Earnings summaries and quarterly performance for ALBEMARLE.
Executive leadership at ALBEMARLE.
J. Kent Masters
Detailed
Chairman and Chief Executive Officer
CEO
Ander Krupa
Detailed
Executive Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer
Eric Norris
Detailed
Executive Vice President, Chief Commercial Officer
Mark Mummert
Detailed
Chief Operations Officer
Melissa Anderson
Detailed
Executive Vice President, Chief People and Transformation Officer
Neal Sheorey
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at ALBEMARLE.
Research analysts who have asked questions during ALBEMARLE earnings calls.
Aleksey Yefremov
KeyBanc Capital Markets
6 questions for ALB
Also covers: ALTM, AXTA, CE +14 more
Joel Jackson
BMO Capital Markets
6 questions for ALB
Also covers: AGCO, ALTM, CF +11 more
Rock Hoffman Blasko
Bank of America
6 questions for ALB
Also covers: AXTA, ESI, SGML
Vincent Andrews
Morgan Stanley
6 questions for ALB
Also covers: APD, AVNT, AXTA +20 more
David Deckelbaum
TD Cowen
5 questions for ALB
Also covers: ALTM, APA, AR +17 more
Laurence Alexander
Jefferies
5 questions for ALB
Also covers: AIQUY, APD, ASH +27 more
Arun Viswanathan
RBC Capital Markets
4 questions for ALB
Also covers: AMBP, AMCR, APD +25 more
David Begleiter
Deutsche Bank
4 questions for ALB
Also covers: APD, ASH, AVNT +24 more
John Ezekiel Roberts
Mizuho Securities
4 questions for ALB
Also covers: APD, ASH, AXTA +21 more
Patrick Cunningham
Citigroup
4 questions for ALB
Also covers: APD, AXTA, CE +17 more
Jeffrey Zekauskas
JPMorgan Chase & Co.
3 questions for ALB
Also covers: APD, ASH, AVY +30 more
Abigail Eberts
Wells Fargo
2 questions for ALB
Also covers: IFF, NGVT
Andres Castanos-Mollor
Berenberg
2 questions for ALB
Also covers: ECL
Ben Kallo
Robert W. Baird & Co.
2 questions for ALB
Also covers: AMRC, BE, DAR +15 more
Chris Farrell
UBS Investment Bank
2 questions for ALB
Christopher Perrella
UBS Group AG
2 questions for ALB
Also covers: CBT, DOW, LYB +3 more
Colin Rusch
Oppenheimer & Co. Inc.
2 questions for ALB
Also covers: AEVA, AMPX, AMSC +23 more
Edlain Rodriguez
Mizuho Securities
2 questions for ALB
Also covers: BALL, CCK, CF +6 more
Harris Fein
Wolfe Research
2 questions for ALB
Also covers: ALTM, ENTG, IFF
Matthew Hettwer
Vertical Research Partners, LLC
2 questions for ALB
Also covers: FUL
Apurva Kilambi
Scotiabank
1 question for ALB
Ben Isaacson
Scotiabank
1 question for ALB
Also covers: LAAC, LAR, MEOH +4 more
Christopher Parkinson
Wolfe Research
1 question for ALB
Also covers: APD, ASH, AXTA +17 more
Eric Zhang
Citigroup Inc.
1 question for ALB
Josh Spector
UBS Group
1 question for ALB
Also covers: AMBP, APD, ASH +27 more
Joshua Spector
UBS
1 question for ALB
Also covers: AMBP, APD, ASH +37 more
Kevin McCarthy
Vertical Research Partners
1 question for ALB
Also covers: ALTM, APD, AXTA +17 more
Michael Sison
Wells Fargo
1 question for ALB
Also covers: APD, ASH, AVNT +15 more
Peter Osterland
Truist Securities
1 question for ALB
Also covers: CC, ESI, MTI +4 more
Rachael Lee
Citigroup
1 question for ALB
Also covers: DD, FUL
Recent press releases and 8-K filings for ALB.
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
7 days ago
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
Albemarle reports Q3 2025 results
ALB
Earnings
Guidance Update
- Albemarle's Q3 net sales were $1.3 billion, adjusted EBITDA was $226 million (+7% yoy), with a net loss of $1.72 per diluted share and an adjusted diluted loss of $0.19 per share.
- Year-to-date through Q3, EBITDA-to-operating cash flow conversion exceeded 100%; full-year cash conversion is expected to exceed 80%, and free cash flow is projected at $300 million–$400 million.
- The company closed Q3 with $1.9 billion in cash, plans to repay its maturing Eurobond, expects modestly negative free cash flow in Q4, and anticipates ~$660 million of gross proceeds from Ketjen transactions in 2026, leaving ~$1.4 billion available for deployment.
- Full-year 2025 results are forecast near the upper end of the $9/kg lithium price scenario; Q4 energy storage EBITDA is expected to be slightly higher sequentially, specialties EBITDA lower, and Ketjen EBITDA stronger.
Nov 6, 2025, 1:00 PM
Albemarle reports Q3 2025 results and updates 2025 outlook
ALB
Earnings
Guidance Update
M&A
- Albemarle reported Q3 net sales of $1.3 billion, adjusted EBITDA of $226 million (↑7% YoY), and $356 million in operating cash (↑57% YoY).
- Company now anticipates full-year 2025 results toward the upper end of its $9/kg lithium price scenario, projects $300–$400 million in free cash flow, $600 million in CapEx, and $450 million in cost/productivity improvements.
- Announced definitive agreements to sell a 51% stake in Ketjen’s refining catalyst business and exit the Eurocat JV, expected to close H1 2026 and generate $660 million in pre-tax proceeds.
- Demand for lithium remains robust, with >30% YTD growth in global lithium consumption, 30% increase in EV sales, and 105% surge in grid storage installations.
Nov 6, 2025, 1:00 PM
Albemarle reports Q3 2025 earnings and outlook
ALB
Earnings
Guidance Update
M&A
- In Q3, Albemarle posted net sales of $1.3 billion and adjusted EBITDA of $226 million (+7% YoY); reported net loss of $1.72 per share and adjusted loss per share of $0.19.
- Generated $356 million in cash from operations (up 57% YoY) and achieved >100% YTD EBITDA-to-cash conversion, supporting full-year free cash flow guidance of $300–$400 million.
- Delivered $450 million in cost and productivity improvements (exceeding the initial $300–$400 million target) and cut 2025 CapEx to $600 million (65% reduction YoY).
- Updated 2025 outlook toward the upper end of the $9 per kg lithium price scenario, with average lithium pricing expected at $9.50/kg, amid 30% YTD EV sales growth and 105% YTD grid storage growth.
- Announced sales of a 51% stake in Ketjen’s refining catalyst business and Ketjen’s Eurocat JV interest, expected to close in H1 2026 and generate ~$660 million in pre-tax proceeds.
Nov 6, 2025, 1:00 PM
Albemarle reports Q3 2025 earnings and updates outlook
ALB
Earnings
Guidance Update
- Reported $1.3 billion in net sales, $226 million in adjusted EBITDA (up 7%), and a net loss of $161 million (or $1.72 per diluted share); adjusted loss was $0.19 per share.
- On track for $450 million in full-year cost and productivity savings, reduced 2025 capital expenditures to $600 million, and expects $300–$400 million in free cash flow.
- Generated $356 million of operating cash flow in Q3 (up 57%) and $894 million year-to-date (up 29%).
- Enhanced full-year outlook toward the higher end of the $9/kg lithium price scenario and agreed to sell stakes in Ketjen and the Eurecat JV for $660 million of pre-tax proceeds.
Nov 5, 2025, 9:20 PM
Albemarle reports Q3 2025 results
ALB
Earnings
Guidance Update
M&A
- Net sales of $1.3 billion (down 3% YoY) and adjusted EBITDA of $226 million (up 7% YoY); net loss of $161 million, or $1.72 per diluted share (adjusted loss of $0.19 per share).
- Third quarter cash from operations of $356 million (up 57% YoY) and year-to-date cash from operations of $894 million (up 29% YoY), driven by cost savings and a customer prepayment.
- Reduced full-year 2025 capital expenditures outlook to $600 million and expect positive free cash flow of $300–400 million; anticipate full-year results toward the higher end of the $9/kg lithium price scenario.
- Announced agreements to sell stakes in Ketjen and the Eurecat joint venture for combined pre-tax proceeds of $660 million.
Nov 5, 2025, 9:15 PM
Albemarle to sell majority stake in Ketjen and Eurecat interest for $660M
ALB
M&A
- Albemarle agreed to sell a 51% stake in its Ketjen refining catalyst business to KPS Capital Partners while retaining 49% ownership and operational control of the Performance Catalyst Solutions unit.
- The company will divest its 50% interest in the Eurecat joint venture to Axens SA in a combined transaction valued at $660 million, expected to close in H1 2026.
- The sale will generate $536 million in cash proceeds for debt reduction and corporate purposes, alongside a $181.5 million goodwill impairment in the Refining Solutions unit.
- Albemarle plans to refocus on its core lithium and bromine businesses and strengthen its financial position amid market uncertainties.
Oct 27, 2025, 11:32 AM
Albemarle to sell controlling stake in Ketjen refining catalyst business
ALB
M&A
- KPS Capital Partners will acquire a 51% stake in Albemarle’s Ketjen refining catalyst solutions business, with Albemarle retaining 49%; the transaction is expected to close in Q1 2026.
- Ketjen is a global catalyst manufacturer headquartered in Houston with approximately 840 employees, operating two manufacturing sites, two R&D centers, and two joint ventures across the Americas, Europe, and Asia.
- Albemarle will maintain 100% ownership of Ketjen’s Performance Catalyst Solutions (PCS) business after the deal closes.
- The acquisition is supported by committed debt financing from Barclays, Jefferies, BNP Paribas, and Santander; Paul, Weiss, Rifkind, Wharton & Garrison LLP serves as legal counsel and Raymond James as financial advisor to KPS.
Oct 27, 2025, 11:26 AM
Albemarle’s Ketjen and Axens revise Eurecat JV ownership and collaboration
ALB
M&A
- Under new agreements, Ketjen will extend its collaboration with Eurecat on advanced catalyst technologies, including regeneration, rejuvenation, ex-situ sulfiding, and spent catalyst processing.
- Ketjen will sell its 50% ownership stake in Eurecat SA and its Isomerization Catalysts business to Axens, subject to regulatory approval.
- Upon closing, Axens will assume full ownership of Eurecat, while Ketjen retains collaboration rights under a long-term agreement.
- The transaction is expected to close in the first half of 2026, pending customary closing conditions.
Oct 27, 2025, 11:20 AM
Quarterly earnings call transcripts for ALBEMARLE.
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