10-K · February 11, 2026
Albemarle reports a portfolio organized into three segments (Energy Storage, Specialties and Ketjen) and is executing a material portfolio re‑shaping: it signed a definitive agreement on October 25, 2025 to divest…
Earnings analysis · 10-Q
ALB earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
Albemarle Corporation reported Q1 2026 net sales of $1.428 billion, a 33% year-over-year increase, accompanied by a significant net income jump from $41 million to $319 million, resulting in a diluted EPS of $2.34. The…
Read full summary
Albemarle Corporation reported Q1 2026 net sales of $1.428 billion, a 33% year-over-year increase, accompanied by a significant net income jump from $41 million to $319 million, resulting in a diluted EPS of $2.34. The robust performance was driven primarily by growth in their Energy Storage segment, with overall profitability bolstered by improved pricing and volume dynamics in lithium products.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $2.34
- Gross margin
- 35.1%
- Segment
- Energy Storage: $891 million; Specialties: $358 million
What stood out
-
Strong Revenue Growth
Net sales reached $1.428 billion, up 33% from $1.077 billion in Q1 2025.
-
Dramatic EPS Improvement
Diluted EPS increased to $2.34, compared to $0.00 in Q1 2025.
-
Successful Sale of Divisions
Completed divestiture generating $648 million in pre-tax cash proceeds.
-
Energy Storage Segment Surge
Energy Storage sales jumped 70% to $891 million, aided by higher lithium prices.
-
Significant EBITDA Growth
Adjusted EBITDA improved by 148% from $267 million to $664 million.
-
Interest Expense Reduction
Interest and financing expenses decreased by 32% to $(33.121) million due to early debt redemption.
What to watch
-
Restructuring Charges
Recorded $25.866 million in restructuring charges due to restructuring activities.
-
Geopolitical Shipping Risks
Potential issues from geopolitical tensions may impact shipping and raw material costs.
-
Tariff and Trade Policy Exposure
Exposure to tariffs may affect the Specialties business despite minimal current impact.
Management's outlook
Anticipates year-end revenue between $4.1 billion and $4.3 billion, driven by lithium pricing.
Earlier filings 4
10-Q · November 5, 2025
Albemarle reported Q3 net sales of $1,307,829,000 and a GAAP diluted loss per common share of $(1.72). Gross margin recovered to 9.0% and operating margin improved to -16.6%, both materially better than year-ago…
10-Q · November 6, 2024
Albemarle reported Q3 net sales of $1,354,692 (in thousands) and a GAAP diluted loss per share of $(9.45), driven by a large operating loss of $(1,108,830) (in thousands) and $828,146 (in thousands) of restructuring…
10-Q · May 1, 2024
Albemarle reported Q1 net sales of $1,360,736 (in thousands) versus $2,580,252 in Q1 2023, with gross profit collapsing to $38,938 (in thousands) and an operating loss of $179,506 (in thousands). Diluted EPS…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.