| ALB |
Report |
Avg. Realized Lithium Price |
BEAT |
pred ~$21,500/kg vs. cons $20,884/kg |
MEDIUM |
| ALB |
Report |
Adj. EBITDA |
BEAT |
pred ~$820M vs. cons $791M |
MEDIUM |
| ALB |
Report |
Adj. EPS (Diluted) |
BEAT |
pred ~$3.70 vs. cons $3.51 |
MEDIUM |
| ALB |
Guide |
FY 2026 Adj. EBITDA (FY 2026) |
BETTER |
guide ~$3.10-3.20B vs. cons $3.044B |
MEDIUM |
| ALB |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$14.2-14.8 vs. cons $13.84 |
MEDIUM |
| ALB |
Guide |
Q3 2026 Energy Storage direction (Q3 2026) |
UNCHANGED |
guide roughly in-line; volumes up, pricing flat-to-up vs. cons $831.9M EBITDA |
MEDIUM |
| ALB |
Guide |
Specialties FY guidance (FY 2026) |
BETTER |
guide raised modestly above $1.3-1.5B revenue / $225-275M EBITDA vs. current cons |
MEDIUM |
| ALB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| ALB |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions chase FY raise; partially capped by lithium price sustainability debate |
MEDIUM |