The earnings call revealed strong financial performance with notable increases in production and cost reductions, particularly in the potash and Trio segments. However, challenges such as the unsuccessful AMAX cavern project, weather impacts, and lower production forecasts present concerns. The overall sentiment is balanced with both significant achievements and challenges.

Company Guidance -

Q3 2025

During the Intrepid Potash, Inc. second quarter 2025 results conference call, the company reported strong financial performance with adjusted EBITDA of $16.4 million and adjusted net income of $6 million, compared to the prior year's adjusted EBITDA of $9.2 million and an adjusted net loss of approximately $40,000. Potash production for the year-to-date reached 137,000 tons, an 8% increase from the same period in 2024, with costs of goods sold per ton improving by 12% to $323. Similarly, Trio production also increased by 8% to 132,000 tons, with costs of goods sold per ton decreasing by 18% to $234. Despite challenges such as an unsuccessful drilling at the AMAX cavern and weather-related impacts, the company remains optimistic due to tight global supply, strong demand, and increasing pricing, forecasting potash production between 270,000 to 280,000 tons for 2025 and 2026. The company also anticipates potash sales volumes to range from 55,000 to 65,000 tons in Q3, with an average net realized sales price of $375 to $385 per ton, while Trio sales volumes are expected to be between 27,000 to 37,000 tons at a price of $383 to $393 per ton. Capital expenditure guidance was reduced to $32 million to $37 million following the AMAX project's outcomes, as the company continues to focus on increasing production and improving unit economics for sustained shareholder value.

Strong Financial Performance

Adjusted EBITDA of $16.4 million and adjusted net income of $6 million compared to prior year adjusted EBITDA of $9.2 million and adjusted net loss of about $40,000.

Increased Production and Reduced Costs

Year-to-date potash production of 137,000 tons was 8% higher than the same period in 2024, with cost of goods sold per ton improving by 12% to $323 per ton. Trio production was also 8% higher with a cost reduction of 18% to $234 per ton.

Potash Market Strength

Tight global supply and strong demand have resulted in supportive pricing levels, with international contracts settled at favorable rates and successful price increases in local markets.

Trio Segment Success

Trio sales of 70,000 tons at an average net realized sales price of $368 per ton, with cost of goods sold per ton improving by 10% from the previous year.

Oilfield Segment Contribution

Steady revenue of $4.3 million and a gross margin of 30%, consistent with historical averages.

Intrepid Potash (IPI) 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 >

IPI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.07 / -	-0.02	―	―	―
Aug 06, 2025	2025 (Q2)	0.19 / 0.45	0	―	―
May 05, 2025	2025 (Q1)	-0.05 / 0.39	-0.14	378.57% (+0.53)	―
Mar 03, 2025	2024 (Q4)	-0.04 / -0.11	-0.41	73.17% (+0.30)	―
Nov 04, 2024	2024 (Q3)	-0.13 / -0.02	-0.53	96.23% (+0.51)	―
Aug 05, 2024	2024 (Q2)	<0.01 / 0.00	0.33	―	―
May 08, 2024	2024 (Q1)	-0.13 / -0.14	0.37	-137.84% (-0.51)	―
Mar 06, 2024	2023 (Q4)	-0.21 / -0.41	0.83	-149.40% (-1.24)	―
Nov 08, 2023	2023 (Q3)	-0.11 / -0.53	0.97	-154.64% (-1.50)	―
Aug 02, 2023	2023 (Q2)	0.43 / 0.33	1.82	-81.87% (-1.49)	―

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

IPI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$31.03	$29.40	-5.25%
May 05, 2025	$32.57	$38.19	+17.26%
Mar 03, 2025	$24.61	$24.13	-1.95%
Nov 04, 2024	$26.72	$28.79	+7.75%

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 Intrepid Potash Inc (IPI) report earnings?

Intrepid Potash Inc (IPI) is schdueled to report earning on Nov 10, 2025, Before Open (Confirmed).

What is Intrepid Potash Inc (IPI) earnings time?

Intrepid Potash Inc (IPI) earnings time is at Nov 10, 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 IPI EPS forecast?

IPI EPS forecast for the fiscal quarter 2025 (Q3) is 0.07.

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