Albemarle Corporation

NYSE: ALB

Stock price

130.48 USD

(+0%) TODAY

Financial Performance

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5Y price score: (59)

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 75%

DATE RANGE:

US$ Per
Share

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71.2

52-week range

221.0

130.48

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Required return / cost of capital
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FCFF terminal growth rate
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Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

9.6 %

Dividend Yield TTM

1.2 %

Market cap $

$ 15,388

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

483.3

Price / Book TTM

1.5

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

9.9

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

61.7 %

(41.1) %

75 %

Free cash flow per share growth

169.6 %

1,318.7 %

393.3 %

Earnings per share growth

48.7 %

(263.4) %

(291.7) %

Founded: 1,994

Employees: 8,300

Business Summary:Albemarle Corporation stands as a global innovator, producing and distributing a diverse portfolio of engineered specialty chemicals. Its business operations are divided into three principal segments: Lithium, Bromine, and Catalysts. The Lithium division supplies a variety of lithium compounds, including lithium carbonate, hydroxide, and chloride, alongside critical reagents like butyllithium. These materials are vital for manufacturing lithium-ion batteries found in electric vehicles and consumer electronics, as well as for high-performance greases, thermoplastic elastomers used in tires and plastics, and as catalysts for chemical reactions, organic synthesis in areas like steroid chemistry, vitamins, and the pharmaceutical industry. This segment also delivers cesium products for chemical and pharmaceutical applications, zirconium, barium, and titanium for pyrotechnic devices such as airbag initiators, offers expert technical services for the safe handling of reactive lithium products, and provides recycling solutions for lithium-containing by-products. The Bromine segment focuses on bromine and bromine-based fire safety compounds. It produces an array of specialty chemicals, including elemental bromine, various bromides, and brominated powdered activated carbon, which are utilized in chemical synthesis, fluids for oil and gas drilling, mercury emission control, water purification, and food processing. Additionally, it provides tertiary amines, which serve as key ingredients in surfactants, biocides, and sanitizers. Finally, the Catalysts segment offers a range of catalytic agents, including those for hydroprocessing, isomerization, and alkylation, alongside fluidized catalytic cracking (FCC) catalysts and additives, as well as organometallics and curatives. Albemarle's products are integral to numerous industries, including energy storage, petroleum refining, consumer electronics, construction, automotive, lubricants, pharmaceuticals, and crop protection. Established in 1887, the company's headquarters are located in Charlotte, North Carolina.

Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q2 (Aug 6, 2026)

1) Strong Financial Performance
- Q2 2026 net sales reached $1.7 billion, a 31% YoY increase, driven by higher pricing in energy storage (up 73%) and improved pricing and volumes in specialties.
- Adjusted EBITDA more than doubled to $858 million, with an EBITDA margin of 49%.
- Cash from operations was $710 million, translating to over 80% operating cash conversion and $638 million in free cash flow.
- The company is on track to achieve the high end of its $100 million to $150 million target for cost and productivity improvements.

2) Market Dynamics and Segment Growth
- Global lithium consumption surged 45% YoY through May, driven by strong demand in stationary storage and electric vehicles.
- The energy storage segment's adjusted EBITDA increased 229%, while specialties saw a 61% increase.
- Specialty segment net sales were $424 million, up 20% YoY, with adjusted EBITDA margins expanding to 28%.
- The company raised its 2026 specialty sales and EBITDA outlook due to strong performance and proactive cost management.

3) Supply Chain Challenges and Headwinds
- Supply increases are lagging behind demand growth due to limited spodumene availability and disruptions in shipments from Africa.
- The ongoing situation in the Middle East is estimated to impact results by $70 million to $90 million for the full year.
- The fire at the CGP3 plant in June has temporarily affected energy storage sales volumes, although the plant has restarted.

4) Operational and Product Development Plans
- Albemarle is advancing direct lithium extraction (DLE) at the Salar de Atacama, leveraging its brine processing expertise.
- The company is focused on improving operational efficiency, with ongoing projects at La Negra, JBC, and lithium conversion sites in China.
- Wodgina operations are outperforming expectations, helping to offset the impact of the CGP3 fire.
- The company is also evaluating additional growth projects, including brownfield opportunities and further investments in the Salar de Atacama.

5) Guidance and Outlook
- Albemarle expects to maintain its total company outlook ranges, likely coming in at the high end due to strong year-to-date performance.
- Energy storage sales volumes are projected to be flat to down 4% YoY due to the CGP3 fire, while specialty sales are expected to increase.
- The company remains focused on disciplined capital allocation and operational excellence to navigate through market volatility.

Bottom line: Albemarle's strong Q2 performance, driven by robust demand in energy storage and specialty segments, positions the company well for continued growth despite supply chain challenges. The focus on operational efficiency and strategic investments in DLE technology supports a positive long-term outlook for shareholders.

Annual Reports, Presentations And IR Contacts

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Albemarle Corporation — Financial Overview, Stock Price, Market Cap

Albemarle Corporation is a company. Founded in 1994. As of August 14, 2026, the company's market capitalization is $15388113262 with a current stock price of $130.48.