Albemarle Corp

Company facts

Industry

Plastic Materials, Synth Resins & Nonvulcan Elastomers

Headquarters

Charlotte, North Carolina

Most recent report

8-K, filed Sep 3, 2026

Incorporated

Virginia

Filings on record

1,000+ filings

On EDGAR

CIK 915913

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 10 sections worth reading, with 5 positive, 7 notable, and 1 negative flags.

• Financial Statements (Item 1)

  Core financials show sharp profit recovery and $1.3B debt paydown from divestiture.
  Positive

  • Quarterly dividend raised from $0.405 to $0.41 per share starting Q3 2026.
  Notable

  • Kemerton Train 1 additional restructuring costs estimated at $70-$90M, narrowed from $80-$100M.
  • Entered €1B notional cross currency swaps as net investment hedge in June 2026.

• Management's Discussion (Item 2)

  Dense financial results with huge YoY swings; divestiture and restructuring details; liquidity and debt moves.
  Positive

  • Net sales $1.7B in Q2 2026, up 31% YoY.
  • Adjusted EBITDA up 155% YoY in Q2 2026, to $858M.
  • Cash flows from operations were $1.1B in H1 2026, up 96% YoY.
  • Long-term non-current debt fell from $3.1B to $1.8B after early redemptions in March 2026.
  Notable

  • Restructuring charges $33.2M YTD; expects $70-90M more for Kemerton decommissioning in 2026-27.
  • Uncertain tax positions total $275.7M at June 30, 2026.
  • Capital expenditures planned at ~$500M for 2026, down from $589.8M in 2025.
  • Of $1.6B total cash, $988M is held by foreign subsidiaries.
  Negative

  • Fire at Talison JV’s CGP3 plant will keep sales volume flat to slightly down in 2026.

• Market Risk (Item 3)

  New €1B cross currency swaps entered in June 2026; material hedge addition.
  Notable

  • Entered €1B cross currency swaps in June 2026 to hedge Euro net investments; new material hedge.

What changed: Jun 2026 vs. Mar 2026

About 15% of ALB's Jun 2026 10-Q is new information. 50 paragraphs were added, 187 changed, and 28 removed. Below are the most important lines SECSift identified.

• Item 1 94
• Item 2 82
• Item 6 4
• Item 3 3
• Item 4 1
• Item 1A 1