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CF Industries Holdings vs CVR Partners, LP: CF and UAN compared
CF Industries Holdings is the larger company: $1.9B of revenue in its latest quarter (Q3 2026) against $146M for CVR Partners, LP (Q3 2026). CF Industries Holdings is growing faster (+12% against -11% a year earlier). CF Industries Holdings is more profitable, with an operating margin of 37.7% against -2.5%.
Where the money goes: CF and UAN
CF Industries Holdings (CF) · Q3 2026
CF Industries Holdings, Q3 2026: revenue $1.9B (+12% year over year), operating margin 37.7%, net earnings $436M, operating cash flow $1.2B. The chart follows the revenue to costs, profit and cash.
CVR Partners, LP (UAN) · Q3 2026
CVR Partners, LP, Q3 2026: revenue $146M (-11% year over year), operating margin -2.5%, net loss $10.7M, operating cash flow $117M. The chart follows the revenue to costs, profit and cash.
| CF Industries Holdings (CF) | CVR Partners, LP (UAN) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.9B | $146M |
| Revenue growth, Y/Y | +12% | -11% |
| Gross margin | 38.7% | — |
| Operating margin | 37.7% | -2.5% |
| Net earnings | $436M | −$10.7M |
| Net margin | 23.4% | -7.3% |
| Operating cash flow | $1.2B | $117M |
| Free cash flow | $888M | $84.2M |
| Market value | $18.1B | — |
| P/E | 7.1× | — |
| Analysts’ mean target | $128.79 | — |
Where the revenue comes from
CF Industries Holdings
- UAN: $639M (34%)
- Ammonia: $534M (29%)
- Granular Urea: $456M (25%)
- Other: $164M (9%)
CVR Partners, LP
- UAN: $101M (69%)
- Ammonia: $23.2M (16%)
- Other revenue: $14.4M (10%)
- Urea products: $7.3M (5%)
Questions
Which is bigger, CF Industries Holdings or CVR Partners, LP?
CF Industries Holdings is the larger company: $1.9B of revenue in its latest quarter (Q3 2026) against $146M for CVR Partners, LP (Q3 2026).
Is CF Industries Holdings or CVR Partners, LP growing faster?
CF Industries Holdings is growing faster (+12% against -11% a year earlier).
Which is more profitable, CF Industries Holdings or CVR Partners, LP?
CF Industries Holdings is more profitable, with an operating margin of 37.7% against -2.5%.
More: CF Industries Holdings earnings · how CF Industries Holdings makes money · CVR Partners, LP earnings · how CVR Partners, LP makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.