NYSE$ICL

ICL Group Ltd · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

ICL Q4 2026 — $211.0M revenue, 0.36 EPS

Such statements are subject to risks and uncertainties, and the actual results may differ materially from those expressed or implied in the forward-looking statements due to vari. ICL Group Ltd reported Q4 2026 results. Diluted EPS came in at $0.36. Net income of $465. Headline numbers extracted from the Form 6-K press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $211.0M.
  • Diluted EPS: $0.36.
  • Net income: $465.
  • Operating income: $358.

Headline financials

Total Revenue

$211M

No prior period
EPS (adj)

$0.36

No prior period
Net Income

$465.00

No prior period
Operating Income

$358.00

No prior period
Gross Profit

$468M

No prior period

Revenue & EPS history

ICL Group · Revenue · Quarterly

$211M

Q4 2026
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

For 2026, ICL expects consolidated adjusted EBITDA between $1.4 billion and $1.6 billion and potash sales volumes between 4.5 and 4.7 million metric tons.

Tailwinds

  • Adjusted EBITDA guidance of $1.4–$1.6 billion for 2026.
  • Expected potash sales volumes of 4.5–4.7 million metric tons.
  • Momentum from specialty crop nutrition and food solutions.
  • Strategic acquisition of Bartek Ingredients.
  • Focus on profitable growth and portfolio optimization.

Headwinds

  • Exposure to commodity price volatility.
  • Ongoing geopolitical and security risks in Israel.
  • Higher raw material and energy costs.
  • Potential disruptions to global shipping routes.
  • Market uncertainty in phosphate and fertilizer pricing.

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 Q4 2026

Historical avgQ4 2026

+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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