ICL
Turns potash, bromine and phosphate resources into agriculture, food and industrial solutions.
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Profile
Converts bromine, potash and phosphate resources into crop nutrition, food ingredients and industrial materials through four segments. The resource-to-solution model spans extraction and downstream specialties across Europe, Asia and the Americas, while depending on mineral concessions, environmental permits and continued access to strategically controlled Israeli assets.
Converts potash, bromine and phosphate resources into agricultural, food and industrial products. Industrial Products, Potash, Phosphate Solutions and Growing Solutions cover bromine compounds, potash, specialty phosphates, crop nutrition and related materials.
Links upstream extraction at the Dead Sea and in Spain with downstream formulation and distribution. The integrated chain supports specialty fertilizers, food ingredients, flame retardants and industrial applications, with sales spread across Europe, Asia and the Americas.
Depends on mineral concessions, mining leases, environmental permits and continued rehabilitation work. The current Dead Sea concession expires in 2030, while salt harvesting at the central evaporation pond is required to preserve brine volume and protect nearby structures. A large controlling shareholder and the State of Israel's Special State Share also shape governance.
Company facts
Categories
Key statistics
Year to date −3.4% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Morgan Stanley | Target | $5.80 | $5.75 | ||
| Jul 27, 2026 | Barclays | Reiterate | Equal Weight | $7 | $6 | |
| May 28, 2026 | Morgan Stanley | Target | $6.15 | $5.80 | ||
| May 20, 2026 | BMO Capital | Target | $11 | $6.50 | ||
| May 18, 2026 | Barclays | Reiterate | Equal Weight | $7 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.11 | $0.12 | +9.1% | $2.01B | $2.14B | +6.1% | +1.55% |
| May 13, 2026Q1 FY26 | $0.10 | $0.11 | +10.0% | $1.92B | $2.02B | +5.2% | −3.67% |
| Feb 18, 2026Q4 FY25 | $0.09 | $0.09 | 0.0% | $1.77B | $1.70B | −3.9% | −2.00% |
| Nov 12, 2025Q3 FY25 | $0.09 | $0.10 | +11.1% | $1.95B | $1.85B | −4.9% | −0.18% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.83B | $1.85B | $1.70B | $2.02B | $2.14B | |
| Gross profit | $560.0M | $554.0M | $604.0M | $468.0M | $626.0M | $664.0M | |
| Operating income | $185.0M | $189.0M | $230.0M | $99.0M | $235.0M | $267.0M | |
| Net income | $91.0M | $93.0M | $115.0M | −$73.0M | $126.0M | $137.0M | |
| Diluted EPS | $0.07 | $0.07 | $0.09 | −$0.06 | $0.10 | $0.11 | |
| Gross margin | 31.7% | 30.2% | 32.6% | 27.5% | 30.9% | 31.1% | |
| Operating margin | 10.5% | 10.3% | 12.4% | 5.8% | 11.6% | 12.5% |
Fiscal years (4-quarter sums)FY21 $6.96B · FY22 $10.02B · FY23 $7.52B · FY24 $6.84B · FY25 $7.15B
Balance sheet, Jun 30, 2026Cash & short-term investments $662.0M · Total debt $3.30B · Total assets $13.19B · Shareholders' equity $6.15B
Dividends
Last raised to $0.0535 from $0.0465 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 2, 2026 | Jun 2 | Jun 17 | $0.0535 | raised from $0.0465 |
| Mar 10, 2026 | Mar 10 | Mar 25 | $0.0465 | cut from $0.048 |
| Dec 2, 2025 | Dec 2 | Dec 17 | $0.048 | raised from $0.0426 |
| Sep 3, 2025 | Sep 3 | Sep 17 | $0.0426 | raised from $0.0426 |
| Jun 4, 2025 | Jun 4 | Jun 18 | $0.0426 | raised from $0.0403 |
| Mar 12, 2025 | Mar 12 | Mar 25 | $0.0403 | cut from $0.053 |
| Dec 4, 2024 | Dec 4 | Dec 18 | $0.053 | raised from $0.0486 |
| Sep 4, 2024 | Sep 4 | Sep 18 | $0.0486 | raised from $0.0455 |
Ownership
Shares outstanding 1.29B · Float 723.37M · 56.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Menora Mivtachim Holdings Ltd | 65.34M | 5.03% | 13G | Nov 19, 2025 |
| Altshuler Shaham Ltd | 23.97M | 1.86% | 13F | Aug 12, 2026 |
| Norges Bank | 21.30M | 1.65% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 20.92M | 1.62% | 13F | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | 19.81M | 1.54% | 13F | Aug 13, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Mosaic
Integrated potash and phosphate-fertilizer rival across global agriculture
- Nutrien
Potash and crop-nutrition rival with global farm distribution
- SQM (ADR)
Specialty plant-nutrition and potassium-products rival
- Albemarle
Bromine specialties rival in flame retardants and oilfield fluids
