HighGravityData

Albemarle

Guidance from Albemarle’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
57 items
Releases tracked
8
Latest release
Aug 5, 2026
Data checked
Aug 5, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 5, 2026 release

Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewEnergy Storage net sales (~$10/kg LCE price case)for FY2026—“$2.5 - $2.6 billion”Filing ↗
NewEnergy Storage net sales (~$20/kg LCE price case)for FY2026—“$4.0 - $4.2 billion”Filing ↗
NewEnergy Storage net sales (~$30/kg LCE price case)for FY2026—“$5.9 - $6.1 billion”Filing ↗
NewSpecialties net sales outlookfor FY2026—“$1.4 to $1.6 billion”Filing ↗
NewSpecialties net sales outlookfor FY2026—“$1.4 to $1.6 billion”Filing ↗
NewTotal Corporate net sales (~$10/kg LCE price case)for FY2026—“$4.1 - $4.3 billion”Filing ↗
NewTotal Corporate net sales (~$20/kg LCE price case)for FY2026—“$5.7 - $6.0 billion”Filing ↗
NewTotal Corporate net sales (~$30/kg LCE price case)for FY2026—“$7.5 - $7.8 billion”Filing ↗
NewEnergy Storage adjusted EBITDA (~$10/kg LCE price case)for FY2026—“$0.7 - $0.8 billion”Filing ↗
NewEnergy Storage adjusted EBITDA (~$20/kg LCE price case)for FY2026—“$2.1 - $2.3 billion”Filing ↗
NewEnergy Storage adjusted EBITDA (~$30/kg LCE price case)for FY2026—“$3.9 - $4.1 billion”Filing ↗
NewEnergy Storage equity in net income of unconsolidated investments, net of tax (~$10/kg LCE price case)for FY2026—“$0.2 - $0.3 billion”Filing ↗
NewEnergy Storage equity in net income of unconsolidated investments, net of tax (~$20/kg LCE price case)for FY2026—“$0.6 - $0.7 billion”Filing ↗
NewEnergy Storage equity in net income of unconsolidated investments, net of tax (~$30/kg LCE price case)for FY2026—“$1.0 - $1.1 billion”Filing ↗
NewSpecialties adjusted EBITDA outlookfor FY2026—“$275 to $325 million”Filing ↗
NewSpecialties adjusted EBITDA outlookfor FY2026—“$275 to $325 million”Filing ↗
NewTotal Corporate adjusted EBITDA (~$10/kg LCE price case)for FY2026—“$0.9 - $1.0 billion”Filing ↗
NewTotal Corporate adjusted EBITDA (~$20/kg LCE price case)for FY2026—“$2.4 - $2.6 billion”Filing ↗
NewTotal Corporate adjusted EBITDA (~$30/kg LCE price case)for FY2026—“$4.2 - $4.4 billion”Filing ↗
LoweredCapital expenditure forecastfor FY2026“$550 million to $600 million”“approximately $500 million”Filing ↗
NewCapital expendituresfor FY2026—“approximately $500 million”Filing ↗
NewCost and productivity improvement targetfor FY2026—“$100 to $150 million”Filing ↗
LoweredEnergy Storage sales volumesfor FY2026“expected to be approximately flat following inventory drawdowns that occurred in 2025”“225 to 235 kilotons lithium carbonate equivalent”Filing ↗
RaisedWeighted-average common shares outstanding (diluted) (b)for FY2026“~118 million”“~136 million”Filing ↗
ReiteratedCorporate adjusted EBITDA (incl. FX, Ketjen equity income & PCS)for FY2026“($20) - $20 million”“($20) - $20 million”Filing ↗
ReiteratedAdjusted effective tax rate (a)for FY2026“(50)% - 30%”“(50)% - 30%”Filing ↗
ReiteratedDepreciation and amortizationfor FY2026“$660 - $680 million”“$660 - $680 million”Filing ↗
ReiteratedInterest and financing expensesfor FY2026“$120 - $140 million”“$120 - $140 million”Filing ↗
Show 4 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedCapital expendituresfor FY2026“$550 million to $600 million”—Filing ↗
Not restatedEnergy Storage production volumesfor FY2026“expected to increase year-over-year”—Filing ↗
Not restatedFree cash flow generationfor FY2026“Meaningful free cash flow generation assuming recent higher lithium prices”—Filing ↗
Not restatedEBITDA and equity income contributions from Ketjen/PCSNo period stated“expected to be immaterial post transaction”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Energy Storage Net sales - 2021-2025 avg. scenario“$5.9 - $6.1 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Energy Storage Net sales - FY2025 avg. scenario“$2.5 - $2.6 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Energy Storage Net sales - Q1 2026 avg. scenario“$4.0 - $4.2 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Energy Storage net sales (~$10/kg LCE price case)“$2.5 - $2.6 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Energy Storage net sales (~$20/kg LCE price case)“$4.0 - $4.2 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Energy Storage net sales (~$30/kg LCE price case)“$5.9 - $6.1 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Net sales“$5.7 - $6.0 billion”for FY2026GAAP-tiedFeb 11, 20261Filing ↗
Specialties net sales“$1.3 - $1.5 billion”for FY2026GAAP-tiedFeb 11, 20262Filing ↗
Specialties net sales outlook“$1.4 to $1.6 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Specialties net sales outlook“$1.4 to $1.6 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Total Corporate Net sales - 2021-2025 avg. scenario“$7.5 - $7.8 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Total Corporate Net sales - FY2025 avg. scenario“$4.1 - $4.3 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Total Corporate Net sales - Q1 2026 avg. scenario“$5.7 - $6.0 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Total Corporate net sales (~$10/kg LCE price case)“$4.1 - $4.3 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Total Corporate net sales (~$20/kg LCE price case)“$5.7 - $6.0 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Total Corporate net sales (~$30/kg LCE price case)“$7.5 - $7.8 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Adjusted EBITDA“$2.1 - $2.3 billion”for FY2026Company-definedFeb 11, 20261Filing ↗
Corporate adjusted EBITDA (incl. FX, Ketjen equity income & PCS)“($20) - $20 million”for FY2026Company-definedFeb 11, 20263Filing ↗
Energy Storage Adjusted EBITDA - 2021-2025 avg. scenario“$3.9 - $4.1 billion”for FY2026Company-definedMay 6, 20261Filing ↗
Energy Storage Adjusted EBITDA - FY2025 avg. scenario“$0.7 - $0.8 billion”for FY2026Company-definedMay 6, 20261Filing ↗
Energy Storage Adjusted EBITDA - Q1 2026 avg. scenario“$2.1 - $2.3 billion”for FY2026Company-definedMay 6, 20261Filing ↗
Energy Storage adjusted EBITDA (~$10/kg LCE price case)“$0.7 - $0.8 billion”for FY2026Company-definedAug 5, 20261Filing ↗
Energy Storage adjusted EBITDA (~$20/kg LCE price case)“$2.1 - $2.3 billion”for FY2026Company-definedAug 5, 20261Filing ↗
Energy Storage adjusted EBITDA (~$30/kg LCE price case)“$3.9 - $4.1 billion”for FY2026Company-definedAug 5, 20261Filing ↗
Energy Storage Equity in net income of unconsolidated investments (net of tax) - 2021-2025 avg. scenario“$1.0 - $1.1 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Energy Storage Equity in net income of unconsolidated investments (net of tax) - FY2025 avg. scenario“$0.2 - $0.3 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Energy Storage Equity in net income of unconsolidated investments (net of tax) - Q1 2026 avg. scenario“$0.6 - $0.7 billion”for FY2026GAAP-tiedMay 6, 20261Filing ↗
Energy Storage equity in net income of unconsolidated investments, net of tax (~$10/kg LCE price case)“$0.2 - $0.3 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Energy Storage equity in net income of unconsolidated investments, net of tax (~$20/kg LCE price case)“$0.6 - $0.7 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Energy Storage equity in net income of unconsolidated investments, net of tax (~$30/kg LCE price case)“$1.0 - $1.1 billion”for FY2026GAAP-tiedAug 5, 20261Filing ↗
Specialties adjusted EBITDA“$225 - $275 million”for FY2026Company-definedFeb 11, 20262Filing ↗
Specialties adjusted EBITDA outlook“$275 to $325 million”for FY2026Company-definedAug 5, 20261Filing ↗
Specialties adjusted EBITDA outlook“$275 to $325 million”for FY2026Company-definedAug 5, 20261Filing ↗
Total Corporate Adjusted EBITDA - 2021-2025 avg. scenario“$4.2 - $4.4 billion”for FY2026Company-definedMay 6, 20261Filing ↗
Total Corporate Adjusted EBITDA - FY2025 avg. scenario“$0.9 - $1.0 billion”for FY2026Company-definedMay 6, 20261Filing ↗
Total Corporate Adjusted EBITDA - Q1 2026 avg. scenario“$2.4 - $2.6 billion”for FY2026Company-definedMay 6, 20261Filing ↗
Total Corporate adjusted EBITDA (~$10/kg LCE price case)“$0.9 - $1.0 billion”for FY2026Company-definedAug 5, 20261Filing ↗
Total Corporate adjusted EBITDA (~$20/kg LCE price case)“$2.4 - $2.6 billion”for FY2026Company-definedAug 5, 20261Filing ↗
Total Corporate adjusted EBITDA (~$30/kg LCE price case)“$4.2 - $4.4 billion”for FY2026Company-definedAug 5, 20261Filing ↗
Adjusted effective tax rate (a)“(50)% - 30%”for FY2026Company-definedFeb 11, 20263Filing ↗
Average lithium market price ($/kg LCE) (a)“~$10”for FY2026Company-definedMay 6, 20261Filing ↗
Capital expenditure forecast“approximately $500 million”for FY2026Company-definedMay 6, 20262Filing ↗
Capital expenditures“approximately $500 million”for FY2026Company-definedAug 5, 20261Filing ↗
Capital expenditures“$550 million to $600 million”for FY2026Company-definedFeb 11, 20261Filing ↗
Cost and productivity improvement target“$100 to $150 million”for FY2026Company-definedAug 5, 20261Filing ↗
Cost and productivity improvements target“$100 million to $150 million”for FY2026Company-definedMay 6, 20261Filing ↗
Depreciation and amortization“$660 - $680 million”for FY2026GAAP-tiedFeb 11, 20263Filing ↗
Energy Storage production volumes“expected to increase year-over-year”for FY2026Company-definedFeb 11, 20261Filing ↗
Energy Storage sales volumes“225 to 235 kilotons lithium carbonate equivalent”for FY2026Company-definedFeb 11, 20262Filing ↗
Free cash flow generation“Meaningful free cash flow generation assuming recent higher lithium prices”for FY2026Company-definedFeb 11, 20261Filing ↗
Interest and financing expenses“$120 - $140 million”for FY2026Company-definedFeb 11, 20263Filing ↗
Target (cost and productivity improvements)“$100 million to $150 million”for FY2026Company-definedMay 6, 20261Filing ↗
Total Corporate - Average lithium market price ($/kg LCE) - 2021-2025 avg. scenario“~$30”for FY2026Company-definedMay 6, 20261Filing ↗
Total Corporate - Average lithium market price ($/kg LCE) - FY2025 avg. scenario“~$10”for FY2026Company-definedMay 6, 20261Filing ↗
Total Corporate - Average lithium market price ($/kg LCE) - Q1 2026 avg. scenario“~$20”for FY2026Company-definedMay 6, 20261Filing ↗
Weighted-average common shares outstanding (diluted)“~118 million”for FY2026GAAP-tiedFeb 11, 20261Filing ↗
Weighted-average common shares outstanding (diluted) (b)“~136 million”for FY2026GAAP-tiedMay 6, 20262Filing ↗

How one item moved

Corporate costs (b), for FY2025 — every statement across the year, each linked to its filing.

Apr 30, 2025
New
“$70 - $100 million”
Jul 30, 2025
Lowered
“$40 - $70 million”
Nov 5, 2025
Lowered
“$10 - $30 million”

How your Specialty chemicals sector group guides

12 companies in Specialty chemicals. What they guide on, and who reported this season.

Most-guided metric families
Revenue
8
Adjusted EPS
7
Adjusted EBITDA
6
EBITDA
6
Capex
6
Tax rate
6
Production volumes
5
GAAP EPS
5
This season’s releases
RPM InternationalOct 6, 20265 changes
AlbemarleAug 5, 202624 changes
DuPontAug 4, 202611 changes
Cabot CorporationAug 3, 20264 changes
Eastman ChemicalJul 30, 20269 changes
HuntsmanJul 30, 20261 change
FMC CorporationJul 29, 202634 changes
AshlandJul 28, 20264 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024FY2023FY2021No period
Energy Storage Net sales - 2021-2025 avg. scenario3 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 full record for Albemarle and its Specialty chemicals peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 5, 2026FY2026 Q20000915913-26-00010131Open filing ↗
May 6, 2026FY2026 Q10000915913-26-00007038Open filing ↗
Feb 11, 2026FY2025 Q40000915913-26-00001635Open filing ↗
Nov 5, 2025FY2025 Q30000915913-25-00016040Open filing ↗
Jul 30, 2025FY2025 Q20000915913-25-00012830Open filing ↗
Apr 30, 2025FY2025 Q10000915913-25-00008131Open filing ↗
Feb 12, 2025FY2024 Q40000915913-25-00002335Open filing ↗
Nov 6, 2024FY2024 Q30000915913-24-00015627Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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