The earnings call highlighted strong volume growth in energy storage, cost and productivity improvements, and a positive free cash flow outlook. However, these were balanced by challenges such as declining lithium prices, high operating costs, and uncertainties in the North American EV market.

Company Guidance -

Q3 2025

During Albemarle Corporation's Q2 2025 earnings call, the company provided several key guidance metrics and outlook considerations. They reported net sales of $1.3 billion and an adjusted EBITDA of $336 million, despite lower lithium market pricing. Albemarle maintained its 2025 outlook, expecting to achieve positive free cash flow, assuming persistent low lithium prices. The company has reached a 100% run rate on its $400 million cost and productivity improvement target. Capital expenditures for 2025 are projected to be between $650 million and $700 million, marking a 60% reduction from the previous year. Albemarle also improved financial flexibility by redeeming preferred shares valued at $307 million. Despite macroeconomic challenges, the company remains optimistic about strong lithium demand, which has increased by approximately 35% year-to-date, driven by stationary storage and EV markets. They anticipate a full-year EBITDA margin in the mid-20% range, assuming an average lithium price of $9 per kilogram LCE for the year.

Strong Volume Growth in Energy Storage

Increased volumes in energy storage and specialties segments, contributing to net sales of $1.3 billion and adjusted EBITDA of $336 million.

Cost and Productivity Improvements

Achieved 100% run rate of the $400 million cost and productivity improvement target ahead of schedule, enhancing financial flexibility.

Positive Free Cash Flow Outlook

Company now expects to achieve positive free cash flow for 2025, aided by reduced capital expenditures and strong cash conversion.

Robust Lithium Demand

Global lithium demand up about 35% year-to-date, driven by strong growth in stationary storage and electric vehicles.

Record Production in Jordan

Achieved record production from operations in Jordan, with continued uninterrupted operations despite geopolitical tensions.

Albemarle (ALB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ALB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.74 / -	-1.55	―	―	―
Jul 30, 2025	2025 (Q2)	-0.84 / 0.11	0.04	175.00% (+0.07)
Apr 30, 2025	2025 (Q1)	-0.66 / -0.18	0.26	-169.23% (-0.44)
Feb 12, 2025	2024 (Q4)	-0.69 / -1.09	1.85	-158.92% (-2.94)
Nov 06, 2024	2024 (Q3)	-0.44 / -1.55	2.74	-156.57% (-4.29)
Jul 31, 2024	2024 (Q2)	0.43 / 0.04	7.33	-99.45% (-7.29)
May 01, 2024	2024 (Q1)	0.25 / 0.26	10.32	-97.48% (-10.06)
Feb 14, 2024	2023 (Q4)	0.98 / 1.85	8.62	-78.54% (-6.77)
Nov 01, 2023	2023 (Q3)	3.75 / 2.74	7.5	-63.47% (-4.76)
Aug 02, 2023	2023 (Q2)	4.48 / 7.33	3.45	112.46% (+3.88)

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
Jul 30, 2025	$68.89	$67.85	-1.51%
Apr 30, 2025	$58.17	$58.94	+1.32%
Feb 12, 2025	$75.68	$78.30	+3.46%
Nov 06, 2024	$95.04	$98.34	+3.47%

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 Oct 29, 2025, After Close (Confirmed).

What is Albemarle (ALB) earnings time?

Albemarle (ALB) earnings time is at Oct 29, 2025, 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 2025 (Q3) is -0.74.

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