Cvr Energy INC

Market Movers (8-K)

NYSE
CVR Energy announced a significant improvement in its second quarter 2026 financial performance, reporting a net loss of $3 million compared to a $114 million loss in the prior year, driven by strong operational utilization and favorable market dynamics.
Better than expected
NYSE
CVR Energy stockholders re-elected ten directors, approved executive compensation, and ratified the appointment of Grant Thornton as auditor.
NYSE
CVR Energy provides an investor presentation detailing its petroleum refining and nitrogen fertilizer operations, outlining strategic priorities, capital allocation, and market outlook.
NYSE
CVR Energy announced its first quarter 2026 results, reporting a net loss attributable to stockholders of $192 million, a wider loss compared to the prior year, but highlighted significant unrealized derivative gains and strong performance in its Nitrogen Fertilizer segment.
Worse than expected
NYSE
CVR Energy, Inc. presented its strategic priorities, operational performance, and capital expenditure plans for 2026, emphasizing refining optimization and fertilizer market strength.
NYSE
CVR Energy, Inc. completed a $1 billion senior notes offering and amended its ABL credit agreement, extending maturity and increasing commitments to $550 million.
Capital raise

Quarterly Earnings (10-Q)

NYSE
CVR Energy's Q2 2026 results show improved net income driven by strong refining margins, despite ongoing geopolitical tensions impacting commodity prices.
Better than expected
NYSE
CVR Energy reported a wider net loss for the first quarter of 2026 compared to the prior year, impacted by derivative losses and higher RINs prices, though segment operating income improved.
Worse than expected
Capital raise
NYSE
CVR Energy reported a significant turnaround in Q3 2025 profitability, driven by favorable RFS adjustments and improved refining margins, alongside a strategic decision to revert its Wynnewood renewable diesel unit to hydrocarbon processing.
Better than expected
Capital raise
NYSE
CVR Energy, Inc. posted a significant net loss for the second quarter and first half of 2025, primarily driven by reduced throughput from a major refinery turnaround and escalating Renewable Fuel Standard compliance expenses, despite strong performance in its Nitrogen Fertilizer segment.
Delay expected
Worse than expected
NYSE
CVR Energy's Q1 2025 results reveal a net loss driven by a major refinery turnaround, lower crack spreads, and increased RFS expenses, despite improved performance in the Renewables and Nitrogen Fertilizer segments.
Worse than expected
NYSE
CVR Energy's Q3 2024 results were significantly impacted by lower refining margins, unplanned outages, and increased Renewable Fuel Standard (RFS) expenses, leading to an operating loss.
Worse than expected

Annual Reports (10-K)

NYSE
CVR Energy's 2024 results reflect a challenging year marked by volatile commodity prices, strategic shifts in segment focus, and operational adjustments.
Worse than expected
NYSE
Gunvor USA LLC and CVR Supply & Trading, LLC have amended and restated their crude oil supply agreement, extending their partnership through January 31, 2026, with potential for further one-year renewals.

Insider Trading (Form 4)

NYSE
Carl Icahn and affiliated entities increased their beneficial ownership in CVR Energy Inc. through multiple common stock purchases in late February 2026.
Better than expected
NYSE
CVR Energy's VP, CAO & Corporate Controller, Jeffrey D. Conaway, reported the vesting and subsequent disposition of incentive units and the grant of new units.
NYSE
CVR Energy's EVP & Chief Commercial Officer, Charles Douglas Johnson, sold shares from vested incentive units and received a new grant of incentive units.
NYSE
CVR Energy's EVP & Chief Operating Officer, Michael H. Wright Jr., reported the vesting and disposition of previously awarded incentive units and the grant of new incentive units.
NYSE
CVR Energy's EVP, General Counsel & Secretary, Melissa M. Buhrig, reported the vesting and disposition of previously awarded incentive units and the grant of new units.
NYSE
CVR Energy's EVP & CFO, Dane J. Neumann, reported the vesting of incentive units and subsequent disposition of common stock on December 10, 2025, as part of his compensation.

Proxy Statements (Def-14A)

NYSE
CVR Energy, Inc. has released its 2026 Proxy Statement detailing the upcoming Annual Meeting, director elections, and executive compensation.
NYSE
CVR Energy, Inc. has filed a definitive proxy statement with the SEC.
NYSE
CVR Energy's proxy statement details the agenda for the 2025 annual meeting, including director elections and executive compensation, while also summarizing the company's 2024 financial performance and strategic initiatives.
NYSE
CVR Energy announces the appointment of Julia Heidenreich Voliva to its Board of Directors, replacing James M. Strock, who resigned for personal reasons, ahead of the upcoming annual meeting.
NYSE
CVR Energy, Inc. has filed a definitive proxy statement with the SEC.
NYSE
CVR Energy, Inc. will hold its 2024 Annual Meeting of Stockholders virtually on May 29, 2024, to vote on director elections, executive compensation, and auditor ratification.

Schedule 13D - Activist Investments

NYSE
Carl Icahn and affiliates increased their beneficial ownership in CVR Energy, Inc. to 70.8% through recent open market purchases.
NYSE
Icahn Enterprises Holdings L.P. and its affiliates have increased their beneficial ownership in CVR Energy, Inc. to 69.8% through recent open market share purchases totaling over 1 million shares.
Better than expected
NYSE
Icahn Enterprises Holdings L.P. and its affiliates, led by Carl C. Icahn, have further increased their beneficial ownership in CVR Energy Inc. to 68.7% through recent open market purchases.
NYSE
American Entertainment Properties Corp., an entity controlled by Carl C. Icahn, has established a Rule 10b5-1 trading plan to acquire up to 13.36 million additional shares of CVR Energy, Inc. common stock.

Schedule 13G - Passive Investments

NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 4.9% passive beneficial ownership stake in CVR Energy Inc. as of June 30, 2025.