Abstract

ICL Group will report quarterly results on February 18, 2026 Pre-Market, with investors watching headline revenue, margin resilience, and EPS versus the latest estimate.

Market Forecast

Based on the latest dataset, the only quantified near-term forecast available is adjusted EPS of $0.09 for the current quarter, implying 4.85% year-over-year growth; consolidated revenue, gross profit margin, and net profit (or net margin) forecasts are not available in the retrieved materials, so market consensus for those metrics remains unspecified in this preview window. Operationally, management’s last disclosure framework points to mixed demand across core verticals with portfolio balance across phosphate-related products, specialty solutions, potash, and industrial products helping mitigate single-product volatility. Within the portfolio, the company’s solutions-oriented business remains a key area for incremental growth, supported by last quarter revenue of $561.00 million; year-over-year data for this segment was not included in the dataset.

Last Quarter Review

ICL Group’s last reported quarter featured revenue of $1.85 billion (sum of disclosed segment revenues and eliminations), gross profit margin of 32.60%, GAAP net profit attributable to the parent company of $115.00 million, net profit margin of 6.21%, and adjusted EPS of $0.10, with adjusted EPS down 9.09% year over year. A notable financial highlight was EBIT of $241.00 million, which was down 0.82% year over year, indicating relatively stable operating profitability despite shifting price-mix conditions. Main business highlights by revenue were: Phosphate Solutions $605.00 million, ICL Growing Solutions $561.00 million, Potash $453.00 million, Industrial Products $295.00 million, Other activities and intercompany $46.00 million, and reconciliation of -$107.00 million; year-over-year by segment was not disclosed in the dataset.

Current Quarter Outlook (with major analytical insights)

Main business dynamics and what to watch

The last quarter’s sales mix shows Phosphate Solutions at $605.00 million and ICL Growing Solutions at $561.00 million, together accounting for more than half of consolidated revenue after eliminations. For the upcoming release, watch price and volume in phosphate-based products and specialty formulations because these areas materially influence consolidated gross profit margin. Given the 32.60% gross margin achieved last quarter, any shifts in product mix toward higher-value formulations or improved pricing discipline should support margin retention even if absolute volumes fluctuate. The net profit margin baseline of 6.21% provides context for earnings sensitivity: a modest improvement in gross spread, or operating expense control, can translate into measurable EPS changes given the relatively tight margin structure. Since the currently available estimate calls for adjusted EPS of $0.09, investors will gauge whether margin mix and overhead control can offset any soft spots in commodity-linked lines so that EPS tracks the estimate.

Most promising business and revenue contribution

ICL Growing Solutions emerged as a significant revenue pillar at $561.00 million in the prior quarter, and it remains well-placed to contribute disproportionately to earnings stability in the near term. The franchise benefits from a diversified SKU set and tends to be less volatile than pure commodity exposures, allowing mix improvements to support gross margin when raw-material or commodity price cycles are choppy. In the imminent print, the interplay between specialty solutions pricing, demand normalization after seasonal troughs, and regional channel inventory dynamics will be important for revenue cadence. While year-over-year growth data for this segment was not included in the dataset, maintaining last quarter’s absolute revenue run-rate would already be constructive for consolidated margin quality. Any incremental uptick in solutions-led sales often carries positive gross-to-net leverage, which could help bridge toward the $0.09 adjusted EPS estimate even without broad-based price tailwinds elsewhere.

Key stock-price drivers this quarter

Earnings sensitivity this quarter is likely to be driven by realized prices across phosphate-related categories, specialty mix in solutions, and the balance of operating costs against shipment volumes. Because last quarter’s gross margin was 32.60% and net margin 6.21%, modest mix improvements or operating cost efficiencies can have an outsized effect on EPS relative to revenue movement. The market will focus on whether consolidated revenue approximates the prior quarter’s $1.85 billion level and how the margin structure evolves; absent a published revenue consensus in the retrieved data, investors will triangulate from segment commentary and EPS guidance cadence. Management’s discussion of procurement costs, logistics, and commercial discipline will also matter, as any normalized freight or input trends can widen gross spread without requiring top-line acceleration. Finally, cash conversion versus EBIT and any signals on capital allocation will frame how sustainable the earnings trajectory is if pricing remains uneven across commodity-adjacent lines.

Analyst Opinions

Across the January 1, 2026 to February 11, 2026 window, the collected materials did not surface explicit broker previews or directional ratings changes tied to the upcoming quarter, and no quantifiable majority view emerged. The absence of new institutional guidance in the specified window leaves the market leaning on the company’s own recent cadence and the $0.09 adjusted EPS estimate referenced in the dataset. In this context, investor attention is set to center on whether the company can preserve last quarter’s 32.60% gross margin profile while keeping adjusted EPS near the $0.09 mark; a stable outcome would likely be interpreted as constructive given the lack of clearly articulated external consensus on revenue or margins within this period.