ALB earnings date November 2026: Albemarle reported third-quarter results on November 4, 2026, after the NYSE close, beat on both revenue and earnings, and the stock opened November 5 4.84% higher before closing up 3.58%.
The interesting part is that the stock had already run 5.30% on the day of the print, before a single number was published. Separating those two moves is the whole story.
When does ALB report earnings?
Albemarle reported on November 4, 2026, after the NYSE closed, which is the date carried by the scan row in our 6:33 a.m. PT scan that morning with 0 days left on it.
The row that morning was not carrying a results story. Its headline was about Franklin Resources taking a stake in Albemarle, which is a different kind of news and worth knowing about when the price moves the next day.
What Albemarle printed in Q3 2026
Net sales were $1.55 billion, up 18.8% from $1.31 billion, and adjusted earnings per share were $2.58 against a $2.53 consensus.
GAAP net income was $296.8 million, or $2.15 per share, against a loss of $160.7 million a year earlier, and adjusted EBITDA was $645.5 million, up 186.1%, which took the margin to 42%.
The Energy Storage segment did the work. Net sales there were $1.12 billion, up 57.9%, on average realized pricing of $20.02 per kilogram of lithium carbonate equivalent, nearly double the $10.28 a year ago.
Volume went the other way. Shipments were 56,000 tons of LCE, down 18.8% from 69,000, which is what a price does to a producer that sells less and earns more on each ton.
Management also cut 2026 capital expenditure to $300 million to $350 million from about $500 million, and said global lithium demand was up 48% year to date through August.
What the print did to the price
The reaction was the gap. November 5 opened at $99.56, 4.84% above the $94.97 close on November 4, ran to $102.28 and closed at $98.37, up 3.58%.
It kept going for two more sessions. November 6 closed at $99.25, up 0.89%, and November 9 closed at $99.12, down 0.13%. From the November 3 close of $90.19, which was the low close of the month, that is a 9.90% run over four sessions.
Then it gave it back. At 8:49 a.m. PT on November 10 the stock was at $94.35, 4.81% below the November 9 close, and the session was still running.
One thing has to be said plainly: the stock rose 5.30% on November 4, which was the day of the print but before the release came out at 4:15 p.m. ET. That day belonged to lithium, not to the earnings.
Was the move the print or the sector?
On November 4, when Albemarle rose 5.30%, its lithium peers rose with it. SQM was up 7.17% and Lithium Americas up 3.72%, and the wider materials group was up too, with Newmont at 9.90% and Ecolab at 3.39%, against Air Products at 1.89%.
That matters, because the print is not what moved the stock that day. The earnings came out at 4:15 p.m. ET, after the close, and Albemarle had already run before a single number was published.
November 5 is the clean read. Albemarle rose 3.58% on a day when the market was being taken apart around it: MRVL fell 16.43%, DELL 14.89%, ROK 14.15%, AMAT 13.58% and NVDA 9.26%, and most of the names we track were lower. Albemarle was one of the few that were up.
That is the print, and it was idiosyncratic. The company confirmed the release itself, the move was 3.58% against a band that had 9.9% priced into three days, and nothing around it moved the same way.
What was priced in before the print
The row carried implied volatility of 136.6 on a $7.50 straddle running two days, which was 8.1% of the $92.98 scan price, and the sentiment column read Positive.
Around that price the bands ran from $83.80 to $102.17 over three days, $78.95 to $107.02 over seven and $73.14 to $112.83 over fourteen.
The $102.17 top of the three-day band is the number to hold on to, because the high of the reaction session was $102.28. The market had priced the top of the move the night before, and Albemarle went a hair past it.
The book was mixed rather than one-sided: 23 ratings with 2 strong buys, 12 buys, 9 holds and no sells, which is 60.9% on the buy side. The score was 72 at rank 35 of 93: 23 points for analyst coverage, 15.2 for buy-side conviction, 4 for the 2 strong buys, 15 for the implied move and 15 for a Positive sentiment reading.
What to watch now is the price of lithium, because that is what the quarter was made of. At 8:49 a.m. PT on November 10 the lithium group was selling off again, with Lithium Americas down 7.26% and SQM down 3.90% while Albemarle was down 4.81%. That move is the sector's, not the earnings'.
- Reported November 4, 2026, at 4:15 p.m. ET after the NYSE close, with 0 days left on the row in that morning's scan.
- Net sales $1.55 billion, up 18.8% against a $1.57 billion consensus, with adjusted EPS of $2.58 against $2.53.
- Adjusted EBITDA $645.5 million, up 186.1%, on a 42% margin, with GAAP net income of $296.8 million.
- Energy Storage net sales $1.12 billion, up 57.9%, on realized lithium pricing of $20.02 per kilogram of LCE, up 94.7%.
- Shipments 56,000 tons of LCE, down 18.8%, and 2026 capital expenditure cut to $300 million to $350 million from about $500 million.
- November 5 opened at $99.56, 4.84% higher, and closed at $98.37, up 3.58%, on a day most of the table was down.
- November 4's 5.30% rise came before the release, with SQM up 7.17% and Lithium Americas up 3.72% alongside it.
- Implied volatility of 136.6 on a $7.50 two-day straddle, with 23 ratings and 60.9% on the buy side.
Everything quoted here comes from the table we rebuild at 6:33 a.m. PT, and every row of it is published at our open data.
So ALB earnings date November 2026 is a quarter that beat on revenue and on earnings, printed after a stock had already run 5.30% on a lithium rally, and then held a 3.58% gain on a day the market was being taken apart.
None of that is a recommendation, and this page does not make one.
Questions on Albemarle after the November 4 print
When did Albemarle report earnings?
Albemarle reported on November 4, 2026, at 4:15 p.m. ET after the NYSE close, on the date carried by the scan row with 0 days left on it. The conference call was the following morning.
What happened to ALB stock after the earnings report?
November 5 opened at $99.56, 4.84% above the November 4 close of $94.97, traded as high as $102.28, and closed at $98.37, up 3.58%. It closed at $99.25 on November 6 and $99.12 on November 9, then was at $94.35 at 8:49 a.m. PT on November 10, down 4.81%.
Is ALB in the scanner table now?
No. Albemarle is off the published table after the November 4 print, and the next earnings date is not on our calendar yet. We do not publish a date we cannot source.
