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Cabot (CBT) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Diluted EPS was $1.86, while adjusted EPS was $1.90, a decrease of 1% year-over-year[5] - Performance Chemicals segment EBIT reached $57 million, showing a 4% increase year-over-year[5] - Reinforcement Materials segment EBIT amounted to $128 million, a decrease of 6% year-over-year[5] - The company returned $64 million to shareholders through dividends and share repurchases[5] - Cash flow from operations was $249 million, with free cash flow of $188 million[22] - The company expects capital expenditures for fiscal year 2025 to be in the range of $250 million to $275 million[22] Strategic Initiatives - An agreement was announced to acquire Bridgestone's reinforcing carbons plant in Mexico for $70 million[7, 11] - Cabot was awarded a platinum rating from EcoVadis for exceptional sustainability performance for the fifth consecutive year, ranking in the top 1% of companies assessed by EcoVadis globally[8, 14] - Notable growth was achieved in Battery Materials, with a 20% contribution margin improvement driven by differentiated products[7, 15] Outlook - The company reaffirms its adjusted EPS guidance range of $7.15 to $7.50 for fiscal year 2025[38, 41, 46]