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ICAHN ENTERPRISES L.P. (IEP) Form 8-K — Nov 3, 2026

$IEPForm 8-KItems 2.02, 9.01Filed Nov 3, 2026, 8:11 AM ET0001104659-26-121660Original filing

Icahn Enterprises reported a Q3 2026 net loss attributable to IEP of $225 million, or $0.31 per depositary unit, versus net income of $287 million ($0.49/unit) in Q3 2025, with the swing driven by $522 million of losses on refining hedges plus a $165 million impairment. Despite the GAAP loss, indicative net asset value rose $865 million quarter-over-quarter to roughly $3.5 billion, primarily on an approximately $1.7 billion increase in the value of IEP's long position in CVR Energy, now valued at $4.2 billion.

Key figures

Revenue
3171000000
Total Debt
6357000000
Total Assets
11628000000
Cash Position
2290000000
Shares Outstanding
756961276
Impairment q3
165000000
Indicative nav
3467000000
Nav change qoq
865000000
Revenues 9mo 2026
8400000000
Cvi position value
4200000000
Q3 2025 net income
287000000
Adjusted ebitda q3 2025
75000000
Refining hedge losses q3
522000000
Refining hedge losses 9mo
917000000
Cvi marathon acquisition price
4200000000
Quarterly distribution per unit
0.5
Consecutive quarterly distributions
86

AI analysis

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    ICAHN ENTERPRISES L.P. (IEP) Form 8-K — Nov 3, 2026: AI Analysis | Signal8