Overview

* Cabot Q4 2025 revenue misses analyst expectations, adjusted EPS beats consensus

* Company reports decrease in Reinforcement Materials EBIT due to lower volumes

* Cabot announces acquisition of Bridgestone's reinforcing carbons plant in Mexico

Outlook

* Cabot expects fiscal 2026 Adjusted EPS between $6.00 and $7.00

* Company anticipates profit improvement in Performance Chemicals for fiscal 2026

* Cabot foresees strong operating cash flow to support growth investments in 2026

Result Drivers

* REINFORCEMENT MATERIALS - Lower volumes in Americas and Asia Pacific impacted EBIT

* PERFORMANCE CHEMICALS - EBIT decreased due to lower demand in Europe, offset by cost management

* CASH FLOW - Strong operating cash flow supported dividends and share repurchases

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Miss $899 mln $960.76

mln (4

Analysts

)

Q4 Beat $1.70 $1.68 (5

Adjusted Analysts

EPS )

Q4 Net $43 mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the specialty chemicals peer group is "buy."

* Wall Street's median 12-month price target for Cabot Corp ( CBT ) is $88.00, about 23.3% above its October 31 closing price of $67.48

* The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)