ALB
Market read
The latest filing evidence is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ALB's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“We expect our capital expenditures to be approximately $500 million in 2026, lower than the $589.8 million of capital expenditures in 2025, in part due to the absence of capital expenditures associated with the Refining Solutions business divested on March 2,…”10-Q · Aug 5, 2026 ↗
“Energy Storage In thousands YTD 2026 YTD 2025 $ Change % Change Net sales $ 2,167,849 $ 1,242,221 $ 925,628 75 % • $788.4 million increase attributable to favorable pricing impacts, primarily in battery- and technical-grade carbonate and hydroxide sold under…”10-Q · Aug 5, 2026 ↗
“Dollar against various currencies Specialties In thousands YTD 2026 YTD 2025 $ Change % Change Net sales $ 781,897 $ 672,574 $ 109,323 16 % • $51.1 million increase attributable to higher sales volumes primarily in flame retardants • $43.6 million increase at…”10-Q · Aug 5, 2026 ↗
“Included amounts for the six months ended June 30, 2025 recorded in: • SG&A - $11.4 million of gains from the sale of assets not part of our production operations, partially offset by $1.8 million of severance expenses not related to a restructuring plan and…”10-Q · Aug 5, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ALB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-04.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“ncome from lower interest rates in 2026 Income Tax Expense In thousands Q2 2026 Q2 2025 $ Change % Change Income tax expense $ 94,002 $ 34,094 $ 59,908 176 % Effective income tax rate 21.3 % (380.0) % • 2026 income tax expense was primarily the result of the geographic mix of earnings, including the impact from the valuation allowance for losses in the U.S., our consolidated Australian entities and certain entities in China • 2025 income tax expense included the impact of the valuation allowance for losses in our consolidated Australian entities and certain entities in China Equity in Net Income of Unconsolidated Investments In thousands Q2 2026 Q2 2025 $ Change % Change Equity in net incom...”
“The lower cost of goods sold of spodumene purchased from Windfield is offset in the equity in net income of unconsolidated investments in the period the converted inventory is sold to third-party customers • Favorable pricing in Energy Storage and Specialties and higher sales volume primarily driven by Specialties • Favorable currency exchange impacts resulting from the weaker U.S.”
“odumene purchased from Windfield is offset in the equity in net income of unconsolidated investments in the period the converted inventory is sold to third-party customers • Favorable pricing in Energy Storage and Specialties and higher sales volume primarily driven by Specialties • Favorable currency exchange impacts resulting from the weaker U.S.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Following FMC’s announcement to acquire DuPont Agricultural Chemical assets, he led the divestiture of FMC Health and Nutrition to DuPont.”
“Wodgina holds mining tenements within the Karriyarra native title claim and are subject to the Land Use Agreement dated March 2001 between the Karriyarra People and Gwalia Tantalum Ltd (now Wodgina Lithium, a 100% subsidiary of MRL, our MARBL joint venture pa…”
Depended on by
“Oliver remained as a director of Talison, a joint venture between Tianqi and Albemarle Corp.”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
ALB is currently a Leader in the organic co-movement group Lithium Chemicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.