Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Albemarle Corporation (ALB) is 9/10.
Albemarle surged with revenue up 33% year-over-year and adjusted EBITDA more than doubling to $664 million as Energy Storage pricing jumped 51% driving a near-tripling of segment EBITDA. The Specialties outlook was raised on stronger pricing and volume execution while the balance sheet was transformed with $1.3 billion in debt repaid and net leverage reaching 1x. The dramatic recovery reflected both lithium pricing improvement and the cumulative impact of the operational restructuring program executed through the downcycle.
Scored from Albemarle Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.23B | -47.7% | $0.29 | +105.5% | 11.2% | -1.3% | 6.1% | $-355M |
| FY2025 Q1 | $1.08B | -20.9% | $-0.00 | +96.4% | 14.3% | 1.6% | 3.8% | $363M |
| FY2025 Q2 | $1.33B | -7.0% | $-0.16 | +91.8% | 14.8% | 4.0% | 1.7% | $-127M |
| FY2025 Q3 | $1.31B | -3.5% | $-1.72 | +81.8% | 9.0% | -2.3% | -12.3% | $223M |
| FY2025 Q4 | $1.43B | +15.9% | $-3.87 | -1434.5% | 14.2% | 3.4% | -29.0% | $233M |
| FY2026 Q1 | $1.43B | +32.7% | $2.34 | — | 35.1% | 16.3% | 22.3% | $248M |
| FY2026 Q2 | $1.74B | +31.1% | $3.52 | +2300.0% | 33.9% | 26.0% | 27.5% | $886M |