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Albemarle (ALB) guidance and outlook
Albemarle (ALB) raised some and lowered other parts of its guidance on Nov 4, 2026: Capital expenditures $300M–$350M for FY2026; Depreciation & amortization $660M–$680M for FY2026; Tax rate −50% to 30% for FY2026; EBITDA −$20.0M to $20.0M for FY2026. Albemarle's 10-Q filed Nov 4, 2026 makes 34 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | FY2026 | $350M–$375M | raised |
| Capital expenditures | FY2026 | $300M–$350M | lowered |
| Revenue | FY2026 | $1.4B–$1.6B | new |
| Depreciation & amortization | FY2026 | $660M–$680M | reaffirmed |
| Tax rate | FY2026 | −50% to 30% | reaffirmed |
| EBITDA | FY2026 | −$20.0M to $20.0M | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Secular trends favorably impacting demand within the end markets that we serve combined with our diverse product portfolio, cost discipline, broad geographic presence and customer-focused solutions will continue to be key drivers of our future earnings.
- In particular, we believe that global demand for lithium battery and energy storage, particularly for electric vehicles (“EV”) and energy storage systems (“ESS”), will continue to grow, providing the opportunity to continue to develop high quality and innovative products while managing the high cost of expanding capacity.
- In addition, we expect strong demand in the ESS market driven by competitive economics and desire for energy reliability.
- Our outlook is also partly bolstered by long-term supply agreements with key strategic customers, reflecting our standing as a preferred global lithium partner, highlighted by our scale, access to geographically diverse, low-cost resources and long-term track record of reliability of supply and operating execution.
- To ensure we remain competitive, we will continue considering on an ongoing basis additional measures to support operating efficiencies, financial flexibility and growth.
- We will continue to make efforts to protect both the business and the safety of our employees.
- In addition, at this time, we do not expect a material, direct impact to our financial statements from the tariffs proposed or imposed by the U.S. and internationally to date.
- The potential direct exposure of the Energy Storage segment to proposed or imposed tariffs is expected to be minimal as most of our China production is sold into China or other Asian countries, and some critical materials are fully or partially exempt from applicable tariffs in their currently proposed form.
- While there may be an impact to the Specialties business, we do not expect it to be material due to our global footprint and planned mitigation actions.
- Due to the increased average lithium pricing for 2026, we expect Energy Storage net sales and profitability to increase year-over-year.
- We expect sales volume to be relatively flat to slightly down compared to prior year primarily as a result of a fire at our Talison joint venture’s third chemical grade plant in Greenbushes (“CGP3”), offset by strong integrated production, stronger than expected spodumene sales from our Wodgina joint venture and our ability to operate with lower inventory levels.
- Specialties: We expect both net sales and profitability for 2026 to be above 2025 results due to an improved outlook of bromine pricing and modest volume growth.
Albemarle's latest quarter
Albemarle, Q3 2026: revenue $1.6B (+19% year over year), operating margin 9.5%, net earnings $297M, operating cash flow $406M. The chart follows the revenue to costs, profit and cash.
Questions
Did Albemarle raise or lower its guidance?
Albemarle (ALB) raised some and lowered other parts of its guidance on Nov 4, 2026: Capital expenditures $300M–$350M for FY2026; Depreciation & amortization $660M–$680M for FY2026; Tax rate −50% to 30% for FY2026; EBITDA −$20.0M to $20.0M for FY2026.
What does Albemarle expect?
Secular trends favorably impacting demand within the end markets that we serve combined with our diverse product portfolio, cost discipline, broad geographic presence and customer-focused solutions will continue to be key drivers of our future earnings. In particular, we believe that global demand for lithium battery and energy storage, particularly for electric vehicles (“EV”) and energy storage systems (“ESS”), will continue to grow, providing the opportunity to continue to develop high quality and innovative products while managing the high cost of expanding capacity. In addition, we expect
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.