ICL Reports Third Quarter 2026 Results
Key Highlights
- ➤Sales $1.91B, up 3% year-over-year
- ➤Adjusted EBITDA $402M, up 1% year-over-year
- ➤Industrial Products sales $347M, up 18%; EBITDA rose 49% to $100M
- ➤Potash sales $469M, up 4%, while EBITDA fell to $157M from $169M
- ➤2026 adjusted EBITDA guidance reiterated at $1.5B-$1.7B
Expert Statements
Elad Aharonson, President and CEO of ICL
“ICL 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.”
Elad Aharonson, President and CEO of ICL
“Our 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% – up 30 basis points annually and the highest rate since the fourth quarter of 2024 – 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.”
Elad Aharonson, President and CEO of ICL
“Looking 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,”
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
ICL (NYSE: ICL) (TASE: ICL), 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.
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