Business Wire·Nov 10, 2026, 5:10 PM ET

ICL Reports Third Quarter 2026 Results

ICL

ICL reported consolidated sales of $1.91 billion for Q3 2026, a 3% increase from $1.85 billion in the prior year.
Net income attributable to shareholders reached $120 million, up from $115 million in Q3 2025, while adjusted net income rose 2% to $126 million.
Adjusted EBITDA for the quarter was $402 million, representing a 1% year-over-year increase from $398 million.
Diluted earnings per share were $0.09, with adjusted diluted EPS at $0.10, both matching the prior year.
Gross margin improved to 32.9% from 32.6% in the prior year, marking the highest rate since Q4 2024.
The Industrial Products segment saw sales rise 18% to $347 million, driven by higher bromine prices and increased volumes.
Potash segment sales increased 4% to $469 million with volumes reaching 1.09 million metric tons, though EBITDA declined to $157 million.
Phosphate Solutions sales decreased to $589 million due to lower demand in fertilizers, partially offset by price increases in other areas.
Growing Solutions reported sales of $538 million, down from $561 million, with flat specialty agriculture sales offset by growth in turf products.
The company reiterated full-year 2026 adjusted EBITDA guidance between $1.5 billion and $1.7 billion.
ICL declared a dividend of 4.88 cents per share, payable on December 16, 2026, for shareholders of record as of December 2, 2026.
Available liquidity totaled $2.154 billion as of September 30, 2026, while outstanding net debt increased to $2.626 billion.
Net financing expenses decreased to $42 million from $44 million, primarily due to exchange rate gains in the prior year.
CEO Elad Aharonson cited resilience against record raw material prices, elevated logistics costs, and exchange rate fluctuations.