Intrepid Potash Inc (IPI) Releases Q1 2026 Earnings: Revenue and EPS Beat Estimates; EPS Up 60%

By: Quiver EarningsTracker

Posted: 3 days, 17 hours ago / May 6, 2026 9:15 p.m. UTC

IPI

Intrepid Potash Inc (IPI) reported first-quarter 2026 revenue of $98.7 million (up 0.95% year-over-year) and diluted earnings per share of $0.56 (up 60.0% year-over-year). The results beat consensus estimates of $89.2 million for revenue and $0.48 for EPS, surpassing revenue by about $9.5 million (roughly 10.7%) and EPS by about $0.07 (about 15.5%).

Key operating and cash highlights:

Gross profit of $17.7 million (up 21.02% year-over-year).

Operating profit of $6.2 million (up 24.55% year-over-year).

Net income attributable to common shareholders of $7.4 million (up 61.05% year-over-year).

Cash provided by operating activities of $23.2 million (up 112.21% year-over-year).

Cash and cash equivalents of $99.3 million (up 117.35% year-over-year).

Additional balance sheet and expense notes:

Cost of sales totaled $81.0 million (down 2.58% year-over-year).

Purchases of property, plant and equipment (capital spending) were about $5.1 million (down 37.95% year-over-year).

Total liabilities stood at $143.3 million (up 17.67% year-over-year).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Intrepid Potash Inc Hedge Fund Activity

We have seen 57 institutional investors add shares of Intrepid Potash Inc stock to their portfolio, and 88 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

GATE CITY CAPITAL MANAGEMENT, LLC added 705,638 shares (+338.6%) to their portfolio in Q4 2025, for an estimated $19,567,341
AZARIAS CAPITAL MANAGEMENT, L.P. removed 121,216 shares (-41.1%) from their portfolio in Q1 2026, for an estimated $5,184,408
FMR LLC removed 100,356 shares (-94.6%) from their portfolio in Q4 2025, for an estimated $2,782,871
SG AMERICAS SECURITIES, LLC added 93,482 shares (+1773.2%) to their portfolio in Q1 2026, for an estimated $3,998,225
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 88,476 shares (-88.2%) from their portfolio in Q4 2025, for an estimated $2,453,439
MILLENNIUM MANAGEMENT LLC removed 67,633 shares (-69.7%) from their portfolio in Q4 2025, for an estimated $1,875,463
RENAISSANCE TECHNOLOGIES LLC added 67,621 shares (+68.0%) to their portfolio in Q4 2025, for an estimated $1,875,130

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Intrepid Potash Inc Analyst Ratings

Wall Street analysts have issued reports on $IPI in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Sell" rating on 01/12/2026

To track analyst ratings and price targets for Intrepid Potash Inc, check out Quiver Quantitative's $IPI forecast page.