UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5667 Cabot Corporation (Exact name of registrant as specified in its charter) Delaware 04-2271897 (State or other jurisdiction of incorporation ...

Cabot Corporation (NYSE:CBT) Q2 2021 Earnings Conference Call May 4, 2021 8:00 AM ET Company Participants Steve Delahunt – Vice President, Treasurer and Investor Relations Sean Keohane – Chief Executive Officer and President Erica McLaughlin – Senior Vice President and Chief Financial Officer Conference Call Participants David Huang – Deutsche Bank Mike Leithead – Barclays Kevin Hocevar – NorthCoast Research Dan Rizzo – Jefferies Lucas Beaumont – UBS Chris Kapsch – Loop Capital Markets Operator Thank you fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5667 Cabot Corporation (Exact name of registrant as specified in its charter) Delaware 04-2271897 (State or other jurisdiction of incorporat ...

EARNINGS TELECONFERENCE FIRST QUARTER - FISCAL 2021 CABOT 1 FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements based on management's current expectations, estimates and projections. All statements that address expectations or projections about the future, including with respect to our expectations for demand for our products, our expectations for earnings and volumes in the second quarter of fiscal 2021, our expectations for operating cash flow generation, are forward-looking s ...

Financial Data and Key Metrics Changes - The company reported record adjusted earnings per share of $1.18 and segment EBIT of $140 million for Q1 2021, driven by improving demand trends and robust unit margins [9][43]. - Cash flows from operating activities were $21 million, with a working capital increase of $99 million, primarily due to higher sales and inventory purchases of raw materials [39][40]. Business Line Data and Key Metrics Changes - Reinforcement Materials segment achieved record EBIT performance of $88 million, with global volumes up 1% year-over-year, driven by 13% growth in Europe and 9% in the Americas [31][32]. - Performance Chemicals segment delivered EBIT of $54 million, up 32% compared to Q1 2020, primarily due to higher volumes and a strong product mix [20][36]. - Purification Solutions segment's EBIT was flat compared to the previous year, affected by reduced demand in mercury removal applications [38]. Market Data and Key Metrics Changes - Strong recovery was noted in tire and automotive markets, with global demand improving, although still below pre-COVID levels [11][12]. - The Chinese market showed significant strength, with PMI hitting 57 and industrial production surging, positioning the company well for growth in this region [15][16]. Company Strategy and Development Direction - The company is focused on maintaining pricing and margins over volume in the near term, particularly in the Chinese market [55][104]. - Strategic initiatives include converting a plant in Suzhou, China, to manufacture specialty carbons, expected to be completed by early 2022 [21][22]. - Sustainability and ESG leadership are integrated into the business strategy, with the company receiving a platinum rating from EcoVadis for its sustainability efforts [27][29]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the economic recovery, particularly in the automotive sector, while acknowledging challenges related to COVID-19 and global logistics [46][47]. - The company expects adjusted earnings per share in Q2 to be in the range of $0.90 to $1.00, reflecting strong underlying business performance [44][45]. Other Important Information - The company anticipates that margins will moderate in the upcoming quarters due to rising feedstock costs and increased fixed costs [34][37]. - Capital expenditures for the year are expected to be between $175 million and $200 million, including compliance and upgrades to the new carbon black plant in China [41]. Q&A Session Summary Question: Outlook on cost inflation and margin normalization - Management indicated that visibility remains challenging, but the Q2 guidance reflects strong business performance, with careful management of transportation and supply chain issues [50][51][52]. Question: Asia reinforcement volumes down despite strong demand - Management clarified that the focus on price and margin over volume led to weaker volumes in Asia, despite strong economic performance in China [54][55]. Question: Impact of tariffs on tire imports - Management noted that tariffs may shift demand regionally but do not expect significant corporate earnings impact due to the company's global footprint [100][101]. Question: Recovery of volumes to pre-COVID levels - Management expects tire production in 2021 to be about 4% to 5% below the prior peak, indicating a gradual recovery [113]. Question: Mix effects and growth in the tire replacement market in China - Management highlighted that the passenger car replacement cycle in China is still building, with significant potential for growth [81][83].

| --- | --- | --- | |--------------------------------------|-------------------|-------------------------------------------| | | | | | Title of each class | Trading symbol(s) | Name of each exchange on which registered | | Common Stock, $1 par value per share | CBT | The New York Stock Exchange | UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2020 ...

Cabot Corporation (NYSE:CBT) Q4 2020 Earnings Conference Call November 24, 2020 8:00 AM ET Company Participants Steve Delahunt - Vice President, Treasury and Investor Relations Sean Keohane - President and Chief Executive Officer Erica McLaughlin - Chief Financial Officer Conference Call Participants Michael Leithead - Barclays Capital David Begleiter - Deutsche Bank Securities, Inc. Josh Spector - UBS Investment Bank Jeffrey Zekauskas - JPMorgan Chase & Co. Laurence Alexander - Jefferies Group LLC Chris Ka ...

EARNINGS TELECONFERENCE FOURTH QUARTER ‐ FISCAL 2020 CABOT 2 Q4 FISCAL 2020 | 1 FORWARD LOOKING STATEMENTS This presentation contains forward‐looking statements. All statements that address expectations or projections about the future, including our expectations for EBIT, margins, volume and product mix improvements in certain of our businesses in the first quarter of fiscal 2021, our expectations for Adjusted EPS for the first quarter of fiscal 2021, the factors we expect to positively impact our results, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5667 Cabot Corporation (Exact name of registrant as specified in its charter) Delaware 04-2271897 (State or other jurisdiction of incorporation ...

Cabot Corporation (NYSE:CBT) Q3 2020 Earnings Conference Call August 7, 2020 8:00 AM ET Company Participants Steve Delahunt - Vice President, Treasury and Investor Relations Sean Keohane - President and Chief Executive Officer Erica McLaughlin - Chief Financial Officer Conference Call Participants David Begleiter - Deutsche Bank Securities, Inc. Michael Leithead - Barclays Capital Josh Spector - UBS Investment Bank James Sheehan - Truist Securities Inc. Laurence Alexander - Jefferies Group LLC Jeffrey Zekau ...