Albemarle Corporation (NYSE: ALB) announced it will release its third quarter 2026 earnings results on Wednesday, November 4, 2026, after the New York Stock Exchange closes. The global leader in essential elements for mobility and energy confirmed the schedule in a statement issued on October 1, 2026.

Conference call details

The company will host a conference call to discuss the quarterly results on Thursday, November 5, at 8 am EST. Investors can access the call via webcast or direct dial. A replay of the webcast will be available following the event through the News and Events page on Albemarle's website.

Access information

Participants may join the conference call using the following details:

• U.S. & Canada Toll-Free: 1 (800) 590-8290
• International: 1-240-690-8800
• Conference ID: ALBQ3

The webcast is accessible through Albemarle's investor relations website. Albemarle regularly posts financial performance data, investor presentations, and SEC filings on its official site.

About Albemarle

Albemarle Corporation is a world leader in transforming essential resources into critical ingredients for mobility, energy, connectivity, and health. The company provides a reliable global supply of lithium and bromine to deliver advanced solutions for customers.

Albemarle Corporation (NYSE: ALB) reported second-quarter 2026 net sales of $1.7 billion, a 31% increase year over year, driven by higher pricing in Energy Storage and Specialties.

Adjusted EBITDA more than doubled to $858 million, while the company generated $710 million in cash from operations, representing an operating cash conversion rate of more than 80%.

Financial Performance

The company’s strong top-line growth translated into significant earnings expansion. Net income attributable to Albemarle was $480 million, with diluted earnings per share of $3.52. The enterprise EBITDA margin expanded to 4.49%.

Segment Highlights

Energy Storage net sales increased 78% year over year, driven primarily by pricing. The segment delivered 65,000 tons of lithium carbonate equivalent (LCE) at an average realized price of approximately $20 per kg. This realized price was about 15% below market pricing due to the dilutive impact of spodumene sales and a three-month pricing lag in long-term agreements.

Specialties net sales rose 20% to $424 million, supported by higher pricing and volumes. Adjusted EBITDA for the segment grew 61% to $118 million, with margins expanding by 700 basis points to 28%. Management attributed this performance to favorable product mix resulting from bromine market disruptions linked to the situation in the Middle East.

What the Numbers Show

The divergence between segment profitability highlights the impact of external supply shocks. While Energy Storage drove volume and revenue growth through pricing power, the Specialties segment contributed disproportionately to margin expansion. The 700-basis-point margin increase in Specialties, driven by bromine pricing spikes, offset cost headwinds in Energy Storage where rising spodumene inventory costs and Chilean commission payments pressured gross margins despite higher sales prices.

Outlook and Operations

Albemarle raised its full-year 2026 outlook for Specialty sales to $1.4–$1.6 billion and adjusted EBITDA to $275–$325 million. The company expects to perform at the high end of its total company scenario ranges due to strong year-to-date performance.

Operational updates include:

• Restart of the CGP3 plant at Greenbushes on August 1, following a fire on June 9. Full run rate is now expected in Q1 2027.
• Better-than-planned production at Wodgina, offsetting some Greenbushes delays.
• Achievement of approximately $100 million in run-rate savings year to date, tracking toward the high end of the $100–$150 million full-year target.

Management noted that global lithium consumption rose 45% year over year through May, with stationary storage demand accelerating. Supply remains tight due to limited spodumene availability and slower-than-expected ramp-ups in Chinese lepidolite mines.