Earnings summaries and quarterly performance for ALBEMARLE.
Executive leadership at ALBEMARLE.
J. Kent Masters
Detailed
Chairman and Chief Executive Officer
CEO
AK
Ander Krupa
Detailed
Executive Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer
EN
Eric Norris
Detailed
Executive Vice President, Chief Commercial Officer
MM
Mark Mummert
Detailed
Chief Operations Officer
MA
Melissa Anderson
Detailed
Executive Vice President, Chief People and Transformation Officer
NS
Neal Sheorey
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at ALBEMARLE.
AW
Alejandro Wolff
Detailed
Director
DS
Dean Seavers
Detailed
Director
DO
Diarmuid O'Connell
Detailed
Director
GS
Gerald Steiner
Detailed
Director
GM
Glenda Minor
Detailed
Director
HV
Holly Van Deursen
Detailed
Director
JO
James O'Brien
Detailed
Lead Independent Director
LB
Lauren Brlas
Detailed
Director
RC
Ralf Cramer
Detailed
Director
Research analysts who have asked questions during ALBEMARLE earnings calls.
Joel Jackson
BMO Capital Markets
8 questions for ALB
Also covers: AGCO, ALTM, CF +12 more
Vincent Andrews
Morgan Stanley
8 questions for ALB
Also covers: APD, AVNT, AXTA +20 more
LA
Laurence Alexander
Jefferies
7 questions for ALB
Also covers: AIQUY, APD, ASH +27 more
AY
Aleksey Yefremov
KeyBanc Capital Markets
6 questions for ALB
Also covers: ALTM, AVNT, AXTA +17 more
DB
David Begleiter
Deutsche Bank
6 questions for ALB
Also covers: APD, ASH, AVNT +24 more
JE
John Ezekiel Roberts
Mizuho Securities
6 questions for ALB
Also covers: APD, ASH, AXTA +22 more
RH
Rock Hoffman Blasko
Bank of America
6 questions for ALB
Also covers: AXTA, ESI, SGML
DD
David Deckelbaum
TD Cowen
5 questions for ALB
Also covers: ALTM, APA, AR +17 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
5 questions for ALB
Also covers: AMCR, APD, ASH +31 more
AV
Arun Viswanathan
RBC Capital Markets
4 questions for ALB
Also covers: AMBP, AMCR, APD +27 more
CR
Colin Rusch
Oppenheimer & Co. Inc.
4 questions for ALB
Also covers: AEVA, AMPX, AMSC +25 more
Patrick Cunningham
Citigroup
4 questions for ALB
Also covers: APD, AXTA, CE +17 more
JS
Josh Spector
UBS Group
3 questions for ALB
Also covers: AMBP, APD, ASH +30 more
Kevin McCarthy
Vertical Research Partners
3 questions for ALB
Also covers: ALTM, APD, AXTA +18 more
Abigail Eberts
Wells Fargo
2 questions for ALB
Also covers: IFF, LIN, NGVT +1 more
AC
Andres Castanos-Mollor
Berenberg
2 questions for ALB
Also covers: ECL
BK
Ben Kallo
Robert W. Baird & Co.
2 questions for ALB
Also covers: AMRC, ARRY, BE +17 more
CF
Chris Farrell
UBS Investment Bank
2 questions for ALB
CP
Christopher Perrella
UBS Group AG
2 questions for ALB
Also covers: CBT, DOW, LYB +3 more
ER
Edlain Rodriguez
Mizuho Securities
2 questions for ALB
Also covers: AXTA, BALL, CCK +8 more
Harris Fein
Wolfe Research
2 questions for ALB
Also covers: ALTM, ENTG, FMC +1 more
Matthew Hettwer
Vertical Research Partners, LLC
2 questions for ALB
Also covers: FUL
AK
Apurva Kilambi
Scotiabank
1 question for ALB
BI
Ben Isaacson
Scotiabank
1 question for ALB
Also covers: LAAC, LAR, MEOH +4 more
CP
Christopher Parkinson
Wolfe Research
1 question for ALB
Also covers: APD, ASH, AXTA +18 more
Eric Zhang
Citigroup Inc.
1 question for ALB
Joshua Spector
UBS
1 question for ALB
Also covers: AMBP, APD, ASH +37 more
Michael Sison
Wells Fargo
1 question for ALB
Also covers: APD, ASH, AVNT +16 more
PO
Peter Osterland
Truist Securities
1 question for ALB
Also covers: ASIX, CC, ESI +5 more
RL
Rachael Lee
Citigroup
1 question for ALB
Also covers: DD, FUL
Recent press releases and 8-K filings for ALB.
Albemarle reports Q4 2025 results
ALB
Earnings
Guidance Update
M&A
- Albemarle delivered Q4 net sales of $1.4 billion (up 16% YoY) and adjusted EBITDA of $269 million (up 7% YoY), with a net loss of $3.87 per diluted share and adjusted diluted loss per share of $0.53.
- For full year 2025, the company achieved net sales of $5.1 billion and adjusted EBITDA of $1.1 billion, driven by approximately $450 million in run-rate cost and productivity improvements and a 65% reduction in CapEx spend YoY.
- Albemarle’s 2026 outlook includes potential for positive free cash flow at current lithium prices, targeting an additional $100–150 million in cost improvements and stable capital spending, with EBITDA margins under three market-price scenarios.
- Strategic actions include closing the Eurecat JV sale in January 2026 and expecting $660 million in proceeds from the forthcoming Ketjen majority-stake sale in Q1, alongside idling the Kemerton lithium conversion plant to be accretive to EBITDA from Q2.
- Market demand trends: 2025 global lithium demand reached 1.6 million tons (up >30% YoY); Albemarle forecasts 2026 demand of 1.8–2.2 million tons (+15–40% YoY) and 2030 demand of 2.8–3.6 million tons (+10% vs prior).
Feb 12, 2026, 1:00 PM
Albemarle reports Q4 2025 results
ALB
Earnings
Guidance Update
M&A
- Q4 net sales of $1.4 billion (up 16% YoY) and adjusted EBITDA of $269 million (up 7%).
- Full-year 2025 net sales of $5.1 billion and adjusted EBITDA of $1.1 billion, driven by $450 million in cost and productivity savings and 65% YoY CapEx reduction.
- 2026 outlook includes $100–$150 million in additional cost improvements, flat capital spending, and target for meaningful positive free cash flow under current lithium pricing.
- Closed sale of Eurocat JV stake and expected $660 million in pretax proceeds from Ketjen transaction; idled Kemerton lithium plant to boost EBITDA from Q2 with no impact on volumes.
- Raised 2026 global lithium demand outlook to 1.8–2.2 million tons (up 15–40%) and 2030 to 2.8–3.6 million tons (up 10%) on strong EV and stationary storage growth.
Feb 12, 2026, 1:00 PM
Albemarle reports Q4 2025 earnings and updates 2026 outlook
ALB
Earnings
Guidance Update
M&A
- In Q4 2025, net sales were $1.4 billion, up 16% yoy, with adjusted EBITDA of $269 million, up 7% yoy; full-year net sales reached $5.1 billion and adjusted EBITDA $1.1 billion.
- Achieved $450 million in 2025 run-rate cost and productivity improvements, cut CapEx by 65% yoy, and targets an additional $100–150 million savings in 2026 with stable capital spending and positive free cash flow potential.
- Closed sale of Eurocat stake in January 2026 and plans majority stake sale of Ketjen in Q1 2026, together expected to generate $660 million in pretax proceeds.
- Idled operations at the Kemerton lithium hydroxide plant to preserve flexibility; this will be accretive to adjusted EBITDA from Q2 2026 with no impact on sales volumes.
- Raised 2026 global lithium demand outlook to 1.8–2.2 million tons (+15–40% yoy) and increased 2030 forecast to 2.8–3.6 million tons, up ~10% vs. prior.
Feb 12, 2026, 1:00 PM
Albemarle reports Q4 2025 results
ALB
Earnings
Guidance Update
- Q4 net sales of $1.428 billion (+16% Y/Y) and adjusted EBITDA of $269 million (+7% Y/Y).
- Q4 operating cash flow of $388 million and free cash flow of $233 million; net debt to adj. EBITDA 2.0× after repaying a €440 million bond.
- Idling of Kemerton Train 1 effective immediately to preserve financial flexibility; expected to be accretive to adj. EBITDA from Q2 2026 with no volume impact.
- FY 2026 outlook: total company net sales of $4.1 – $4.3 billion and adj. EBITDA of $0.9 – $1.0 billion at current lithium prices, with upside to $5.7 – $6.0 billion sales and $2.4 – $2.6 billion EBITDA under a $20/kg LCE scenario.
Feb 12, 2026, 1:00 PM
Albemarle reports Q4 and full‐year 2025 results
ALB
Earnings
Guidance Update
M&A
- Albemarle reported Q4 2025 net sales of $1.4 billion, up 16% YoY, driven by volume gains in Energy Storage (+17%) and Ketjen (+13%).
- The company incurred a Q4 net loss of $414 million (−$3.87 per diluted share), with an adjusted diluted loss per share of $0.53 after excluding tax-related items and Ketjen asset write-downs.
- Q4 adjusted EBITDA rose 7% to $269 million, led by Energy Storage (+25% EBITDA growth) and Ketjen (+39%).
- For full-year 2025, operating cash flow was $1.3 billion, free cash flow $692 million, capex fell 65% to $590 million, and cost/productivity improvements totaled approximately $450 million.
- Transaction updates include closing the sale of a 50% stake in Eurecat for $123 million in January 2026 and an expected Ketjen divestiture close in Q1 2026; 2026 capex is expected to be flat, with meaningful free cash flow anticipated amid improved lithium prices.
Feb 11, 2026, 9:23 PM
Albemarle idles Kemerton lithium hydroxide plant
ALB
- Albemarle will idle the remaining operating Train 1 at its Kemerton lithium hydroxide processing plant in Western Australia and place it into care and maintenance effective immediately, following prior actions on Train 2 and halting expansion of Trains 3 and 4.
- The decision is intended to improve financial flexibility and is expected to be accretive to adjusted EBITDA beginning in Q2 2026 with no impact on projected 2026 volumes.
- Albemarle’s mining interests in Australia, including its stakes in Greenbushes and Wodgina, remain core to its strategy and are unaffected by this operational change.
Feb 11, 2026, 9:20 PM
Albemarle reports Q4 and full-year 2025 results
ALB
Earnings
Guidance Update
M&A
- Albemarle reported Q4 2025 net sales of $1.4 billion (↑ 16% YoY), a net loss of $414 million (− $3.87/share), and adjusted EBITDA of $269 million (↑ 7%).
- Full-year 2025 operating cash flow was $1.3 billion (> 100% conversion), free cash flow was $692 million, and capital expenditures dropped 65% to $590 million.
- The company delivered $450 million in cost and productivity improvements, closed a 50% stake sale in the Eurecat JV for $123 million, and expects the Ketjen divestiture to close in Q1 2026.
- Albemarle introduced 2026 outlook scenarios, expecting flat capex, ongoing free cash flow generation under higher lithium prices, and revenue/EBITDA ranges based on lithium price cases.
Feb 11, 2026, 9:15 PM
Albemarle enters cesium offtake agreement with Power Metals
ALB
New Projects/Investments
- Albemarle entered a cesium concentrate offtake and prepayment agreement of up to C$5 million with Power Metals to advance its 2026 production target at the Case Lake project.
- Case Lake hosts a maiden 13,000 t inferred cesium resource at 2.4% Cs₂O, plus an exploration target of 11,000–15,000 t, and requires <C$8 million in capital.
- Lithium Royalty Corp. holds a 2.0% gross overriding royalty on Case Lake, positioning it for potential near-term cesium revenue.
- Cesium carbonate prices stand at ~US$219,000/t, emphasizing the strategic value of new supply.
Dec 12, 2025, 8:18 PM
Albemarle: Global Lithium Hydroxide Market Set to Reach USD 92.19 Billion by 2033
ALB
Product Launch
- Global lithium hydroxide market projected to grow from USD 28.87 B in 2025 to USD 92.19 B by 2033 at a 15.62% CAGR (2026–2033)
- U.S. lithium hydroxide market estimated at USD 4.71 B in 2025E and forecast to reach USD 13.28 B by 2033 at a 14.05% CAGR
- In 2025, hard rock source held 54.37% share; battery-grade accounted for 72.85%; electric vehicles application represented 61.24%; Asia Pacific led regionally with 46.78% share
- Albemarle launched an advanced battery-grade lithium hydroxide product line in June 2025 to support next-generation EV batteries
Dec 3, 2025, 12:30 PM
Albemarle reports Q3 2025 earnings
ALB
Earnings
Guidance Update
M&A
- Albemarle reported Q3 2025 net sales of $1.3 billion, a net loss narrowed to $161 million (Q3 2024: $1.07 billion), Adj. EBITDA of $226 million, and an adjusted loss per share of $0.19.
- Operational execution delivered volume growth in Energy Storage and Ketjen of +8% each, with cost and efficiency improvements offsetting lower lithium pricing.
- Cash from operations was $356 million in Q3 (up 57% Y/Y) and $894 million YTD (up 29% Y/Y), yielding net debt to adjusted EBITDA of 2.1x.
- The company expects FY 2025 free cash flow of $300–400 million, with capital expenditures reduced to ~$600 million, and enterprise results tracking toward the higher end of the $9/kg LCE scenario.
- Albemarle agreed to sell a 51% stake in its Ketjen refining catalyst business and its interest in the Eurecat JV for combined pre-tax proceeds of ~$660 million, closing in H1 2026.
Nov 6, 2025, 1:00 PM
Quarterly earnings call transcripts for ALBEMARLE.
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