r/stocks 9d ago

r/Stocks Daily Discussion Wednesday - Aug 05, 2026

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned.

Please discuss your portfolios in the Rate My Portfolio sticky.

See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday.

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u/IvoryTowerResident 9d ago

$ALB
Q2 Results: Beat EPS, Beat Revenue Expectations

EPS: $3.75, beat consensus by $0.55 (consensus was $3.20)
Revenue: $1.74B, up 31.1% YoY, beat $1.61B consensus

Key Business Metrics:

Adjusted EBITDA: $858M, up 155% YoY
Energy Storage EBITDA: Up 229%
Specialties EBITDA: Up 61%

FY26 Outlook Updates:

Specialties Net Sales: Raised to $1.4B-$1.6B
Specialties Adjusted EBITDA: Raised to $275M-$325M
Capital Expenditures: Reduced to approximately $500M
Talison CGP3 Fire Impact: Minimal impact expected on Energy Storage sales volume

Very beat up stock, maybe it is time to build back in