Varamir
sign in

CVI

CVR ENERGY INC
32.88post−$0.45 (−1.35%)at close +$0.00 (+0.00%)
tap the star to start your desk
as of 08:05:43 UTCnext report Nov 2 · 89d
Earnings Room‹ back to CVI

The report

fiscal Q3 2026 · from the company's notice
Nov 2after close89days out

Expected movement

market-implied · at the Aug 4 close
±24.8%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 136days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Dec 18 · first after the reportATM strike 32.5straddle 9.60ATM IV 60%× 0.85 straddle-to-rangespot 32.88

Blast radius

2 linked · N-PORT + EDGAR

If CVI moves ±24.8% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

4 expiries · as of the Jul 30 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +1%
1.1k
Aug 21
22d
5.1k
▲ +15%
▲ +0%
2.7k
Sep 18
50d
4.0k
▼ −1%
▲ +2%
470
Dec 18
141d
332
▲ +2%
▲ +0%
3.3k
Jan 15
169d
4.9k
▲ +0%

The record

expected in pale · actual in full color
0/8reports moved further than the options market had pricedtypically ±6.0% realized vs ±10.5% priced
Jul 29 '26±14.0%+10.0%×0.72
Apr 29 '26±14.1%2.9%×0.21
Feb 18 '26±5.0%3.4%×0.69
Jan 26 '26±10.8%9.5%×0.88
Oct 29 '25±11.6%5.3%×0.46
Jul 30 '25±10.5%5.3%×0.50
Apr 28 '25±10.2%+4.1%×0.40
Feb 18 '25±7.9%+7.4%×0.94
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported -0.03 · rev $2.7B
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.