earnings
confidence high
sentiment negative
materiality 0.75
Cabot Q1 EPS $1.37, adj $1.53 (-13% YoY); revenue $849M; narrows FY adj EPS to $6.00-$6.50
CABOT CORP
2026-Q1 EPS
reported $1.37
vs consensus $1.47
▼ miss
(-7.0%)
- Adjusted EPS $1.53, down 13% from $1.76 YoY; revenue $849M vs $955M (-11%).
- Reinforcement Materials EBIT $102M (-22% YoY) on 7% global volume decline, particularly Americas -15%.
- Performance Chemicals EBIT $48M (+7% YoY) driven by Battery Materials strength; signed multi-year supply deal with PowerCo SE.
- Cash from operations $126M; returned $76M to shareholders ($24M dividends, $52M buybacks). Net debt/EBITDA 1.2x.
- Full-year adjusted EPS guidance narrowed to $6.00-$6.50; management cites challenging demand and tire import headwinds.
item 2.02item 9.01