Albemarle Corporation (NYSE:ALB ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Jerry Kent Masters - Chairman, President & CEO Meredith H. Bandy - Vice President of Investor Relations & Sustainability Neal R.
ALB tops Q2 earnings estimates despite a 7% revenue dip, as lower lithium prices weigh on results.
The headline numbers for Albemarle (ALB) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Albemarle (ALB) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of a loss of $0.83 per share. This compares to earnings of $0.04 per share a year ago.
Lithium has likely bottomed after a brutal selloff, with supply cuts and project halts setting the stage for a multi-year recovery. Albemarle is financially resilient, has cut costs, and trades near book value, offering a compelling risk/reward for contrarian investors. Supply/demand dynamics are improving, and lithium demand remains a secular trend, though macroeconomic and regulatory risks persist.
With new all-time high valuations for the S&P 500 and Nasdaq-100 in full swing, more and more investors are growing wary of buying new names for their portfolios, and for good reason. Buying near the top of the valuation cycle is always a scary thing.
ALB's Q2 earnings are likely to reflect gains from cost cuts amid pressure from weak lithium prices.
Major U.S. equities indexes finished Monday mixed following the weekend announcement of a trade agreement with the European Union.
I maintain my HOLD rating on Albemarle despite a large share price rally since my last rating. Lithium prices appear to have bottomed out, benefiting ALB as a low-cost, large-scale producer in the coming years. I expect an industry shakeout of weaker players and further lithium price recovery ahead.
Albemarle (ALB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Albemarle (ALB) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Albemarle is my top lithium sector pick, offering industry leadership, global scale, and a strong balance sheet at the bottom of the lithium price cycle. Lithium prices may have just bottomed after a 90% plunge since late 2022, with recent supply cuts and global EV buying trends setting up a potential multi-year rebound. Technical momentum/accumulation trends in many lithium miners, including Albemarle, have been excellent since June.