ALBEMARLE CORP (ALB) Form 8-K — Nov 4, 2026
Albemarle reported Q3 2026 net sales of $1.55 billion, up 19% year over year, with net income of $297 million ($2.15 diluted EPS) versus a $161 million loss in the prior-year quarter. Adjusted EBITDA jumped 186% to $646 million on sharply higher lithium prices. Energy Storage drove the results: net sales rose 58% to $1.1 billion and segment adjusted EBITDA more than quadrupled to $560 million, with average realized lithium prices nearly doubling to $20.02/kg LCE. Specialties sales rose 13% to $389 million with record quarterly production at the Jordan Bromine JV.
Key figures
- Eps
- 2.15
- Guidance
- FY2026: Specialties adjusted EBITDA raised to $350-375M (from $275-325M); capex lowered to $300-350M (from ~$500M). Scenario-based corporate outlook: at ~$10/kg LCE net sales $4.1-4.3B with adjusted EBITDA $0.9-1.0B; at ~$20/kg, $5.7-6.0B and $2.4-2.6B.
- Net Income
- 296755
- Total Debt
- 1881352
- Revenue Yoy
- +18.8%
- Cash Position
- 1845999
- Adjusted EPS
- 2.58
- Adjusted EBITDA q3
- 645.5
- Adjusted EBITDA yoy
- +186%
- Estimated Liquidity
- ~$3.4 billion
- Sales Volume kt LCE
- 56
- Operating Cash Flow 9 M
- 1462
- Cost Savings run Rate ytd
- >$150 million
- Net Debt to adjusted EBITDA
- 0.3
- Energy Storage avg Price yoy
- +94.7%
- Energy Storage avg Price kg LCE
- 20.02
AI analysis
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