Albemarle (ALB)
NYSE:ALB
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: robust revenue (+33% YoY), large adjusted EBITDA gains (+148% YoY), significant cash generation ($346M operating cash flow) and decisive balance sheet actions (paid down $1.3B debt). Management raised Specialties guidance and highlighted successful productivity delivery and asset ramp progress (Wodgina, Greenbushes, Salar pilot). Offsetting these positives are tangible near-term headwinds from Middle East-related supply chain costs (~$70–$90M), pricing lag effects that compress realized lithium prices, sequential margin pressure in Energy Storage, JV safety/grade questions at Greenbushes, and limited visibility into the back half of the year. Overall, the positive financial results, cash generation and balance sheet improvements materially outweigh the operational and geopolitical risks discussed.Company Guidance
Strong Top-Line Growth
Reported Q1 net sales of $1.4 billion, up 33% year-over-year, driven by higher prices and volumes across both segments.
Material EBITDA Expansion
Q1 adjusted EBITDA of $664 million, up $397 million YoY (adjusted EBITDA increased ~148% YoY). Energy Storage EBITDA rose ~196% and Specialties EBITDA rose ~30% year-over-year.
Energy Storage Volume and Pricing Strength
Energy Storage volumes of 53,000 tons LCE in Q1; average realized price of approximately $17/kg; Energy Storage pricing increased ~51% and segment net sales rose ~70% YoY.
Cash Flow and Productivity Delivery
Generated $346 million of operating cash flow and $248 million of free cash flow in Q1; year-to-date cost and productivity savings of $40 million and on track for a full-year target of $100–$150 million.
Balance Sheet Strengthening
Repaid $1.3 billion of debt in Q1, reduced weighted average interest rate to ~3.1%, lowered annual interest expense by ~$60 million, and ended the quarter with net debt-to-EBITDA of ~1x.
Raised Specialties Guidance
Increased 2026 Specialties guidance: net sales raised to $1.3–$1.5 billion and adjusted EBITDA to $225–$275 million; now expect Specialties EBITDA margin in the high teens.
Operational Progress on Key Assets
Wodgina and Greenbushes operating in line with expectations (clear line of sight to 3 trains at Wodgina; CGP3 ramping on schedule). Salar de Atacama DLE pilot >1 year with >94% lithium recovery; Kings Mountain received federal mining permits and is in predevelopment.
Market Demand Indicators
Global lithium consumption tracking up ~37% year-to-date (within 2026 forecast range); company notes energy storage demand up strongly (management cited energy storage demand up ~117% YoY) and continued diversification of EV demand (global EV GWh +3% YoY despite unit sales -6%).
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 |
|---|---|---|---|
May 06, 2026 | $192.61 | $198.35 | +2.98% |
Feb 11, 2026 | $175.00 | $158.54 | -9.41% |
Nov 05, 2025 | $91.46 | $90.76 | -0.76% |
Jul 30, 2025 | $68.14 | $67.11 | -1.51% |
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 Aug 05, 2026, After Close (Confirmed).
What is Albemarle (ALB) earnings time?
Albemarle (ALB) earnings time is at Aug 05, 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 (Q2) is 3.