Carbon black producer Cabot Q4 revenue misses estimates

Cabot

03/11/2025 21:40

Overview

Cabot Q4 2025 revenue misses analyst expectations, adjusted EPS beats consensus

Company reports decrease in Reinforcement Materials EBIT due to lower volumes

Cabot announces acquisition of Bridgestone's reinforcing carbons plant in Mexico

Outlook

Cabot expects fiscal 2026 Adjusted EPS between $6.00 and $7.00

Company anticipates profit improvement in Performance Chemicals for fiscal 2026

Cabot foresees strong operating cash flow to support growth investments in 2026

Result Drivers

REINFORCEMENT MATERIALS - Lower volumes in Americas and Asia Pacific impacted EBIT

PERFORMANCE CHEMICALS - EBIT decreased due to lower demand in Europe, offset by cost management

CASH FLOW - Strong operating cash flow supported dividends and share repurchases

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$899 mln
$960.76 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$1.70
$1.68 (5 Analysts)
Q4 Net Income
$43 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 $88.00, about 23.3% above its October 31 closing price of $67.48

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

Press Release: ID:nGNX4q89tM

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)