Cabot Corp

Latest Results (20.11.2025):

Cabot Corp reported results for the fourth quarter of fiscal 2025 and the full fiscal year 2025. For the fourth quarter of fiscal 2025 the company reported diluted EPS of $0.79 and Adjusted EPS of $1.70 (a 6% decrease year‑over‑year); for fiscal year 2025 diluted EPS was $6.02 and Adjusted EPS was $7.25 (Adjusted EPS up 3% year‑over‑year). The company generated strong operating cash flow for the year, delivered capital returns, reported mixed segment performance, and announced a strategic plant acquisition in Mexico.

EPS and profitability

Fourth quarter of fiscal 2025 diluted EPS: $0.79; Adjusted EPS: $1.70 (down 6% vs. prior-year quarter). Fiscal year 2025 diluted EPS: $6.02; Adjusted EPS: $7.25 (Adjusted EPS up 3% year‑over‑year).

Sales and net income

Fourth quarter net income attributable to Cabot Corp: $43 million (versus $137 million in the prior-year quarter). Fiscal year net income: $331 million (versus $380 million prior year). Reported net sales and revenues in the provided table show quarterly and annual comparisons but the clearest disclosed items are the EPS and net income figures above.

Cash flow and capital returns

Fiscal year 2025 cash flows from operations: $665 million, which funded $274 million of capital investments plus $96 million in dividends and $168 million in share repurchases. Fourth quarter cash flows from operations: $219 million; the company returned $64 million to shareholders in the quarter via dividends and repurchases.

Segment performance

For fiscal year 2025, segment EBIT decreased 5% in Reinforcement Materials and increased 18% in Performance Chemicals year‑over‑year. The company noted challenging regional demand trends in Reinforcement Materials driven by elevated Asian tire imports into western regions.

Volumes and operational trends

Global Reinforcement Materials volumes declined about 5% year‑over‑year in the fourth quarter of fiscal 2025, reflecting weaker regional demand in key markets.

Strategic actions and sustainability

Cabot Corp announced an agreement to acquire Bridgestone Corporation’s reinforcing carbons plant in Mexico. The company released its 2024 Sustainability Report, reported achieving 11 of 15 2025 Sustainability Goals ahead of schedule, and established new 2030 Sustainability Goals.

Outlook

Management expects challenging external market conditions to persist into fiscal 2026 (especially in Reinforcement Materials) and provided an expected Adjusted EPS range for fiscal 2026 in the release; the specific numeric range was not fully provided in the excerpt. Management emphasized focus on cost management, operational strength, cash generation, and continued capital returns.