Business
Cabot : Q3 FY26 Earnings Call Slides
Cabot : Q3 FY26 Earnings Call
About this update from Cabot Corporation
CABOT CORPORATION EARNINGS TELECONFERENCE THIRD QUARTER - FISCAL 2026 Q3 Fiscal 2026 1 Executive Leadership Transition SEAN KEOHANE President & CEO (2016 -2026) ERICA McLAUGHLIN President & CEO (Effective October 1, 2026) Q3 Fiscal 2026 3 Q3 2026 Highlights Diluted EPS of $0.12; Adjusted EPS1 of $1.67 Reinforcement Materials segment EBIT of $97 million Performance Chemicals segment EBIT of $68 million Cash Flows from Operations of $75 million Awarded Platinum rating from EcoVadis Q3 Fiscal 2026 4 1. Non-GAAP measure - See Appendix Battery Materials Platform Supporting Attractive Long-Term Growth Global Battery Demand Outlook by Applications Battery Demand Expected to More Than Double by 2030 Business Highlights Attractive Earnings Profile FY2026 EBITDA expected at approximately $40M 24% Q3 FY26 TTM EBITDA margin Diversified Growth Drivers Leadership positions across EV, BESS and emerging applications Growing with the leading global battery manufacturers Non-EV applications represent ~30% of demand Attractive Earnings Profile FY2026 EBITDA expected at approximately $40M 24% Q3 FY26 TTM EBITDA margin Other BESS EV Diversified Growth Drivers Leadership positions across EV, BESS and emerging applications Growing with the leading global battery manufacturers Non-EV applications represent ~30% of demand Consumer / 2025 2026 2027 2028 2029 2030 Source: Benchmark Minerals Intelligence, 2026 Q2 forecast Q3 Fiscal 2026 5 Battery Materials - Scaling for Growth Differentiated technology portfolio serving diverse battery applications Industry-leading portfolio of conductive carbons, carbon nanotubes, carbon nanostructures, blends and dispersions enables tailored solutions across battery applications and optimized performance Technical expertise, global footprint, and strong customer relationships support continued adoption across EV, BESS, consumer, and industrial battery applications Global Conductive Additives Footprint Manufacturing and technical centers located across every major battery producing region Manufacturing Capacity Technical CentersBroad Product PortfolioDifferentiated technology portfolio serving diverse battery applications Industry-leading portfolio of conductive carbons, carbon nanotubes, carbon nanostructures, blends and dispersions enables tailored solutions across battery applications and optimized performance Technical exp...