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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vincent Andrews | Morgan Stanley | 12 | 0% |
| Joel Jackson | BMO Capital Markets | 12 | 75% |
| Dave Begleiter | Deutsche Bank | 10 | 0% |
| Rock Hoffman | Bank of America | 10 | 0% |
| Laurence Alexander | Jefferies | 9 | 22% |
| Colin Rusch | Oppenheimer | 8 | 0% |
| Dave Deckelbaum | TD Cowen | 8 | 0% |
| Arun Viswanathan | RBC Capital Markets | 8 | 13% |
| Chris Perrella | UBS | 7 | 0% |
| John Roberts | Mizuho Securities | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| BMO Capital Markets | 1 | 12 | 75% |
| Morgan Stanley | 1 | 12 | 0% |
| UBS | 2 | 11 | 0% |
| Jefferies | 2 |
| 10 |
| 20% |
| Deutsche Bank | 1 | 10 | 0% |
| Bank of America | 1 | 10 | 0% |
| Mizuho Securities | 2 | 8 | 0% |
| Citigroup | 2 | 8 | 13% |
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.
Pricing | Competitive Dynamics | Demand | Margin | Capex Investment | Supply Chain | Capital Allocation | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 9 | 4 | 5 | 6 | 8 | 6 | |
| 2025Q1 | 8 | 7 | 3 | 5 | 2 | 4 | 3 | 2 |
| 2025Q2 | 8 | 4 | 4 | 6 | 6 | 4 | 4 | 2 |
| 2025Q3 | 5 | 3 | 9 | 4 | 6 | 2 | 4 | 2 |
| 2025Q4 | 5 | 6 | 4 | 3 | 2 | 2 | 4 | 3 |
| 2026Q1 | 6 | 6 | 9 | 5 | 4 | 5 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 8 | 8 | 8 | 5 | 5 | 6 |
| Competitive Dynamics | 9 | 7 | 4 | 3 | 6 | 6 |
| Demand | 4 | 3 | 4 | 9 | 4 | 9 |
| Margin | 5 | 5 | 6 | 4 | 3 | 5 |
| Capex Investment | 6 | 2 | 6 | 6 | 2 | 4 |
| Supply Chain | 8 | 4 | 4 | 2 | 2 | 5 |
| Capital Allocation | 6 | 3 | 4 | 4 | 4 | 3 |
| Cost Pressure | 2 | 2 | 2 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |