Albemarle to Post Q3 Earnings: What's in the Cards for the Stock?

Core Insights - Albemarle Corporation (ALB) is set to announce its third-quarter 2025 results on November 5, 2025 [1][7] - The company has missed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average negative earnings surprise of 136% [2] - ALB's shares have decreased by 3.2% over the past year, outperforming the Zacks Chemicals Diversified industry's decline of 28.9% [3] Revenue Estimates - The Zacks Consensus Estimate for ALB's revenues in the upcoming quarter is $1,291.9 million, indicating a year-over-year decline of approximately 4.6% [5] - The Energy Storage unit's net sales are estimated at $678 million, reflecting an 11.7% year-over-year decline [5] - The Specialties unit's net sales are projected at $349 million, suggesting a 1.5% year-over-year increase [5] - The Ketjen unit's net sales are expected to be $248 million, indicating a 10.8% year-over-year decline [8] Performance Factors - ALB is anticipated to benefit from cost-saving, pricing, and productivity initiatives, which may support margins despite weak lithium prices [9] - The company has made progress in optimizing its cost and operating structure, achieving a 100% run-rate against its cost and productivity improvement target of $300-$400 million for 2025 [10] - The decline in lithium market prices, driven by slowing demand for electric vehicles and increased supply, is expected to negatively impact ALB's performance [11] Earnings Prediction - The Earnings ESP for ALB is -2.16%, with the Zacks Consensus Estimate for the third quarter currently at a loss of 92 cents [13] - ALB holds a Zacks Rank of 3, indicating a hold rating [13]