earnings
confidence high
sentiment neutral
materiality 0.80
Cabot Q3 adjusted EPS $1.67 vs $1.90 YoY; tightens FY guidance to $6.15-$6.45; CEO succession
CABOT CORP
- Q3 adjusted EPS $1.67 vs $1.90 YoY; GAAP EPS $0.12 includes $1.55 in certain items.
- Reinforcement Materials EBIT $97M (-24% YoY) on lower gross profit per ton; volumes up 5%.
- Performance Chemicals EBIT $68M (+19% YoY) on higher volumes and margins.
- Tightens FY2026 adjusted EPS guidance to $6.15-$6.45 from $6.00-$6.50.
- Erica McLaughlin to succeed Sean Keohane as President and CEO effective Oct 1, 2026.