AL

Albemarle Corporation stock research

Dec 31, 2025

FY2025 Q4

Albemarle (ALB) Gross Margin — Quarter Ended Dec 31, 2025

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit improved versus the prior quarter but was lower than a year ago. Cost of revenue rose in both comparisons, and gross margin strengthened sequentially but weakened relative to the year-ago period.

Gross margin takeaway

Quarter ended Dec 31, 2025 · FY2025 Q4

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit improved versus the prior quarter but was lower than a year ago. Cost of revenue rose in both comparisons, and gross margin strengthened sequentially but weakened relative to the year-ago period.

  • The sequential improvement in gross margin was supported by gross profit growing faster than revenue, as cost of revenue rose less proportionally.
  • Compared to the prior quarter, gross margin improved; compared to the same quarter last year, gross margin weakened. Revenue and cost of revenue both increased relative to both periods.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

13.9%

Gross profit

$197.9M

Revenue

$1.4B

Cost of revenue

$1.2B

Quarter-over-quarter change

+4.9 pts

Year-over-year change

+2.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2025$1.1B$156.3M$920.6M14.5%
Jun 30, 2025$1.3B$196.9M$1.1B14.8%
Sep 30, 2025$1.3B$117.6M$1.2B9.0%
Dec 31, 2025$1.4B$197.9M$1.2B13.9%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2025

+4.9 pts

Year-over-year change

Dec 31, 2024

+2.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The sequential improvement in gross margin was supported by gross profit growing faster than revenue, as cost of revenue rose less proportionally.

Compared to the prior quarter, gross margin improved; compared to the same quarter last year, gross margin weakened. Revenue and cost of revenue both increased relative to both periods.

Monitor the trend in cost of revenue relative to revenue, as its growth rate may influence future margin stability.