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Albemarle (ALB)
NYSE:ALB
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.98Last Year’s EPS
-0.18Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial progress narrative: solid revenue and adjusted EBITDA growth, strong Energy Storage volume performance, major cost/productivity gains (~$450M) and disciplined capital spending driving substantial free cash flow (~$700M) and an improved liquidity position (ending cash $1.6B plus ~$660M expected proceeds). Management also raised the medium-term lithium demand outlook and outlined further cost targets. Offsetting risks include a GAAP loss driven by noncash charges, margin compression (~150 bps) from FX and Specialties headwinds, temporary disruption at JBC, idling costs and ongoing expense to maintain Kemerton in care and maintenance (~$100M), and the sensitivity of cash generation to sustained lithium pricing and working capital timing. Overall, the highlights — clear cash generation, cost-out achievements, stronger demand outlook, and portfolio optimization actions — materially outweigh the notable but manageable lowlights and execution risks.Company Guidance
Q4 Revenue and Volume Growth
Q4 net sales of $1.40B, up 16% year-over-year, with double-digit volume growth across segments (Energy Storage volumes +17% and Ketjen volumes +13% in the quarter).
Improved Adjusted EBITDA and Energy Storage Strength
Q4 adjusted EBITDA of $269M, up 7% year-over-year. Energy Storage posted full-year volumes of 235k tons LCE (up 14% YoY), Q4 net sales +23% YoY and Energy Storage adjusted EBITDA up 25% YoY, supported by higher lithium pricing and productivity gains.
Strong Full-Year Results and Cash Generation
Full-year 2025 net sales $5.1B and adjusted EBITDA $1.1B. Generated nearly $700M of positive free cash flow in 2025 and achieved EBITDA-to-operating-cash conversion of 117% (underlying conversion at or above long-term 60%-70% range after adjusting for one-time items).
Significant Cost & Productivity Improvements and CapEx Discipline
Achieved approximately $450M of run-rate cost and productivity improvements in 2025 and reduced capital expenditures by ~65% year-over-year. Targeting an additional $100M–$150M of cost and productivity improvements in 2026 and planning stable/flat capital spending for 2026.
Portfolio Optimization and Near-Term Liquidity Boost
Closed sale of Eurecat stake (Jan 2026) and expect to close sale of majority stake in Ketjen in Q1 2026; combined proceeds projected to be ~ $660M pretax, improving financial flexibility and enabling deleveraging and corporate priorities.
Updated, Stronger Lithium Demand Outlook
Increased lithium demand outlook: 2026 global demand now expected at 1.8M–2.2M tons (up 15%–40% YoY) and 2030 demand revised up ~10% versus prior forecast to 2.8M–3.6M tons, driven by robust stationary storage and continued EV growth.
Operational Actions to Improve Margins
Decision to idle Kemerton Train 1 is expected to be accretive to adjusted EBITDA beginning in Q2 2026 with no impact to sales volumes; company expects to meet hydroxide demand via other plants or tolling while preserving optionality to restart.
Ketjen Turnaround Momentum
Ketjen delivered strong Q4 performance: net sales +14% YoY, adjusted EBITDA +39% YoY (full-year adjusted EBITDA +15%), marking the third consecutive year of adjusted EBITDA improvements under the turnaround plan.
ALB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $175.43 | $158.93 | -9.41% |
Nov 05, 2025 | $91.68 | $90.98 | -0.76% |
Jul 30, 2025 | $68.31 | $67.28 | -1.51% |
Apr 30, 2025 | $57.68 | $58.44 | +1.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Albemarle (ALB) report earnings?
Albemarle (ALB) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Albemarle (ALB) earnings time?
Albemarle (ALB) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALB EPS forecast?
ALB EPS forecast for the fiscal quarter 2026 (Q1) is 0.98.