Every material Form 8-K Cabot filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
Cabot reported fiscal third-quarter 2025 results with diluted EPS of $1.86 and adjusted EPS of $1.90, both below the prior-year quarter, while net sales fell to $923 million from $1.016 billion. The company reaffirmed its fiscal 2025 adjusted EPS guidance of $7.15 to $7.50 but said that at current demand levels it expects to land in the middle to lower end of that range.
Diluted EPS was $1.86 versus $1.94 a year earlier; adjusted EPS was $1.90 versus $1.92, a 1% decrease
Net sales and other operating revenues were $923 million versus $1,016 million; net income attributable to Cabot was $101 million versus $109 million
Reinforcement Materials segment EBIT fell 6% to $128 million; Performance Chemicals segment EBIT rose 4% to $57 million
Fiscal 2025 adjusted EPS guidance of $7.15 to $7.50 was reaffirmed; management cited tariff uncertainty and weaker demand
Cabot Corporation said Executive Vice President and Reinforcement Materials President Hobart C. Kalkstein will step down from those roles effective June 15, 2025, and retire on January 5, 2026, and that Matthew Wood will succeed him as President, Reinforcement Materials Segment. Kalkstein has entered a transition agreement that extends the exercise period of his vested stock options and provides continued pay during a 12-month non-compete period, subject to conditions.
Hobart C. Kalkstein steps down as EVP and President, Reinforcement Materials Segment effective June 15, 2025, and retires January 5, 2026
Matthew Wood, previously VP of global marketing and strategy for Battery Materials, becomes Senior Vice President and President, Reinforcement Materials Segment
Transition agreement extends Kalkstein's vested option exercise period to the earlier of 36 months after termination or the original expiration date
Company will pay Kalkstein one-half of his base salary during the 12-month non-compete and non-solicitation period
Cabot reported fiscal second-quarter 2025 results for the period ended March 31, 2025. Adjusted EPS rose 7% year over year to $1.90 and diluted EPS was $1.69, but net sales fell to $936 million from $1,019 million, and the company revised its fiscal 2025 Adjusted EPS guidance to $7.15 to $7.50, citing expected lower customer demand in the second half.
Diluted EPS was $1.69 versus $1.49 a year earlier; Adjusted EPS was $1.90 versus $1.78.
Reinforcement Materials segment EBIT fell 12% to $131 million, while Performance Chemicals EBIT rose 61% to $50 million.
Fiscal 2025 Adjusted EPS guidance was revised to $7.15 to $7.50, and the quarterly dividend was raised 5% to $0.45 per share.
Cabot reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with net income attributable to Cabot of $93 million, up from $50 million a year earlier. Net sales were $955 million, roughly flat against $958 million, while Adjusted EPS rose 13% to $1.76, and the company kept its fiscal 2025 Adjusted EPS outlook of $7.40 to $7.80.
Diluted EPS was $1.67 versus $0.88 a year earlier; Adjusted EPS was $1.76 versus $1.56.
Performance Chemicals segment EBIT rose 32% to $45 million; Reinforcement Materials EBIT rose 1% to $130 million.
Operating cash flow was $124 million, and the company returned $66 million to shareholders through dividends and share repurchases.
Fiscal 2025 Adjusted EPS outlook remains in the range of $7.40 to $7.80 and does not include recently announced tariffs.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cabot filing is on SEC EDGAR ↗. 8-K briefs of other companies →