Albemarle Corporation (ALB) Q3 2025 Earnings Call Transcript
Albemarle Corporation ( ALB ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Meredith Bandy - Vice President of Investor Relations & Sustainability Jerry Masters - Chairman, President & CEO Neal Sheorey - Chief Financial Officer Eric Norris - Executive VP & Chief Commercial Officer Conference Call Participants Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Vincent Andrews - Morgan Stanley, Research Division Edlain Rodriguez - Mizuho Securities USA LLC, Research Division David Begleiter - Deutsche Bank AG, Research Division Christopher Perrella - UBS Investment Bank, Research Division Harris Fein - Wolfe Research, LLC Laurence Alexander - Jefferies LLC, Research Division Patrick Cunningham - Citigroup Inc., Research Division Rock Hoffman Blasko - BofA Securities, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Joel Jackson - BMO Capital Markets Equity Research Abigail Eberts - Wells Fargo Securities, LLC, Research Division David Deckelbaum - TD Cowen, Research Division Presentation Operator Hello, and welcome to Albemarle Corporation's Q3 2025 Earnings Call. I will now hand it over to Meredith Bandy, Vice President of Investor Relations and Sustainability.
Compared to Estimates, Albemarle (ALB) Q3 Earnings: A Look at Key Metrics
Although the revenue and EPS for Albemarle (ALB) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Albemarle (ALB) Reports Q3 Loss, Beats Revenue Estimates
Albemarle (ALB) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.92. This compares to a loss of $1.55 per share a year ago.
Albemarle to Post Q3 Earnings: What's in the Cards for the Stock?
Albemarle's Q3 results are likely to reflect pressure from weak lithium prices, though cost and efficiency actions could cushion margins.
3 Signals Pointing to a Turnaround for Albemarle
Shares of Albemarle NYSE: ALB, a bellwether for the lithium industry, have become a focal point for market tension. The stock recently surged 8.5% on a wave of analyst optimism, only to pivot sharply and close down 8.95% on Oct. 27 at $96.18.
Albemarle (ALB) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
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) Stock Slides as Market Rises: Facts to Know Before You Trade
In the most recent trading session, Albemarle (ALB) closed at $96.23, indicating a -8.91% shift from the previous trading day.
MP Materials Shares Rise. Watch This for Clues on Where Rare Earth Stocks Go Next.
Trump listed rare earths as a priority for the U.S. in its dealing with China on Sunday.
MP Materials Shares Dip Again. How It's Ending a Wild Week for Rare Earth Stocks.
MP surged earlier this week as tensions between the U.S. and China escalated after Beijing tightened export controls on certain rare earth materials
2 Rare Earth Stocks Breaking Records Amid Trade Tensions
Wall Street is grappling with U.S.-China trade tensions , as the two struggle for control over rare earths metals and seek to gain an edge in the AI race.
Albemarle: Trading Around Book Value, Starting To Look Cheap
Albemarle (ALB) is a leading global lithium producer, trading near book value and positioned for long-term growth despite recent lithium price volatility. ALB's strong balance sheet, significant cash reserves, and strategic US assets provide a margin of safety, even as the company cuts CAPEX and navigates market headwinds. Lithium market cyclicality, global supply-demand imbalances, and policy shifts in China and the US create both risks and opportunities for ALB's future cash flows.
Rare earth stocks rally in premarket, extending gains amid renewed U.S.-China trade dispute
Shares of U.S. rare earth miners rallied in premarket trade on Tuesday, extending sharp gains from the previous session.
