The earnings call highlighted strong cash flow generation, strategic acquisitions, and sustainability recognition as significant positives. However, these were tempered by challenges in Reinforcement Materials volumes and a slight decline in adjusted EPS. The overall sentiment reflects a balanced view with effective strategic positioning but facing external challenges.

Company Guidance

In the third quarter of fiscal 2025, Cabot Corporation reported adjusted earnings per share of $1.90, slightly down by 1% compared to the same period in the previous year. The company generated $249 million in operating cash flow, which facilitated $64 million in shareholder returns through share repurchases and dividends. Performance Chemicals demonstrated a 4% increase in EBIT year-over-year, while Reinforcement Materials experienced a 6% decline. Global volumes decreased by 8% due to a challenging macroeconomic environment, yet the company achieved favorable outcomes through network optimization and cost management strategies. Capital expenditures for the quarter were $61 million, with expectations of $250 million to $275 million for the fiscal year. Cabot's acquisition of Bridgestone's reinforcing carbons plant in Mexico for $70 million is anticipated to be accretive within the first year. The company maintains a strong liquidity position at approximately $1.4 billion, with a net debt-to-EBITDA ratio of 1.3x. Looking ahead, Cabot reaffirmed its full-year adjusted EPS outlook at $7.15 to $7.50, anticipating a continuation of robust cash flow and balanced capital allocation strategies.

Strong Cash Flow Generation

Cabot Corporation generated $249 million of operating cash flow in the third quarter, which was used to fund capital expenditures and return $64 million to shareholders through share repurchases and dividends.

Strategic Acquisition Agreement

Cabot announced a definitive agreement to acquire Bridgestone's reinforcing carbons plant in Mexico for $70 million, expected to be accretive in the first year.

Sustainability Leadership Recognition

Cabot received a platinum rating from EcoVadis for the fifth consecutive year, placing it among the top 1% of companies in the manufacturing of basic chemicals.

Battery Materials Strategy Execution

Cabot increased contribution margin by 20% in its Battery Materials segment compared to the same period in fiscal year 2024.

Performance Chemicals Growth

Performance Chemicals segment EBIT increased by 4% year-over-year, driven by higher gross profit per ton despite lower volumes.

Cabot (CBT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CBT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q4)	1.74 / -	1.8	―	―	―
Aug 04, 2025	2025 (Q3)	1.82 / 1.90	1.92	-1.04% (-0.02)
May 05, 2025	2025 (Q2)	1.85 / 1.90	1.78	6.74% (+0.12)
Feb 03, 2025	2025 (Q1)	1.72 / 1.76	1.56	12.82% (+0.20)
Nov 04, 2024	2024 (Q4)	1.81 / 1.80	1.65	9.09% (+0.15)
Aug 05, 2024	2024 (Q3)	1.72 / 1.92	1.42	35.21% (+0.50)
May 06, 2024	2024 (Q2)	1.66 / 1.78	1.33	33.83% (+0.45)
Feb 05, 2024	2024 (Q1)	1.50 / 1.56	0.98	59.18% (+0.58)
Nov 06, 2023	2023 (Q4)	1.48 / 1.65	1.55	6.45% (+0.10)
Aug 07, 2023	2023 (Q3)	1.55 / 1.42	1.73	-17.92% (-0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CBT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$73.71	$80.10	+8.67%
May 05, 2025	$77.04	$72.04	-6.49%
Feb 03, 2025	$83.94	$87.22	+3.91%
Nov 04, 2024	$108.45	$107.24	-1.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cabot Corporation (CBT) report earnings?

Cabot Corporation (CBT) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is Cabot Corporation (CBT) earnings time?

Cabot Corporation (CBT) earnings time is at Nov 10, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CBT EPS forecast?

CBT EPS forecast for the fiscal quarter 2025 (Q4) is 1.74.

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