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ALALB

What ALBEMARLE promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

13 of 19 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Capital expenditures$550 million to $600 millionMar 2026Jun 2026:reducing expected capital spending, thanks to ongoing capital efficiency efforts.
Call transcript, Jun 2026 · no direct link		Diluted
Energy Storage net salesincrease year-over-yearDec 2025Mar 2026:First quarter net sales increased 70% year-over-year due to higher pricing and volumes.
Call transcript, Mar 2026 · no direct link		Achieved
Capital expenditures$800 million to $900 millionSep 2024No later analysed call mentions it.Ghosted

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

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