Albemarle
Produces lithium compounds and bromine specialties for battery and industrial markets.
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Profile
Produces lithium carbonate, hydroxide and chloride for batteries and industrial uses, plus bromine derivatives and specialized lithium products for fire safety, pharmaceuticals, electronics and oilfields. Supply depends on brine resources, mining and processing joint ventures, and conversion plants, while lithium prices strongly shape Energy Storage results.
Extracts and converts lithium into carbonate, hydroxide and chloride for electric-vehicle and grid-storage batteries, electronics, greases and specialty glass. Energy Storage combines brine operations with interests in Western Australian hard-rock mines and a global conversion network.
Specialties supplies bromine derivatives and specialized lithium products for fire safety, pharmaceuticals, oilfield uses, electronics and other industrial applications. Retained Performance Catalyst Solutions makes organometallic co-catalysts and curing agents after the sale of control over Ketjen's refining-catalyst business.
Execution centers on resource integration, process chemistry, customer qualification and reliable delivery across the Americas, Asia, Europe and the Middle East. Brominated fire-safety products face regulatory scrutiny; Energy Storage results remain strongly tied to volatile lithium prices, and key feedstock comes through brine rights and mining joint ventures.
Company facts
Key statistics
Year to date −4.6% · Average volume (30d) 2.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Scotiabank | Reiterate | Sector Outperform | $215 | $190 | |
| Aug 10, 2026 | Morgan Stanley | Reiterate | Reduce | $189 | $161 | |
| Aug 7, 2026 | Truist Financial | Target | $260 | $225 | ||
| Aug 7, 2026 | UBS | Reiterate | Buy | $264 | $175 | |
| Jul 17, 2026 | RBC Capital | Target | $257 | $166 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $3.20 | $3.75 | +17.2% | $1.61B | $1.74B | +8.5% | +5.54% |
| May 6, 2026Q1 FY26 | $1.24 | $2.95 | +137.9% | $1.34B | $1.43B | +6.6% | +2.98% |
| Feb 11, 2026Q4 FY25 | −$0.42 | −$0.53 | −26.8% | $1.35B | $1.43B | +6.0% | −9.41% |
| Nov 5, 2025Q3 FY25 | −$0.86 | −$0.19 | +77.9% | $1.28B | $1.31B | +2.4% | −0.76% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.08B | $1.33B | $1.31B | $1.43B | $1.43B | $1.74B | |
| Gross profit | $154.4M | $196.9M | $117.6M | $202.7M | $501.0M | $590.3M | |
| Operating income | $17.5M | $53.7M | −$30.5M | $48.3M | $233.5M | $452.9M | |
| Net income | $41.3M | $22.9M | −$160.7M | −$414.2M | $319.1M | $480.0M | |
| Diluted EPS | −$0.00 | −$0.16 | −$1.72 | −$3.87 | $2.34 | $3.22 | |
| Gross margin | 14.3% | 14.8% | 9.0% | 14.2% | 35.1% | 33.9% | |
| Operating margin | 1.6% | 4.0% | -2.3% | 3.4% | 16.3% | 26.0% |
Fiscal years (4-quarter sums)FY21 $3.33B · FY22 $7.32B · FY23 $9.62B · FY24 $5.38B · FY25 $5.14B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $1.63B · Total debt $1.99B · Total assets $15.91B · Shareholders' equity $10.28B
Dividends
Raised for 31 straight years — most recently to $0.405 from $0.40 in Sep 2024. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 12, 2026 | Jun 12 | Jul 1 | $0.405 | |
| Mar 13, 2026 | Mar 13 | Apr 1 | $0.405 | |
| Dec 12, 2025 | Dec 12 | Jan 2 | $0.405 | |
| Sep 12, 2025 | Sep 12 | Oct 1 | $0.405 | |
| Jun 13, 2025 | Jun 13 | Jul 1 | $0.405 | |
| Mar 14, 2025 | Mar 14 | Apr 1 | $0.405 | |
| Dec 13, 2024 | Dec 13 | Jan 2 | $0.405 | |
| Sep 13, 2024 | Sep 13 | Oct 1 | $0.405 | raised from $0.40 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 117.93M · Float 117.54M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Capital World Investors | 9.90M | 8.40% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 9.50M | 8.06% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.70M | 6.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 6.44M | 5.46% | 13F | Aug 13, 2026 |
| State Street Corp | 5.50M | 4.66% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 15, 2026 | J. Kent Masters | director, officer: Chairman & CEO | −16,393 | $183.72 |
| Mar 10, 2026 | J. Kent Masters | director, officer: Chairman & CEO | −11,783 | $170.81 |
| Feb 20, 2026 | Eric Norris | officer: Chief Commercial Officer | −5,692 | $165.45 |
| Feb 13, 2026 | Melissa H. Anderson | officer: Chief Bus..Transformation Off. | −8,454 | $163.71 |
| Oct 24, 2025 | Ander C. Krupa | officer: General Counsel & Sec | −172 | $105.00 |
Peers
- SQM (ADR)
Large lithium-derivatives and iodine peer across resource specialties
- ICL
Direct bromine and flame-retardant specialties peer
- Rio Tinto (ADR)
Diversified miner building lithium scale through Arcadium and Rincon
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Albemarle | $137.96 | +0.45% | $16.20B | — | 13.9 | 2.7 | +31.1% |
| SQM (ADR) | $78.54 | −0.17% | $22.46B | 16.2 | 9.8 | 3.3 | +136.7% |
| ICL | $5.71 | +2.06% | $7.23B | 23.3 | 12.6 | 0.9 | +16.5% |
| Rio Tinto (ADR) | $103.71 | +0.37% | $167.86B | 13.9 | — | 2.7 | +14.5% |
| Median | 16.2 | 11.2 | 2.7 | +16.5% |