{"id":1019810,"date":"2026-11-10T18:40:41","date_gmt":"2026-11-10T23:40:41","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/icl-reports-third-quarter-2026-results\/"},"modified":"2026-11-10T18:40:41","modified_gmt":"2026-11-10T23:40:41","slug":"icl-reports-third-quarter-2026-results","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/icl-reports-third-quarter-2026-results\/","title":{"rendered":"ICL Reports Third Quarter 2026 Results"},"content":{"rendered":"

<\/p>\n

ICL Reports Third Quarter 2026 Results<\/b><\/p>\n

Company delivered resilient results, including growth in sales, net income and adjusted EBITDA, and benefitted from diverse portfolio of global food, industrial and agricultural solutions<\/i><\/p>\n

TEL AVIV, Israel & ST. LOUIS–(BUSINESS WIRE<\/a>)–ICL (NYSE: ICL) (TASE: ICL)<\/i><\/b>,<\/i> a leading global specialty minerals company, today reported its financial results for the third quarter ended September 30, 2026. Consolidated sales of $1.91 billion were up 3% versus $1.85 billion in the prior year. Operating income was $225 million versus $230 million in the third quarter of last year, while adjusted operating income was $233 million versus $241 million. For the third quarter, net income attributable to shareholders was $120 million versus $115 million in the prior year, with adjusted net income attributable to shareholders of $126 million up 2% compared to $124 million.<\/p>\n

This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20261110347804\/en\/<\/a><\/p>\n

\"ICL<\/p>\n

ICL Reports 3Q’26 Earnings<\/p>\n<\/div>\n

\nIn the third quarter, adjusted EBITDA of $402 million was up 1% year-over-year versus $398 million. Diluted earnings per share were $0.09 and adjusted diluted EPS was $0.10, both in-line with the prior year. Operating cash flow for the third quarter was $256 million, while free cash flow was $66 million.<\/p>\n

\n\u201cICL delivered another quarter of growth in sales, net income and adjusted EBITDA, as we successfully navigated record high raw material prices, elevated freight and logistics costs, and the impact of exchange rate fluctuations. In addition to the implementation of targeted price increases across key end-markets, each segment worked to proactively and effectively manage controllable factors, while capitalizing on its specific market conditions,\u201d said Elad Aharonson, president and CEO of ICL.<\/p>\n

\n\u201cOur diversified portfolio of global food, industrial and agriculture product offerings provided us with flexibility to optimize our production capacity utilization. We also maximized our sales mix to drive profitability, while meeting our customers’ needs. We delivered third quarter gross margin of 32.9% \u2013 up 30 basis points annually and the highest rate since the fourth quarter of 2024 \u2013 along with lower operating costs and solid underlying cash generation. We continued to benefit from our global reach with strong local presence, and we look forward to successfully leveraging market and industry dynamics as opportunities emerge in 2027.”<\/p>\n

\n\u201cLooking ahead, we expect to enter 2027 from a position of strength. Our diverse portfolio covers a wide array of end markets, and our solid balance sheet provides a resilient foundation. The new segment structure will sharpen the focus on our core businesses and growth engines and the customers we serve, and the ELEVATE program is expected to begin delivering meaningful cost savings. When combined, these position ICL for stronger performance and growth as market conditions normalize,” concluded Aharonson.<\/p>\n

\nThe company reiterated its guidance for full year 2026, with consolidated adjusted EBITDA of between $1.5 billion and $1.7 billion. The company also continues to expect Potash sales volumes of between 4.5 million and 4.7 million metric tons. (1a)<\/p>\n

\nThe international earnings call will begin today at 8:30 a.m. New York time (1:30 p.m. London and 3:30 p.m. Tel Aviv). The dial-in number for financial analysts in North America is (833) 461-5787, or (585) 542-9983 for international analysts, and the conference ID is 933751205. Analysts can pre-register for the call by visiting https:\/\/events.q4inc.com\/analyst\/933751205?pwd=De4Wdmyk<\/a>. Employees, the media and the public are invited to listen to the call using the webcast link found at ICL Group Investors Relations – Reports News & Events<\/a>.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

Key Financials<\/b><\/p>\n<\/td>\n

\n\u00a0<\/td>\n<\/tr>\n
\n

\nThird Quarter 2026<\/p>\n<\/td>\n

\n\u00a0<\/td>\n<\/tr>\n
\n

\nUS$M
\n
Ex. per share data<\/p>\n<\/td>\n

\n

\n3Q’26<\/p>\n<\/td>\n

\n

\n3Q’25<\/p>\n<\/td>\n<\/tr>\n

\n

\nSales<\/p>\n<\/td>\n

\n

\n$1,910<\/p>\n<\/td>\n

\n

\n$1,853<\/p>\n<\/td>\n<\/tr>\n

\n

\nGross profit<\/p>\n<\/td>\n

\n

\n$628<\/p>\n<\/td>\n

\n

\n$604<\/p>\n<\/td>\n<\/tr>\n

\n

\nGross margin<\/p>\n<\/td>\n

\n

\n32.9%<\/p>\n<\/td>\n

\n

\n32.6%<\/p>\n<\/td>\n<\/tr>\n

\n

\nOperating income<\/p>\n<\/td>\n

\n

\n$225<\/p>\n<\/td>\n

\n

\n$230<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted operating income (1)<\/sup><\/p>\n<\/td>\n

\n

\n$233<\/p>\n<\/td>\n

\n

\n$241<\/p>\n<\/td>\n<\/tr>\n

\n

\nOperating margin<\/p>\n<\/td>\n

\n

\n11.8%<\/p>\n<\/td>\n

\n

\n12.4%<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted operating margin (1)<\/sup><\/p>\n<\/td>\n

\n

\n12.2%<\/p>\n<\/td>\n

\n

\n13.0%<\/p>\n<\/td>\n<\/tr>\n

\n

\nNet income attributable to shareholders<\/p>\n<\/td>\n

\n

\n$120<\/p>\n<\/td>\n

\n

\n$115<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted net income attributable to shareholders (1)<\/sup><\/p>\n<\/td>\n

\n

\n$126<\/p>\n<\/td>\n

\n

\n$124<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted EBITDA (1)<\/sup><\/p>\n<\/td>\n

\n

\n$402<\/p>\n<\/td>\n

\n

\n$398<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted EBITDA margin (1)<\/sup><\/p>\n<\/td>\n

\n

\n21.0%<\/p>\n<\/td>\n

\n

\n21.5%<\/p>\n<\/td>\n<\/tr>\n

\n

\nDiluted earnings per share<\/p>\n<\/td>\n

\n

\n$0.09<\/p>\n<\/td>\n

\n

\n$0.09<\/p>\n<\/td>\n<\/tr>\n

\n

\nDiluted adjusted earnings per share (1)<\/sup><\/p>\n<\/td>\n

\n

\n$0.10<\/p>\n<\/td>\n

\n

\n$0.10<\/p>\n<\/td>\n<\/tr>\n

\n

\nCash flows from operating activities (2)<\/sup><\/p>\n<\/td>\n

\n

\n$256<\/p>\n<\/td>\n

\n

\n$308<\/p>\n<\/td>\n<\/tr>\n<\/table>\n\n\n\n
\n

(1)<\/i><\/p>\n<\/td>\n

\u00a0<\/td>\n\n

Adjusted operating income and margin, adjusted net income attributable to shareholders, adjusted EBITDA and margin, and diluted adjusted earnings per share are non-GAAP financial measures. Please refer to the adjustments table and disclaimer.<\/i><\/p>\n<\/td>\n<\/tr>\n

\n

(2)<\/i><\/p>\n<\/td>\n

\u00a0<\/td>\n\n

See “Condensed consolidated statements of cash flows (unaudited)” in the appendix below.<\/i><\/p>\n<\/td>\n<\/tr>\n<\/table>\n

Industrial Products
\n
<\/b>Third quarter 2026<\/p>\n