The earnings call presents a balanced view with notable strengths in specialties-driven sales and strategic market prioritization, but it also highlights significant challenges in the Potash and Industrial Products divisions due to geopolitical tensions and market conditions. The company's strategy and integration efforts provide a positive outlook, but the immediate operational challenges create a mixed sentiment.

Company Guidance -

Q3 2025

In the ICL Second Quarter 2025 Earnings Conference Call, the company provided updated guidance for the year, indicating that they expect their Specialties-driven businesses, which include Industrial Products, Growing Solutions, and Phosphate Solutions, to generate an EBITDA between $0.95 billion and $1.15 billion for 2025. For Potash sales volumes, ICL projects a range of 4.3 million to 4.5 million metric tons, reflecting challenges from the brief June war with Iran and ongoing issues in the Dead Sea operations. The company anticipates an effective annual tax rate of approximately 30% for 2025. For the third quarter, they expect improved trends compared to the first half of the year, driven by higher potash prices due to the transition to 2025 contracts with China and India and an increase in spot transaction prices.

Specialties-Driven Sales Growth

Specialties-driven sales reached $1.496 billion, up 8% year-over-year and 6% sequentially.

Potash Price and Volume Strategy

Average potash price in Q2 was $333 CIF per ton, up 11% year-over-year and sequentially. The strategy focused on prioritizing supply to the best global markets like Europe.

Growing Solutions Division Performance

Second quarter sales were $540 million, up 9% year-over-year, with EBITDA improving by 24%.

Strong Operating Cash Flow

Operating cash flow increased to $269 million, up more than $100 million over the first quarter.

Global Market Strategy and Integration

Continued advancements in innovative new products and successful integration of acquisitions like Lavie Bio into the business.

Icl (ICL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ICL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	0.10 / -	0.11	―	―	―
Jun 30, 2025	2025 (Q2)	0.09 / 0.09	0.1	-10.00% (-0.01)	―	―
May 19, 2025	2025 (Q1)	0.10 / 0.09	0.09	0.00% (0.00)
Feb 26, 2025	2024 (Q4)	0.09 / 0.08	0.1	-20.00% (-0.02)
Nov 11, 2024	2024 (Q3)	0.08 / 0.11	0.11	0.00% (0.00)
Aug 14, 2024	2024 (Q2)	0.09 / 0.10	0.13	-23.08% (-0.03)
May 09, 2024	2024 (Q1)	0.08 / 0.09	0.23	-60.87% (-0.14)
Feb 28, 2024	2023 (Q4)	0.07 / 0.10	0.28	-64.29% (-0.18)
Nov 08, 2023	2023 (Q3)	0.10 / 0.11	0.486	-77.37% (-0.38)
Aug 09, 2023	2023 (Q2)	0.13 / 0.13	0.58	-77.59% (-0.45)

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

ICL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 30, 2025	$6.75	$6.88	+1.93%
May 19, 2025	$6.70	$6.55	-2.24%
Feb 26, 2025	$6.37	$5.90	-7.38%
Nov 11, 2024	$4.04	$4.29	+6.19%

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 (ICL) report earnings?

ICL Group (ICL) is schdueled to report earning on Nov 12, 2025, Before Open (Confirmed).

What is ICL Group (ICL) earnings time?

ICL Group (ICL) earnings time is at Nov 12, 2025, 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 ICL EPS forecast?

ICL EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

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