{"id":961919,"date":"2026-05-13T02:25:06","date_gmt":"2026-05-13T06:25:06","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/icl-reports-first-quarter-2026-results\/"},"modified":"2026-05-13T02:25:06","modified_gmt":"2026-05-13T06:25:06","slug":"icl-reports-first-quarter-2026-results","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/icl-reports-first-quarter-2026-results\/","title":{"rendered":"ICL Reports First Quarter 2026 Results"},"content":{"rendered":"

<\/p>\n

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

– Following a strong quarter, company increases full year EBITDA guidance to $1.5 billion to $1.7 billion –
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<\/i>– Company continuing to execute against strategy to accelerate growth <\/i>in specialty crop nutrition and specialty food solutions –
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<\/i>– Sales of $2.0 billion increased 14% year-over-year, with operating income of $235 million up 27%, <\/i>adjusted net income of $139 million up 26%, adjusted EBITDA of $412 million up 15% and adjusted diluted EPS of $0.11<\/i> up 22% –<\/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 first quarter ended March 31, 2026. Consolidated sales of $2.0 billion were up 14% versus $1.8 billion in the prior year. Operating income was $235 million versus $185 million in the first quarter of last year, while adjusted operating income of $252 million was up 21% versus $208 million. For the first quarter, net income attributable to shareholders was $126 million versus $91 million in the prior year, with adjusted net income of $139 million up 26% compared to $110 million. Adjusted EBITDA of $412 million was up 15% versus $359 million. Diluted earnings per share were $0.10 versus $0.07 in the first quarter of last year, with adjusted diluted EPS of $0.11 up 22% versus $0.09 in the first quarter of last year.<\/p>\n

This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20260512431551\/en\/<\/a><\/p>\n

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\n\u201cICL delivered solid growth across all key financial metrics in the first quarter, including a 14% increase in sales, a 15% increase in adjusted EBITDA and adjusted EPS improvement of 22%, with sales growth in all four business segments. This successful performance was achieved as the company demonstrated exceptional execution and operational resilience, while continuing to benefit from our distinctive global presence with regionally diversified operations. The first quarter also included the acquisition of Bartek Ingredients and the establishment of a specialty fertilizer production facility in India \u2013 proof points that we are executing against our strategy to drive growth in specialty crop nutrition and specialty food solutions,\u201d said Elad Aharonson, president and CEO of ICL.<\/p>\n

\n\u201cAfter this successful first quarter, where we benefitted from higher bromine and potash prices \u2013 which are expected to remain elevated \u2013 we are raising our guidance by $100 million. Looking ahead, we expect to continue to benefit from the current pricing environment, and we will also work to manage raw material costs and other headwinds by swiftly navigating changes in market conditions,\u201d concluded Aharonson.<\/p>\n

\nThe company increased its guidance for full year 2026 consolidated adjusted EBITDA to $1.5 billion to $1.7 billion from $1.4 billion to $1.6 billion. The company 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 273801307, or they can pre-register for the call by visiting https:\/\/events.q4inc.com\/analyst\/273801307?pwd=lqktZ3dC<\/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
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Key Financials<\/b><\/p>\n<\/td>\n<\/tr>\n

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\nFirst Quarter 2026<\/p>\n<\/td>\n<\/tr>\n

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

\nUS$M<\/p>\n

\nEx. per share data<\/p>\n<\/td>\n

\n

\n1Q’26<\/p>\n<\/td>\n

\n

\n1Q’25<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n$2,023<\/p>\n<\/td>\n

\n

\n$1,767<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n$626<\/p>\n<\/td>\n

\n

\n$560<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n31%<\/p>\n<\/td>\n

\n

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

\n

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

\n

\n$235<\/p>\n<\/td>\n

\n

\n$185<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n$252<\/p>\n<\/td>\n

\n

\n$208<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

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

\n

\n10%<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

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

\n

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

\n

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

\n

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

\n

\n$91<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n$139<\/p>\n<\/td>\n

\n

\n$110<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n$412<\/p>\n<\/td>\n

\n

\n$359<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n20%<\/p>\n<\/td>\n

\n

\n20%<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

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

\n

\n$0.07<\/p>\n<\/td>\n<\/tr>\n

\n

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

\n

\n$0.11<\/p>\n<\/td>\n

\n

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

\n

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

\n

\n$195<\/p>\n<\/td>\n

\n

\n$165<\/p>\n<\/td>\n<\/tr>\n<\/table>\n\n\n\n
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(1)<\/i><\/p>\n<\/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

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

\nFirst quarter 2026<\/p>\n