| ALB |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.60B vs. cons $1.57B |
MEDIUM |
| ALB |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$3.35 vs. cons $3.20 |
MEDIUM |
| ALB |
Report |
Q2 2026 Energy Storage adjusted EBITDA |
BEAT |
pred ~$645M vs. cons $630M |
LOW |
| ALB |
Guide |
FY2026 revenue at observed lithium-price scenario |
LOWER |
guide ~$5.85B vs. cons $6.13B (FY2026) |
MEDIUM |
| ALB |
Guide |
FY2026 adjusted EBITDA at observed lithium-price scenario |
LOWER |
guide ~$2.50B vs. cons $2.65B (FY2026) |
MEDIUM |
| ALB |
Guide |
Energy Storage sales-volume growth |
LOWER |
guide ~0% vs. cons +1% (FY2026) |
MEDIUM |
| ALB |
Guide |
Specialties adjusted EBITDA |
LOWER |
guide ~$250M vs. cons $275M (FY2026) |
MEDIUM |
| ALB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| ALB |
Return |
5-day cumulative residual |
+1.5% (FADE) |
Day-1 residual of +4.5% fades to a +1.5% five-day residual: the Q2 beat and depressed setup support the initial rally, but unchanged scenario guidance implies FY2026 revenue of ~$5.85B versus consensus of $6.13B and adjusted EBITDA of ~$2.50B versus $2.65B, driving out-period estimate cuts. |
MEDIUM |