Albemarle

Q2 FY2026 EarningsQ2 FY26 results significantly outperformed consensus across all key metrics: adjusted EPS reached $3.75 vs. $3.24 expected, and revenue of $1.74B beat the $1.63B forecast by 6.9%. The beat was primarily driven by a 78% YoY surge in Energy Storage revenue due to improved lithium pricing and an 11% volume gain in Specialties. Management raised the full-year Specialties outlook and reaffirmed strong demand for AI-related semiconductors and EV infrastructure, despite a minor production disruption at Talison.