Loading...
•
Dec 31, 2025
Cabot Q1 2026 Earnings Report
Cabot reported lower earnings driven by weaker volumes in Reinforcement Materials, partly offset by strength in Performance Chemicals.
Key Takeaways
Cabot delivered solid profitability despite a challenging demand environment, with Performance Chemicals growth offsetting declines in Reinforcement Materials and strong cash generation supporting shareholder returns.
Adjusted EPS declined year over year due to lower Reinforcement Materials volumes
Performance Chemicals EBIT increased on favorable product mix and battery materials demand
Strong operating cash flow supported dividends and share repurchases
Balance sheet remained strong with low net debt to EBITDA
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management narrowed full-year adjusted EPS guidance while remaining focused on cost actions and growth in battery materials.
Positive Outlook
- Expect continued earnings growth in Performance Chemicals
- Battery materials momentum expected to continue
- Strong cash generation anticipated
- Investment grade balance sheet maintained
- Ongoing shareholder returns through dividends and buybacks
Challenges Ahead
- Reinforcement Materials demand environment remains challenging
- Elevated tire imports impacting volumes
- Competitive pressure in Asia Pacific
- Weaker demand conditions in Europe
- Ongoing macroeconomic uncertainty
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...