Key Takeaways Cabot completed the MXCB acquisition, adding a carbon black plant in Tamaulipas, Mexico.CBT expects efficiencies from proximity to Altamira through shared logistics and coordination. Cabot paid about $70M, expanding capacity and ties with Bridgestone to meet rising demand. Cabot Corporation (CBT) has completed the acquisition of Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation, concluding a transaction announced in August 2025 after securing all necessary regulatory ...

以下文章来源于卡博特Cabot ，作者卡博特 卡博特Cabot . 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 在全球能源结构转型与碳中和目标推动下，储能系统正成为能源安全与电网稳定的重要支 撑。无论是在家庭、商业还是工业领域，储能技术都在默默发挥着关键作用——平衡电网负 荷、提升可再生能源利用率、保障用电高峰时的电力稳定输出。 我们是全球领先的特种化学品和高性能材料公司。自1988年进入中国以来， 凭借强烈的社会责任感、 领先的产品技术、出色的人才团队和雄厚的资金投入，卡博特中国赢得了政府和合作伙伴的充分信任、 客户的广泛赞誉和市场的高度认可，成为 ...

Financial Performance - For the first quarter of fiscal 2026, net sales and other operating revenues decreased by $106 million to $849 million compared to $955 million in the same period of fiscal 2025, driven by unfavorable pricing and product mix as well as lower volumes [85]. - Gross profit for the first quarter of fiscal 2026 was $211 million, a decrease of $24 million from $235 million in the first quarter of fiscal 2025, primarily due to lower volumes in both segments [86]. - Total segment EBIT for the first quarter of fiscal 2026 was $150 million, down from $175 million in the first quarter of fiscal 2025, reflecting lower EBIT in the Reinforcement Materials segment [96]. - Net income attributable to Cabot Corporation for the first quarter of fiscal 2026 was $73 million ($1.37 per diluted share), compared to $93 million ($1.67 per diluted share) in the same period of fiscal 2025 [94]. - Selling and administrative expenses increased by $3 million to $69 million in the first quarter of fiscal 2026, primarily due to higher legal expenses [87]. - Research and technical expenses decreased by $1 million to $13 million in the first quarter of fiscal 2026, attributed to cost management efforts [89]. - The effective tax rate for the first quarter of fiscal 2026 was 31%, with a provision for income taxes of $37 million, compared to a provision of $41 million in the same period of fiscal 2025 [90]. - Net income (loss) attributable to noncontrolling interests decreased by $2 million to $9 million in the first quarter of fiscal 2026, primarily due to lower earnings from joint ventures in China [93]. - Total other unallocated items remained flat at $(25) million in Q1 fiscal 2026 compared to Q1 fiscal 2025 [98]. Segment Performance - Reinforcement Materials sales decreased by $91 million to $520 million in Q1 fiscal 2026, primarily due to less favorable pricing and lower volumes [100]. - EBIT for Reinforcement Materials decreased by $28 million to $102 million in Q1 fiscal 2026, driven by lower volumes and lower gross profit per ton [101]. - Performance Chemicals sales decreased by $11 million to $300 million in Q1 fiscal 2026, primarily due to lower volumes and less favorable pricing [103]. - EBIT for Performance Chemicals increased by $3 million to $48 million in Q1 fiscal 2026, driven by higher gross profit per ton [104]. Cash Flow and Investments - Cash and cash equivalents decreased by $26 million to $230 million as of December 31, 2025 [107]. - Cash provided by operating activities totaled $126 million in Q1 fiscal 2026, compared to $124 million in Q1 fiscal 2025 [113]. - Investing activities consumed $69 million in Q1 fiscal 2026, down from $104 million in Q1 fiscal 2025 [117]. - Financing activities consumed $92 million in Q1 fiscal 2026, primarily due to share repurchases and dividend payments [121]. - Capital expenditures for fiscal 2026 are expected to be between $200 million and $230 million [119]. Risks and Challenges - The company faces risks from industry capacity utilization and competition from other specialty chemical companies [126]. - Regulatory and financial risks related to climate change developments are significant concerns for the company [126]. - The volatility in the price and availability of energy and raw materials, particularly due to geopolitical events like the Russian invasion of Ukraine, poses challenges [126]. - The company has experienced adverse changes in customer or joint venture relationships, impacting performance expectations [126]. - There are concerns regarding the failure to achieve growth expectations from new products and technology developments [126]. - The company may not realize benefits from acquisitions, alliances, or joint ventures, affecting portfolio management objectives [126]. - Unanticipated delays and increased costs in site development projects could hinder operational efficiency [126]. - Negative global or regional economic conditions may limit market opportunities for the company [126]. - The accuracy of assumptions used in establishing reserves for respirator claims is critical to financial reporting [126]. - Market risks for the period ended December 31, 2025 remain consistent with previous disclosures [127].

Cabot (NYSE:CBT) Q1 2026 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsDavid Begleiter - Managing DirectorErica McLaughlin - EVP and CFOJohn Roberts - Managing DirectorJosh Spector - Director of Equity ResearchKevin Estok - Equity Research Senior AssociateLydia Huang - Managing DirectorRobert Rist - VP of Investor Relations and Corporate PlanningSean Keohane - CEO and PresidentOperatorLadies and gentlemen, thank you for standing by, and welcome to the first quarter fiscal year 2026 Cabot E ...

Cabot (NYSE:CBT) Q1 2026 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsDavid Begleiter - Managing DirectorErica McLaughlin - EVP and CFOJohn Roberts - Managing DirectorJosh Spector - Director of Equity ResearchKevin Estok - Equity Research Senior AssociateLydia Wong - Managing DirectorRobert Rist - VP of Investor Relations and Corporate PlanningSean Keohane - CEO and PresidentOperatorLadies and gentlemen, thank you for standing by, and welcome to the first quarter fiscal year 2026 Cabot Ea ...

Cabot (NYSE:CBT) Q1 2026 Earnings call February 04, 2026 08:00 AM ET Speaker6Ladies and gentlemen, thank you for standing by, and welcome to the first quarter fiscal year 2026 Cabot Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised, and ...

CABOT CORPORATION EARNINGS TELECONFERENCE FIRST QUARTER - FISCAL 2026 Q1 Fiscal 2026 1 Forward Looking Statements This presentation contains forward-looking statements. All statements that address expectations or projections about the future, including with respect to our expectations for our performance in the second quarter of and fiscal year 2026, including our expectations for performance in our businesses, cash flow generation, our growth in battery materials, for cost savings we will recognize and for ...

分组1 - Cabot reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.4 per share, but down from $1.76 per share a year ago, representing an earnings surprise of +9.36% [1] - The company posted revenues of $849 million for the quarter, missing the Zacks Consensus Estimate by 3.73%, and down from $955 million year-over-year [2] - Over the last four quarters, Cabot has surpassed consensus EPS estimates three times but has not beaten consensus revenue estimates [2] 分组2 - The stock has gained approximately 9.9% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $891.24 million, and for the current fiscal year, it is $6.47 on revenues of $3.52 billion [7] - The Zacks Industry Rank for Chemical - Diversified is currently in the bottom 15% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Exhibit 99.1 Investor Contact: Robert Rist (617) 342-6374 CABOT CORPORATION REPORTS FIRST QUARTER FISCAL YEAR 2026 RESULTS First Quarter 2026 Diluted earnings per share ("EPS") of $1.37 and Adjusted EPS of $1.53 BOSTON (February 3, 2026)-- Cabot Corporation (NYSE: CBT) today announced results for its first quarter fiscal year 2026. First Quarter Highlights | (In millions, except per share amounts) | | | Three Months Ended | | | --- | --- | --- | --- | --- | | | | 12/31/25 | | 12/31/24 | | Net sales and othe ...

First Quarter 2026 Diluted earnings per share (“EPS”) of $1.37 and Adjusted EPS of $1.53BOSTON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT) today announced results for its first quarter fiscal year 2026. First Quarter Highlights Diluted EPS of $1.37 and Adjusted EPS of $1.53, which represents a 13% decrease in Adjusted EPS year-over-yearReinforcement Materials segment EBIT of $102 million; down 22% year-over-year driven by lower volumes in the segmentPerformance Chemicals segment EBIT of ...