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.
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
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
Investment Themes
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 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | $93.70 | awaiting T+20 | — | $93.42 (−0.30%) |
Oct 21, 2026 5d ago | Institutional Cluster | $92.54 | awaiting T+20 | — | $93.42 (+0.95%) |
Oct 1, 2026 25d ago | Press Release | $104.59 | awaiting T+20 | — | $93.42 (−10.68%) |
Aug 21, 2026 9w ago | 8-K | $143.25 $112.92 | ▼ −21.17% | ▼ −20.65% | $93.42 (−34.79%) |
Aug 5, 2026 11w ago | Press Release | $125.42 $132.16 | ▲ +5.37% | ▲ +4.77% | $93.42 (−25.51%) |
Jul 18, 2026 14w ago | Institutional Cluster | $118.20 $133.99 | ▲ +13.36% | ▲ +9.24% | $93.42 (−20.96%) |
Jun 11, 2026 19w ago | Institutional Cluster | $159.06 $128.42 | ▼ −19.26% | ▼ −21.15% | $93.42 (−41.27%) |
Jun 5, 2026 20w ago | 8-K | $149.84 $133.80 | ▼ −10.70% | ▼ −12.34% | $93.42 (−37.65%) |
May 6, 2026 24w ago | 8-K | $79.34 $66.28 | ▼ −16.46% | ▼ −19.60% | $93.42 (+17.75%) |
Apr 17, 2026 27w ago | 8-K | $77.59 $69.88 | ▼ −9.94% | ▼ −14.14% | $93.42 (+20.40%) |
US Market Status
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