Overview
Fertilizer producer's Q4 revenue fell, impacted by Coffeyville plant turnaround and startup issues
Net loss of $10 mln in Q4, compared to net income last year
Company declared a Q4 cash distribution of 37 cents per common unit
Outlook
Company anticipates Q1 2026 capital expenditures between $25 mln and $30 mln
Result Drivers
PLANNED TURNAROUND - Q4 results were impacted by a 32-day planned turnaround at the Coffeyville plant and subsequent startup issues at a third-party air separation plant, per CEO Mark Pytosh
STRONG PRICING - Despite lower production volumes, average realized gate prices for ammonia and UAN increased 32% and 55% respectively, compared to Q4 2024
DECREASED PRODUCTION - Production at fertilizer facilities decreased with 140,000 tons of ammonia produced in Q4 2025, down from 210,000 tons in Q4 2024
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | $131.07 mln | ||
Q4 Net Income | -$10 mln | ||
Q4 Operating income | -$2.89 mln |
Press Release: ID:nBwc4T3HZa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)