The earnings call reflected a strong start to 2025 with significant improvements in financial performance and operational efficiency, particularly in potash and Trio segments. However, there are concerns about decreased potash pricing and modest future production expectations. Overall, the highlights significantly outweigh the lowlights.

Company Guidance -

Q1 2025

During the first quarter of 2025, Intrepid Potash, Inc. reported significant improvements in its financial and operational metrics. The company achieved an adjusted EBITDA of $16.6 million and an adjusted net income of $4.6 million, a substantial improvement from the prior year's adjusted EBITDA of $7.7 million and adjusted net loss of $3.1 million. Potash production increased to 93,000 tons with a cost of goods sold (COGS) per ton of $313, marking a 17% improvement from the 2023 baseline. Trio production was 63,000 tons with COGS per ton at $235, representing a 22% improvement from the previous year. The Oilfield Solutions segment also contributed positively, generating $4.4 million in revenue and a gross margin of $1.7 million. For the second quarter, Intrepid anticipates potash sales volumes between 60,000 to 70,000 tons at an average net realized sales price of $350 to $360 per ton, and Trio sales volumes between 57,000 to 67,000 tons at an average price of $365 to $375 per ton. The company maintains its capital expenditures guidance of $36 million to $42 million for 2025.

Significant Improvement in Financial Performance

Intrepid generated adjusted EBITDA of $16.6 million and adjusted net income of $4.6 million, compared to prior year adjusted EBITDA of $7.7 million and an adjusted net loss of $3.1 million.

Potash Production and Cost Reduction

Produced 93,000 tons of potash with a COGS per ton of $313, representing a 17% improvement from the 2023 baseline and a 25% improvement from the recent peak.

Record Trio Sales

Trio achieved a quarterly sales record of 110,000 tons with pricing increased to an average of $345 per ton, driven by strong market demand and tight supply.

Steady Oilfield Solutions Performance

Oilfield Solutions segment reported revenue of $4.4 million with a gross margin of $1.7 million, or approximately 38% of revenue.

Positive Market Trends

Global potash market shows a trend line growth of roughly 2% per year, with strong demand and relatively tight supplies leading to price increases.

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

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IPI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2025	2025 (Q2)	0.10 / -	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)	―
May 03, 2023	2023 (Q1)	0.67 / 0.37	2.32	-84.05% (-1.95)	―

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
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%
Aug 05, 2024	$22.08	$23.25	+5.30%

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 Jul 30, 2025, Before Open (Confirmed).

What is Intrepid Potash Inc (IPI) earnings time?

Intrepid Potash Inc (IPI) earnings time is at Jul 30, 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 (Q2) is 0.1.

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