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Icl Group Ltd. (IL:ICL)
NYSE:ICL
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
29.42Last Year’s EPS
28.17Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and strategic momentum: solid Q4 and full-year top-line growth, improved consolidated EBITDA, strong potash performance, successful strategic M&A (Bartek, Lavie Bio), and clearer long-term positioning around specialty crop nutrition and specialty food solutions. These positives are balanced by significant cost and one-time headwinds — notably a sharp rise in sulfur prices that pressures phosphate margins, material Q4 restructuring and impairment charges, legal water-extraction fees recognized in Q4, and currency (shekel) strength which reduces the net benefit of higher commodity prices. Management emphasized active mitigation, portfolio refocusing and disciplined capital allocation, and provided constructive 2026 guidance (consolidated EBITDA $1.4–1.6 billion) that reflects both opportunities and risks.Company Guidance
Quarterly Sales Growth
Q4 sales of $1.701 billion, up 6% year-over-year; all four segments delivered sales growth.
Improved Profitability (Quarter)
Consolidated adjusted EBITDA in Q4 of $380 million, up 10% year-over-year; adjusted diluted EPS of $0.09, up 13% versus prior year.
Full-Year Top-Line and Cash Generation
2025 consolidated sales of $7.153 billion, up 5% year-over-year; full-year operating cash flow of $1.056 billion and adjusted diluted EPS of $0.36.
Potash Strength and Operational Recovery
Potash full-year sales $1.714 billion, up 4%; full-year potash EBITDA $552 million, up 12%. Q4 potash sales $473 million (+12% YoY) and Q4 potash EBITDA $150 million (+15% YoY). Q4 potash average price $348 CIF/ton (up >20% YoY) and Q4 sales volumes ~1.2M tonnes (up ~15% YoY). Production reliability improvements and a quarterly production record in Spain.
Growing Solutions Momentum
Growing Solutions 2025 sales of $2.063 billion, up 6% YoY; 2025 EBITDA $213 million (+5%). Q4 sales $467 million (+6% YoY) with EBITDA $60 million (+18% YoY). Market share gains in specialty products, positive mix effects in Europe and price-driven profit in North America.
Strategic M&A and Portfolio Focus
Acquisition of ~50% of Bartek Ingredients to deepen specialty food solutions; earlier acquisition of Lavie Bio for Growing Solutions; management pivot to two growth engines—specialty crop nutrition and specialty food solutions—and continued M&A evaluation.
Balance Sheet and Capital Return
Available liquidity of $1.6 billion, net debt to adjusted EBITDA ~1.3x, and a 2025 dividend distribution of $224 million (50% of adjusted net income) giving a trailing 12-month dividend yield of 3.1%.
Clear 2026 Guidance
2026 consolidated EBITDA guidance of $1.4–1.6 billion; potash sales volume guidance of 4.5–4.7 million tonnes; expected adjusted tax rate ~30%.
IL:ICL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IL:ICL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | 1781.00 | 1711.00 | -3.93% |
Nov 12, 2025 | 1815.84 | 1749.43 | -3.66% |
Jun 30, 2025 | 2238.11 | 2273.55 | +1.58% |
May 19, 2025 | 2367.50 | 2291.19 | -3.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Icl Group Ltd. (IL:ICL) report earnings?
Icl Group Ltd. (IL:ICL) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Icl Group Ltd. (IL:ICL) earnings time?
Icl Group Ltd. (IL:ICL) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Icl Group Ltd. stock?
The P/E ratio of Icl is N/A.
What is IL:ICL EPS forecast?
IL:ICL EPS forecast for the fiscal quarter 2026 (Q1) is 29.42.