Want to see ICL full AI Analyst Report?
Operating Income by Segment
Operating profit for each segment after accounting for depreciation and operating costs, reflecting how capital-intensive activities and asset efficiency affect real earnings. Comparing operating income across divisions shows which businesses produce sustainable profits and which may be burdened by heavy capital spending or cyclical downturns.ICL’s segment profits track the commodity cycle: potash and phosphate exploded in 2021–22 then plunged, while Industrial and Growing Solutions dipped sharply and only began stabilizing in 2024–25. The recent rebound in potash and Growing Solutions supports management’s upgraded EBITDA guidance, but phosphate margins remain vulnerable — the call flagged >100% sulfur inflation and a stronger shekel — so near-term upside depends on sustaining potash pricing/volumes and containing input and currency pressure despite promising specialty investments (India, Bartek) and bromine momentum.
Date | Industrial Products | Potash | Phospate Solutions | Growing Solutions |
|---|---|---|---|---|
Jun 30, 2026 | $115.00M | $85.00M | $80.00M | $32.00M |
Mar 31, 2026 | $71.00M | $105.00M | $81.00M | $30.00M |
Dec 31, 2025 | $52.00M | $86.00M | $76.00M | $41.00M |
Sep 30, 2025 | $52.00M | $104.00M | $85.00M | $31.00M |
Jun 30, 2025 | $54.00M | $52.00M | $90.00M | $35.00M |
Mar 31, 2025 | $62.00M | $56.00M | $91.00M | $28.00M |
Dec 31, 2024 | $55.00M | $69.00M | $81.00M | $31.00M |
Sep 30, 2024 | $50.00M | $59.00M | $100.00M | $49.00M |
Jun 30, 2024 | $60.00M | $60.00M | $93.00M | $25.00M |
Mar 31, 2024 | $59.00M | $62.00M | $84.00M | $23.00M |