ICL Group Reports Solid Q4 Earnings, Focuses on Specialty Growth

Company met annual guidance, sees opportunities in Specialty Crop Nutrition and Specialty Food Solutions

Published on Feb. 22, 2026

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ICL Group (NYSE:ICL) reported strong Q4 2025 results, meeting its annual guidance target with $1 billion in 'specialty-driven EBITDA'. The company saw sales growth across all four segments and highlighted strategic acquisitions and portfolio actions to fund its targeted growth engines in Specialty Crop Nutrition and Specialty Food Solutions. Management also discussed ongoing challenges like raw material inflation and currency headwinds, but expressed optimism about the company's transformation and future prospects.

Why it matters

As a global specialty minerals and chemicals company, ICL Group's performance and strategic priorities provide insights into trends and dynamics in key industries like agriculture, food ingredients, and industrial chemicals. The company's ability to navigate macroeconomic pressures while investing in high-growth specialty segments will be closely watched by investors and analysts.

The details

ICL reported Q4 2025 sales of $1.701 billion, up 6% year-over-year, with consolidated adjusted EBITDA of $380 million, up 10%. The company cited pricing as a meaningful contributor, though volumes declined. ICL also highlighted its acquisition of Bartek Ingredients, a leader in food-grade malic and fumaric acids, as deepening its specialty food portfolio. Management discussed portfolio optimization actions to fund its Specialty Crop Nutrition and Specialty Food Solutions growth engines, including an MOU with Israel on the Dead Sea concession.

  • ICL reported Q4 2025 results on February 18, 2026.

The players

ICL Group

A global specialty minerals and chemicals company headquartered in Tel Aviv, Israel. ICL has evolved from state-driven mineral extraction operations in the Negev and Dead Sea region to a publicly traded entity on the New York Stock Exchange.

Elad Aharonson

CEO of ICL Group.

Aviram Lahav

CFO of ICL Group.

Bartek Ingredients

A global leader in food-grade malic and fumaric acids that ICL acquired to deepen its specialty food portfolio.

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What they’re saying

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What’s next

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