ICL Group Ltd

NYSE:ICL 주식 리포트

시가총액: US$7.3b

ICL Group 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Elad Aharonson

최고경영자

US$5.5m

총 보수

CEO 급여 비율35.88%
CEO 재임 기간1.2yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간6.7yrs
이사회 평균 재임 기간7.4yrs

최근 경영진 업데이트

Recent updates

분석 기사 Feb 13

At US$5.73, Is It Time To Put ICL Group Ltd (NYSE:ICL) On Your Watch List?

ICL Group Ltd ( NYSE:ICL ), might not be a large cap stock, but it saw a decent share price growth of 17% on the NYSE...
Seeking Alpha Feb 11

ICL Group: Carefully Looking At The 2026 Potential

Summary ICL Group remains a HOLD, with fair value revised down to $5/share amid persistent sector volatility and macro headwinds. ICL Group's growth prospects are constrained by global fertilizer oversupply, regulatory pressures, and weak end-market demand, especially with rising Chinese exports. Despite strong fundamentals and a well-covered dividend, ICL's risk/reward is unattractive above $5/share due to limited earnings visibility and unreliable forecasts. Sector volatility, geopolitical risks, and declining specialty/commodity segment margins further justify a conservative stance and strict entry price discipline. Read the full article on Seeking Alpha
분석 기사 Oct 06

Is ICL Group (NYSE:ICL) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 23

Investors Will Want ICL Group's (NYSE:ICL) Growth In ROCE To Persist

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Jul 14

ICL Group Ltd's (NYSE:ICL) Intrinsic Value Is Potentially 17% Below Its Share Price

Key Insights The projected fair value for ICL Group is US$5.88 based on 2 Stage Free Cash Flow to Equity ICL Group's...
분석 기사 Jul 01

Does ICL Group (NYSE:ICL) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jun 17

ICL Group Ltd's (NYSE:ICL) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 22.1x ICL Group Ltd ( NYSE:ICL ) may be sending bearish signals at the...
분석 기사 May 15

Here's What To Make Of ICL Group's (NYSE:ICL) Decelerating Rates Of Return

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Seeking Alpha Apr 12

ICL Group: Growing Profitability Coupled With Keen Value To Drive Shares Northward

Summary ICL Group Ltd. shows strong potential with bullish technical indicators and a compelling long-term chart, suggesting a sustained bullish run ahead. Despite recent growth struggles, ICL's valuation remains attractive, with projected earnings growth and a high return on incremental capital. The company's robust free cash flow and a GAAP dividend payout ratio of 59.4% indicate strong earnings conversion and dividend affordability. ICL's balance sheet is solid, with improving liquidity and solvency, making its trailing book multiple of 1.28 very attractive to investors. Read the full article on Seeking Alpha
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새 내러티브 Jan 18

Geopolitical Issues Will Impact Margins, But Battery Materials Expansion Will Diversify Revenue Streams

Geopolitical challenges and strategic sales limitations could negatively impact operational costs, revenues, and net margins.
Seeking Alpha Dec 06

ICL Group: Looking Beyond US Borders And Finding Value In Israel

Summary Exploring non-U.S. stocks like ICL Group, Ltd. for diversification and potential long-term gains, especially given the U.S. market's current risk-seeking behavior. ICL Group, a chemicals and specialty minerals firm, offers profitability, valuation, and dividend yield, despite geopolitical risks and the recent CEO departure. Contrarian investing and global screening for undervalued stocks are key strategies, with ICL showing promising technical patterns and valuation grades. Maintaining a balanced approach with both offensive and defensive investments, including U.S. and non-U.S. stocks, to stay ahead of market trends. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

ICL Group: Resilient Performance Suggests Potential Rebound

Summary ICL Group remains a buy with a $7 price target due to resilient financial performance and strong growth potential in EV and AI markets. The company raised its FY 2024 EBITDA guidance, signaling a rebound despite lower potash prices and four consecutive quarters of EBITDA improvement. Expansion into the Chinese market and increased demand for industrial products like flame retardants bolster long-term growth prospects. Risks include potential delays in the cyclical rebound, geopolitical issues, and weak demand in China affecting bromine and potash prices. Read the full article on Seeking Alpha
Seeking Alpha Jul 08

ICL Group: It's Gotten Too Cheap, Potential For Growth

Summary ICL Group stock is too cheap at $4, pricing in worst-case scenarios with potential for upside. ICL Group is a global manufacturer of specialty minerals and fertilizers with a focus on sustainable agriculture solutions. Cyclical rebound expected in fertilizers, bromine, and phosphates, with potential for growth and savvy investments driving future success. Shares are a buy with a price target of $7. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

ICL: Looking Better On Valuation Despite Geopolitical And Technical Risks

Summary Invesco DB Agriculture Fund ETF has recovered to within 5% of its Q2 2022 high. ICL Group is ranked no. 6 in the global potash industry and no. 2 in the bromine industry. ICL's earnings are expected to fall sharply this year, but the stock is undervalued and has a high dividend yield. With a better valuation today, high yield, and stabilizing operating cash flow, I am upgrading ICL stock, but note important risks on the chart. Read the full article on Seeking Alpha

CEO 보수 분석

Elad Aharonson의 보수는 ICL Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$6mUS$2m

US$226m

Sep 30 2025n/an/a

US$369m

Jun 30 2025n/an/a

US$367m

Mar 31 2025n/an/a

US$389m

Dec 31 2024US$2mUS$586k

US$407m

Sep 30 2024n/an/a

US$404m

Jun 30 2024n/an/a

US$428m

Mar 31 2024n/an/a

US$476m

Dec 31 2023US$1mUS$566k

US$647m

Sep 30 2023n/an/a

US$911m

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$2mUS$577k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$1mUS$768k

US$783m

보상 대 시장: Elad의 총 보수(USD5.55M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.44M)보다 낮습니다.

보상과 수익: Elad의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Elad Aharonson (51 yo)

1.2yrs
재임 기간
US$5,547,000
보수

Mr. Elad Aharonson serves as President & CEO at ICL Group Ltd from March 13, 2025. Mr. Aharonson served as President of Growing Solutions at ICL Group Ltd. until March 13, 2025.He served as Executive Vice...


리더십 팀

이름직위재임 기간보수지분
Elad Aharonson
President & CEO1.2yrsUS$5.55m데이터 없음
Aviram Lahav
Chief Financial Officer4.3yrsUS$1.68m0%
$ 0
Uri Perelman
Executive VP2.4yrsUS$1.85m0%
$ 0
Anantha Desikan
Executive VP and Chief Innovation & Technology Officer7.5yrs데이터 없음0%
$ 0
Peggy Tharp
Vice President of Global Investor Relationsno data데이터 없음데이터 없음
Aya Landman
VP, Chief Compliance Officer & Corporate Secretaryno data데이터 없음데이터 없음
Maya Grinfeld
Senior Vice President of Global Marketing & Communications6.7yrs데이터 없음데이터 없음
Ilana Fahima
Executive VP & Chief People Officer7.5yrs데이터 없음0%
$ 0
Ido Lilian
Executive Vice President of ICL Global CAPEX12.3yrs데이터 없음데이터 없음
Lilach Geva-Harel
Deputy CEOno dataUS$1.48m0%
$ 0
Amir Meshulam
Senior VP & Global Internal Auditor7.8yrs데이터 없음0%
$ 0
Eli Amon
Acting President of the Growing Solutions Division1.3yrs데이터 없음데이터 없음
6.7yrs
평균 재임 기간
53.5yo
평균 나이

경험이 풍부한 관리: ICL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.7 년).


이사회 구성원

이름직위재임 기간보수지분
Uri Perelman
Executive VPno dataUS$1.85m0%
$ 0
Dafna Gruber
Independent External Director4.3yrsUS$130.64k데이터 없음
Avisar Paz
Director25.1yrsUS$111.70k0.0020%
$ 142.9k
Yoav Doppelt
Chairman of the Board7.4yrsUS$2.62m0.0012%
$ 86.3k
Lior Reitblatt
Independent Director8.5yrsUS$126.93k0.0048%
$ 348.9k
Michal Silverberg
Independent Director3.8yrsUS$105.68k데이터 없음
Gadi Lesin
Independent Director5.2yrsUS$121.99k데이터 없음
Miriam Haran
Independent External Director4.8yrsUS$143.39k0.0041%
$ 299.6k
Aviad Kaufman
Director12.2yrsUS$104.71k데이터 없음
Tzipora Ozer-Armon
Independent Director6.3yrsUS$101.42k0.0019%
$ 137.1k
Sagi Kabla
Director10.3yrsUS$119.87k데이터 없음
Reem Aminoach
Independent Director9.2yrsUS$89.07k0.0048%
$ 348.9k
7.4yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: ICL의 이사회경험이 있음으로 간주됩니다(평균 재임 7.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 17:30
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

ICL Group Ltd는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin TheurerBarclays
Benjamin TheurerBarclays
Joseph WolfBarclays