Cabot Q4 adjusted EPS beats on strong chemicals segment
CBT•Cabot’s fiscal fourth-quarter adjusted EPS was $1.61, beating the $1.55 analyst consensus, while revenue rose year over year, driven by Performance Chemicals. The company expects fiscal 2027 adjusted EPS of $6.15 to $6.75 and signed a $50 million U.S. Energy Department grant for battery materials expansion.
1. Quarterly results
Cabot reported fiscal fourth-quarter adjusted EPS of $1.61, above the $1.55 consensus estimate from six analysts. Net income was $66 million, and revenue rose year over year, driven by Performance Chemicals results.
2. Segment performance
Reinforcement Materials EBIT declined as lower gross profit per ton was partially offset by higher volumes in Asia Pacific and the Americas. Cabot achieved a new high in battery materials EBITDA and signed a $50 million U.S. Energy Department grant to expand domestic production.
3. Fiscal 2027 outlook
Cabot expects adjusted EPS of $6.15 to $6.75 in fiscal 2027 and anticipates higher volumes in battery materials, electronics and strategic customer accounts. The company expects to maintain solid margins while managing volatile energy input costs and competitive pressures.
