Every material Form 8-K Cabot filed with the SEC in 2026, 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 2026 net sales of $1,009 million, up from $899 million, and diluted EPS of $1.25, up from $0.79. Adjusted EPS fell to $1.61 from $1.70, and full-year adjusted EPS fell to $6.42 from $7.25. The company guided fiscal 2027 Adjusted EPS to $6.15 to $6.75 and said Erica McLaughlin is taking over as CEO.
Q4 net sales $1,009 million vs. $899 million; diluted EPS $1.25 vs. $0.79; adjusted EPS $1.61 vs. $1.70
Reinforcement Materials Q4 EBIT fell $32 million to $87 million; Performance Chemicals Q4 EBIT rose $18 million to $60 million
Fiscal 2027 Adjusted EPS guidance of $6.15 to $6.75, compared with $6.42 for fiscal 2026
Erica McLaughlin is taking on the role of CEO; company signed a $50 million U.S. Department of Energy grant agreement for battery materials expansion
Cabot's board elected Vice President and Treasurer Steven J. Delahunt as Chief Financial Officer, effective October 1, 2026, on an interim basis. Erica McLaughlin, the current CFO, becomes President and Chief Executive Officer on the same date, succeeding Sean Keohane. The company is searching for a permanent CFO, and the filing contains no financial results.
Delahunt, who joined Cabot in 2010, serves as interim CFO effective October 1, 2026.
McLaughlin is elected President and CEO effective October 1, 2026, succeeding Sean Keohane.
Delahunt receives a monthly cash stipend of $35,000 while serving as interim CFO.
Delahunt was Vice President of Investor Relations from July 2016 through January 2026.
Cabot reported fiscal third-quarter 2026 net sales of $982 million, up from $923 million a year earlier, but diluted EPS fell to $0.12 from $1.86 after $1.55 per share of after-tax certain items, mainly restructuring and employee benefit plan termination charges. The company tightened its fiscal 2026 Adjusted EPS guidance to $6.15 to $6.45 from $6.00 to $6.50, and announced that Erica McLaughlin will succeed Sean Keohane as President and CEO effective October 1, 2026.
Third-quarter net sales rose to $982 million from $923 million; Adjusted EPS was $1.67 versus $1.90 a year earlier.
Net income attributable to Cabot was $6 million, down from $101 million, after $78 million of certain items in the quarter.
Fiscal 2026 Adjusted EPS guidance narrowed to $6.15 to $6.45 per share from $6.00 to $6.50.
Keohane will retire; McLaughlin is elected President, CEO and a Board member effective October 1, 2026.
Cabot Corporation said its President and CEO, Sean Keohane, will retire and leave the board effective September 30, 2026. Erica McLaughlin, the company's current CFO, will become President and CEO and join the board effective October 1, 2026, and the company has started a search for a new CFO.
Keohane remains a non-executive employee through December 31, 2026 under a transition agreement.
McLaughlin's base salary rises to $910,000 per year effective October 1, 2026.
Target short-term incentive for McLaughlin rises to 120% of base salary for performance periods beginning in fiscal 2027.
The filing does not report a financial result for the period; the change is a leadership succession.
Cabot Corporation entered into a $1.3 billion unsecured revolving credit agreement on May 12, 2026, maturing May 12, 2031, and used it to terminate its existing $1 billion and EUR 300 million revolving credit agreements, both scheduled to mature August 6, 2027. The filing does not report any drawn balance or change in debt levels, so the effect on shareholders is a larger, longer-dated credit line with covenants that include a leverage test.
New $1.3 billion unsecured revolver dated May 12, 2026, matures May 12, 2031, for general corporate purposes in multiple currencies
Margin of 0.68% to 1.20% over benchmark rates, depending on the Company's credit ratings
Leverage covenant caps net debt at 3.75 to 1.00 of trailing four-quarter EBITDA, rising to 4.25 to 1.00 after a material acquisition
Terminated the $1 billion revolver with JPMorgan Chase and the EUR 300 million revolver with PNC Bank, both scheduled to mature August 6, 2027
Cabot reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales of $904 million, down from $936 million a year earlier, and diluted EPS of $1.27 versus $1.69. The company reaffirmed its full-year fiscal 2026 Adjusted EPS guidance of $6.00 to $6.50 per share, and said it intends to close manufacturing operations in South America and Europe.
Net sales were $904 million versus $936 million a year earlier; net income attributable to Cabot was $68 million versus $94 million.
Adjusted EPS was $1.61 versus $1.90; Reinforcement Materials segment EBIT fell 29% to $93 million, while Performance Chemicals segment EBIT rose to $59 million.
Full-year fiscal 2026 Adjusted EPS guidance of $6.00 to $6.50 was reaffirmed, with the company citing uncertainty from the Middle East conflict.
The quarterly dividend rises 5%, lifting the annualized dividend from $1.80 to $1.89; expected annualized fixed cost savings from the asset actions are about $22 million once fully implemented.
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.
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.
Cabot Corporation disclosed board changes tied to the 2026 Annual Meeting of Stockholders. Directors Juan Enriquez and William C. Kirby have terms that will expire at that meeting, and the Board has nominated Thierry Vanlancker for election with a term ending in 2029. The filing says the change is solely to rebalance the board into three classes of roughly equal size.
Juan Enriquez and William C. Kirby's board terms expire at the 2026 Annual Meeting.
Thierry Vanlancker submitted a conditional resignation on January 8, 2026, to be reappointed with a term expiring in 2029.
The filing states the reshuffle is solely to balance the three board classes at roughly equal size.
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 →