earnings
confidence high
sentiment neutral
materiality 0.70
Cabot Q3 adj EPS $1.90 down 1% YoY; reaffirms FY25 adj EPS $7.15-$7.50
CABOT CORP
2025-Q3 EPS
reported $5.22
vs consensus $1.70
▲ beat
(+207.2%)
- Q3 adj EPS $1.90 vs $1.92 YoY; revenue $923M down 9% from $1,016M.
- Reinforcement Materials EBIT $128M (-6% YoY); chemicals EBIT $57M (+4%) on cost savings.
- Global reinforcement volumes fell 8% YoY; Asia Pacific -11%, Americas -9%, EMEA +4%.
- Cash flow from ops $249M; returned $64M via dividends ($24M) and buybacks ($40M).
- Reaffirmed FY25 adj EPS guidance $7.15-$7.50; expects middle-to-lower end due to tariffs.