| ALB |
Report |
Total revenue |
BEAT |
pred ~$1.70B vs. cons $1.645B |
MEDIUM |
| ALB |
Report |
Energy Storage revenue |
BEAT |
pred ~$1.29B vs. cons $1.237B |
MEDIUM |
| ALB |
Report |
Operating EBITDA |
BEAT |
pred ~$820M vs. cons $791M |
MEDIUM |
| ALB |
Guide |
FY26 total revenue (~$20/kg scenario) |
LOWER |
guide ~$5.7-6.0B vs. cons $6.497B |
LOW |
| ALB |
Guide |
FY26 Energy Storage volume/scenario |
UNCHANGED |
guide maintained flat sales-volume / $4.0-4.2B scenario; consensus UNVERIFIED |
LOW |
| ALB |
Guide |
FY26 CapEx |
UNCHANGED |
guide maintained $550-600M; consensus UNVERIFIED |
LOW |
| ALB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| ALB |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — maintained FY framework drives estimate-gap reassessment |
LOW |