Cabot Q1 Adjusted EPS falls 13% to $1.53 on $849 million sales; outlook narrowed
Cabot reported fiscal first-quarter 2026 results for the quarter ended December 31, 2025. Net sales fell to $849 million from $955 million, net income attributable to Cabot fell to $73 million from $93 million, and diluted EPS fell to $1.37 from $1.67. The company narrowed its fiscal 2026 Adjusted EPS outlook to $6.00 to $6.50 per share, which is a lower-profit picture than the prior year's quarter for shareholders.
Key points
- Adjusted EPS was $1.53 versus $1.76 a year earlier, down 13%; diluted EPS was $1.37 versus $1.67.
- Reinforcement Materials segment EBIT fell 22% to $102 million on lower volumes, with Americas volumes down 15%.
- Performance Chemicals segment EBIT rose 7% to $48 million on higher gross profit per ton.
- Fiscal 2026 Adjusted EPS outlook narrowed to $6.00 to $6.50 per share; a multi-year supply agreement with PowerCo SE was signed during the quarter.
The filing
Written by AI on Nov 8, 2026, 1:39 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 February 03, 2026.
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.