ALB ALBEMARLE CORP
Price Chart
Executive Summary
Albemarle reported Q1 2026 net sales of $1.43B, up 33% YoY, and GAAP diluted EPS of $2.34, swinging from a $0.00 loss. Adjusted EBITDA jumped 148% to $664M, driven by higher lithium pricing and volumes in Energy Storage. The company paid down $1.3B in debt and raised its Specialties full-year outlook. Revenue beat the $1.32B consensus by ~8%.
Key Financial Metrics
Actionable Insight
The strong revenue and EBITDA beat, combined with debt paydown and improved Specialties guidance, signals a robust operational recovery. Traders should watch lithium price sustainability and Energy Storage volume trends in subsequent quarters.
Key Facts
- Revenue $1.43B vs consensus $1.32B (beat ~8%)
- GAAP diluted EPS $2.34 vs $0.00 loss a year ago
- Adjusted EBITDA $664M, +148% YoY
- Energy Storage net sales +70%, adjusted EBITDA +196%
- Debt reduced by $1.3B; total debt now $1.9B
- Specialties outlook raised: net sales $1.3-$1.5B, adj. EBITDA $225-$275M
- Q1 operating cash flow $346M, FCF $248M
Financial Impact
Revenue beat of ~$110M vs consensus; adjusted EBITDA $664M vs $267M prior year; debt reduction of $1.3B
Risk Factors
- Lithium market price volatility could reverse gains
- Geopolitical tensions in the Middle East may disrupt Jordan Bromine JV
- Kemerton Train 1 care and maintenance signals ongoing cost actions
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000915913-26-000070 |
| Document: alb-20260506.htm | 0000915913-26-000070 |
| Document: 0000915913-26-000070-index-headers.html | 0000915913-26-000070 |
| Document: 0000915913-26-000070-index.html | 0000915913-26-000070 |
| Document: 0000915913-26-000070.txt | 0000915913-26-000070 |
| 8-K Data (Synthetic) | 0000915913-26-000070 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $147.10 awaiting T+20 | awaiting T+20 | — | $170.42 (+15.85%) |
|
Jun 5, 2026
9d ago
|
8-K
| $162.29 awaiting T+20 | awaiting T+20 | — | $170.42 (+5.01%) |
|
May 6, 2026
5w ago
|
8-K
| $79.34 $66.28 | ▼ −16.46% | ▼ −19.60% | $170.42 (+114.80%) |
|
Apr 17, 2026
8w ago
|
8-K
| $77.59 $69.88 | ▼ −9.94% | ▼ −14.14% | $170.42 (+119.64%) |
|
Mar 24, 2026
11w ago
|
DEFA14A
| $181.14 $192.85 | ▲ +6.46% | ▼ −1.40% | $170.42 (−5.92%) |
|
Mar 4, 2026
14w ago
|
8-K
| $163.63 $178.00 | ▲ +8.78% | ▲ +12.57% | $170.42 (+4.15%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access