Current guidance
57 items
Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Energy Storage net sales (~$10/kg LCE price case) | for FY2026 | — | “$2.5 - $2.6 billion” | Filing ↗ |
| New | Energy Storage net sales (~$20/kg LCE price case) | for FY2026 | — | “$4.0 - $4.2 billion” | Filing ↗ |
| New | Energy Storage net sales (~$30/kg LCE price case) | for FY2026 | — | “$5.9 - $6.1 billion” | Filing ↗ |
| New | Specialties net sales outlook | for FY2026 | — | “$1.4 to $1.6 billion” | Filing ↗ |
| New | Specialties net sales outlook | for FY2026 | — | “$1.4 to $1.6 billion” | Filing ↗ |
| New | Total Corporate net sales (~$10/kg LCE price case) | for FY2026 | — | “$4.1 - $4.3 billion” | Filing ↗ |
| New | Total Corporate net sales (~$20/kg LCE price case) | for FY2026 | — | “$5.7 - $6.0 billion” | Filing ↗ |
| New | Total Corporate net sales (~$30/kg LCE price case) | for FY2026 | — | “$7.5 - $7.8 billion” | Filing ↗ |
| New | Energy Storage adjusted EBITDA (~$10/kg LCE price case) | for FY2026 | — | “$0.7 - $0.8 billion” | Filing ↗ |
| New | Energy Storage adjusted EBITDA (~$20/kg LCE price case) | for FY2026 | — | “$2.1 - $2.3 billion” | Filing ↗ |
| New | Energy Storage adjusted EBITDA (~$30/kg LCE price case) | for FY2026 | — | “$3.9 - $4.1 billion” | Filing ↗ |
| New | Energy Storage equity in net income of unconsolidated investments, net of tax (~$10/kg LCE price case) | for FY2026 | — | “$0.2 - $0.3 billion” | Filing ↗ |
| New | Energy Storage equity in net income of unconsolidated investments, net of tax (~$20/kg LCE price case) | for FY2026 | — | “$0.6 - $0.7 billion” | Filing ↗ |
| New | Energy Storage equity in net income of unconsolidated investments, net of tax (~$30/kg LCE price case) | for FY2026 | — | “$1.0 - $1.1 billion” | Filing ↗ |
| New | Specialties adjusted EBITDA outlook | for FY2026 | — | “$275 to $325 million” | Filing ↗ |
| New | Specialties adjusted EBITDA outlook | for FY2026 | — | “$275 to $325 million” | Filing ↗ |
| New | Total Corporate adjusted EBITDA (~$10/kg LCE price case) | for FY2026 | — | “$0.9 - $1.0 billion” | Filing ↗ |
| New | Total Corporate adjusted EBITDA (~$20/kg LCE price case) | for FY2026 | — | “$2.4 - $2.6 billion” | Filing ↗ |
| New | Total Corporate adjusted EBITDA (~$30/kg LCE price case) | for FY2026 | — | “$4.2 - $4.4 billion” | Filing ↗ |
| Lowered | Capital expenditure forecast | for FY2026 | “$550 million to $600 million” | “approximately $500 million” | Filing ↗ |
| New | Capital expenditures | for FY2026 | — | “approximately $500 million” | Filing ↗ |
| New | Cost and productivity improvement target | for FY2026 | — | “$100 to $150 million” | Filing ↗ |
| Lowered | Energy Storage sales volumes | for FY2026 | “expected to be approximately flat following inventory drawdowns that occurred in 2025” | “225 to 235 kilotons lithium carbonate equivalent” | Filing ↗ |
| Raised | Weighted-average common shares outstanding (diluted) (b) | for FY2026 | “~118 million” | “~136 million” | Filing ↗ |
| Reiterated | Corporate adjusted EBITDA (incl. FX, Ketjen equity income & PCS) | for FY2026 | “($20) - $20 million” | “($20) - $20 million” | Filing ↗ |
| Reiterated | Adjusted effective tax rate (a) | for FY2026 | “(50)% - 30%” | “(50)% - 30%” | Filing ↗ |
| Reiterated | Depreciation and amortization | for FY2026 | “$660 - $680 million” | “$660 - $680 million” | Filing ↗ |
| Reiterated | Interest and financing expenses | for FY2026 | “$120 - $140 million” | “$120 - $140 million” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Capital expenditures | for FY2026 | “$550 million to $600 million” | — | Filing ↗ |
| Not restated | Energy Storage production volumes | for FY2026 | “expected to increase year-over-year” | — | Filing ↗ |
| Not restated | Free cash flow generation | for FY2026 | “Meaningful free cash flow generation assuming recent higher lithium prices” | — | Filing ↗ |
| Not restated | EBITDA and equity income contributions from Ketjen/PCS | No period stated | “expected to be immaterial post transaction” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Energy Storage Net sales - 2021-2025 avg. scenario | “$5.9 - $6.1 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage Net sales - FY2025 avg. scenario | “$2.5 - $2.6 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage Net sales - Q1 2026 avg. scenario | “$4.0 - $4.2 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage net sales (~$10/kg LCE price case) | “$2.5 - $2.6 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage net sales (~$20/kg LCE price case) | “$4.0 - $4.2 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage net sales (~$30/kg LCE price case) | “$5.9 - $6.1 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Net sales | “$5.7 - $6.0 billion” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Specialties net sales | “$1.3 - $1.5 billion” | for FY2026 | GAAP-tied | Feb 11, 2026 | 2 | Filing ↗ |
| Specialties net sales outlook | “$1.4 to $1.6 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Specialties net sales outlook | “$1.4 to $1.6 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Total Corporate Net sales - 2021-2025 avg. scenario | “$7.5 - $7.8 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate Net sales - FY2025 avg. scenario | “$4.1 - $4.3 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate Net sales - Q1 2026 avg. scenario | “$5.7 - $6.0 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate net sales (~$10/kg LCE price case) | “$4.1 - $4.3 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Total Corporate net sales (~$20/kg LCE price case) | “$5.7 - $6.0 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Total Corporate net sales (~$30/kg LCE price case) | “$7.5 - $7.8 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$2.1 - $2.3 billion” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Corporate adjusted EBITDA (incl. FX, Ketjen equity income & PCS) | “($20) - $20 million” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Energy Storage Adjusted EBITDA - 2021-2025 avg. scenario | “$3.9 - $4.1 billion” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage Adjusted EBITDA - FY2025 avg. scenario | “$0.7 - $0.8 billion” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage Adjusted EBITDA - Q1 2026 avg. scenario | “$2.1 - $2.3 billion” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage adjusted EBITDA (~$10/kg LCE price case) | “$0.7 - $0.8 billion” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage adjusted EBITDA (~$20/kg LCE price case) | “$2.1 - $2.3 billion” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage adjusted EBITDA (~$30/kg LCE price case) | “$3.9 - $4.1 billion” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage Equity in net income of unconsolidated investments (net of tax) - 2021-2025 avg. scenario | “$1.0 - $1.1 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage Equity in net income of unconsolidated investments (net of tax) - FY2025 avg. scenario | “$0.2 - $0.3 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage Equity in net income of unconsolidated investments (net of tax) - Q1 2026 avg. scenario | “$0.6 - $0.7 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Energy Storage equity in net income of unconsolidated investments, net of tax (~$10/kg LCE price case) | “$0.2 - $0.3 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage equity in net income of unconsolidated investments, net of tax (~$20/kg LCE price case) | “$0.6 - $0.7 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Energy Storage equity in net income of unconsolidated investments, net of tax (~$30/kg LCE price case) | “$1.0 - $1.1 billion” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Specialties adjusted EBITDA | “$225 - $275 million” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Specialties adjusted EBITDA outlook | “$275 to $325 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Specialties adjusted EBITDA outlook | “$275 to $325 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Total Corporate Adjusted EBITDA - 2021-2025 avg. scenario | “$4.2 - $4.4 billion” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate Adjusted EBITDA - FY2025 avg. scenario | “$0.9 - $1.0 billion” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate Adjusted EBITDA - Q1 2026 avg. scenario | “$2.4 - $2.6 billion” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate adjusted EBITDA (~$10/kg LCE price case) | “$0.9 - $1.0 billion” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Total Corporate adjusted EBITDA (~$20/kg LCE price case) | “$2.4 - $2.6 billion” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Total Corporate adjusted EBITDA (~$30/kg LCE price case) | “$4.2 - $4.4 billion” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Adjusted effective tax rate (a) | “(50)% - 30%” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Average lithium market price ($/kg LCE) (a) | “~$10” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Capital expenditure forecast | “approximately $500 million” | for FY2026 | Company-defined | May 6, 2026 | 2 | Filing ↗ |
| Capital expenditures | “approximately $500 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Capital expenditures | “$550 million to $600 million” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Cost and productivity improvement target | “$100 to $150 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Cost and productivity improvements target | “$100 million to $150 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Depreciation and amortization | “$660 - $680 million” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Energy Storage production volumes | “expected to increase year-over-year” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Energy Storage sales volumes | “225 to 235 kilotons lithium carbonate equivalent” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Free cash flow generation | “Meaningful free cash flow generation assuming recent higher lithium prices” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Interest and financing expenses | “$120 - $140 million” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Target (cost and productivity improvements) | “$100 million to $150 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate - Average lithium market price ($/kg LCE) - 2021-2025 avg. scenario | “~$30” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate - Average lithium market price ($/kg LCE) - FY2025 avg. scenario | “~$10” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Total Corporate - Average lithium market price ($/kg LCE) - Q1 2026 avg. scenario | “~$20” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Weighted-average common shares outstanding (diluted) | “~118 million” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Weighted-average common shares outstanding (diluted) (b) | “~136 million” | for FY2026 | GAAP-tied | May 6, 2026 | 2 | Filing ↗ |
Corporate costs (b), for FY2025 — every statement across the year, each linked to its filing.
12 companies in Specialty chemicals. What they guide on, and who reported this season.
| RPM International | Oct 6, 2026 | 5 changes |
| Albemarle | Aug 5, 2026 | 24 changes |
| DuPont | Aug 4, 2026 | 11 changes |
| Cabot Corporation | Aug 3, 2026 | 4 changes |
| Eastman Chemical | Jul 30, 2026 | 9 changes |
| Huntsman | Jul 30, 2026 | 1 change |
| FMC Corporation | Jul 29, 2026 | 34 changes |
| Ashland | Jul 28, 2026 | 4 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | FY2023 | FY2021 | No period |
|---|---|---|---|---|---|---|
| Energy Storage Net sales - 2021-2025 avg. scenario | 3 statements | — | — | — | — | — |
| Energy Storage net sales - H1 2024 range price scenario | — | 1 statement | — | — | — | — |
| Energy Storage Net sales - Observed market price case | — | 1 statement | — | — | — | — |
| Energy Storage net sales - Q2 2025 average price scenario | — | 2 statements | — | — | — | — |
| Energy Storage Net sales - Q4 2023 average | — | 1 statement | — | — | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 5, 2026 | FY2026 Q2 | 0000915913-26-000101 | 31 | Open filing ↗ |
| May 6, 2026 | FY2026 Q1 | 0000915913-26-000070 | 38 | Open filing ↗ |
| Feb 11, 2026 | FY2025 Q4 | 0000915913-26-000016 | 35 | Open filing ↗ |
| Nov 5, 2025 | FY2025 Q3 | 0000915913-25-000160 | 40 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0000915913-25-000128 | 30 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q1 | 0000915913-25-000081 | 31 | Open filing ↗ |
| Feb 12, 2025 | FY2024 Q4 | 0000915913-25-000023 | 35 | Open filing ↗ |
| Nov 6, 2024 | FY2024 Q3 | 0000915913-24-000156 | 27 | Open filing ↗ |