ALBEMARLE CORP
ALB, ALB-PA · Plastic Materials, Synth Resins & Nonvulcan Elastomers · 117.9M shares · +2%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $463M (gross $500M, SBC $37M)
Reference price $183.12 · est. market cap ~$21.6B — last insider sale, 2026-05-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52Lithium leader posting an operating and net loss in a deep price downturn, cushioned by strong cash generation and a clean balance sheet.
Strengths
- Top-tier cash generation (OCF margin 25%/100th, FCF $692M/87th) and solid liquidity (current 2.2, quick 1.6/75th)
- Low leverage (D/E 0.33) and asset divestitures raising cash provide downturn staying power
Risks
- Net margin -9.9%, operating margin -7.1% and negative ROE/ROA reflect a loss year
- Commodity-price and non-lithium battery-technology risk make earnings highly cyclical
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
13.0%
Operating margin
-7.1%
Net margin
-9.9%
Return on equity
-5.4%
Return on assets
-3.1%
ROIC
-2.3%
Revenue growth (QoQ)
0.0%
Debt / equity
0.3×
Current ratio
2.2×
Free cash flow
$692M
EBITDA
$292M
Tangible book value
$7.8B
Stock comp / revenue
0.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-15 | Masters J Kent | Sell | 3.8K | $183.12 |
| 2026-05-15 | Masters J Kent | Sell | 12K | $183.87 |
| 2026-05-15 | Masters J Kent | Sell | 700 | $184.52 |
| 2026-04-01 | Wolff Alejandro Daniel | Grant | 25 | — |
| 2026-03-12 | Masters J Kent | Gift | 31K | $162.79 |
| 2026-03-10 | Masters J Kent | Sell | 5.4K | $171.18 |
| 2026-03-10 | Masters J Kent | Sell | 996 | $171.82 |
| 2026-03-10 | Masters J Kent | Sell | 5.4K | $170.26 |
| 2026-03-02 | Krupa Ander C. | Grant | 1.8K | — |
| 2026-03-02 | Mummert Mark Richard | Grant | 3.1K | — |
| 2026-03-02 | Lima Cynthia Renee | Grant | 1.8K | — |
| 2026-03-02 | Sheorey Neal Ravi | Grant | 4.5K | — |
| 2026-03-02 | Anderson Melissa H. | Grant | 4.5K | — |
| 2026-03-02 | Masters J Kent | Grant | 22K | — |
| 2026-03-02 | Gagarinas Autumn M. | Grant | 1.8K | — |
| 2026-03-02 | Norris Eric | Grant | 4.5K | — |
| 2026-03-02 | LaBauve Donald J. Jr. | Grant | 698 | — |
| 2026-02-27 | LaBauve Donald J. Jr. | Grant | 1.3K | $178.67 |
| 2026-02-27 | LaBauve Donald J. Jr. | Tax withheld | 361 | $178.67 |
| 2026-02-26 | Masters J Kent | Tax withheld | 3.9K | $184.93 |
| 2026-02-26 | Gagarinas Autumn M. | Grant | 194 | $184.93 |
| 2026-02-26 | Gagarinas Autumn M. | Tax withheld | 85 | $184.93 |
| 2026-02-26 | Krupa Ander C. | Grant | 173 | $184.93 |
| 2026-02-26 | Krupa Ander C. | Tax withheld | 80 | $184.93 |
| 2026-02-26 | Collins Michelle T | Grant | 325 | — |
| 2026-02-26 | Mummert Mark Richard | Grant | 366 | $184.93 |
| 2026-02-26 | Mummert Mark Richard | Tax withheld | 159 | $184.93 |
| 2026-02-26 | Lima Cynthia Renee | Grant | 147 | $184.93 |
| 2026-02-26 | Lima Cynthia Renee | Tax withheld | 64 | $184.93 |
| 2026-02-26 | Anderson Melissa H. | Grant | 1.1K | $184.93 |
| 2026-02-26 | Anderson Melissa H. | Tax withheld | 491 | $184.93 |
| 2026-02-26 | Norris Eric | Grant | 1.8K | $184.93 |
| 2026-02-26 | Norris Eric | Tax withheld | 785 | $184.93 |
| 2026-02-26 | LaBauve Donald J. Jr. | Grant | 219 | $184.93 |
| 2026-02-26 | LaBauve Donald J. Jr. | Tax withheld | 67 | $184.93 |
| 2026-02-26 | Masters J Kent | Grant | 9.0K | $184.93 |
| 2026-02-24 | LaBauve Donald J. Jr. | Tax withheld | 164 | $186.83 |
| 2026-02-24 | Gagarinas Autumn M. | Tax withheld | 377 | $186.83 |
| 2026-02-24 | Gagarinas Autumn M. | Tax withheld | 189 | $186.83 |
| 2026-02-24 | Krupa Ander C. | Tax withheld | 188 | $186.83 |
| 2026-02-24 | Mummert Mark Richard | Tax withheld | 375 | $186.83 |
| 2026-02-24 | Lima Cynthia Renee | Tax withheld | 196 | $186.83 |
| 2026-02-24 | Lima Cynthia Renee | Tax withheld | 144 | $186.83 |
| 2026-02-24 | Anderson Melissa H. | Tax withheld | 565 | $186.83 |
| 2026-02-24 | Norris Eric | Tax withheld | 887 | $186.83 |
| 2026-02-20 | Norris Eric | Sell | 5.7K | $165.45 |
| 2026-02-18 | STEINER GERALD A | Option exercise | 781 | — |
| 2026-02-18 | STEINER GERALD A | Option exercise | 153 | — |
| 2026-02-13 | Anderson Melissa H. | Sell | 8.5K | $163.71 |
| 2026-01-02 | Wolff Alejandro Daniel | Grant | 32 | — |
| 2025-12-31 | Masters J Kent | Tax withheld | 4.4K | $141.44 |
| 2025-12-31 | Masters J Kent | Tax withheld | 9.2K | $141.44 |
| 2025-12-31 | Masters J Kent | Tax withheld | 14K | $141.44 |
| 2025-11-06 | Sheorey Neal Ravi | Option exercise | 2.0K | — |
| 2025-11-06 | Sheorey Neal Ravi | Tax withheld | 854 | $91.26 |
| 2025-10-24 | Krupa Ander C. | Sell | 172 | $105.00 |
| 2025-10-09 | Krupa Ander C. | Sell | 116 | $95.00 |
| 2025-08-06 | Krupa Ander C. | Grant | 7.4K | — |
| 2025-07-01 | BRLAS LAURIE | Grant | 2.7K | — |
| 2025-07-01 | OConnell Diarmuid B. | Grant | 2.7K | — |
| 2025-07-01 | OConnell Diarmuid B. | Grant | 37 | — |
| 2025-07-01 | BRLAS LAURIE | Grant | 37 | — |
| 2025-07-01 | OBRIEN JAMES J /KY | Grant | 2.7K | — |
| 2025-07-01 | OBRIEN JAMES J /KY | Grant | 37 | — |
| 2025-07-01 | STEINER GERALD A | Grant | 2.7K | — |
| 2025-07-01 | STEINER GERALD A | Grant | 37 | — |
| 2025-07-01 | Cramer Ralf Hans | Grant | 2.7K | — |
| 2025-07-01 | Cramer Ralf Hans | Tax withheld | 602 | $62.90 |
| 2025-07-01 | Cramer Ralf Hans | Grant | 37 | — |
| 2025-07-01 | Cramer Ralf Hans | Tax withheld | 13 | $62.90 |
| 2025-07-01 | Wolff Alejandro Daniel | Grant | 37 | — |
| 2025-07-01 | Seavers Dean | Grant | 2.7K | — |
| 2025-07-01 | Seavers Dean | Grant | 37 | — |
| 2025-07-01 | MINOR GLENDA J | Grant | 37 | — |
| 2025-02-27 | Johnson Netha N. | Grant | 7.9K | — |
| 2025-02-27 | LaBauve Donald J. Jr. | Grant | 2.5K | — |
| 2025-02-27 | Anderson Melissa H. | Grant | 5.5K | — |
| 2025-02-27 | Lima Cynthia Renee | Grant | 2.5K | — |
| 2025-02-27 | Lima Cynthia Renee | Grant | 5.1K | — |
| 2025-02-27 | Mummert Mark Richard | Grant | 2.5K | — |
| 2025-02-27 | Mummert Mark Richard | Grant | 5.1K | — |
| 2025-02-27 | Grant Stacy Goto | Grant | 2.5K | — |
| 2025-02-27 | Grant Stacy Goto | Grant | 5.1K | — |
| 2025-02-27 | Norris Eric | Grant | 7.9K | — |
| 2025-02-27 | LaBauve Donald J. Jr. | Grant | 984 | — |
| 2025-02-27 | Sheorey Neal Ravi | Grant | 7.9K | — |
| 2025-02-27 | Masters J Kent | Grant | 32K | — |
| 2025-02-27 | LaBauve Donald J. Jr. | Option exercise | 522 | — |
| 2025-02-27 | LaBauve Donald J. Jr. | Tax withheld | 153 | $78.97 |
| 2025-02-27 | Mummert Mark Richard | Option exercise | 522 | — |
| 2025-02-27 | Mummert Mark Richard | Tax withheld | 150 | $78.97 |
| 2025-02-27 | Anderson Melissa H. | Option exercise | 2.9K | — |
| 2025-02-27 | Anderson Melissa H. | Tax withheld | 830 | $78.97 |
| 2025-02-27 | Norris Eric | Option exercise | 3.5K | — |
| 2025-02-27 | Norris Eric | Tax withheld | 1.0K | $78.97 |
| 2025-02-27 | Johnson Netha N. | Option exercise | 3.5K | — |
| 2025-02-27 | Johnson Netha N. | Tax withheld | 1.0K | $78.97 |
| 2025-02-27 | Masters J Kent | Option exercise | 17K | — |
| 2025-02-27 | Masters J Kent | Tax withheld | 7.4K | $78.97 |
| 2025-02-26 | Norris Eric | Tax withheld | 254 | $77.53 |
| 2025-02-26 | Anderson Melissa H. | Tax withheld | 173 | $77.53 |
| 2025-02-26 | Mummert Mark Richard | Tax withheld | 104 | $77.53 |
| 2025-02-26 | Johnson Netha N. | Tax withheld | 254 | $77.53 |
| 2025-02-26 | LaBauve Donald J. Jr. | Tax withheld | 110 | $77.53 |
| 2025-02-25 | LaBauve Donald J. Jr. | Tax withheld | 179 | $78.42 |
| 2025-02-25 | Johnson Netha N. | Tax withheld | 510 | $78.42 |
| 2025-02-25 | Norris Eric | Tax withheld | 510 | $78.42 |
| 2025-02-25 | Anderson Melissa H. | Tax withheld | 414 | $78.42 |
| 2025-02-25 | Mummert Mark Richard | Tax withheld | 179 | $78.42 |
| 2025-01-29 | OConnell Diarmuid B. | Other | 3.7K | — |
| 2025-01-01 | Norris Eric | Tax withheld | 600 | $86.08 |
| 2025-01-01 | Johnson Netha N. | Option exercise | 1.8K | — |
| 2025-01-01 | Norris Eric | Option exercise | 1.8K | — |
| 2025-01-01 | LaBauve Donald J. Jr. | Tax withheld | 110 | $86.08 |
| 2025-01-01 | Mummert Mark Richard | Tax withheld | 110 | $86.08 |
| 2025-01-01 | Johnson Netha N. | Tax withheld | 600 | $86.08 |
| 2025-01-01 | Anderson Melissa H. | Option exercise | 1.2K | — |
| 2025-01-01 | Anderson Melissa H. | Tax withheld | 409 | $86.08 |
| 2024-12-31 | Masters J Kent | Option exercise | 434 | — |
| 2024-12-31 | Masters J Kent | Tax withheld | 192 | $86.08 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-05 | Exec/director change | filing ↗ |
| 2026-05-08 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-04-17 | Exec/director change | filing ↗ |
| 2026-03-25 | Material agreementExhibits | filing ↗ |
| 2026-03-06 | Acquisition/dispositionReg FDOtherExhibits | filing ↗ |
| 2026-03-04 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-11 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-01 | 0000915913-26-000087 ↗ |
| 8-K | 2026-05-08 | 2026-05-05 | 0000915913-26-000075 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0000915913-26-000072 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0000915913-26-000070 ↗ |
| 8-K | 2026-04-17 | 2026-04-13 | 0000915913-26-000064 ↗ |
| 10-K/A | 2026-03-31 | 2025-12-31 | 0000915913-26-000060 ↗ |
| 8-K | 2026-03-25 | 2026-03-19 | 0000915913-26-000057 ↗ |
| 8-K | 2026-03-06 | 2026-03-02 | 0000915913-26-000032 ↗ |
| 8-K | 2026-03-04 | 2026-02-26 | 0000915913-26-000029 ↗ |
| 10-K | 2026-02-11 | 2025-12-31 | 0000915913-26-000018 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0000915913-26-000016 ↗ |
| 8-K | 2025-12-12 | 2025-12-08 | 0000915913-25-000166 ↗ |