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Cabot (CBT) investor relations material
Cabot Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Feb, 2026
Executive summary
Adjusted EPS for Q1 FY2026 was $1.53, down 13% year-over-year, with GAAP EPS at $1.37, reflecting lower EBIT in Reinforcement Materials and higher EBIT in Performance Chemicals.
Net sales for Q1 FY2026 were $849 million, down $106 million year-over-year, driven by less favorable pricing, product mix, and lower volumes in both segments, partially offset by favorable currency impacts.
Battery Materials product line delivered 39% revenue growth year-over-year, with EBITDA margins at 22% on a trailing twelve-month basis.
Signed a multi-year supply agreement with PowerCo SE, a Volkswagen subsidiary, for lithium-ion battery materials, reinforcing leadership in Battery Materials.
Returned $76 million to shareholders via dividends and share repurchases, supported by $126 million in operating cash flow.
Financial highlights
Cash flows from operations reached $126 million; discretionary free cash flow was $71 million.
Cash and cash equivalents stood at $230 million at quarter-end; liquidity position at $1.4 billion.
Capital expenditures for Q1 were $69 million; full-year CapEx expected between $200 million and $230 million.
Net debt to EBITDA stood at 1.2x as of December 31, 2025.
Free cash flow for the quarter was $57 million.
Outlook and guidance
Adjusted EPS guidance for FY2026 narrowed to $6.00–$6.50, assuming current FX, oil, and interest rates.
Reinforcement Materials volumes expected to be flat year-over-year, with some loss in Europe offset by new assets in Indonesia and Mexico.
Performance Chemicals segment anticipates low single-digit volume growth, led by battery materials and select end markets.
Continued strong free cash flow and robust balance sheet expected to support investments and shareholder returns.
Targeting an additional $30 million in cost savings in FY2026, on top of $50 million realized in FY2025.
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Next Cabot earnings date
AGM 202612 Mar, 2026
Cabot
Next Cabot earnings date
AGM 202612 Mar, 2026
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Frequently asked questions
Cabot Corporation is a specialty chemicals and performance materials company. It produces carbon black, specialty carbons, activated carbon, and aerogel products used in automotive, energy, and industrial sectors. The company is headquartered in Boston, Massachusetts, and its shares are listed on the NYSE.
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