Estimated Rev
$2.35B
Reported Rev
$3.28B
Surprise
+39.63%
CVR Energy estimates 2026 capital expenditures of $220M to $240M, including $114M to $123M for Petroleum and $95M to $104M for Nitrogen Fertilizer.
Bullish Takeaway
CVR Energy's Petroleum Segment operating income rose year over year, WRC's RFS waiver reduced obligations by approximately $253M, and East Dubuque's completed ammonia expansion is expected to add approximately 5% capacity.
Bearish Takeaway
CVR Energy faced fertilizer-segment losses, commodity derivative losses and RFS liability exposure; its pending $4.2B acquisition carries execution, regulatory, integration and substantial indebtedness risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.62 | -- | -- | N/A |
Q3 '26 | $2.91 | $4.00 | 37.29% | BEAT |
Q2 '26 | $0.26 | $0.34 | 31.70% | BEAT |
Q1 '26 | -$0.57 | -$1.24 | -117.47% | MISSED |
Q4 '25 | -$0.85 | -$0.80 | 5.83% | BEAT |