ALB · News · 20260805N

Operating Income and Margins

ALBEMARLE CORP · 2026-08-05 · Importance 63 · Surprise 64 · No source text

Second-quarter adjusted EBITDA increased 155% year over year to approximately $858 million, while Energy Storage adjusted EBITDA increased 229%. The improvement was driven primarily by a 60% to 60.5% increase in realized lithium prices, higher Energy Storage volumes, stronger Specialties pricing and mix, and productivity initiatives. Net income improved to between $438.3 million and $480 million, compared with a loss in the year-ago quarter, while adjusted EPS reached $3.75. Management indicated that Energy Storage sales, EBITDA and margins could decline sequentially in the third quarter despite tight lithium inventories and stronger storage demand.

Key facts

• Adjusted EBITDA Q2 2026: increased 155% to $858 million. source
• Net income Q2 2026 reported as $480.0 million in one summary (TradingView). source
• Adjusted EBITDA reported as $858.1 million in one report and $858 million in others for Q2 2026. source
• Q2 2026 quarterly earnings reported: $3.75 per share, beating Zacks consensus estimate of $3.35 per share. source

Impact estimates