$CBT

Keohane Sean D (President and CEO) sold 91,923 shares of CABOT CORP (CBT) at $86.41 ($7.94M total) on 2026-08-07.

Cabot Corporation said it is discussing with Ontario officials the timing of a proposed $250 million to $300 million project to cut sulphur dioxide emissions at its carbon black plant in Sarnia. The company says it has developed technology that can capture a hydrogen-rich byproduct and take interim steps, including shutting part of operations if levels spike.

Cabot Corp reported Q3 2026 results driven by a 19% year-over-year EBIT rise in Performance Chemicals. Reinforcement Materials saw lower gross profit per ton despite 5% higher volumes, tied to 2026 tire customer agreement headwinds. Adjusted EPS guidance for FY2026 was tightened to $6.15–$6.45, and Cabot plans a $125 million brownfield battery capacity expansion. CEO transition is planned.

Cabot Corp (CBT) reported Q3 fiscal 2026 earnings call highlights, citing growth in Performance Chemicals and battery materials. Reinforcement Materials EBIT fell to $97 million from $128 million year over year, with a modest Q4 sequential decline expected. The company expects Performance Chemicals margins to normalize as raw material costs catch up to Q3 pricing. It updated its FY2026 tax rate to 28% to 30% and said it plans to resume buybacks in Q4.

Cabot Corporation (CBT) reported fiscal Q3 2026 net sales and other operating revenues of $982 million, up from $923 million a year earlier. Net income attributable to Cabot fell to $6 million, or $0.12 diluted EPS, from $101 million. Adjusted EPS was $1.67, and guidance was tightened to $6.15 to $6.45 for fiscal 2026. CEO change announced for Oct. 1, 2026.

CABOT CORP (CBT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 cbt-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Investor Contact: Robert Rist (617) 342-6374 CABOT CORPORATION REPORTS THIRD QUARTER FISCAL YEAR 2026 RESULTS Third Quarter 2026 Diluted earnings per share (“EPS”) of $0.12 and Adjusted EPS of $1.67 BOSTON (August 3, 2026) --

Cabot Corporation shares fell about 4.9% in morning trading after the company said CEO Sean Keohane will retire effective Sept. 30, 2026, with CFO Erica McLaughlin becoming President and CEO on Oct. 1. The change comes four days before Cabot’s Q3 fiscal 2026 results on Aug. 3, with analysts expecting about $1.66 EPS.

Cabot Corporation (NYSE:CBT) shares fell 4.9% after the company said CEO Sean Keohane will retire on Sept. 30, 2026. Erica McLaughlin, its CFO and head of corporate strategy, will become President and CEO on Oct. 1, 2026. Keohane will stay as an adviser through end-2026, and Cabot has started a search for a new CFO.

CABOT CORP (CBT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 d25963dex101.htm EX-10.1 EX-10.1 Exhibit 10.1 TRANSITION AGREEMENT THIS TRANSITION AGREEMENT (this “ Agreement ”) is entered into as of the 29 th day of July, 2026, by and between Cabot Corporation (“ Cabot ” or the “ Company ”) and Sean D. Keohane (“ Keohane ”). WHEREA

Jefferies said the Fed’s 2027 policy focus will shape chemical sector returns, with the sector pricing higher-for-longer rates. It recommended buy-rated stocks LIN, CTVA, IFF and KWR under higher-for-longer, and CE, HUN, EMN, MEOH, CBT, DCI and AVNT if demand improves. It estimated 100 bps higher borrowing costs could cut EPS 1%-3% and valuation multiples about 5%.