Albemarle Corporation

NYSE:ALB 주식 리포트

시가총액: US$15.8b

Albemarle 과거 순이익 실적

과거 기준 점검 0/6

Albemarle 의 수입은 연평균 -33.8%의 비율로 감소해 온 반면, Chemicals 산업은 연평균 3.6%의 비율로 감소했습니다. 매출은 연평균 7.1%의 비율로 증가해 왔습니다.

핵심 정보

-33.80%

순이익 성장률

-33.98%

주당순이익(EPS) 성장률

Chemicals 산업 성장률12.93%
매출 성장률7.13%
자기자본이익률-1.84%
순이익률-7.27%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha Jun 24

Albemarle: Why $20 Lithium Changes Everything

Summary Albemarle Corporation is rated Buy with a 12-month price target of $205, reflecting strong earnings leverage to recovering lithium prices. Q1 results demonstrate robust financial improvement: net sales up 33% YoY, adjusted EBITDA up 148%, and FCF at $248 million, driven by higher lithium prices and volumes. Grid-scale energy storage is emerging as a major lithium demand driver, with battery order books full through 2027 and demand growth trending above guidance. ALB's healthy balance sheet—$2.7B liquidity, 1x net debt/EBITDA, no major maturities until 2028—supports profitable growth and cushions against commodity price volatility. Read the full article on Seeking Alpha
분석 기사 Jun 21

Albemarle (ALB) Stock Could Be 24.6% Undervalued After Recent Share Price Weakness

Albemarle (ALB) has drawn fresh attention after recent share price weakness, with the stock down 6% over the past month and 4% over the past 3 months. This has prompted investors to reassess its valuation and business mix. See our latest analysis for Albemarle. Beyond the recent weakness, Albemarle’s 1 day share price return of down 3.73% and 7 day return of down 5.91% sit against a year to date share price gain of 11.41%. The 1 year total shareholder return of about 1.9x contrasts with...
내러티브 업데이트 Jun 13

ALB: Elevated Lithium Optimism Will Likely Pressure Future Share Returns

Albemarle's updated analyst price target rises by about $5 to $131, as analysts highlight higher long term volume potential, tighter lithium operating rates and a shift to a richer 17.8x future P/E multiple, despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research on Albemarle reflects a mix of optimism around long term lithium volume potential and more guarded views on how much of this is already reflected in the stock price.
내러티브 업데이트 May 30

ALB: Future Returns Will Rely On Tightening Lithium Supply And Cost Discipline

The analyst fair value estimate for Albemarle has increased from $172.62 to $212.74. Analysts attribute the updated view to higher target prices, expectations for mid single digit volume growth from key lithium assets, and ongoing cost discipline.
내러티브 업데이트 May 13

ALB: Lithium Recovery And Cost Discipline Will Drive Future Re Rating

Albemarle's analyst price target has shifted from $245 to $264, with analysts pointing to recent broad based target raises and updated assumptions on lithium pricing, capital discipline, and a higher future P/E multiple as key drivers behind the change. Analyst Commentary Recent research points to a clear shift in tone around Albemarle, with a series of price target raises and selected upgrades framed around improving lithium fundamentals, tighter cost control, and a willingness to reward shareholders for disciplined capital allocation.
내러티브 업데이트 Apr 29

ALB: Lithium Price Recovery And Cost Discipline Will Drive Bullish Re Rating

Analysts have nudged Albemarle's implied fair value estimate higher, with the target moving from $230 to $245 as they factor in slightly stronger revenue growth expectations, a modestly higher profit margin outlook, and updated P/E assumptions following a series of recent target hikes and mixed rating changes across the Street. Analyst Commentary Recent research on Albemarle shows a cluster of higher price targets and selective upgrades, even as a few firms trim targets or ratings.
내러티브 업데이트 Apr 15

ALB: Lithium Price Recovery And Cost Discipline Will Support Bullish Re Rating

Analysts have raised their average price targets for Albemarle by double-digit dollar amounts, placing them in the $150 to $230 range. They cite higher lithium price assumptions, more constructive views on supply and demand, and ongoing cost discipline as key supports for the updated valuation inputs.
내러티브 업데이트 Apr 01

ALB: Lithium Tightening And Cost Discipline Will Drive Bullish Re Rating Ahead

Analysts have nudged Albemarle's price targets higher across the board, with several firms lifting their views by $10 to more than $100, as they point to stronger lithium pricing, disciplined cost control, and improving sentiment around electric vehicle and energy storage demand. Analyst Commentary Bullish analysts are leaning into a more constructive view on Albemarle, with a cluster of upgrades and higher price targets tied to lithium pricing, cost discipline, and renewed interest in battery supply chains.
내러티브 업데이트 Mar 18

ALB: Lithium Price Rally Will Likely Curb Future Share Returns

The analyst price target for Albemarle has been revised higher to $126.39 from $75.00. Analysts point to stronger lithium pricing, tighter inventories, and ongoing cost and capital expenditure discipline as key reasons for the shift.
내러티브 업데이트 Mar 03

ALB: Lithium Tightening And Price Recovery Will Support Re Rating Ahead

Albemarle's updated analyst price targets have moved higher, with several firms lifting their ranges into roughly the mid to low $200s as analysts point to stronger lithium pricing, tighter inventories, and what they view as improving supply and demand fundamentals for the commodity. Analyst Commentary Recent Street research on Albemarle shows a clear tilt toward more constructive views, with many bullish analysts increasing price targets across a wide range and several moving to more positive ratings.
내러티브 업데이트 Feb 17

ALB: Lithium Supply Tightening And Pricing Recovery Will Drive Re Rating

The analyst price target for Albemarle has been raised to $230, up from $143.88, as analysts factor in stronger lithium pricing, improved supply and demand expectations, and updated views on margins and future price-to-earnings (P/E) multiples. Analyst Commentary Recent Street research on Albemarle has tilted more positive, with several bullish analysts lifting price targets and moving to more constructive ratings.
분석 기사 Feb 12

Newsflash: Albemarle Corporation (NYSE:ALB) Analysts Have Been Trimming Their Revenue Forecasts

The analysts covering Albemarle Corporation ( NYSE:ALB ) delivered a dose of negativity to shareholders today, by...
내러티브 업데이트 Feb 03

ALB: Future Returns Will Depend On Sustained Lithium Tightness And Pricing Power

The analyst price target for Albemarle has been raised from about $148 to roughly $173. This change reflects analysts' use of a slightly lower discount rate, modestly higher revenue growth assumptions, and a higher future P/E multiple, supported by a series of recent target hikes and upgrades tied to stronger lithium pricing and tightening supply expectations.
내러티브 업데이트 Jan 20

ALB: Future Returns Will Hinge On Sustained Lithium Pricing Strength

The analyst price target for Albemarle has been raised from about $125.49 to roughly $147.79 as analysts factor in higher lithium price assumptions, improved profit margin expectations, and a lower future P/E multiple, supported by a broad wave of recent upgrades and target increases across major research firms. Analyst Commentary Recent research on Albemarle reflects a clear shift toward more constructive views, with several upgrades and higher targets built around revised lithium price decks, inventory tightness, and evolving demand themes such as energy storage and physical AI.
분석 기사 Jan 07

Albemarle Corporation (NYSE:ALB) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable

Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 26% gain in the last month alone...
내러티브 업데이트 Jan 05

ALB: Future Returns Will Depend On Lithium Pricing Outpacing Current Optimism

Narrative Update The analyst price target for Albemarle has increased from about $107 to roughly $125 as analysts incorporate updated lithium pricing assumptions, expectations for stronger medium-term earnings power, and slightly improved margin outlooks. These changes are reflected in a higher assumed future P/E multiple.
내러티브 업데이트 Dec 18

ALB: Lithium Price Rebound Is Expected To Limit Future Share Upside

Analysts have raised our Albemarle fair value estimate to $75 from $58, reflecting higher projected lithium prices, improved demand expectations, and stronger medium term earnings power. Analyst Commentary Recent Street research on Albemarle has turned incrementally constructive on lithium pricing and near term earnings, but the overall tone remains balanced as many price targets and ratings embed limited upside from current levels.
내러티브 업데이트 Dec 04

ALB: Future Returns Will Hinge On Sustained Lithium Price Recovery

Analysts have nudged our Albemarle fair value estimate higher to approximately $107 from about $103 per share, reflecting modestly improved lithium price expectations and slightly stronger long term earnings power despite still limited perceived upside. Analyst Commentary Street research has broadly shifted in a more constructive direction on Albemarle, with a series of target price increases reflecting higher assumed lithium prices and improved earnings power.
분석 기사 Nov 25

Albemarle (NYSE:ALB) Has Announced A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 2nd of January, with...
내러티브 업데이트 Nov 20

ALB: Future Stock Performance Will Depend On Sustained Lithium Price Recovery

Albemarle's analyst price target has increased significantly, reflecting a new consensus valuation of approximately $103 per share. Analysts cite improved lithium demand expectations, earlier achievement of higher average sales prices, and enhanced market fundamentals as key drivers behind the upward revision.
분석 기사 Nov 18

Albemarle Corporation's (NYSE:ALB) 27% Share Price Surge Not Quite Adding Up

Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 27% gain in the last month alone...
내러티브 업데이트 Nov 05

ALB: Future Earnings Outlook Will Balance Rising Lithium Prices And Chile Supply Uncertainties

The analyst price target for Albemarle has been revised upward from $92.92 to $96.45. Analysts point to favorable lithium price trends and improved earnings prospects as key drivers for the adjustment.
분석 기사 Oct 31

Albemarle (NYSE:ALB) Is Due To Pay A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 2nd of January, with...
내러티브 업데이트 Oct 22

Analysts Adjust Targets for Albemarle Amid Lithium Market Shifts and Safety Incident in Chile

Albemarle's analyst price target has increased to $100 from $95, as analysts cite recent government investments and evolving lithium supply dynamics as factors supporting a higher fair value for the stock. Analyst Commentary Recent analyst reports on Albemarle reflect a mix of optimism and caution, as shifting lithium supply dynamics and significant government involvement continue to shape the company's outlook and valuation.
내러티브 업데이트 Oct 08

Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Albemarle's analyst price target has increased from approximately $86.65 to $87.79, as analysts cite improving lithium market conditions, particularly due to actions related to supply in China, and slightly stronger profit margins supporting the updated valuation. Analyst Commentary Recent analyst activity on Albemarle reflects a shift in sentiment in response to market dynamics and company-specific developments.
내러티브 업데이트 Sep 23

Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Analysts have slightly raised Albemarle’s price target from $85.47 to $86.65, citing increased uncertainty around global lithium supply due to China mine closures, which reduces downside risk and may support a sustained lithium price recovery. Analyst Commentary China mine site closures have increased uncertainty around global lithium supply, raising the potential for sustained improvement in lithium prices.
분석 기사 Sep 09

Albemarle (NYSE:ALB) Will Pay A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 1st of October, with...
분석 기사 Sep 01

Albemarle Corporation's (NYSE:ALB) Shares Climb 25% But Its Business Is Yet to Catch Up

Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 25% gain in the last month alone...
내러티브 업데이트 Aug 28

Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Upward revisions to Albemarle's price target reflect improved sentiment as China lithium mine closures introduce upside risk to lithium prices and temper bearish views, resulting in a consensus analyst price target increase from $83.79 to $85.01. Analyst Commentary Recent China lithium mine site closures have introduced upside risk to lithium prices, challenging the prolonged bearish outlook for Albemarle.
분석 기사 Aug 15

Albemarle (NYSE:ALB) Is Due To Pay A Dividend Of $0.405

Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend of $0.405 per share on the 1st of October...
분석 기사 Jul 31

Albemarle (NYSE:ALB) Is Paying Out A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend of $0.405 per share on the...
분석 기사 Jul 18

Albemarle Corporation's (NYSE:ALB) 27% Share Price Surge Not Quite Adding Up

Despite an already strong run, Albemarle Corporation ( NYSE:ALB ) shares have been powering on, with a gain of 27% in...
분석 기사 Jul 02

Is Albemarle (NYSE:ALB) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
User avatar
새로운 내러티브 Apr 22

Optimized Conversion Network And Capex Cuts Will Secure Lithium Stability

Optimization and cost efficiency efforts could improve Albemarle's margins despite volatile lithium prices, enhancing earnings stability.
Seeking Alpha Apr 10

Albemarle: Tariff War Triggers Richer Yields And Improved Upside Potential

Summary ALB has fallen drastically since 2022 peaks, thanks to the moderating lithium spot prices, the over-supply issues in 2025, and the intensified tariff/trade war. This is on top of the potential impacts on near-term energy storage/EV demand, since lithium may be twice tariffed attributed to the global mining/ packaging/ final product development. Even so, ALB appears to be well capitalized to weather the near-term headwinds, thanks to the healthier balance sheet and Talison Joint Venture being adj EBITDA accretive from 2026/2027 onwards. This is on top of the projected lithium deficit from 2026 onwards, with it likely to trigger higher spot prices and improved top/bottom lines then. With ALB now offering a relatively rich total operational return at double digits, we are upgrading to a cautious Buy with numerous caveats. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Albemarle가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:ALB 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 265,495-40055946
31 Dec 255,143-67754351
30 Sep 254,946-18850359
30 Jun 254,993-1,09652369
31 Mar 255,094-1,30755877
31 Dec 245,378-1,31659587
30 Sep 246,502-1,96764789
30 Jun 247,458-55465588
31 Mar 248,39832665489
31 Dec 239,6171,57386986
30 Sep 239,8823,32457083
30 Jun 239,6633,91853280
31 Mar 238,7733,67548376
31 Dec 227,3202,69043972
30 Sep 225,5931,55439364
30 Jun 224,33226436559
31 Mar 223,62628136355
31 Dec 213,32812433354
30 Sep 213,31321245057
30 Jun 213,22970343958
31 Mar 213,21936441858
31 Dec 203,12937642759
30 Sep 203,24238241158
30 Jun 203,37543843060
31 Mar 203,49650745359
31 Dec 193,58953347058
30 Sep 193,51957244060
30 Jun 193,41754743261
31 Mar 193,38569541764
31 Dec 183,37569441570
30 Sep 183,31134641075
30 Jun 183,28833541680
31 Mar 183,17213542181
31 Dec 173,0725542079
30 Sep 172,91131543177
30 Jun 172,81030241675
31 Mar 172,74228239678
31 Dec 162,67744235579
30 Sep 162,70356030382
30 Jun 162,74251029784
31 Mar 162,79146829986
31 Dec 152,82630230089
30 Sep 152,70212439789
30 Jun 152,65214938289

양질의 수익: ALB 은(는) 현재 수익성이 없습니다.

이익 마진 증가: ALB는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ALB은 수익성이 없으며 지난 5년 동안 손실이 연평균 33.8% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 ALB의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: ALB은 수익성이 없어 지난 해 수익 성장률을 Chemicals 업계(0.1%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ALB는 현재 수익성이 없으므로 자본 수익률이 음수(-1.84%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/29 17:01
종가2026/06/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Albemarle Corporation는 36명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
Benjamin KalloBaird
Andres Castanos-MollorBerenberg