Cabot Q4 Adjusted EPS falls 6% to $1.70; FY2026 outlook $6.00 to $7.00
Cabot reported fiscal fourth-quarter 2025 net sales of $899 million, down from $1,001 million a year earlier, and diluted EPS of $0.79 versus $2.43. For the full fiscal year, adjusted EPS rose 3% to $7.25, but diluted EPS fell to $6.02 from $6.72 and net sales fell to $3.7 billion from $4.0 billion. The company expects fiscal 2026 adjusted EPS of $6.00 to $7.00, citing weak Reinforcement Materials demand and elevated Asian tire imports, which points to a lower range than fiscal 2025.
Key points
- Q4 fiscal 2025 adjusted EPS was $1.70, down 6% from $1.80; diluted EPS was $0.79 versus $2.43
- Full-year fiscal 2025 adjusted EPS was $7.25, up 3% from $7.06, while diluted EPS was $6.02 versus $6.72
- Fiscal 2026 adjusted EPS outlook is $6.00 to $7.00; the company cites uncertain macroeconomic and trade conditions and competitive headwinds in Reinforcement Materials
- Cabot announced an agreement to acquire Bridgestone Corporation's reinforcing carbons plant in Mexico
The filing
Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 03, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.