Albemarle
Albemarle returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | 1.72% | — | 0.56% | 1.35% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | -1.07% | — | -4.02% | -1.45% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | -2.51% | — | -6.95% | -3.1% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | -0.95% | — | -1.86% | -0.12% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | -6.53% | — | -10.21% | -5.21% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | -9.85% | — | -12.13% | -6.33% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | -12.1% | — | -13.59% | -6.76% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | -17.26% | — | -19.54% | -10.31% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | -10.64% | — | -5.27% | -2.67% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | -6.63% | — | 3.14% | 1.84% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | 1.84% | — | 18.09% | 9.33% | — |
| FY 2023 Q3 | Sep 30, 2023 | 15.26% | 14.72% | 12.29% | 39.97% | 20.32% | 7.6 pp |
| FY 2023 Q2 | Jun 30, 2023 | 23.44% | 23.21% | 60.78% | 49.28% | 24.78% | 15.7 pp |
| FY 2023 Q1 | Mar 31, 2023 | 27.95% | 27.9% | 65.46% | 48.87% | 25.36% | 20.2 pp |
| FY 2022 Q4 | Dec 31, 2022 | 23.47% | 22.65% | 67.55% | 39.53% | 20.35% | 15.8 pp |
| FY 2022 Q3 | Sep 30, 2022 | 14.92% | 15.6% | 17.21% | 25% | 12.6% | 7.2 pp |
| FY 2022 Q2 | Jun 30, 2022 | 6.22% | 8.24% | -22.76% | 4.3% | 2.26% | -1.5 pp |
| FY 2022 Q1 | Mar 31, 2022 | 8.85% | 10.24% | 34.69% | 4.86% | 2.59% | 1.1 pp |
| FY 2021 Q4 | Dec 31, 2021 | 8.27% | 9% | 40.8% | 2.5% | 1.15% | 0.6 pp |
| FY 2021 Q3 | Sep 30, 2021 | 12.88% | 10.69% | 316.81% | 4.32% | 2.01% | 5.2 pp |
| FY 2021 Q2 | Jun 30, 2021 | 10.87% | 10.43% | 51.78% | 13.8% | 6.71% | 3.2 pp |
| FY 2021 Q1 | Mar 31, 2021 | 6.5% | 5.98% | -12.35% | 7.57% | 3.62% | -1.2 pp |
| FY 2020 Q4 | Dec 31, 2020 | 6.25% | 5.92% | -16.99% | 9.16% | 3.7% | -1.4 pp |
| FY 2020 Q3 | Sep 30, 2020 | 6.94% | 6.78% | -8.96% | 9.58% | 4.15% | -0.8 pp |
| FY 2020 Q2 | Jun 30, 2020 | 7.91% | 7.27% | -3.9% | 11.2% | 4.8% | 0.2 pp |
| FY 2020 Q1 | Mar 31, 2020 | 9.31% | 8.33% | -11.05% | 13.43% | 5.72% | 1.6 pp |
| FY 2019 Q4 | Dec 31, 2019 | 9.82% | 8.97% | -11.32% | 14.19% | 6.11% | 2.1 pp |
| FY 2019 Q3 | Sep 30, 2019 | 11.25% | 10.73% | 28.54% | 15.54% | 7.33% | 3.6 pp |
| FY 2019 Q2 | Jun 30, 2019 | 11.06% | 10.3% | 24.54% | 14.6% | 7% | 3.4 pp |
| FY 2019 Q1 | Mar 31, 2019 | 14.22% | 13.31% | 121.29% | 18.61% | 9.01% | 6.5 pp |
| FY 2018 Q4 | Dec 31, 2018 | 15.82% | 14.08% | 185.49% | 19.11% | 9.05% | 8.1 pp |
| FY 2018 Q3 | Sep 30, 2018 | 7.02% | 14.31% | — | 9.31% | 4.6% | -0.7 pp |
| FY 2018 Q2 | Jun 30, 2018 | 7.14% | 14.04% | — | 8.98% | 4.51% | -0.6 pp |
| FY 2018 Q1 | Mar 31, 2018 | 2.49% | 10.08% | -47.95% | 3.64% | 1.81% | -5.2 pp |
| FY 2017 Q4 | Dec 31, 2017 | 0.46% | 8.66% | -94.08% | 1.47% | 0.69% | -7.2 pp |
| FY 2017 Q3 | Sep 30, 2017 | 6.59% | 6.7% | — | 24.32% | 10.35% | -1.1 pp |
| FY 2017 Q2 | Jun 30, 2017 | 6.44% | 6.5% | — | 25.58% | 10.66% | -1.3 pp |
| FY 2017 Q1 | Mar 31, 2017 | 6.11% | 6.32% | — | 13% | 5.55% | -1.6 pp |
| FY 2016 Q4 | Dec 31, 2016 | 8.43% | 7.65% | — | 18.26% | 7.24% | 0.7 pp |
| FY 2016 Q3 | Sep 30, 2016 | 9.51% | 8.54% | — | 6.7% | 2.26% | 1.8 pp |
| FY 2016 Q2 | Jun 30, 2016 | 9.03% | 8.46% | — | 4.83% | 1.6% | 1.3 pp |
| FY 2016 Q1 | Mar 31, 2016 | 8.62% | 8.22% | — | 15.64% | 5.41% | 0.9 pp |
| FY 2015 Q4 | Dec 31, 2015 | 8.7% | 7.32% | 3.05% | 14.52% | 4.51% | 1 pp |
| FY 2015 Q3 | Sep 30, 2015 | 4.55% | 4.21% | -4.16% | 6.18% | 2.18% | -3.1 pp |
| FY 2015 Q2 | Jun 30, 2015 | 4.27% | 4.04% | -4.1% | 6.39% | 2.26% | -3.4 pp |
| FY 2015 Q1 | Mar 31, 2015 | 4.53% | 4.01% | -3.81% | 5.08% | 1.8% | -3.2 pp |
| FY 2014 Q4 | Dec 31, 2014 | 11.28% | 7.5% | — | 8.93% | 3.03% | 3.6 pp |
| FY 2014 Q3 | Sep 30, 2014 | 18.11% | 18.38% | 51.09% | 21.05% | 8.97% | 10.4 pp |
| FY 2014 Q2 | Jun 30, 2014 | 17.58% | 19.34% | 15% | 22.79% | 9.59% | 9.9 pp |
| FY 2014 Q1 | Mar 31, 2014 | 18.83% | 17.67% | 79.87% | 22.67% | 11.01% | 11.1 pp |
| FY 2013 Q4 | Dec 31, 2013 | 19.32% | 18.8% | 41.39% | 23.88% | 11.77% | 11.6 pp |
| FY 2013 Q3 | Sep 30, 2013 | 16.65% | 14.37% | -41.48% | 18.01% | 8.63% | 8.9 pp |
| FY 2013 Q2 | Jun 30, 2013 | 17.26% | 14.79% | -28.78% | 19.86% | 9.15% | 9.6 pp |
| FY 2013 Q1 | Mar 31, 2013 | 15.63% | 12.54% | -128.53% | 14.7% | 7.59% | 7.9 pp |
| FY 2012 Q4 | Dec 31, 2012 | 17.23% | 13.87% | -68.33% | 18.19% | 9.38% | 9.5 pp |
| FY 2012 Q3 | Sep 30, 2012 | 18.16% | 15.91% | -43.69% | 20.29% | 10.39% | 10.5 pp |
| FY 2012 Q2 | Jun 30, 2012 | 19.81% | 17.17% | 39.24% | 21.06% | 10.96% | 12.1 pp |
| FY 2012 Q1 | Mar 31, 2012 | 23.86% | 20.87% | 207.6% | 26.38% | 13.46% | 16.2 pp |
| FY 2011 Q4 | Dec 31, 2011 | 25.33% | 21.35% | 97.58% | 29.01% | 13.91% | 17.6 pp |
| FY 2011 Q3 | Sep 30, 2011 | 23.19% | 20.65% | — | 28.4% | 13.59% | 15.5 pp |
| FY 2011 Q2 | Jun 30, 2011 | 21.66% | 19.71% | — | 27.32% | 13.26% | 14 pp |
| FY 2011 Q1 | Mar 31, 2011 | — | — | — | — | — | — |
| FY 2010 Q4 | Dec 31, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Sep 30, 2010 | — | — | — | — | — | — |
| FY 2010 Q2 | Jun 30, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · ALB, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.