Education
About Us
Working with TipRanks
Follow Us
Sociedad Quimica Y Minera SA (SQM)
NYSE:SQM
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.03Last Year’s EPS
0.48Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive operational and market picture: record lithium volumes, improving lithium prices, strong iodine profitability (42% of gross margin), and solid full-year revenues and net income. International operations achieved key milestones (first Kwinana shipment) and production/growth targets for 2026 were raised (target ~260,000 LCE). Offsetting these positives are execution and timing risks — Kwinana ramp-up delays into 2027, a delayed Chile capacity timeline to 2028, cost composition impacts from lease payments tied to higher prices, supply disruptions in certain lithium feedstocks, and pending permits that add timetable uncertainty. Overall, highlights on volumes, pricing, margins and ESG recognition outweigh the lowlights, which are mainly timing or volatility-related rather than structural demand failures.Company Guidance
Solid Full-Year Financial Results
Reported full-year 2025 revenues of $44.6 billion and net income of $588 million, described as slightly higher than prior year, reflecting improved market conditions and operational execution.
Record Lithium Volumes and Production Growth
Nova Andino Litio achieved record Q4 sales volumes exceeding 66,000 metric tons (more than 50% year-over-year growth in Q4). Full-year 2025 production totaled ~234,000 LCE and management targets ~260,000 LCE for 2026 (approximately +11% vs 234,000).
Improving Lithium Prices
Average realized lithium price rose nearly 14% quarter-over-quarter in Q4 2025, reaching close to $10/kg. Management expects Q1 2026 pricing to be significantly stronger and notes improved market tightness.
International Lithium Progress and Shipments
Mount Holland mine and concentrator performed well; first shipment of lithium hydroxide from the Kwinana refinery occurred early in 2026. SQM expects international LCE sales to increase about 10% (company guidance).
Iodine Strength and Contribution
Iodine delivered strong performance, representing ~42% of SQM's total gross margin in 2025. Management reported record iodine prices by year-end and expects ~3% market growth in 2026; production target >15,000 metric tons in 2026 and capacity to surpass 17,000 tpa after seawater pipeline completion.
Specialty Plant Nutrition Volume Growth
Specialty Plant Nutrition achieved ~3% volume growth in 2025 and management expects moderate volume growth of 2%–4% in 2026 driven by specialty blends and value-added products.
Sustainability and ESG Recognition
SQM strengthened ESG performance in 2025 with inclusion in the S&P Sustainability Yearbook 2026 and strong ratings from Dow Jones Sustainability Index, MSCI and EcoVadis.
Contracted Sales Coverage
Management indicated ~80% of expected volumes are already contracted, leaving some capacity for spot sales to capture upside amid improving prices.
SQM 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
SQM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $77.97 | $76.30 | -2.14% |
Nov 19, 2025 | $59.40 | $63.10 | +6.23% |
Aug 19, 2025 | $46.13 | $45.05 | -2.34% |
May 27, 2025 | $32.98 | $32.71 | -0.82% |
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 Sociedad Quimica Y Minera SA (SQM) report earnings?
Sociedad Quimica Y Minera SA (SQM) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is Sociedad Quimica Y Minera SA (SQM) earnings time?
Sociedad Quimica Y Minera SA (SQM) earnings time is at May 27, 2026, After Close (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 SQM EPS forecast?
SQM EPS forecast for the fiscal quarter 2026 (Q1) is 1.03.