Zacks Investment Research·Oct 28, 2026
Do Options Traders Know Something About ICL Group Stock We Don't?Investors need to pay close attention to ICL stock based on the movements in the options market lately.
ICL is experiencing a cyclical recovery, with revenue accelerating 16.5% YoY in 2026Q2 and operating income growing 41.3% YoY, signaling positive operating leverage. However, net margins remain thin at 6.4%, and rising debt (D/E up to 0.51) coupled with a goodwill spike to $966M warrant caution.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 16.5% YoY in 2026Q2, with gross margin holding at 31.1% and operating income up 41.3% YoY, though net margin remains thin at 6.4%.
ICL reported Q1 2026 sales of $2,023 million and net income of $126 million, demonstrating robust financial health.
The company raised its quarterly dividend to $0.0535 per share, up from $0.0426 a year earlier, signaling confidence in future cash flows.
ICL lifted its full-year EBITDA guidance, indicating expectations of continued profitability and operational efficiency.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.12+9.1% vs $0.11 | $2.1B+6.1% vs $2.0B |
Q2 2026 May 13, 2026 | $0.11+10.0% vs $0.10 | $2.0B+5.2% vs $1.9B |
Q1 2026 Feb 18, 2026 | $0.09+0.0% vs $0.09 | $1.7B-3.9% vs $1.8B |
Q4 2025 Nov 12, 2025 | $0.10+11.1% vs $0.09 | $1.9B-4.9% vs $1.9B |
Investors need to pay close attention to ICL stock based on the movements in the options market lately.
Gulf Resources (NASDAQ: GURE - Get Free Report) and ICL Group (NYSE: ICL - Get Free Report) are both materials companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, profitability, analyst recommendations, institutional ownership and risk. Analyst Recommendations This is a breakdown of current
TEL AVIV, Israel & ST. LOUIS--(BUSINESS WIRE)--ICL (NYSE: ICL) (TASE: ICL), a leading global specialty minerals company, today announced it plans to release third quarter 2026 results prior to the opening of the TASE market on Wednesday, November 11, 2026. On that day, Elad Aharonson, president and CEO of ICL, and Asaf Alperovitz, CFO of ICL, will host a conference call to discuss results, provide a general business update and answer questions at 8:30 a.m. New York time (1:30 p.m. London and 3:.
Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, ICL and IPI are set to tackle the challenges.
Benchmark ICL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ICL Group Ltd (ICL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.68 | $6.04B | 19.81 | 4.56% | 3.95% | 4.8% | 3.71% | |
| $22.36 | $7.11B | -16.14 | 8.36% | -3.82% | -3.72% | 3.93% | |
| $71.48 | $34.31B | 15.50 | 3.52% | 7.78% | 8.6% | 3.1% | |
| $119.39 | $18.34B | 8.29 | 19.34% | 27.48% | 25.78% | 1.68% | |
| $64.71 | $3.76B | 36.12 | -3.64% | 3.16% | — | 4.05% | |
| $32.90 | $441.95M | 17.98 | 17.13% | 8.31% | 4.81% | — |
ICL Group Ltd (ICL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Get notified when ICL posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
ICL Group Ltd (ICL) stock FAQ — growth, dividends, profitability & financials explained
ICL Group Ltd (ICL) reported $7.71B in revenue over the trailing twelve months. Revenue was $7.15B in fiscal year 2025. That is 285% more than the $1.86B of fiscal year 2001.
ICL Group Ltd (ICL) grew revenue by 10.9% over the trailing twelve months, compared with the twelve months before.
Yes. ICL Group Ltd (ICL) earned $305.0M in net income over the trailing twelve months (a 4.0% net margin).
Yes. ICL Group Ltd (ICL) pays a dividend that yields 3.71% at the current price, a moderate yield.
ICL Group Ltd (ICL) had a return on equity (ROE) of 4.8% over the trailing twelve months. That is below the market's typical 10-15%.
ICL Group Ltd (ICL) generated $291.0M in free cash flow over the trailing twelve months.
