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    Wenyi Huang

    Research Analyst at JPMorgan Chase & Co.

    Wenyi Huang is an analyst at JPMorgan Chase & Co., specializing in equity research with coverage including companies such as Cabot Corp. She has participated directly in earnings calls and contributes sector-focused insights to JPMorgan's research platform. While available public information highlights her involvement in analyst activities since at least early 2025, detailed performance metrics, prior firm experience, or professional credentials are not explicitly documented. Her most recent research involvement centers on Cabot Corp, where she has authored questions and market commentary.

    Wenyi Huang's questions to CABOT (CBT) leadership

    Wenyi Huang's questions to CABOT (CBT) leadership • Q1 2025

    Question

    Wenyi Huang of JPMorgan asked for a breakdown of the product lines that drove the 8% volume growth in Performance Chemicals, a quantification of the energy center revenue loss, and the reason for lower allocated corporate costs.

    Answer

    CFO Erica McLaughlin detailed that while all product lines grew, carbons and compounds were up 5-6%, and fumed metal oxides led with approximately 20% growth. She quantified the energy center headwind at about $5 million in EBIT year-over-year, driven by Europe and China. McLaughlin attributed the lower corporate costs to the timing of certain expenses and guided for them to be higher, in the $14-$16 million range, for the remaining quarters of the fiscal year.

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