Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
No 8-K events recorded for this window.
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 |
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joel Jackson | BMO Capital Markets | 13 questions · 69% challenging |
| Vincent Andrews | Morgan Stanley | 13 questions · 0% challenging |
| Dave Begleiter | Deutsche Bank | 11 questions · 0% challenging |
| Rock Hoffman | Bank of America | 10 questions · 0% challenging |
| Laurence Alexander | Jefferies | 10 questions · 20% challenging |
| Arun Viswanathan | RBC Capital Markets | 9 questions · 11% challenging |
| John Roberts | Mizuho Securities | 8 questions · 0% challenging |
| David Deckelbaum | TD Cowen | 8 questions · 0% challenging |
| Colin Rusch | Oppenheimer | 8 questions · 0% challenging |
| Patrick Cunningham | Citigroup | 7 questions · 14% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BMO Capital Markets | 1 analyst | 13 questions · 69% challenging |
| Morgan Stanley | 1 analyst | 13 questions · 0% challenging |
| UBS | 2 analysts | 12 questions · 0% challenging |
| Jefferies | 2 analysts | 11 questions · 18% challenging |
| Deutsche Bank | 1 analyst | 11 questions · 0% challenging |
| Bank of America | 2 analysts | 11 questions · 0% challenging |
| Mizuho Securities | 2 analysts | 9 questions · 0% challenging |
| Citigroup | 2 analysts | 9 questions · 11% challenging |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +32.7% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Albemarle Corporation (ALB), FY2026 Q1: 9/10. Scores: Albemarle Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ALB daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What ALB and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“almost going on a year for the CATL mine, I think we understand that to be more about permitting rather than operations, but then that still has to play out.”
Albemarle notes CATL's captive lepidolite mine in China has been offline for nearly a year, which it attributes to permitting rather than operations - a supply factor in the lithium market.
“Our team is working closely with Talison's management team on value optimization studies to unlock the additional value as part of a multiyear transformation.”
Albemarle is working with Talison's management (the Greenbushes JV operator) on value-optimization studies as part of a multiyear transformation.
| 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% |