NYSE$ICL

ICL Group Ltd · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

ICL Group reported a year-over-year increase in sales for Q2 2025, led by its specialties-driven businesses.

ICL delivered higher sales in Q2 2025 compared to the prior year, supported by its Industrial Products, Phosphate Solutions, and Growing Solutions segments, while Potash was impacted by contract pricing and lower volumes.

  • Sales rose to $1.83 billion, driven by growth in specialty-focused segments.
  • Adjusted EBITDA reached $351 million for the quarter.
  • Net income was $93 million, with adjusted EPS of $0.09.
  • Potash segment performance declined due to 2024 contract pricing and lower volumes.

Headline financials

Total Revenue

$1.83B

Previous: $1.75B+4.6%
EPS (adj)

$0.09

Previous: $0.10-10.0%
Adjusted EBITDA Margin

19.0%

No prior period
Dividend per Share

$0.04

No prior period
Net Income

$93M

Previous: $115M-19.1%
Operating Income

$181M

Previous: $210M-13.8%
Gross Profit

$554M

Previous: $568M-2.5%

Revenue & EPS history

ICL Group · Revenue · Quarterly

$1.83B

Q2 2025+4.6%vs Q2 2024
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Revenue by segment

ICL Group · $2.08B total across 4 segments · Q1 2026

  • Phosphate Solutions
    $679M
  • Growing Solutions
    $551M
  • Potash
    $503M
  • Industrial Products
    $349M

Forward guidance

ICL expects improved pricing in H2 2025 and continued focus on regional specialty businesses, while Potash segment may recover following contract price adjustments.

Tailwinds

  • Expectations for improved pricing in H2 2025.
  • Continued growth in specialty segments.
  • Stable performance from Industrial Products.
  • Stronger pricing in commodity phosphates.
  • New potash contracts with improved pricing.

Headwinds

  • Potash production impacted by regional unrest.
  • Lower Potash volumes compared to last year.
  • Higher effective tax rate due to currency effects.
  • Operational challenges at Dead Sea operations.
  • Specialties EBITDA guidance implies some margin pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

-0.2%

Avg return

30 days after

49%

31 / 63 earnings

Positive

+11.1%

Q2 2018

Best reaction

-8.0%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.8%+0.8%-10.2%
Q4 2026-5.0%+4.7%+1.8%
Q3 2025-2.8%-4.4%-10.4%
Q2 2025-0.7%-0.2%+0.8%
Q1 2025-0.6%+1.2%-9.0%
Q4 2024-7.3%-8.5%-11.8%
Q2 2024+7.3%+9.6%+5.8%
Q4 2023+4.7%+3.9%+5.1%
Q3 2023+1.7%-2.3%+4.0%
Q2 2023+3.0%-0.3%-7.9%
Q1 2023+4.2%+7.7%-7.7%
Q4 2022-3.8%-3.7%-14.0%
Q3 2022-2.7%-3.1%-5.3%
Q2 2022-6.1%-0.8%+12.7%
Q1 2022+8.8%+15.4%-2.0%
Q4 2021+1.1%+0.4%+12.5%
Q3 2021-1.5%-0.4%-3.4%
Q2 2021+4.1%+5.2%-1.0%
Q1 2021+1.6%-1.2%+8.1%
Q4 2020+1.1%+4.7%+5.3%
Q3 2020+3.1%+6.2%+22.3%
Q2 2020+1.3%+5.2%+21.0%
Q1 2020-8.0%-11.4%-1.4%
Q4 2019-5.5%-11.3%-32.2%
Q3 2019-0.9%+1.9%-0.2%
Q2 2019+0.6%+0.2%-14.1%
Q1 2019+7.6%+7.4%+0.4%
Q4 2018-6.6%-7.3%-9.9%
Q3 2018+4.2%+7.5%+2.1%
Q2 2018+11.1%+9.4%+22.8%
Q1 2018+1.3%+0.4%+4.0%
Q4 2017+3.8%+3.0%+15.2%
Q3 2017-1.2%-2.4%-3.1%
Q2 2017-3.1%-1.0%-9.4%
Q1 2017+0.0%-0.7%+2.1%
Q4 2016-0.6%-1.5%-6.0%
Q3 2016-5.1%-4.6%+2.8%
Q2 2016+4.0%+4.5%+1.3%
Q1 2016-7.7%
Q4 2015+2.1%
Q3 2015-0.8%
Q2 2015+2.3%
Q1 2015-2.4%
Q4 2014+2.9%
Q3 2014-1.6%
Q2 2014+0.0%
Q1 2014+0.8%
Q4 2013-1.0%
Q3 2013+0.0%
Q2 2013-2.0%
Q1 2013-0.3%
Q4 2012-1.2%
Q3 2012+0.7%
Q2 2012+2.1%
Q1 2012+0.9%
Q4 2011+2.7%
Q3 2011-6.5%
Q2 2011+2.9%
Q1 2011+0.9%
Q4 2010-2.9%
Q3 2010+0.0%
Q2 2010-1.0%
Q1 2010+1.5%

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