Core Insights - Albemarle reported revenue of $1.31 billion for the quarter ended September 2025, a decrease of 3.5% year-over-year, but exceeded the Zacks Consensus Estimate by 1.23% [1] - The company posted an EPS of -$0.19, significantly improved from -$1.55 in the same quarter last year, resulting in an EPS surprise of 79.35% compared to the consensus estimate of -$0.92 [1] Financial Performance - Net Sales in Energy Storage reached $708.76 million, surpassing the average estimate of $677.78 million, but reflecting a year-over-year decline of 7.6% [4] - Net Sales in Ketjen amounted to $254.11 million, exceeding the average estimate of $248.28 million, with a year-over-year increase of 3.7% [4] - Net Sales in Specialties were reported at $344.96 million, slightly below the average estimate of $348.57 million, showing a year-over-year change of 0.8% [4] Adjusted EBITDA - Adjusted EBITDA for Corporate was -$7.56 million, better than the average estimate of -$15.73 million [4] - Adjusted EBITDA for Ketjen was $33.57 million, exceeding the average estimate of $25.81 million [4] - Adjusted EBITDA for Specialties reached $75.54 million, surpassing the average estimate of $68.89 million [4] - Adjusted EBITDA for Energy Storage was $124.08 million, above the average estimate of $112.09 million [4] Stock Performance - Albemarle's shares have returned -2.3% over the past month, contrasting with a +1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Albemarle reported $1.08 billion in revenue for Q1 2025, a year-over-year decline of 20.9% and below the Zacks Consensus Estimate of $1.17 billion, resulting in a surprise of -8.07% [1] - The company experienced an EPS of -$0.18, compared to $0.26 a year ago, with an EPS surprise of +70.97% against a consensus estimate of -$0.62 [1] Revenue Performance - Net Sales in Energy Storage were $524.57 million, down 34.5% year-over-year and below the average estimate of $588.57 million [4] - Net Sales for Ketjen were $231.30 million, a decrease of 5.1% year-over-year, compared to the estimated $243.93 million [4] - Net Sales in Specialties reached $321.01 million, showing a slight increase of 1.6% year-over-year, but below the average estimate of $329.98 million [4] EBITDA Analysis - Adjusted EBITDA for Energy Storage was $186.36 million, exceeding the average estimate of $132.93 million [4] - Adjusted EBITDA for Corporate was -$16.47 million, worse than the average estimate of -$9.39 million [4] - Adjusted EBITDA for Ketjen was $38.59 million, surpassing the average estimate of $27.55 million [4] - Adjusted EBITDA for Specialties was $58.67 million, slightly above the average estimate of $55.43 million [4] Stock Performance - Albemarle's shares have returned -17.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]