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Albemarle
Albemarle (ALB) investor relations material
Albemarle Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 2025 net sales reached $1.4B, up 16% year-over-year, with double-digit volume growth across all segments and adjusted EBITDA of $269M, up 7% year-over-year, driven by energy storage and cost improvements.
Full-year 2025 net sales were $5.1B, with a 7% volume increase, adjusted EBITDA of $1.1B, and free cash flow of $692M, supported by cost/productivity gains and favorable sales mix.
Significant cost and productivity improvements delivered, with $450M run-rate savings in 2025 and capex reduced by 65% to $590M.
Strategic actions included the sale of Eurecat, planned sale of Ketjen, and idling of Kemerton Train 1 to enhance financial flexibility.
2026 outlook incorporates higher lithium demand, scenario-based guidance, and further cost improvements, with net sales projected between $4.1B–$7.8B and adjusted EBITDA between $0.9B–$4.4B depending on lithium price scenarios.
Financial highlights
Q4 adjusted EBITDA margin decreased by 150 bps year-over-year to 19% due to FX and lower specialties margins, partially offset by energy storage and Ketjen.
Q4 net loss was $414M, or $3.87 per diluted share, mainly due to tax and asset write-downs; adjusted diluted loss per share was $0.53, a 51% improvement year-over-year.
FY 2025 net loss improved to $267M from a $1.18B loss in FY 2024; adjusted diluted EPS was $(0.79), a 66% improvement year-over-year.
2025 EBITDA to operating cash conversion was 117%, with free cash flow of $692M and underlying cash conversion at or above the long-term range of 60%-70%.
Net debt to adjusted EBITDA stood at 2.0x at year-end, with $3.2B in available liquidity and $1.6B in cash.
Outlook and guidance
2026 guidance uses three lithium price scenarios ($10, $20, $30/kg LCE), with net sales expected between $4.1B–$7.8B and adjusted EBITDA between $0.9B–$4.4B.
Targeting $100M–$150M in additional cost and productivity improvements and stable capital spending of $550–$600M in 2026.
Energy Storage sales volumes expected to be flat or increase year-over-year in 2026; idling Kemerton Train 1 expected to be accretive to adjusted EBITDA from Q2 2026.
Specialties business 2026 outlook: net sales $1.2–$1.4B, adjusted EBITDA $170–$230M, margins in the mid-teens; net sales expected flat to down, with lower adjusted EBITDA.
Expecting positive free cash flow in 2026 if current lithium pricing persists.
What is 2026 FCF sensitivity to lithium prices?
Explain Ketjen's 'immaterial' post-divestiture impact.
What drives the extreme adjusted effective tax rates?
Western lithium conversion cost gap vs China
Specialties 2026 EBITDA decline drivers
Capital allocation for long-term growth post-cycle
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Next Albemarle earnings date
Q1 202630 Apr, 2026
Albemarle
Next Albemarle earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Albemarle Corporation develops, manufactures, and markets engineered specialty chemicals worldwide. The Company's products and services serve industries such as petroleum refining, consumer electronics, plastics, construction, automotive, lubricants, pharmaceuticals , crop protection, food safety , and custom chemistry services to improve the quality of life. Albemarle is committed to global sustainability and is advancing its eco-practices and solutions in its three business segments, Polymer Solutions, Catalysts and Fine Chemistry.
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