Brief: Cabot Q3 Adjusted EPS USD 1.9 Vs. IBES Estimate USD 1.82

Cabot

04/08/2025 21:33

Overview

Cabot fiscal Q3 adjusted EPS beats analyst expectations, despite 1% yr/yr decline, per LSEG data

Revenue for fiscal Q3 falls to $923 mln amid challenging demand environment

Reinforcement Materials EBIT down 6%, Performance Chemicals EBIT up 4% yr/yr

Outlook

Cabot reaffirms FY25 Adjusted EPS guidance of $7.15 to $7.50

Company expects lower volumes due to tariff uncertainty

Company anticipates earnings growth despite macroeconomic challenges

Result Drivers

REINFORCEMENT MATERIALS - EBIT decline driven by lower volumes in Asia Pacific and the Americas

PERFORMANCE CHEMICALS - EBIT increase due to higher gross profit per ton despite lower volumes

DEMAND CHALLENGES - Uncertainty from tariffs and weaker global macroeconomic environment impacting customer demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted EPS
Beat
$1.9
$1.82 (5 Analysts)
Q3 Net Income
$101 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy."

Wall Street's median 12-month price target for Cabot Corp is $85.50, about 15.8% above its August 1 closing price of $72.00

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNXb6HpQF

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)