Equity Profile

ICL

ICL Group Ltd

MaterialsFertilizers & Agricultural Chemicals$7.2B

May13Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market2:22 AM EDT

ICL Group Ltd Beats on EPS, Stock Up 6.9%

Metric	Actual	Expected	Surprise
EPS	$0.11	N/A	+10.00%
Revenue	N/A	N/A	—

management commentary, guidance changes, and full analysis available with Pro.

ICL Group Ltd Beats on EPS, Stock Up 6.9%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.11	N/A	+10.00%
Revenue	N/A	N/A	—

Management Commentary

Tone: Unknown

No transcript is on record, so the analysis is based solely on numerical results. The earnings report indicates a positive surprise in EPS.

What It Means

ICL Group Ltd reported a better-than-expected EPS of $0.11, which contributed to a 6.9% increase in stock price following the announcement. However, there was no revenue figure provided, leaving some uncertainty about overall performance. Investors may view the EPS beat as a positive sign for the company's profitability.

Company Snapshot

ICL Group Ltd operates in the materials sector, focusing on fertilizers and agricultural chemicals. As a key player in the agricultural industry, its performance is closely tied to global food production and agricultural trends.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining long-term growth.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+13.55%

Avg Stock Reaction

+0.18%

Last Quarter Recap

In the last quarter, ICL reported an EPS of $0.09, matching analyst expectations. However, the stock declined by 4.84% the following day, indicating market skepticism despite meeting estimates.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for ICL's upcoming earnings are uncertain due to a lack of analyst estimates and management guidance. The market is likely watching closely for any signs of revenue growth or changes in demand for fertilizers.

Bull Case

If ICL can demonstrate strong revenue growth and maintain or increase EPS, it could signal robust demand in the agricultural sector, leading to a positive market reaction.

Bear Case

Conversely, if the company reports disappointing revenue or signals a decline in demand for its products, it could lead to further stock declines, reflecting investor concerns about the agricultural market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for the upcoming quarter?

This figure will provide insight into market demand and the company's ability to capitalize on it, which is crucial for investor confidence.

How is ICL managing costs amidst fluctuating raw material prices?

Cost management will directly impact profitability, and insights here could affect market perceptions of the company's operational efficiency.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating ICL's ability to navigate cost pressures and capitalize on rising agricultural demand, which could lead to better-than-expected results.

Supporting Evidence

ICL has consistently beaten EPS estimates in 88% of the last eight quarters, suggesting resilience.

Despite recent stock declines, the company's fundamentals may still support growth in a recovering agricultural market.

Key Risk

If ICL reports revenue growth above 5%, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around ICL's ability to maintain growth in a competitive and volatile market.

Bull Confirmed If

Revenue growth exceeding 5% year-over-year would confirm strong market demand and operational effectiveness.

Bear Confirmed If

A revenue decline or stagnation would signal potential challenges in the agricultural sector and raise concerns about future profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±18.81%

Historical Avg

±4.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty ahead of the earnings report.

Options are pricing ±18.8% while ICL has averaged ±4.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

40.1%

Calls (72K)P/C Ratio: 0.30Puts (300)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ICL beats expectations, history suggests the stock could see an average one-day move of around -0.78%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may react modestly, reflecting uncertainty.

Miss

Should the company miss expectations, history indicates an average one-day move of -0.66%, which could lead to increased selling pressure.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on pricing strategies for fertilizers in response to market demand.
2Insights into operational efficiencies and cost management efforts.
3Comments on global agricultural trends that could impact future sales.
4Details on any new product developments or market expansions.
5Management's outlook on the agricultural market for the remainder of the year.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining long-term growth.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+13.55%

Avg Stock Reaction

+0.18%

Last Quarter Recap

In the last quarter, ICL reported an EPS of $0.09, matching analyst expectations. However, the stock declined by 4.84% the following day, indicating market skepticism despite meeting estimates.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If ICL can demonstrate strong revenue growth and maintain or increase EPS, it could signal robust demand in the agricultural sector, leading to a positive market reaction.

Bear Case

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for the upcoming quarter?

This figure will provide insight into market demand and the company's ability to capitalize on it, which is crucial for investor confidence.

How is ICL managing costs amidst fluctuating raw material prices?

Cost management will directly impact profitability, and insights here could affect market perceptions of the company's operational efficiency.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating ICL's ability to navigate cost pressures and capitalize on rising agricultural demand, which could lead to better-than-expected results.

Supporting Evidence

ICL has consistently beaten EPS estimates in 88% of the last eight quarters, suggesting resilience.

Despite recent stock declines, the company's fundamentals may still support growth in a recovering agricultural market.

Key Risk

If ICL reports revenue growth above 5%, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around ICL's ability to maintain growth in a competitive and volatile market.

Bull Confirmed If

Revenue growth exceeding 5% year-over-year would confirm strong market demand and operational effectiveness.

Bear Confirmed If

A revenue decline or stagnation would signal potential challenges in the agricultural sector and raise concerns about future profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±18.81%

Historical Avg

±4.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty ahead of the earnings report.

Options are pricing ±18.8% while ICL has averaged ±4.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

40.1%

Calls (72K)P/C Ratio: 0.30Puts (300)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ICL beats expectations, history suggests the stock could see an average one-day move of around -0.78%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may react modestly, reflecting uncertainty.

Miss

Should the company miss expectations, history indicates an average one-day move of -0.66%, which could lead to increased selling pressure.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on pricing strategies for fertilizers in response to market demand.
2Insights into operational efficiencies and cost management efforts.
3Comments on global agricultural trends that could impact future sales.
4Details on any new product developments or market expansions.
5Management's outlook on the agricultural market for the remainder of the year.