Subtext

Albemarle Corporation ALB

SectorMaterials
Transcripts63
Date range2007-10-24 – 2025-05-01
Calls charted63

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-14-7+0+7+142007 Q32011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q3 · Overall: +7.32007 Q4 · Overall: +5.92008 Q1 · Overall: +7.62008 Q2 · Overall: +4.02008 Q4 · Overall: +2.52009 Q3 · Overall: +10.72009 Q4 · Overall: +8.32011 Q2 · Overall: +11.52011 Q3 · Overall: +9.82011 Q4 · Overall: +9.52012 Q1 · Overall: +11.82012 Q2 · Overall: +4.92012 Q3 · Overall: +2.72012 Q4 · Overall: +5.22013 Q1 · Overall: +1.82013 Q2 · Overall: +1.12013 Q3 · Overall: +5.42013 Q4 · Overall: +5.32014 Q1 · Overall: +8.22014 Q2 · Overall: +8.92014 Q3 · Overall: +9.62014 Q4 · Overall: +0.92015 Q1 · Overall: +5.62015 Q2 · Overall: +5.62015 Q3 · Overall: -1.12015 Q4 · Overall: +3.92016 Q1 · Overall: +5.02016 Q2 · Overall: +10.12016 Q3 · Overall: +6.62016 Q4 · Overall: +9.62017 Q1 · Overall: +8.02017 Q2 · Overall: +5.12017 Q3 · Overall: +7.32017 Q4 · Overall: +2.62018 Q1 · Overall: +4.52018 Q2 · Overall: +3.82018 Q3 · Overall: -1.12018 Q4 · Overall: +1.62019 Q1 · Overall: +3.22019 Q2 · Overall: +0.92019 Q3 · Overall: +2.62019 Q4 · Overall: +2.52020 Q1 · Overall: -6.62020 Q2 · Overall: -2.82020 Q3 · Overall: -0.82020 Q4 · Overall: +6.42021 Q1 · Overall: +4.12021 Q2 · Overall: +3.32021 Q3 · Overall: +2.12021 Q4 · Overall: +4.92022 Q1 · Overall: +2.32022 Q2 · Overall: +5.72022 Q3 · Overall: +4.72022 Q4 · Overall: +6.42023 Q1 · Overall: -1.72023 Q2 · Overall: +5.72023 Q3 · Overall: -4.32023 Q4 · Overall: -0.72024 Q1 · Overall: +6.72024 Q2 · Overall: +7.12024 Q3 · Overall: +7.22024 Q4 · Overall: +8.62025 Q1 · Overall: +5.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-31-15+0+15+312007 Q32011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q3 · CEO: +10.02007 Q4 · CEO: +12.72008 Q1 · CEO: +11.22008 Q2 · CEO: +15.12008 Q4 · CEO: -1.82009 Q3 · CEO: +17.12009 Q4 · CEO: +15.22011 Q2 · CEO: +13.02011 Q4 · CEO: +12.82012 Q1 · CEO: +9.62012 Q2 · CEO: +6.12012 Q3 · CEO: +6.72012 Q4 · CEO: +8.02013 Q1 · CEO: +4.72013 Q2 · CEO: +6.72013 Q3 · CEO: +13.62013 Q4 · CEO: +8.12014 Q2 · CEO: +12.52014 Q3 · CEO: +13.42014 Q4 · CEO: +6.92015 Q1 · CEO: +8.12015 Q2 · CEO: +9.82015 Q3 · CEO: +2.12015 Q4 · CEO: +7.42016 Q1 · CEO: +4.92016 Q2 · CEO: +13.02016 Q3 · CEO: +14.22016 Q4 · CEO: +13.52017 Q1 · CEO: +11.52017 Q2 · CEO: +7.32017 Q3 · CEO: +14.82017 Q4 · CEO: +11.62018 Q1 · CEO: +10.22018 Q2 · CEO: +8.92018 Q3 · CEO: +5.02018 Q4 · CEO: +8.52019 Q1 · CEO: +6.22019 Q2 · CEO: +8.22019 Q4 · CEO: +5.42020 Q1 · CEO: +0.02020 Q2 · CEO: +5.82020 Q3 · CEO: +2.22020 Q4 · CEO: +11.62021 Q1 · CEO: +13.92021 Q2 · CEO: +4.52021 Q3 · CEO: +11.82021 Q4 · CEO: +7.82022 Q1 · CEO: +7.12022 Q2 · CEO: +10.62022 Q3 · CEO: +14.42022 Q4 · CEO: +16.62023 Q1 · CEO: +3.52023 Q2 · CEO: +19.02023 Q3 · CEO: +7.42023 Q4 · CEO: +6.02024 Q1 · CEO: +26.62024 Q3 · CEO: +14.82024 Q4 · CEO: +21.52025 Q1 · CEO: +7.82007 Q3 · CFO: +0.02007 Q4 · CFO: +14.92008 Q1 · CFO: +6.02008 Q2 · CFO: -7.52008 Q4 · CFO: +8.72009 Q3 · CFO: +10.02009 Q4 · CFO: +9.12011 Q2 · CFO: +8.42011 Q3 · CFO: +19.42011 Q4 · CFO: +15.02012 Q1 · CFO: +12.62012 Q2 · CFO: +5.42012 Q3 · CFO: +1.22012 Q4 · CFO: +3.02013 Q1 · CFO: +5.22013 Q2 · CFO: -9.52013 Q3 · CFO: +1.72013 Q4 · CFO: +9.52014 Q2 · CFO: +12.12014 Q3 · CFO: +12.02014 Q4 · CFO: -0.92015 Q1 · CFO: +6.42015 Q2 · CFO: +6.62015 Q3 · CFO: -1.52016 Q1 · CFO: +10.32016 Q2 · CFO: +12.52016 Q3 · CFO: +5.02016 Q4 · CFO: +3.92017 Q1 · CFO: +12.92017 Q2 · CFO: +5.72017 Q3 · CFO: +4.12017 Q4 · CFO: +4.22018 Q1 · CFO: +6.82018 Q2 · CFO: +4.32018 Q3 · CFO: -1.42018 Q4 · CFO: +1.82019 Q1 · CFO: +5.62019 Q2 · CFO: +0.82019 Q3 · CFO: +7.82019 Q4 · CFO: +4.52020 Q1 · CFO: -12.62020 Q2 · CFO: -7.02020 Q3 · CFO: +2.92020 Q4 · CFO: +12.52021 Q1 · CFO: +6.62021 Q2 · CFO: +14.82021 Q3 · CFO: +1.62021 Q4 · CFO: +13.42022 Q1 · CFO: +5.12022 Q2 · CFO: +10.72022 Q3 · CFO: +6.52022 Q4 · CFO: +0.92023 Q1 · CFO: +0.52023 Q2 · CFO: +2.82023 Q3 · CFO: -0.42023 Q4 · CFO: +0.02024 Q1 · CFO: +1.62024 Q2 · CFO: +4.32024 Q3 · CFO: +9.12024 Q4 · CFO: +12.52025 Q1 · CFO: +15.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-30-15+0+15+302007 Q32011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q3 · Prepared remarks: +17.42007 Q4 · Prepared remarks: +15.12008 Q1 · Prepared remarks: +20.22008 Q2 · Prepared remarks: +19.92008 Q4 · Prepared remarks: +6.02009 Q3 · Prepared remarks: +26.32009 Q4 · Prepared remarks: +21.52011 Q2 · Prepared remarks: +22.62011 Q3 · Prepared remarks: +18.62011 Q4 · Prepared remarks: +17.82012 Q1 · Prepared remarks: +21.92012 Q2 · Prepared remarks: +13.02012 Q3 · Prepared remarks: +3.12012 Q4 · Prepared remarks: +7.52013 Q1 · Prepared remarks: +5.02013 Q2 · Prepared remarks: +0.52013 Q3 · Prepared remarks: +11.22013 Q4 · Prepared remarks: +8.82014 Q1 · Prepared remarks: +15.82014 Q2 · Prepared remarks: +13.52014 Q3 · Prepared remarks: +17.32014 Q4 · Prepared remarks: +3.62015 Q1 · Prepared remarks: +8.22015 Q2 · Prepared remarks: +6.72015 Q3 · Prepared remarks: +0.62015 Q4 · Prepared remarks: +6.42016 Q1 · Prepared remarks: +7.72016 Q2 · Prepared remarks: +6.12016 Q3 · Prepared remarks: +7.82016 Q4 · Prepared remarks: +8.42017 Q1 · Prepared remarks: +9.12017 Q2 · Prepared remarks: +10.02017 Q3 · Prepared remarks: +7.12017 Q4 · Prepared remarks: +10.52018 Q1 · Prepared remarks: +9.62018 Q2 · Prepared remarks: +9.12018 Q3 · Prepared remarks: -1.42018 Q4 · Prepared remarks: +6.12019 Q1 · Prepared remarks: +4.02019 Q2 · Prepared remarks: +1.42019 Q3 · Prepared remarks: +11.32019 Q4 · Prepared remarks: +7.92020 Q1 · Prepared remarks: -4.62020 Q2 · Prepared remarks: +0.32020 Q3 · Prepared remarks: +6.42020 Q4 · Prepared remarks: +16.92021 Q1 · Prepared remarks: +14.22021 Q2 · Prepared remarks: +12.52021 Q3 · Prepared remarks: +10.32021 Q4 · Prepared remarks: +18.22022 Q1 · Prepared remarks: +12.72022 Q2 · Prepared remarks: +16.62022 Q3 · Prepared remarks: +10.82022 Q4 · Prepared remarks: +12.82023 Q1 · Prepared remarks: +7.92023 Q2 · Prepared remarks: +9.72023 Q3 · Prepared remarks: +9.92023 Q4 · Prepared remarks: +6.92024 Q1 · Prepared remarks: +20.12024 Q2 · Prepared remarks: +21.92024 Q3 · Prepared remarks: +24.12024 Q4 · Prepared remarks: +26.32025 Q1 · Prepared remarks: +17.02007 Q3 · Q&A responses: +6.22007 Q4 · Q&A responses: +7.12008 Q1 · Q&A responses: +7.42008 Q2 · Q&A responses: +3.32008 Q4 · Q&A responses: +2.92009 Q3 · Q&A responses: +5.02009 Q4 · Q&A responses: +6.82011 Q2 · Q&A responses: +7.92011 Q3 · Q&A responses: +5.92011 Q4 · Q&A responses: +9.42012 Q1 · Q&A responses: +9.02012 Q2 · Q&A responses: +4.52012 Q3 · Q&A responses: +6.12012 Q4 · Q&A responses: +5.82013 Q1 · Q&A responses: +2.82013 Q2 · Q&A responses: +4.62013 Q3 · Q&A responses: +4.22013 Q4 · Q&A responses: +4.82014 Q1 · Q&A responses: +9.92014 Q2 · Q&A responses: +8.52014 Q3 · Q&A responses: +5.02014 Q4 · Q&A responses: +0.52015 Q1 · Q&A responses: +5.32015 Q2 · Q&A responses: +9.52015 Q3 · Q&A responses: +1.22015 Q4 · Q&A responses: +4.32016 Q1 · Q&A responses: +5.12016 Q2 · Q&A responses: +14.92016 Q3 · Q&A responses: +8.62016 Q4 · Q&A responses: +13.12017 Q1 · Q&A responses: +11.72017 Q2 · Q&A responses: +6.52017 Q3 · Q&A responses: +11.12017 Q4 · Q&A responses: +3.72018 Q1 · Q&A responses: +4.62018 Q2 · Q&A responses: +4.82018 Q3 · Q&A responses: +1.32018 Q4 · Q&A responses: -0.32019 Q1 · Q&A responses: +3.82019 Q2 · Q&A responses: +3.42019 Q3 · Q&A responses: +4.12019 Q4 · Q&A responses: +2.72020 Q1 · Q&A responses: -7.32020 Q2 · Q&A responses: -1.02020 Q3 · Q&A responses: -0.92020 Q4 · Q&A responses: +4.42021 Q1 · Q&A responses: +4.42021 Q2 · Q&A responses: +4.12021 Q3 · Q&A responses: +1.32021 Q4 · Q&A responses: -1.42022 Q1 · Q&A responses: -1.62022 Q2 · Q&A responses: +1.82022 Q3 · Q&A responses: +3.22022 Q4 · Q&A responses: +5.72023 Q1 · Q&A responses: -5.12023 Q2 · Q&A responses: +9.02023 Q3 · Q&A responses: -12.62023 Q4 · Q&A responses: -2.32024 Q1 · Q&A responses: +2.42024 Q2 · Q&A responses: +1.32024 Q3 · Q&A responses: +0.72024 Q4 · Q&A responses: +6.92025 Q1 · Q&A responses: +5.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.40$15.59$30.772007 Q32011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32014 Q1: $4.512014 Q2: $4.622014 Q3: $4.542014 Q4: $4.602015 Q1: $3.642015 Q2: $4.042015 Q3: $4.062015 Q4: $3.972016 Q1: $3.792016 Q2: $4.332016 Q3: $3.862016 Q4: $4.042017 Q1: $4.362017 Q2: $4.702017 Q3: $4.852017 Q4: $5.172018 Q1: $5.322018 Q2: $5.592018 Q3: $5.952018 Q4: $6.182019 Q1: $6.392019 Q2: $6.462019 Q3: $6.512019 Q4: $4.932020 Q1: $5.002020 Q2: $4.002020 Q3: $4.082020 Q4: $4.102021 Q1: $3.902021 Q2: $4.362021 Q3: $4.832021 Q4: $5.882022 Q1: $6.702022 Q2: $13.882022 Q3: $23.802022 Q4: $28.132023 Q1: $28.682023 Q2: $22.412023 Q3: $24.142023 Q4: $13.322024 Q1: $5.382024 Q2: $5.392024 Q3: $2.50

Forward P/E

4.2127.9351.662007 Q32011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32014 Q1: 14.252014 Q2: 15.402014 Q3: 14.292014 Q4: 12.432015 Q1: 14.502015 Q2: 14.452015 Q3: 11.012015 Q4: 13.062016 Q1: 16.252016 Q2: 18.432016 Q3: 19.602016 Q4: 22.262017 Q1: 24.122017 Q2: 23.252017 Q3: 25.902017 Q4: 25.162018 Q1: 18.862018 Q2: 16.832018 Q3: 17.722018 Q4: 12.912019 Q1: 13.502019 Q2: 10.682019 Q3: 10.352019 Q4: 13.982020 Q1: 13.722020 Q2: 19.792020 Q3: 24.002020 Q4: 33.122021 Q1: 40.032021 Q2: 37.912021 Q3: 48.392021 Q4: 40.782022 Q1: 28.562022 Q2: 15.492022 Q3: 12.902022 Q4: 8.812023 Q1: 7.482023 Q2: 10.122023 Q3: 7.642023 Q4: 10.522024 Q1: 23.402024 Q2: 18.472024 Q3: 34.71

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↓ -8.8 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↑ +4.8 fwd EPS ↓ -0.96 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +5.0 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -3.0 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -4.7 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -4.8 fwd EPS ↑ +0.36 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.3 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -9.1 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +3.8 fwd EPS ↓ -1.00 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -2.5 fwd EPS ↑ +0.82 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -8.2 fwd EPS ↑ +0.55 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↑ +7.4 fwd EPS ↓ -6.27 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -10.0 fwd EPS ↑ +1.73 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +3.6 fwd EPS ↓ -10.82 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↑ +7.5 fwd EPS ↓ -7.95 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+5.0——View →
2024 Q42025-02-13+8.6——View →
2024 Q32024-11-07+7.2$2.5034.7View →
2024 Q22024-08-01+7.1$5.3918.5View →
2024 Q12024-05-02+6.7$5.3823.4View →
2023 Q42024-02-15-0.7$13.3210.5View →
2023 Q32023-11-02-4.3$24.147.6View →
2023 Q22023-08-03+5.7$22.4110.1View →