ICL Group earnings matched, revenue fell short of estimates

ICL Group (NYSE: ICL) reported Q3 EPS of $0.10, matching estimates, but revenue of $1.91B fell short of the $2.13B consensus. The stock is down 15.86% over the last 3 months and 17.49% over the last 12 months. InvestingPro rates the company's financial health as 'good performance'.

Original reporting
Published Nov 11, 2026, 12:05 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 11, 2026, 12:17 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$ICL
Bearish
medium confidence
Mentioned
$ICL
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$ICLBearishMed
01

Why it matters

Revenue miss may trigger a revaluation of growth outlook, while EPS meeting expectations provides some support.

02

Market read

Earnings release provides fresh data that can affect ICL's stock and peers in the chemicals sector.

03

What to watch

Potential cost controls or margin improvements not highlighted in the brief.

Relevance 7/10Novelty 7/10Timing: post-market today

Background

ICL Group (NYSE: ICL) is a global fertilizer and specialty chemicals producer.

Company-level read

Ticker impact

$ICLBearishMedium confidence
Context

ICL Group reported Q3 EPS of $0.10 in line with estimates but revenue of $1.91B missed the $2.13B consensus.

Expected impact

likely downside as market prices in the revenue shortfall

Evidence & confidence

Revenue fell short of expectations, which typically leads to a sell-off in the short term.

Market effects

Chemicals sector may see broader pressure if peers also miss revenue expectations.

US-listed chemical stocks could experience slight pullback.

Limited to investors tracking earnings of mid-cap industrial firms.

Counterpoint

The EPS beat could support a short-term bounce despite revenue miss.

Key entities

  • ICL Group

    Subject of the earnings report.

Related articles

$ICLMed

ICL Group Ltd. (ICL): Financial results for Q3 2026

ICL Group Ltd. (ICL) furnished an SEC Form 6-K — earnings release. ICL GROUP LTD. INCORPORATION BY REFERENCE This report on Form 6-K shall be deemed to be incorporated by reference into the registration statement on Form S-8 (Registration Number: 333-205518) of ICL Group Ltd. and to be a part thereof from the date on which this report is filed,

$ICLMed

ICL Group Q2 Earnings Call Highlights

ICL Group (NYSE:ICL) reported Q2 potash sales of $468 million (+22%) and EBITDA of $154 million (+34%). Potash price averaged $376/ton CIF (+13% YoY). Phosphate Solutions sales rose to $722 million (+13%). Management kept 2026 consolidated EBITDA guidance at $1.5B to $1.7B and reiterated sulfur and Brazil risks.

$ICLMed

ICL reports Q2 2026 sales higher by 17% to $2.1 billion

ICL reported Q2 2026 sales of $2.1 billion, up 17% from $1.8 billion a year earlier, citing stronger pricing and demand. Operating income rose to $266 million from $181 million, and net income to $137 million from $93 million. Adjusted EBITDA was $448 million. ICL reiterated FY2026 adjusted EBITDA guidance of $1.5 billion to $1.7 billion and potash volumes of 4.5 to 4.7 million metric tons.

$ICLMedAI 8/10

ICL (ICL) Q2 2026 Earnings Call Transcript

ICL Group reported Q2 2026 sales of $2.1 billion, up 17%, and adjusted EBITDA of $448 million, up 28%, citing higher potash, bromine and phosphate prices. Adjusted net income rose 35% to $149 million, and adjusted EPS rose 33% to $0.12. Free cash flow was $94 million. Full-year 2026 EBITDA guidance was reiterated at $1.5 billion to $1.7 billion.

$ICLMedAI 8/10

ICL Group Ltd. (ICL): Financial results for Q2 2026

ICL Group Ltd. (ICL) furnished an SEC Form 6-K — earnings release. ICL GROUP LTD. INCORPORATION BY REFERENCE This report on Form 6-K shall be deemed to be incorporated by reference into the registration statement on Form S-8 (Registration Number: 333-205518) of ICL Group Ltd. and to be a part thereof from the date on which this report is filed,