ALB · Albemarle Corp
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Albemarle posted sharply higher Q2 2026 results on stronger lithium and specialties pricing, raised its full-year Specialties outlook, lowered capex, and raised its 2026 and 2030 stationary-storage demand forecasts; CGP3 has restarted and is ramping toward a Q1 2027 full run-rate.
- + Q2 net sales rose 31% to $1.7B and adjusted EBITDA rose 155% to $858M on higher pricing.
- + Q2 generated $710M of operating cash flow and $638M of free cash flow, with operating cash flow conversion of 83%.
- + Raised full-year 2026 Specialties outlook to net sales of $1.4–$1.6B and adjusted EBITDA of $275–$325M.
- + Reduced full-year 2026 capital expenditure forecast to approximately $500M, down 15% year over year.
- + Raised 2026 stationary-storage forecast to 900–1,100 GWh and 2030 forecast low end to 1,500–2,000 GWh.
- − Q2 Energy Storage adjusted EBITDA was held back by higher CORFO commissions and spodumene pricing flowing through COGS.
- − Q3 Energy Storage net sales and adjusted EBITDA expected to decrease sequentially on lower volumes and lower pricing, with margins pressured by spodumene inventory timing.
- − Energy Storage 2026 sales volume range of 225–235k tons LCE is flat to down 4% year over year after the CGP3 fire.
- − Full-year 2026 cost impact from Middle East-related supply chain disruptions estimated at $70–$90M unmitigated.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ALB
this stock
Albemarle Corp
|
$12.68B | -25.2% | -4.4% | — | 9.4% |
|
LIN
Linde PLC
|
$216.61B | +11.3% | +3.0% | 30.3 | 1.3% |
|
AIQUF
L Air Liquide SA /Fi
|
$121.25B | +2.7% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$79.89B | -0.2% | +2.1% | 30.4 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.35B | +4.6% | +2.2% | 37.5 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALB | -6.8% | -22.0% | -38.6% | -21.6% | -25.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -6.1% | -22.1% | -50.8% | -21.1% | -37.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.