NYSE$ICL

ICL Group Ltd · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

ICL Group posted stable revenue and earnings for Q3 2025, while shifting focus to high-growth specialty segments.

ICL reported modest revenue and profit growth in Q3 2025. The company reaffirmed its strategic pivot to specialty crop and food solutions and exited certain battery materials projects. Operating income and adjusted EBITDA showed resilience amid mixed segment performance.

  • Revenue reached $1.85 billion, up from $1.75 billion in Q3 2024.
  • Net income rose slightly to $115 million, with adjusted EPS at $0.10.
  • Strong Potash segment performance with improved pricing.
  • Company discontinued downstream battery materials projects in St. Louis and Spain.

Headline financials

Total Revenue

$1.85B

No prior period
EPS (adj)

$0.10

No prior period
Adjusted EBITDA Margin

21.0%

No prior period
Dividend per Share

$0.05

No prior period
Net Income

$115M

No prior period
Operating Income

$230M

No prior period
Gross Profit

$604M

No prior period

Revenue & EPS history

ICL Group · Revenue · Quarterly

$1.85B

Q3 2025
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 reaffirmed its full-year 2025 specialties-driven EBITDA guidance and expects stable potash sales volumes, while shifting focus away from battery materials due to market and policy changes.

Tailwinds

  • Specialties-driven EBITDA guidance remains at $950M to $1.15B.
  • Potash sales volumes expected between 4.3M and 4.5M metric tons.
  • Improved pricing in Potash segment supports revenue outlook.
  • Dead Sea concession MOU brings regulatory clarity.
  • Focus on high-growth specialty crop and food solutions expected to drive profitability.

Headwinds

  • Adjusted EBITDA margin declined year-over-year.
  • Adjusted EPS down from prior year.
  • Cash from operations decreased from $408M to $308M.
  • Battery materials projects in US and Spain discontinued.
  • Higher effective tax rate due to exchange rate impact.

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 Q3 2025

Historical avgQ3 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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