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NYSE · Chile · Specialty Chemicals

SQM SQM

Lithium brine producer

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
$57.51
+0.65% today
1W
−4.4%
1M
−14.0%
3M
−12.3%
YTD
−13.8%
1Y
+30.1%
Off 52w high
−38.1%
Next earnings (est.): 2026-11-17
Market cap$16.32B
P/E (trailing)11.8Forward 8.2
EV / sales2.9×EV/EBITDA 6.5×
Revenue (TTM)$6.73BGrowth 136.7% y/y
Margins42.2%gross · op 48.8%
Free cash flow$2.62BCash $4.35B · debt $5.31B
Analyst target$82.89+44.1% upside · 18 analysts · buy
Riskβ 1.07Short — of float · yield 4.3%

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

SQM · 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
    2026-08-19EarningsBeat / raise

    Reported EPS 2.31 vs 2.04 expected (+13.0% surprise).

  2. 7
    2026-05-26EarningsMiss / cut

    Reported EPS 1.28 vs 1.56 expected (-18.0% surprise).

  3. 6
    2026-02-26EarningsMiss / cut

    Reported EPS 0.64 vs 0.8 expected (-19.8% surprise).

  4. 5
    2025-11-19EarningsMiss / cut

    Reported EPS 0.62 vs 0.64 expected (-2.0% surprise).

  5. 4
    2025-08-20EarningsMiss / cut

    Reported EPS 0.31 vs 0.54 expected (-42.1% surprise).

  6. 3
    2025-05-27EarningsMiss / cut

    Reported EPS 0.48 vs 0.61 expected (-20.9% surprise).

  7. 2
    2025-03-05EarningsMiss / cut

    Reported EPS 0.42 vs 0.54 expected (-22.3% surprise).

  8. 1
    2024-11-20EarningsMiss / cut

    Reported EPS 0.46 vs 0.65 expected (-28.8% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-192.042.31+13.0%
2026-05-261.561.28−18.0%
2026-02-260.80.64−19.8%
2025-11-190.640.62−2.0%
2025-08-200.540.31−42.1%
2025-05-270.610.48−20.9%
2025-03-050.540.42−22.3%
2024-11-200.650.46−28.8%
2024-08-210.950.75−21.0%
2024-05-23-1.0-3.04−204.3%
2024-02-271.060.71−32.8%
2023-11-152.061.68−18.2%
2023-08-162.512.03−19.1%
2023-05-183.012.63−12.7%
2023-03-023.814.03+5.8%
2022-11-163.323.85+16.0%
2022-08-183.153.01−4.6%
2022-05-191.512.79+84.2%
2022-03-030.891.13+26.4%
2021-11-170.490.37−24.6%
2021-08-190.320.31−1.9%
2021-05-190.250.26+3.2%
2021-03-030.20.3+49.3%
2020-11-190.220.14−38.9%

About SQM

Website ↗

Sociedad Química y Minera de Chile S.A. produces and sells specialty plant nutrients, and iodine and its derivatives in Chile, Latin America, the Caribbean, Europe, North America, Asia, and internationally. It offers potassium nitrate, sodium nitrate, specialty blends, and other specialty fertilizers under the Ultrasol, Qrop, Speedfol, Allganic, Ultrasoline, Prop, and Prohydric brands. The company also provides iodine and its derivatives for use in medical, agricultural, industrial, and human and animal nutrition products comprising x-ray contrast media, biocides, antiseptics and disinfectants, pharmaceutical intermediates, polarizing films for LCD and LED screens, chemicals, organic compounds, and pigments, as well as added to edible salt to prevent iodine deficiency disorders. In addition, it produces lithium carbonate and lithium hydroxide which are used in the production of cathode m…

7,637 employees · Santiago, Chile

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
ALB
Albemarle
Largest lithium producer outside China $94.27+0.64%−14.1%−32.8%
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.