Latest Thesis
Albemarle: lithium recovery has to beat balance-sheet fatigue
Albemarle reported Q1 2026 revenue of $1.43 billion, operating income of $233.5 million and cash of $1.09 billion. The thesis depends on lithium pricing, cost cuts, project discipline, balance-sheet flexibility and EV demand recovery.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.
Recent Reports
Compact report index for this company.