| ALB |
Report |
Adjusted EPS |
BEAT |
pred ~$3.42 vs. cons $3.20 |
MEDIUM |
| ALB |
Report |
Net sales |
BEAT |
pred ~$1.66B vs. cons $1.61B |
MEDIUM |
| ALB |
Report |
Adjusted EBITDA |
BEAT |
pred ~$0.76B vs. cons $0.73B |
MEDIUM |
| ALB |
Guide |
FY26 total-company adjusted EBITDA framework (at ~$20/kg LCE) |
LOWER |
guide ~$2.50B vs. cons $2.99B (FY26) |
MEDIUM |
| ALB |
Guide |
FY26 total-company sales framework (at ~$20/kg LCE) |
LOWER |
guide ~$5.85B vs. cons $6.40B (FY26) |
MEDIUM |
| ALB |
Guide |
FY26 Energy Storage sales volume |
UNCHANGED |
guide ~235kt LCE vs. cons ~235kt LCE (FY26) |
MEDIUM |
| ALB |
Guide |
FY26 Specialties adjusted EBITDA |
LOWER |
guide ~$250M vs. cons ~$255M (FY26) |
LOW |
| ALB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| ALB |
Return |
5-day cumulative residual |
-1.0% (FADE) |
Day-1 residual ~+3.5% vs. 5-day residual ~-1.0%: a Q2 EPS/revenue/EBITDA beat should drive an initial relief move, but maintaining a ~$2.50B FY26 EBITDA framework versus ~$2.99B consensus leaves unfavorable out-period math and likely trims to FY26/FY27 estimates. |
MEDIUM |