Equity Profile

ICL

ICL Group Ltd

MaterialsFertilizers & Agricultural Chemicals$7.2B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

ICL Group Ltd is a materials company specializing in fertilizers and agricultural chemicals. With a market cap of $7 billion, it plays a crucial role in the agricultural sector, providing essential products that support global food production.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

$0.11

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.

N/A

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

ICL Q2-2026 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 Q1-2026, ICL reported an EPS of $0.11, beating expectations by 10%. The stock reacted positively, gaining 6.90% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of ICL's earnings report, given the company's strong EPS track record. However, there is uncertainty due to the lack of revenue guidance.

Bull Case

If ICL continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may lead to a sell-off, especially given the high implied volatility in options.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.11

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.

Market Demand for Fertilizers

N/A

Understanding market demand helps gauge the company's performance in a competitive landscape, especially in agricultural sectors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given ICL's history of beating EPS estimates, this number will be crucial in determining market sentiment and stock movement.

What is the outlook for revenue growth in the agricultural sector?

Market demand for fertilizers is key to ICL's performance, and any insights into revenue growth will significantly impact investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ICL's ability to leverage recent market trends in agricultural demand, which could lead to better-than-expected EPS.

Supporting Evidence

ICL has consistently beaten EPS estimates, with an 88% success rate over the last eight quarters.

The options market is pricing in a significant move, indicating that investors expect volatility, which could work in ICL's favor if results are strong.

Key Risk

If EPS comes in below $0.10, it could undermine confidence in ICL's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on ICL's ability to maintain profitability in a competitive agricultural market.

Bull Confirmed If

An EPS of $0.12 or higher would confirm strong operational performance and positive market conditions.

Bear Confirmed If

An EPS below $0.10 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±23.72%

Historical Avg

±4.6%

Pricing rich

The options market is pricing in a significant move around the earnings report, indicating heightened uncertainty among investors.

Options are pricing ±23.7% while ICL has averaged ±4.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

43.4%

Calls (10K)P/C Ratio: 0.07Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ICL beats expectations, history suggests the stock could rise by around 0.29% on the first day, confirming strong operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

If ICL misses expectations, the stock could decline by approximately 0.66%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on future revenue growth in the agricultural sector.
2Updates on cost management and operational efficiencies.
3Insights into market demand for fertilizers and agricultural chemicals.
4Discussion of any new product launches or innovations.
5Management's outlook on global agricultural trends.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

$0.11

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.

N/A

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

ICL Q2-2026 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 Q1-2026, ICL reported an EPS of $0.11, beating expectations by 10%. The stock reacted positively, gaining 6.90% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of ICL's earnings report, given the company's strong EPS track record. However, there is uncertainty due to the lack of revenue guidance.

Bull Case

If ICL continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may lead to a sell-off, especially given the high implied volatility in options.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.11

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.

Market Demand for Fertilizers

N/A

Understanding market demand helps gauge the company's performance in a competitive landscape, especially in agricultural sectors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given ICL's history of beating EPS estimates, this number will be crucial in determining market sentiment and stock movement.

What is the outlook for revenue growth in the agricultural sector?

Market demand for fertilizers is key to ICL's performance, and any insights into revenue growth will significantly impact investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ICL's ability to leverage recent market trends in agricultural demand, which could lead to better-than-expected EPS.

Supporting Evidence

ICL has consistently beaten EPS estimates, with an 88% success rate over the last eight quarters.

The options market is pricing in a significant move, indicating that investors expect volatility, which could work in ICL's favor if results are strong.

Key Risk

If EPS comes in below $0.10, it could undermine confidence in ICL's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on ICL's ability to maintain profitability in a competitive agricultural market.

Bull Confirmed If

An EPS of $0.12 or higher would confirm strong operational performance and positive market conditions.

Bear Confirmed If

An EPS below $0.10 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±23.72%

Historical Avg

±4.6%

Pricing rich

The options market is pricing in a significant move around the earnings report, indicating heightened uncertainty among investors.

Options are pricing ±23.7% while ICL has averaged ±4.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

43.4%

Calls (10K)P/C Ratio: 0.07Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ICL beats expectations, history suggests the stock could rise by around 0.29% on the first day, confirming strong operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

If ICL misses expectations, the stock could decline by approximately 0.66%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on future revenue growth in the agricultural sector.
2Updates on cost management and operational efficiencies.
3Insights into market demand for fertilizers and agricultural chemicals.
4Discussion of any new product launches or innovations.
5Management's outlook on global agricultural trends.