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Cabot Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $1.47 |
| EPS actual | $1.61 |
| EPS Surprise | 9.52% |
| Revenue estimate | 900.305M |
| Revenue actual | 904M |
| Revenue Surprise | 0.410% |
| Release date | Feb 03, 2026 |
| EPS estimate | $1.40 |
| EPS actual | $1.53 |
| EPS Surprise | 9.29% |
| Revenue estimate | 887.039M |
| Revenue actual | 849M |
| Revenue Surprise | -4.29% |
| Release date | Nov 03, 2025 |
| EPS estimate | $1.68 |
| EPS actual | $1.70 |
| EPS Surprise | 1.19% |
| Revenue estimate | 930M |
| Revenue actual | 899M |
| Revenue Surprise | -3.33% |
| Release date | Aug 04, 2025 |
| EPS estimate | $1.82 |
| EPS actual | $1.90 |
| EPS Surprise | 4.40% |
| Revenue estimate | 977.635M |
| Revenue actual | 923M |
| Revenue Surprise | -5.59% |
Last 4 Quarters for Cabot
Below you can see how CBT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $73.71 |
| EPS estimate | $1.82 |
| EPS actual | $1.90 |
| EPS surprise | 4.40% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $74.57 |
| Jul 30, 2025 | $72.42 |
| Jul 31, 2025 | $72.18 |
| Aug 01, 2025 | $72.00 |
| Aug 04, 2025 | $73.71 |
| Aug 05, 2025 | $80.10 |
| Aug 06, 2025 | $77.84 |
| Aug 07, 2025 | $77.74 |
| Aug 08, 2025 | $78.02 |
| 4 days before | -1.15% |
| 4 days after | 5.85% |
| On release day | 8.67% |
| Change in period | 4.63% |
| Release date | Nov 03, 2025 |
| Price on release | $65.90 |
| EPS estimate | $1.68 |
| EPS actual | $1.70 |
| EPS surprise | 1.19% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $71.00 |
| Oct 29, 2025 | $69.08 |
| Oct 30, 2025 | $67.56 |
| Oct 31, 2025 | $67.48 |
| Nov 03, 2025 | $65.90 |
| Nov 04, 2025 | $61.24 |
| Nov 05, 2025 | $60.47 |
| Nov 06, 2025 | $59.33 |
| Nov 07, 2025 | $61.48 |
| 4 days before | -7.18% |
| 4 days after | -6.71% |
| On release day | -7.07% |
| Change in period | -13.41% |
| Release date | Feb 03, 2026 |
| Price on release | $71.29 |
| EPS estimate | $1.40 |
| EPS actual | $1.53 |
| EPS surprise | 9.29% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $71.49 |
| Jan 29, 2026 | $72.23 |
| Jan 30, 2026 | $72.19 |
| Feb 02, 2026 | $72.86 |
| Feb 03, 2026 | $71.29 |
| Feb 04, 2026 | $78.73 |
| Feb 05, 2026 | $76.25 |
| Feb 06, 2026 | $74.58 |
| Feb 09, 2026 | $74.59 |
| 4 days before | -0.280% |
| 4 days after | 4.63% |
| On release day | 10.44% |
| Change in period | 4.34% |
| Release date | May 05, 2026 |
| Price on release | $78.93 |
| EPS estimate | $1.47 |
| EPS actual | $1.61 |
| EPS surprise | 9.52% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $75.76 |
| Apr 30, 2026 | $76.96 |
| May 01, 2026 | $77.33 |
| May 04, 2026 | $75.85 |
| May 05, 2026 | $78.93 |
| May 06, 2026 | $82.41 |
| May 07, 2026 | $81.28 |
| May 08, 2026 | $85.68 |
| May 11, 2026 | $84.55 |
| 4 days before | 4.18% |
| 4 days after | 7.12% |
| On release day | 4.41% |
| Change in period | 11.60% |
Cabot Earnings Call Transcript Summary of Q1 2026
Cabot reported adjusted EPS of $1.53 for Q1 FY2026 (down 13% YoY). Reinforcement Materials EBIT fell 22% YoY due to lower volumes (notably Americas and Asia Pacific) and pricing pressure from elevated tire imports; Performance Chemicals EBIT rose 7% YoY, driven by better mix and strong Battery Materials growth (Battery Materials revenue +39% YoY; trailing-12-month EBITDA margin ~22%). Operating cash flow was strong ($126M) with discretionary free cash flow of $71M; cash on hand ~$230M and liquidity about $1.4B. Net debt-to-EBITDA was 1.2x. Management narrowed FY2026 adjusted EPS guidance to $6.00–$6.50 and expects Reinforcement Materials volumes roughly flat for the year, with low single-digit volume growth in Performance Chemicals (Battery Materials tailwind). Company is pursuing $30M of additional cost savings in FY2026, maintaining prior ~$50M savings, reducing FY2026 capex midpoint by ~$60M vs. FY2025, and finalizing plans to rationalize carbon black capacity in the Americas and Europe. Strategically, Cabot highlighted a multiyear supply agreement with PowerCo (VW subsidiary) as a key step to establish incumbency at Western gigafactories and accelerate Battery Materials growth. Management intends to sustain high shareholder returns via dividends and buybacks supported by strong free cash flow.
