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NYSE · US · Specialty Chemicals

ALB Albemarle

Largest lithium producer outside China

Easing At least one of its supply chains is easing. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$94.27
+0.64% today
1W
−0.4%
1M
−14.1%
3M
−16.4%
YTD
−32.8%
1Y
−9.7%
Off 52w high
−56.0%
Next earnings (est.): 2026-11-04
Market cap$11.05B
P/E (trailing)346.9Forward 8.7
EV / sales2.3×EV/EBITDA 9.3×
Revenue (TTM)$5.91BGrowth 31.1% y/y
Margins24.0%gross · op 27.7%
Free cash flow$1.33BCash $1.63B · debt $2.00B
Analyst target$156.3+65.9% upside · 21 analysts · buy
Riskβ 1.36Short 11.4% of float · yield 1.77%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ALB · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsBeat / raise

    Reported EPS 3.75 vs 3.24 expected (+15.7% surprise).

  2. 7
    2026-05-06EarningsBeat / raise

    Reported EPS 2.95 vs 1.31 expected (+124.6% surprise).

  3. 6
    2026-02-11EarningsMiss / cut

    Reported EPS -0.53 vs -0.49 expected (-8.6% surprise).

  4. 5
    2025-11-05EarningsBeat / raise

    Reported EPS -0.19 vs -0.88 expected (+78.3% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 0.11 vs -0.81 expected (+113.5% surprise).

  6. 3
    2025-04-30EarningsBeat / raise

    Reported EPS -0.18 vs -0.68 expected (+73.5% surprise).

  7. 2
    2025-02-12EarningsMiss / cut

    Reported EPS -1.09 vs -0.67 expected (-63.0% surprise).

  8. 1
    2024-11-06EarningsMiss / cut

    Reported EPS -1.55 vs -0.48 expected (-221.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-053.243.75+15.7%
2026-05-061.312.95+124.6%
2026-02-11-0.49-0.53−8.6%
2025-11-05-0.88-0.19+78.3%
2025-07-30-0.810.11+113.5%
2025-04-30-0.68-0.18+73.5%
2025-02-12-0.67-1.09−63.0%
2024-11-06-0.48-1.55−221.7%
2024-07-310.460.04−91.3%
2024-05-010.230.26+11.7%
2024-02-141.111.85+66.7%
2023-11-013.742.74−26.7%
2023-08-024.527.33+62.2%
2023-05-037.0410.32+46.6%
2023-02-158.378.62+3.0%
2022-11-026.997.5+7.3%
2022-08-033.253.45+6.0%
2022-05-041.652.38+43.9%
2022-02-160.991.01+1.9%
2021-11-030.771.05+37.1%
2021-08-040.830.89+6.8%
2021-05-050.81.1+38.0%
2021-02-171.121.17+4.5%
2020-11-040.761.09+43.7%

About Albemarle

Website ↗

Albemarle Corporation provides energy storage solutions worldwide. It operates through three segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment offers lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride for use in lithium batteries used in consumer electronics and electric vehicles; power grids and solar panels; high-performance greases; and specialty glass used in consumer appliances and electronics. The Specialties segment provides bromine and highly specialized lithium solutions for various industries, such as energy, mobility, connectivity, and health comprising fire safety compounds; bromine-based specialty chemical products, including elemental bromine, alkyl bromides, inorganic bromides, brominated powdered activated carbon, and various bromine fine chemicals; lithium specialties, such as butyllithium and lithium alumi…

7,800 employees · Charlotte, United States

After the price bust, supply exceeds demand. Non-China graphite and processing remain the strategic gap.

Mine→Refine→Cathode / anode→Cell

What would prove us wrong. Strengthens if curtailments and storage demand rebalance the market.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
SQM
SQM
Lithium brine producer $57.51+0.65%−14.0%−13.8%
PLS.AX
Pilbara Minerals
Hard-rock lithium A$2.84+8.40%−26.0%−32.1%
LAC
Lithium Americas
Thacker Pass lithium project $2.02−2.17%−26.4%−53.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.