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.
AY
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
RH
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
DD
David Deckelbaum
TD Cowen
5 questions for ALB
Also covers: ALTM, APA, AR +17 more
LA
Laurence Alexander
Jefferies
5 questions for ALB
Also covers: AIQUY, APD, ASH +27 more
AV
Arun Viswanathan
RBC Capital Markets
4 questions for ALB
Also covers: AMBP, AMCR, APD +25 more
DB
David Begleiter
Deutsche Bank
4 questions for ALB
Also covers: APD, ASH, AVNT +24 more
JE
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
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
3 questions for ALB
Also covers: AMCR, APD, ASH +31 more
Abigail Eberts
Wells Fargo
2 questions for ALB
Also covers: IFF, LIN, NGVT
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, BE, DAR +15 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
CR
Colin Rusch
Oppenheimer & Co. Inc.
2 questions for ALB
Also covers: AEVA, AMPX, AMSC +24 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 +17 more
Eric Zhang
Citigroup Inc.
1 question for ALB
JS
Josh Spector
UBS Group
1 question for ALB
Also covers: AMBP, APD, ASH +28 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 +16 more
PO
Peter Osterland
Truist Securities
1 question for ALB
Also covers: CC, ESI, MTI +4 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 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.
4 hours ago
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.
4 hours ago
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.
4 hours ago
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.
4 hours ago
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
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
Quarterly earnings call transcripts for ALBEMARLE.
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