SQM Reports Significant Revenue and Profit Recovery in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy SQM?
Source: Newsfilter
- Revenue Growth: SQM reported total revenues of $4.576 billion for 2025, a 1.0% increase from $4.529 billion in 2024, demonstrating the company's ability to achieve stable revenue growth amid strong market demand, thereby reinforcing its leadership position in the lithium market.
- Profit Reversal: The company achieved a net income of $588.1 million or $2.06 per share in 2025, compared to a net loss of $404.4 million or $1.42 per share in 2024, marking a significant improvement in financial health and boosting investor confidence.
- Lithium Business Performance: SQM experienced record sales volumes in its lithium segment, with expectations for a 25% growth in the lithium market in 2026, primarily driven by demand from electric vehicles and energy storage systems, indicating strong growth potential in the rapidly evolving lithium market.
- Strong Iodine Business: The Iodine and Plant Nutrition division performed well, contributing approximately 42% of total gross profit, with record iodine prices observed by year-end amid tight supply and strong demand, reflecting SQM's diversified product portfolio's ability to generate stable revenue.
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Analyst Views on SQM
Wall Street analysts forecast SQM stock price to fall
9 Analyst Rating
3 Buy
5 Hold
1 Sell
Hold
Current: 77.970
Low
43.50
Averages
64.28
High
80.00
Current: 77.970
Low
43.50
Averages
64.28
High
80.00
About SQM
Sociedad Quimica y Minera de Chile SA (SQM), is a producer of potassium nitrate and iodine. The Company produces specialty plant nutrients, iodine derivatives, lithium and its derivatives, potassium chloride, potassium sulfate and certain industrial chemicals. Its segments include specialty plant nutrients, industrial chemicals, iodine and derivatives, lithium and derivatives, potassium, and other products and services. Specialty plant nutrients are fertilizers that enable farmers to improve yields. Industrial chemicals have a range of applications in chemical processes, such as the manufacturing of glass and industrial nitrates. Iodine and its derivatives are used in the X-ray contrast media and biocides industries, among others. Lithium and its derivatives are used in batteries, greases and frits for production of ceramics. Potassium chloride is a commodity fertilizer that is produced and sold by the Company across the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SQM Reports Significant Net Income Reversal in 2025 Financials
- Revenue Growth: SQM reported total revenues of $4.576 billion for 2025, reflecting a 1.0% increase from 2024, indicating stable performance in global markets, particularly driven by strong demand for lithium and iodine.
- Net Income Reversal: The company achieved a net income of $588.1 million or $2.06 per share in 2025, a significant turnaround from a net loss of $404.4 million last year, showcasing the success in its lithium business and recovery in market demand.
- Lithium Business Performance: SQM recorded record sales volumes in its lithium segment, with expectations for a 25% growth in the lithium market in 2026, primarily driven by demand from electric vehicles and energy storage systems, indicating the effectiveness of SQM's strategic positioning in this sector.
- Strong Iodine Business: The Iodine and Plant Nutrition division performed robustly, with iodine prices reaching record highs, contributing approximately 42% of total gross profit, demonstrating that SQM's diversified product portfolio effectively supports its profitability in a tight supply and strong demand environment.
See More
SQM Reports Significant Revenue and Profit Recovery in 2025
- Revenue Growth: SQM reported total revenues of $4.576 billion for 2025, a 1.0% increase from $4.529 billion in 2024, demonstrating the company's ability to achieve stable revenue growth amid strong market demand, thereby reinforcing its leadership position in the lithium market.
- Profit Reversal: The company achieved a net income of $588.1 million or $2.06 per share in 2025, compared to a net loss of $404.4 million or $1.42 per share in 2024, marking a significant improvement in financial health and boosting investor confidence.
- Lithium Business Performance: SQM experienced record sales volumes in its lithium segment, with expectations for a 25% growth in the lithium market in 2026, primarily driven by demand from electric vehicles and energy storage systems, indicating strong growth potential in the rapidly evolving lithium market.
- Strong Iodine Business: The Iodine and Plant Nutrition division performed well, contributing approximately 42% of total gross profit, with record iodine prices observed by year-end amid tight supply and strong demand, reflecting SQM's diversified product portfolio's ability to generate stable revenue.
See More
SQM to Announce Q4 Earnings on February 27
- Earnings Announcement: Sociedad Quimica y Minera de Chile (SQM) is set to release its Q4 earnings on February 27 after market close, with consensus EPS estimate at $0.80 and revenue at $1.25 billion, which could positively impact stock performance if achieved.
- Historical Performance Review: Over the past year, SQM has not met EPS estimates 0% of the time and has only met revenue estimates 25% of the time, indicating volatility in earnings predictions that may affect investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates experienced four upward revisions and one downward, reflecting mixed market sentiment regarding SQM's future performance, potentially influencing stock price fluctuations.
- Market Positioning Analysis: SQM is well-positioned to lead as lithium prices rebound, and it stands to benefit from geopolitical tensions, highlighting its strategic significance in the lithium mining sector.
See More
RWC Asset Advisors Fully Exits Nio Stake
- Stake Reduction: According to an SEC filing dated February 17, 2026, RWC Asset Advisors sold its entire stake in Nio, reducing holdings by 10,467,320 shares, with an estimated trade value of $79.76 million, indicating a diminished confidence in the company.
- Performance Metrics: As of February 13, 2026, Nio shares were priced at $4.95, reflecting a 16.2% increase over the past year, outperforming the S&P 500 by 4.41 percentage points, showcasing its competitive strength in the EV market.
- Strategic Expansion: Nio launched two new brands, Firefly and Onvo, in 2025, significantly boosting sales, with record deliveries exceeding 40,000 units in both October and December, highlighting strong market demand.
- Profit Outlook: Nio anticipates achieving its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, indicating robust profitability excluding share-based compensation, which has garnered investor interest.
See More
RWC Fully Sells Nio Shares Worth $79.76 Million
- Position Change: RWC Asset Advisors sold its entire stake of 10,467,320 shares in Nio, with an estimated transaction value of $79.76 million, indicating a complete liquidation of its investment which previously constituted 13.1% of its AUM.
- Stock Performance: As of February 13, 2026, Nio shares were priced at $4.95, reflecting a 16.2% increase over the past year, outperforming the S&P 500 by 4.41 percentage points, showcasing its competitive edge and growth potential in the EV market.
- Delivery Milestones: Nio achieved record monthly deliveries exceeding 40,000 units in both October and December 2025, indicating that the introduction of its new brands, Firefly and Onvo, effectively boosted sales.
- Profit Expectations: Nio anticipates its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, demonstrating significant improvements in operational efficiency and profitability, suggesting that while RWC's short-term trade was profitable, long-term investors in Nio may still find optimism.
See More
Tianqi Lithium Plans to Sell Stake in SQM
- Stake Sale Announcement: Tianqi Lithium Corp. plans to sell up to a 1.25% stake in Chilean lithium producer SQM, which translates to approximately 3.57 million Class A shares with a carrying value of around $206 million, indicating a potential exit from what was once a strategic investment.
- Board Approval: The company's board has approved the possible sale of its entire holding, which not only signifies a shift in strategic focus away from SQM but could also impact its competitive position in the global lithium market.
- Timing Strategy: Tianqi stated it would dispose of the shares “at an appropriate time,” a strategy that may aim to maximize returns while navigating current market volatility and geopolitical risks.
- Industry Context: SQM's strong position in lithium production, highlighted by its recent merger with Codelco and collaboration with Ivanhoe Electric, may influence Tianqi's decision-making, reflecting increased competition and opportunities for partnerships within the industry.
See More
SQM Reports Significant Net Income Reversal in 2025 Financials
- Revenue Growth: SQM reported total revenues of $4.576 billion for 2025, reflecting a 1.0% increase from 2024, indicating stable performance in global markets, particularly driven by strong demand for lithium and iodine.
- Net Income Reversal: The company achieved a net income of $588.1 million or $2.06 per share in 2025, a significant turnaround from a net loss of $404.4 million last year, showcasing the success in its lithium business and recovery in market demand.
- Lithium Business Performance: SQM recorded record sales volumes in its lithium segment, with expectations for a 25% growth in the lithium market in 2026, primarily driven by demand from electric vehicles and energy storage systems, indicating the effectiveness of SQM's strategic positioning in this sector.
- Strong Iodine Business: The Iodine and Plant Nutrition division performed robustly, with iodine prices reaching record highs, contributing approximately 42% of total gross profit, demonstrating that SQM's diversified product portfolio effectively supports its profitability in a tight supply and strong demand environment.
See More
SQM Reports Significant Revenue and Profit Recovery in 2025
- Revenue Growth: SQM reported total revenues of $4.576 billion for 2025, a 1.0% increase from $4.529 billion in 2024, demonstrating the company's ability to achieve stable revenue growth amid strong market demand, thereby reinforcing its leadership position in the lithium market.
- Profit Reversal: The company achieved a net income of $588.1 million or $2.06 per share in 2025, compared to a net loss of $404.4 million or $1.42 per share in 2024, marking a significant improvement in financial health and boosting investor confidence.
- Lithium Business Performance: SQM experienced record sales volumes in its lithium segment, with expectations for a 25% growth in the lithium market in 2026, primarily driven by demand from electric vehicles and energy storage systems, indicating strong growth potential in the rapidly evolving lithium market.
- Strong Iodine Business: The Iodine and Plant Nutrition division performed well, contributing approximately 42% of total gross profit, with record iodine prices observed by year-end amid tight supply and strong demand, reflecting SQM's diversified product portfolio's ability to generate stable revenue.
See More
SQM to Announce Q4 Earnings on February 27
- Earnings Announcement: Sociedad Quimica y Minera de Chile (SQM) is set to release its Q4 earnings on February 27 after market close, with consensus EPS estimate at $0.80 and revenue at $1.25 billion, which could positively impact stock performance if achieved.
- Historical Performance Review: Over the past year, SQM has not met EPS estimates 0% of the time and has only met revenue estimates 25% of the time, indicating volatility in earnings predictions that may affect investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates experienced four upward revisions and one downward, reflecting mixed market sentiment regarding SQM's future performance, potentially influencing stock price fluctuations.
- Market Positioning Analysis: SQM is well-positioned to lead as lithium prices rebound, and it stands to benefit from geopolitical tensions, highlighting its strategic significance in the lithium mining sector.
See More
RWC Asset Advisors Fully Exits Nio Stake
- Stake Reduction: According to an SEC filing dated February 17, 2026, RWC Asset Advisors sold its entire stake in Nio, reducing holdings by 10,467,320 shares, with an estimated trade value of $79.76 million, indicating a diminished confidence in the company.
- Performance Metrics: As of February 13, 2026, Nio shares were priced at $4.95, reflecting a 16.2% increase over the past year, outperforming the S&P 500 by 4.41 percentage points, showcasing its competitive strength in the EV market.
- Strategic Expansion: Nio launched two new brands, Firefly and Onvo, in 2025, significantly boosting sales, with record deliveries exceeding 40,000 units in both October and December, highlighting strong market demand.
- Profit Outlook: Nio anticipates achieving its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, indicating robust profitability excluding share-based compensation, which has garnered investor interest.
See More
RWC Fully Sells Nio Shares Worth $79.76 Million
- Position Change: RWC Asset Advisors sold its entire stake of 10,467,320 shares in Nio, with an estimated transaction value of $79.76 million, indicating a complete liquidation of its investment which previously constituted 13.1% of its AUM.
- Stock Performance: As of February 13, 2026, Nio shares were priced at $4.95, reflecting a 16.2% increase over the past year, outperforming the S&P 500 by 4.41 percentage points, showcasing its competitive edge and growth potential in the EV market.
- Delivery Milestones: Nio achieved record monthly deliveries exceeding 40,000 units in both October and December 2025, indicating that the introduction of its new brands, Firefly and Onvo, effectively boosted sales.
- Profit Expectations: Nio anticipates its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, demonstrating significant improvements in operational efficiency and profitability, suggesting that while RWC's short-term trade was profitable, long-term investors in Nio may still find optimism.
See More
Tianqi Lithium Plans to Sell Stake in SQM
- Stake Sale Announcement: Tianqi Lithium Corp. plans to sell up to a 1.25% stake in Chilean lithium producer SQM, which translates to approximately 3.57 million Class A shares with a carrying value of around $206 million, indicating a potential exit from what was once a strategic investment.
- Board Approval: The company's board has approved the possible sale of its entire holding, which not only signifies a shift in strategic focus away from SQM but could also impact its competitive position in the global lithium market.
- Timing Strategy: Tianqi stated it would dispose of the shares “at an appropriate time,” a strategy that may aim to maximize returns while navigating current market volatility and geopolitical risks.
- Industry Context: SQM's strong position in lithium production, highlighted by its recent merger with Codelco and collaboration with Ivanhoe Electric, may influence Tianqi's decision-making, reflecting increased competition and opportunities for partnerships within the industry.
See More
