NYSE$CBT

Cabot Corporation · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Cabot Corporation reported net income of $101 million for the third quarter of fiscal 2025.

Cabot Corporation posted net sales of $923 million and net income attributable to the company of $101 million ($1.86 per diluted share) for the three months ended June 30, 2025. Income from operations was $167 million with gross profit of $244 million. Reinforcement Materials and Performance Chemicals segments generated revenues of $573 million and $320 million, respectively.

  • Net sales declined 9% year-over-year to $923 million due to lower volumes and less favorable pricing in Reinforcement Materials.
  • Diluted EPS of $1.86 compared to $1.94 in the prior-year quarter, with net income attributable to Cabot at $101 million.
  • Reinforcement Materials EBIT fell $8 million to $128 million while Performance Chemicals EBIT rose $2 million to $57 million.
  • The company expects Reinforcement Materials EBIT to modestly decline and Performance Chemicals EBIT to decline in Q4 due to higher costs and seasonal volume patterns.

Headline financials

Total Revenue

$923M

Previous: $1.02B-9.2%
EPS (adj)

$1.86

Previous: $1.92-3.1%
Capital Expenditures

-$210M

Previous: -$149M-40.9%
Net Income

$101M

Previous: $109M-7.3%
Operating Income

$167M

Previous: $172M-2.9%
Gross Profit

$244M

Previous: $256M-4.7%
Cash & Equivalents

$239M

Previous: $197M+21.3%

Revenue & EPS history

Cabot · Revenue · Quarterly

$923M

Q3 2025-9.2%vs Q3 2024
Beat estimate in 4 of 16 quarters(25%)
ActualEstimate

Revenue by segment

Cabot · $893M total across 2 segments · Q3 2025

  • Reinforcement Materials
    $573M
  • Performance Chemicals
    $320M

Forward guidance

Management expects segment performance to moderate in the fourth quarter.

Tailwinds

  • Higher volumes expected in Asia Pacific for Reinforcement Materials

Headwinds

  • Higher sequential costs in Reinforcement Materials
  • Lower seasonal volumes and higher costs expected in Performance Chemicals

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.0%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+2.9%

Avg return

30 days after

60%

41 / 68 earnings

Positive

+13.5%

Q4 2015

Best reaction

-13.4%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2026+4.1%+7.0%+2.4%
Q1 2026+10.3%+4.6%-1.8%
Q4 2025-7.0%-6.7%-2.7%
Q2 2025-6.8%-4.6%-3.3%
Q1 2025+3.9%+1.6%-0.9%
Q4 2024-0.1%+5.5%-1.3%
Q3 2024+12.6%+6.9%+12.6%
Q2 2024+7.4%+8.3%+4.6%
Q1 2024+5.8%+10.1%+18.3%
Q4 2023+5.7%+9.6%+13.6%
Q3 2023+1.9%+3.2%+4.4%
Q2 2023-4.5%-3.1%+6.2%
Q1 2023+1.1%+7.2%+1.4%
Q4 2022-7.1%-2.1%-5.3%
Q3 2022-2.3%+6.0%-1.8%
Q2 2022+5.6%+1.7%+12.5%
Q1 2022+11.8%+12.3%+31.7%
Q4 2021-1.3%-0.0%-3.2%
Q3 2021+0.2%+2.4%-4.8%
Q2 2021+4.6%+13.6%+16.4%
Q1 2021+5.4%+7.8%+13.6%
Q4 2020+7.2%+4.3%+6.1%
Q3 2020+0.1%+5.7%-0.1%
Q2 2020-9.3%-10.4%+21.8%
Q1 2020+5.8%+5.1%-3.5%
Q4 2019+8.7%+9.4%+0.6%
Q3 2019-5.7%-7.7%-3.4%
Q2 2019+0.5%-0.8%-6.5%
Q1 2019-9.7%-11.0%-3.9%
Q4 2018-3.9%-4.2%-7.9%
Q3 2018-4.4%-3.4%-4.4%
Q2 2018+6.5%+9.2%+14.0%
Q1 2018+6.5%-0.9%-3.5%
Q4 2017+5.2%+6.3%+1.8%
Q3 2017-2.9%-3.1%-3.0%
Q2 2017-6.6%-10.3%-13.2%
Q1 2017+4.1%+3.8%+5.5%
Q4 2016-3.1%-7.3%-2.1%
Q3 2016+5.6%+0.7%+2.7%
Q2 2016-8.0%
Q1 2016-1.1%
Q4 2015+13.5%
Q3 2015-1.1%
Q2 2015-7.4%
Q1 2015+4.7%
Q4 2014-4.1%
Q3 2014-5.4%
Q2 2014+1.3%
Q1 2014+0.5%
Q4 2013+2.0%
Q3 2013-2.5%
Q2 2013-2.3%
Q1 2013-13.4%
Q4 2012+1.2%
Q3 2012-5.4%
Q2 2012+3.5%
Q1 2012+13.5%
Q4 2011+9.3%
Q4 2010+2.1%
Q3 2011+2.1%
Q2 2011-0.4%
Q1 2010-0.0%
Q1 2011+2.5%
Q2 2010+2.9%
Q4 2008+2.9%
Q3 2010+0.1%
Q3 2009+0.1%
Q4 2009+0.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro