Jun 2026 (Q2 FY26) — Aug 6, 2026
Albemarle Q2 FY26 — Strong Performance Driven by Energy Storage Pricing and Specialties Growth
Read the full callAlbemarle (ALB) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Albemarle earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,743 | +31.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 26.0 | +22.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 480 | +1996.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
13 of 19 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Capital expenditures | $550 million to $600 million | Mar 2026 | reducing expected capital spending, thanks to ongoing capital efficiency efforts. | Diluted |
| Energy Storage net sales | increase year-over-year | Dec 2025 | First quarter net sales increased 70% year-over-year due to higher pricing and volumes. | Achieved |
| Capital expenditures | $800 million to $900 million | Sep 2024 | Ghosted |
6 of ALBEMARLE CORP's 61 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 58 more targets are in the full ledger.
Claimed
- Net sales increased 31% year-over-year to $1.7 billion, driven by higher pricing in energy storage and both higher pricing and volumes in specialties.
- Adjusted EBITDA more than doubled to $858 million, with enterprise EBITDA margin expanding to 49%.
- Generated $710 million of cash from operations, representing over 80% operating cash conversion, and $638 million of free cash flow.
- On track to reach the high end of the $100 million to $150 million full year target for cost and productivity improvements.
- Global lithium consumption was up 45% year-over-year through May, tracking above forecast, driven by strong stationary storage and improving EV growth.
Qualified
- Energy storage sales volume outlook modestly lowered to 225,000 to 235,000 tons LCE (flat to down 4% YoY) due to a fire at the Greenbushes CGP3 plant.
- Expected full run rate for Greenbushes CGP3 plant delayed to Q1 2027 from year-end.
- Supply chain disruptions related to the Middle East situation are estimated to impact full-year cash flow by $70 million to $90 million on an unmitigated basis.
- Cash flow impacted by $87.5 million of deferred revenue related to a 2025 customer prepayment and approximately $100 million of spend related to idling Kemerton Train 1.
Price
$98.18 +0.21% · +$0.21
Performance +2.0% 1Y
1Y: $96.24 on 14 Oct 2025 → $98.18. High $215.62 (16 Apr 2026), low $88.45 (4 Nov 2025).
- Previous close
- $97.97
- 52-week range
- $88.45 – $215.62
- One year
- +0.02%
Overview
- Symbol
- ALB
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
13 of 19 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Capital expenditures | $550 million to $600 million | Mar 2026 | reducing expected capital spending, thanks to ongoing capital efficiency efforts. | Diluted |
| Energy Storage net sales | increase year-over-year | Dec 2025 | First quarter net sales increased 70% year-over-year due to higher pricing and volumes. | Achieved |
| Capital expenditures | $800 million to $900 million | Sep 2024 | Ghosted |
Claimed
- Net sales increased 31% year-over-year to $1.7 billion, driven by higher pricing in energy storage and both higher pricing and volumes in specialties.
- Adjusted EBITDA more than doubled to $858 million, with enterprise EBITDA margin expanding to 49%.
- Generated $710 million of cash from operations, representing over 80% operating cash conversion, and $638 million of free cash flow.
- On track to reach the high end of the $100 million to $150 million full year target for cost and productivity improvements.
- Global lithium consumption was up 45% year-over-year through May, tracking above forecast, driven by strong stationary storage and improving EV growth.
Qualified
- Energy storage sales volume outlook modestly lowered to 225,000 to 235,000 tons LCE (flat to down 4% YoY) due to a fire at the Greenbushes CGP3 plant.
- Expected full run rate for Greenbushes CGP3 plant delayed to Q1 2027 from year-end.
- Supply chain disruptions related to the Middle East situation are estimated to impact full-year cash flow by $70 million to $90 million on an unmitigated basis.
- Cash flow impacted by $87.5 million of deferred revenue related to a 2025 customer prepayment and approximately $100 million of spend related to idling Kemerton Train 1.
The full ledger
Open ALBEMARLE CORP’s full ledger
A free account opens 5 company ledgers a month. All 61 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Albemarle Q1 FY26 — Strong Start with Raised Specialties Outlook
Read the full callEvery analysed call
Albemarle earnings calls (ALB)
Financials
What the filings say
Net profit, year on year: +1996% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,355 | 1,232 | 1,077 | 1,330 | 1,308 | 1,428 | 1,429 | 1,743 |
| Operating profit | -1,109 | 4 | 20 | 48 | -217 | -217 | 234 | 453 |
| Operating margin | −81.8% | 0.4% | 1.8% | 3.6% | −16.6% | −15.2% | 16.3% | 26.0% |
| Profit before tax | -1,179 | 77 | -19 | -9 | -239 | -285 | 254 | 442 |
| Tax rate | −9.4% | 13.8% | 21.0% | −380.1% | 12.8% | −55.2% | 8.5% | 21.3% |
| Net profit | -1,069 | 75 | 41 | 23 | -161 | -414 | 319 | 480 |
| EPS ($ per share) | -9.45 | — | 0 | 0.16 | -1.72 | — | 2.35 | 3.72 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 2,566 | 2,943 | 3,155 | 3,097 | 5,601 | 6,987 | 5,482 | 4,614 |
| Total liabilities | 3,823 | 5,767 | 5,982 | 5,169 | 7,266 | 8,606 | 6,410 | 6,593 |
| Fixed assets | 3,021 | 4,909 | 5,355 | 5,910 | 6,963 | 9,495 | 9,331 | 8,612 |
| Total assets | 7,582 | 9,861 | 10,451 | 10,974 | 15,457 | 18,271 | 16,610 | 16,374 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 546 | 719 | 799 | 344 | 1,912 | 1,327 | 688 | 1,282 |
| Cash from investing | -304 | -1,664 | -864 | -667 | -1,454 | -2,565 | -1,585 | -146 |
| Cash from financing | -787 | 1,043 | 177 | 50 | 612 | 624 | 1,242 | -834 |
| Net cash flow | -582 | 58 | 134 | -307 | 1,060 | -609 | 302 | 426 |
| Capital expenditure | -700 | -852 | -850 | -954 | -1,262 | -2,155 | -1,681 | -590 |
| Free cash flow | -154 | -132 | -52 | -609 | 651 | -828 | -993 | 692 |
ALB revenue by segment
Energy Storage shrank from 57% to 53% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Energy Storage | 57% | 50% | 49% | 54% | 54% | 53% | 62% | 73% | +77.9% |
| Specialties | 25% | 27% | 30% | 26% | 26% | 24% | 25% | 24% | +20.5% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
75 filings between Oct 24, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$7.37M
9 sales by 4 insiders
Compensation
not trading decisions- 38
- Award — granted as compensation
- 3
- Option exercise — converted options into shares
- 24
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Masters J Kent | — | $5.02M | May 15, 2026 |
| Anderson Melissa H. | — | $1.38M | Feb 13, 2026 |
| Norris Eric | — | $941.7K | Feb 20, 2026 |
| Krupa Ander C. | — | $18.1K | Oct 24, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Wolff Alejandro Daniel Director | Award | 45 | $0 |
| Sep 14, 2026 | Gagarinas Autumn M. Chief People Officer | Award | 5,217 | $0 |
| Sep 14, 2026 | Norris Eric Chief Commercial Officer | Award | 10,867 | $0 |
| Sep 14, 2026 | Mummert Mark Richard Chief Operations Officer | Award | 6,086 | $0 |
| Sep 1, 2026 | Hood Max Chief Accounting Officer | Award | 1,476 | $0 |
| Jul 21, 2026 | DESALLES BARTOLOMEO EDUARDO Director | Award | 1,375 | $0 |
| Jul 1, 2026 | OConnell Diarmuid B. Director | Award | 1,250 | $0 |
| Jul 1, 2026 | BRLAS LAURIE Director | Award | 36 | $0 |
| Jul 1, 2026 | STEINER GERALD A Director | Award | 36 | $0 |
| Jul 1, 2026 | Cramer Ralf Hans Director | Award | 36 | $0 |
| Jul 1, 2026 | STEINER GERALD A Director | Award | 1,250 | $0 |
| Jul 1, 2026 | Collins Michelle T Director | Award | 1,250 | $0 |
| Jul 1, 2026 | Cramer Ralf Hans Director | Tax withheld | 13 | $1.8K |
| Jul 1, 2026 | Cramer Ralf Hans Director | Tax withheld | 929 | $126.4K |
| Jul 1, 2026 | BRLAS LAURIE Director | Award | 1,250 | $0 |
| Jul 1, 2026 | Cramer Ralf Hans Director | Award | 1,250 | $0 |
| Jul 1, 2026 | Collins Michelle T Director | Award | 2 | $0 |
| Jul 1, 2026 | OConnell Diarmuid B. Director | Award | 36 | $0 |
| Jul 1, 2026 | Wolff Alejandro Daniel Director | Award | 33 | $0 |
| May 15, 2026 | Masters J Kent Chairman & CEO | Sale | 11,867 | $2.18M |
| May 15, 2026 | Masters J Kent Chairman & CEO | Sale | 700 | $129.2K |
| May 15, 2026 | Masters J Kent Chairman & CEO | Sale | 3,826 | $700.6K |
| Apr 1, 2026 | Wolff Alejandro Daniel Director | Award | 25 | $0 |
| Mar 12, 2026 | Masters J Kent Chairman & CEO | Gift | 30,716 | $5.00M |
| Mar 10, 2026 | Masters J Kent Chairman & CEO | Sale | 996 | $171.1K |
| Mar 10, 2026 | Masters J Kent Chairman & CEO | Sale | 5,392 | $923.0K |
| Mar 10, 2026 | Masters J Kent Chairman & CEO | Sale | 5,395 | $918.6K |
| Mar 2, 2026 | Norris Eric Chief Commercial Officer | Award | 4,490 | $0 |
| Mar 2, 2026 | LaBauve Donald J. Jr. VP, Corporate Controller & CAO | Award | 698 | $0 |
| Mar 2, 2026 | Masters J Kent Chairman & CEO | Award | 22,450 | $0 |
| Mar 2, 2026 | Krupa Ander C. General Counsel & Sec | Award | 1,796 | $0 |
| Mar 2, 2026 | Sheorey Neal Ravi Chief Financial Officer | Award | 4,490 | $0 |
| Mar 2, 2026 | Gagarinas Autumn M. Chief People Officer | Award | 1,796 | $0 |
| Mar 2, 2026 | Anderson Melissa H. Chief Bus..Transformation Off. | Award | 4,490 | $0 |
| Mar 2, 2026 | Mummert Mark Richard Chief Supply Chain Officer | Award | 3,143 | $0 |
| Mar 2, 2026 | Lima Cynthia Renee SVP, Ext. Affairs & Comm. | Award | 1,796 | $0 |
| Feb 27, 2026 | LaBauve Donald J. Jr. VP, Corporate Controller & CAO | Tax withheld | 361 | $64.5K |
| Feb 27, 2026 | LaBauve Donald J. Jr. VP, Corporate Controller & CAO | Award | 1,266 | $226.2K |
| Feb 26, 2026 | Krupa Ander C. General Counsel & Sec | Tax withheld | 80 | $14.8K |
| Feb 26, 2026 | Mummert Mark Richard Chief Supply Chain Officer | Tax withheld | 159 | $29.4K |
| Feb 26, 2026 | Collins Michelle T Director | Award | 325 | $0 |
| Feb 26, 2026 | Mummert Mark Richard Chief Supply Chain Officer | Award | 366 | $67.7K |
| Feb 26, 2026 | Lima Cynthia Renee SVP, Ext. Affairs & Comm. | Tax withheld | 64 | $11.8K |
| Feb 26, 2026 | Lima Cynthia Renee SVP, Ext. Affairs & Comm. | Award | 147 | $27.2K |
| Feb 26, 2026 | Krupa Ander C. General Counsel & Sec | Award | 173 | $32.0K |
| Feb 26, 2026 | Gagarinas Autumn M. Chief People Officer | Award | 194 | $35.9K |
| Feb 26, 2026 | Anderson Melissa H. Chief Bus..Transformation Off. | Tax withheld | 491 | $90.8K |
| Feb 26, 2026 | Anderson Melissa H. Chief Bus..Transformation Off. | Award | 1,129 | $208.8K |
| Feb 26, 2026 | Norris Eric Chief Commercial Officer | Tax withheld | 785 | $145.2K |
| Feb 26, 2026 | Norris Eric Chief Commercial Officer | Award | 1,806 | $334.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for ALBEMARLE CORP
Free account. Everything above stays public.
Write why you follow ALBEMARLE CORP and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading