How does the $1.8 B sales figure compare to consensus estimates and to peer performance in the same quarter? | ICL (Aug 06, 2025) | Candlesense
ICL

How does the $1.8 B sales figure compare to consensus estimates and to peer performance in the same quarter?

Answer

The press release you quoted provides ICL’s (NYSE: ICL) second‑quarter 2025 sales figure of $1.8 billion and notes that this amount is roughly $80 million higher than the same quarter a year ago. However, the release does not include any of the following information that would let us directly benchmark the $1.8 B result:

Information not supplied in the release Why it matters for the comparison
Consensus sales estimate from analysts (e.g., Bloomberg, Refinitiv, FactSet) Allows us to see whether ICL’s actual sales beat, met, or missed the market’s expectations.
Peer or competitor sales figures for Q2 2025 (e.g., other specialty‑minerals or fertilizer companies) Shows how ICL’s performance stacks up against companies operating in the same segment and geographic markets.
Historical guidance or company’s own outlook for the quarter Helps assess whether the result is in line with ICL’s internal targets.

What we can say based on the available data

  • Year‑over‑year growth: ICL’s $1.8 B sales represent an increase of about 4–5 % versus the prior‑year quarter (assuming the prior‑year quarter was roughly $1.72 B). This indicates modest organic growth.
  • Operating income context: Operating income fell to $181 M from $211 M YoY, and adjusted operating income slipped to $201 M from $225 M YoY, suggesting that while top‑line sales rose, profitability softened.

How you could obtain the missing comparison

  1. Consensus estimates: Look up the “ICL” ticker on a financial data platform (e.g., Bloomberg, FactSet, Thomson Reuters). The “Earnings → Consensus Estimates” tab typically lists the median analyst forecast for Q2 2025 sales.
  2. Peer performance: Identify a set of comparable specialty‑minerals or fertilizer peers (e.g., Nutrien Ltd., Mosaic Co., Yara International, and Compagnie Mines B). Their own Q2 2025 earnings releases or earnings preview articles will disclose their sales numbers, which you can then line up against ICL’s $1.8 B.
  3. Industry surveys: Some market‑research firms publish quarterly “Specialty Minerals” or “Fertilizer” market size updates that include average peer sales growth rates. Comparing ICL’s growth to the industry average can also serve as a proxy for peer performance.

Bottom line

  • $1.8 B is the reported sales figure for ICL’s Q2 2025.
  • No consensus estimate or peer sales data are provided in the press release, so we cannot determine whether ICL beat analyst forecasts or how its sales stack up against competitors for the same period.

To complete the analysis, you’ll need to retrieve analyst consensus numbers and peer company results from a financial data source or the peers’ own earnings releases. Once you have those numbers, you can calculate:

  • % variance vs. consensus = (Actual – Consensus) ÷ Consensus × 100%
  • % variance vs. peers = (ICL sales – Peer average sales) ÷ Peer average sales × 100%

If you obtain those figures and would like help interpreting them, feel free to share them and I can walk you through the comparison.

Other Questions About This News

Did the release indicate any macro‑economic or commodity price headwinds that could affect future earnings? What is the outlook for the third quarter and full‑year 2025, and did the company provide any updated guidance? What are the reasons behind the decline in operating income from $211 M to $181 M YoY? What margin trends does the quarter reveal and are they in line with the company's target levels? Did any specific business units or geographic regions outperform or underperform, and why? What impact might the results have on the dividend policy or share buy‑back plans? How does ICL's Q2 performance compare to the previous quarter and to the broader specialty minerals sector? How might the results influence analysts' earnings forecasts and rating coverage for ICL? Is the drop in adjusted operating income driven by higher costs, lower pricing, or one‑off items? What is the likely immediate impact of the Q2 results on ICL's stock price? Are there any notable changes in capital expenditures, capex or cash flow that could affect future growth?