Earnings summaries and quarterly performance for CABOT.
Executive leadership at CABOT.
Sean Keohane
Detailed
President and Chief Executive Officer
CEO
EM
Erica McLaughlin
Detailed
Executive Vice President and Chief Financial Officer
JZ
Jeff Zhu
Detailed
Executive Vice President and President, Carbon and Silica Technologies and Battery Materials; Head of Asia Pacific Region
KK
Karen Kalita
Detailed
Senior Vice President and General Counsel
MW
Matthew Wood
Detailed
Senior Vice President and President, Reinforcement Materials Segment
Board of directors at CABOT.
CY
Christine Yan
Detailed
Director
CA
Cynthia Arnold
Detailed
Director
DD
Douglas Del Grosso
Detailed
Director
FW
Frank Wilson
Detailed
Director
JE
Juan Enriquez
Detailed
Director
MM
Michael Morrow
Detailed
Non-Executive Chair of the Board
MW
Michelle Williams
Detailed
Director
RN
Raffiq Nathoo
Detailed
Director
TV
Thierry Vanlancker
Detailed
Director
WK
William Kirby
Detailed
Director
Research analysts who have asked questions during CABOT earnings calls.
JE
John Ezekiel Roberts
Mizuho Securities
7 questions for CBT
Also covers: ALB, APD, ASH +21 more
Kevin Estok
Jefferies
5 questions for CBT
Also covers: ASH, AVNT, ECVT +7 more
CP
Chris Perrella
UBS
3 questions for CBT
Also covers: AVY
DB
David Begleiter
Deutsche Bank
3 questions for CBT
Also covers: ALB, APD, ASH +24 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
3 questions for CBT
Also covers: ALB, AMCR, APD +31 more
CP
Christopher Perrella
UBS Group AG
2 questions for CBT
Also covers: ALB, DOW, LYB +3 more
DR
Daniel Rizzo
Jefferies
2 questions for CBT
Also covers: APD, ASH, ATR +16 more
Emily Fusco
Deutsche Bank
2 questions for CBT
Also covers: APD, CTVA, FUL +3 more
JS
Josh Spector
UBS Group
2 questions for CBT
Also covers: ALB, AMBP, APD +28 more
Joshua Spector
UBS
1 question for CBT
Also covers: ALB, AMBP, APD +37 more
LA
Laurence Alexander
Jefferies
1 question for CBT
Also covers: AIQUY, ALB, APD +27 more
LH
Lydia Huang
JPMorgan Chase & Co.
1 question for CBT
Also covers: EMN, FUL
LW
Lydia Wong
JPMorgan Chase & Co.
1 question for CBT
SD
Saurabh Dhir
Mizuho Financial Group
1 question for CBT
WH
Wenyi Huang
JPMorgan Chase & Co.
1 question for CBT
Recent press releases and 8-K filings for CBT.
Cabot Corporation Reports Q1 FY2026 Adjusted EPS of $1.53 and Narrows FY2026 Guidance
CBT
Earnings
Guidance Update
New Projects/Investments
2 days ago
Cabot Corporation Announces Q1 2026 Results and Fiscal Year 2026 Outlook
CBT
Earnings
Guidance Update
Demand Weakening
- Cabot Corporation reported Q1 2026 Adjusted EPS of $1.53, representing a 13% decrease year-over-year, and GAAP EPS of $1.37.
- The company generated $126 million in Cash Flows from Operations and returned $76 million to shareholders through dividends and share repurchases during Q1 2026.
- The Reinforcement Materials segment EBIT was $102 million, down 22% year-over-year, primarily due to declining western tire production and year-over-year price reductions, while the Performance Chemicals segment EBIT was $48 million, up 7% year-over-year.
- Cabot signed a multi-year supply agreement with PowerCo SE for lithium-ion battery applications, with its Battery Materials product line showing 39% revenue growth over Q1 FY25.
- For Fiscal Year 2026, the company expects Adjusted EPS in the range of $6.00 to $6.50 and is targeting an additional $30 million of savings.
2 days ago
Cabot Reports Q1 2026 Adjusted EPS of $1.53 and Narrows FY 2026 Guidance
CBT
Earnings
Guidance Update
Demand Weakening
- Cabot Corporation reported adjusted earnings per share of $1.53 for the first quarter of fiscal year 2026.
- The company narrowed its fiscal year 2026 adjusted earnings per share guidance range to between $6.00 and $6.50.
- The Reinforcement Materials segment's EBIT declined 22% year-over-year due to lower volumes and pricing pressure, while the Performance Chemicals segment's EBIT increased 7%, significantly boosted by 39% revenue growth in the Battery Materials product line.
- Cabot announced a multiyear agreement with PowerCo, a Volkswagen Group subsidiary, for its Battery Materials product line and is finalizing plans to rationalize Carbon Black capacity in the Americas and Europe.
- The company generated $126 million in operating cash flow and $71 million in discretionary free cash flow in Q1 2026, with expected fiscal 2026 capital expenditures between $200 million and $230 million.
2 days ago
Cabot Corporation Announces Q1 Fiscal Year 2026 Results and Narrows FY2026 Guidance
CBT
Earnings
Guidance Update
New Projects/Investments
- Cabot Corporation reported adjusted earnings per share of $1.53 for the first quarter of fiscal year 2026.
- The Reinforcement Materials segment's EBIT declined by 22% compared to the prior year, primarily due to 7% lower volumes and 7%-9% pricing declines in Western regions, leading to plans for capacity rationalization.
- Conversely, the Performance Chemicals segment's EBIT increased by 7%, with its Battery Materials product line achieving 39% revenue growth and securing a multiyear agreement with PowerCo.
- The company narrowed its adjusted EPS guidance for fiscal year 2026 to between $6 and $6.50.
- Cabot generated $126 million in operating cash flow in Q1 2026, is targeting $30 million in additional cost savings for fiscal year 2026, and reduced its capital expenditure outlook to between $200 million and $230 million.
2 days ago
Cabot Corporation Reports First Quarter Fiscal Year 2026 Results
CBT
Earnings
Guidance Update
New Projects/Investments
- Cabot Corporation reported Q1 fiscal year 2026 Diluted EPS of $1.37 and Adjusted EPS of $1.53, representing a 13% decrease in Adjusted EPS year-over-year.
- The Reinforcement Materials segment EBIT decreased by 22% year-over-year to $102 million due to lower volumes, while the Performance Chemicals segment EBIT increased by 7% year-over-year to $48 million, driven by a favorable product mix and strength in Battery Materials.
- The company signed a multi-year supply agreement with PowerCo SE to supply conductive carbons and dispersions for lithium-ion battery applications, reinforcing its leadership in Battery Materials.
- Cash Flows from Operations were $126 million, supporting the return of $76 million to shareholders through share repurchases and dividends in the quarter.
- Cabot narrowed its full-year fiscal 2026 Adjusted EPS outlook to a range of $6.00 to $6.50 per share.
3 days ago
Cabot Corporation Reports First Quarter Fiscal Year 2026 Results
CBT
Earnings
Guidance Update
New Projects/Investments
- Cabot Corporation reported Diluted EPS of $1.37 and Adjusted EPS of $1.53 for the first quarter of fiscal year 2026, which represents a 13% decrease in Adjusted EPS year-over-year.
- The Reinforcement Materials segment EBIT was $102 million, down 22% year-over-year due to lower volumes, while the Performance Chemicals segment EBIT was $48 million, up 7% year-over-year, driven by a favorable product mix and strength in Battery Materials.
- The company signed a multi-year supply agreement with PowerCo SE to supply conductive carbons and dispersions for lithium-ion battery applications, reinforcing its leadership in Battery Materials.
- Cash Flows from Operations were $126 million, which supported the return of $76 million of cash to shareholders through share repurchases and dividends during the quarter.
- Cabot narrowed its full-year fiscal 2026 Adjusted EPS outlook to a range of $6.00 to $6.50 per share.
3 days ago
Cabot Corporation Completes Acquisition of Mexico Carbon Manufacturing S.A. de C.V.
CBT
M&A
New Projects/Investments
- Cabot Corporation (NYSE: CBT) successfully completed its acquisition of Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation on February 2, 2026.
- This acquisition expands Cabot’s global manufacturing footprint and reinforces its position as a leading provider of reinforcing carbons.
- The MXCB facility enhances production capacity, operational flexibility, and the capability to manufacture a broader range of reinforcing carbon products, supporting future growth opportunities.
- The transaction also strengthens Cabot's partnership with Bridgestone, a long-time customer for reinforcing carbon products.
4 days ago
CBT Announces Q4 and Full Year 2025 Results and 2026 Outlook
CBT
Earnings
Guidance Update
M&A
- CBT reported a record adjusted earnings per share of $7.25 for fiscal year 2025, a 3% increase year over year, alongside strong operating cash flow of $665 million and free cash flow of $391 million.
- For fiscal year 2026, the company projects adjusted earnings per share to be between $6.00 and $7.00, a decrease from 2025, citing a challenging market backdrop including declining automotive production and persistent elevated Asian tire imports.
- CBT is acquiring Bridgestone's reinforcing carbon plant in Mexico, expected to close in Q2 FY26 and be accretive in the first year, and reported a 20% year-over-year increase in total contribution margin for its battery materials business in fiscal year 2025.
- Robert Brist will assume the role of Vice President of Investor Relations and Corporate Planning, with Steve Della Hunt continuing as Vice President and Treasurer.
Nov 4, 2025, 1:00 PM
Cabot Corporation Reports Record FY 2025 Adjusted EPS and Provides FY 2026 Outlook
CBT
Earnings
Guidance Update
M&A
- Cabot Corporation reported record adjusted earnings per share of $7.25 for fiscal year 2025, an increase of 3% year over year, with adjusted EBITDA reaching $804 million. For Q4 2025, adjusted EPS was $1.70, a 6% decrease from the prior year.
- The company provided fiscal year 2026 adjusted EPS guidance of $6.00 to $7.00, anticipating a decline from 2025 due to a challenging macroeconomic environment, including expected decreases in light vehicle auto production and persistent Asian tire imports.
- Cabot maintained a strong balance sheet in fiscal year 2025 with net debt to EBITDA at 1.2 times and $1.5 billion in liquidity, while returning $264 million to shareholders through $96 million in dividends and $168 million in share repurchases.
- Strategic initiatives include the planned acquisition of Bridgestone's reinforcing carbon plants in Mexico, expected to close in Q2 2026 and be accretive in the first year, and continued strong growth in its battery materials business, which saw a 20% year-over-year increase in total contribution margin in fiscal 2025.
Nov 4, 2025, 1:00 PM
Cabot Reports Q4 and FY 2025 Results, Provides FY 2026 Outlook
CBT
Earnings
Guidance Update
Demand Weakening
- Cabot delivered record adjusted earnings per share of $7.25 for fiscal year 2025, a 3% increase year-over-year, with adjusted EBITDA of $804 million and free cash flow of $391 million.
- For fiscal year 2026, the company expects adjusted earnings per share to be between $6 and $7, a step back from 2025, citing a challenging market backdrop including declining light vehicle auto production and persistent Asian tire imports.
- Capital expenditures for fiscal year 2026 are projected to be between $200-$250 million, and the company plans share repurchases in the range of $100 million-$200 million.
- Cabot announced the acquisition of Bridgestone's reinforcing carbon plants in Mexico, expected to close in the second fiscal quarter and be accretive in the first year. The company also noted that its 2027 targets are not expected to be met due to changes in market assumptions, particularly regarding automotive production and tire imports.
Nov 4, 2025, 1:00 PM
Quarterly earnings call transcripts for CABOT.
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