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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 SECOND QUARTER FISCAL YEAR 2026 RESULTS

Second Quarter 2026 Diluted earnings per share (“EPS”) of $1.27 and Adjusted EPS of $1.61

BOSTON (May 5, 2026)-- Cabot Corporation (NYSE: CBT) today announced results for its second quarter fiscal year 2026.

Second Quarter Highlights

 Second Quarter Diluted EPS of $1.27 and Adjusted EPS of $1.61

 Reinforcement Materials segment EBIT of $93 million and Performance Chemicals segment EBIT of $59 million

 Battery Materials momentum continues, supported by strong execution, growing battery energy storage systems (BESS) and electric vehicle related demand, providing meaningful EBITDA contribution

 Announced an increase in the quarterly dividend of 5%, raising the annualized dividend from $1.80 to $1.89

 Pursuing asset optimization across our global plant network with an intention to close manufacturing operations in South America and Europe, subject to local consultation processes

(In millions, except per share amounts)

Three Months Ended

Six Months Ended

3/31/26

3/31/25

3/31/26

3/31/25

Net sales and other operating revenues

$ 904

$ 936

$ 1,753

$ 1,891

Net income (loss) attributable to Cabot Corporation

$ 68

$ 94

$ 141

$ 187

Net earnings (loss) per share attributable to Cabot Corporation

$ 1.27

$ 1.69

$ 2.64

$ 3.36

Less: Certain items after tax per share

$ (0.34)

$ (0.21)

$ (0.50)

$ (0.30)

Adjusted EPS

$ 1.61

$ 1.90

$ 3.14

$ 3.66

Sean Keohane, Cabot President and Chief Executive Officer commented: “I am pleased with our strong execution during the quarter as we continued to operate at a high level in a challenging environment, delivering Adjusted EPS of $1.61 and resulting in a solid first half of the fiscal year. Our results reflect disciplined execution across the organization, particularly in commercial and operational excellence. Performance Chemicals segment EBIT increased 18% year-over-year supported by continued strong momentum in our battery materials product line and higher

Page 1 of 7

Exhibit 99.1

volumes in our specialty carbons product line. Reinforcement Materials segment EBIT declined 29% year-over-year, as 3% higher volumes were more than offset by lower gross profit per ton. Overall, I am encouraged by our team’s performance as we navigate dynamic market conditions.”

Keohane continued, “As we continue to optimize our asset footprint, the Company intends to target capacity rationalization at facilities in South America and Europe, subject to local consultation processes. These actions are intended to better align production with demand conditions and enable a more efficient manufacturing network to meet our customer supply needs. We expect these actions will generate annualized fixed cost savings of approximately $22 million once fully implemented.”

Keohane continued, “We continued to generate strong operating cash flow that enabled us to invest in capital expenditures and return cash to shareholders. Our balance sheet remains strong with available liquidity of $1.3 billion and a net debt to EBITDA ratio of 1.5 times as of March 31, 2026. I am pleased with the solid cash flow performance and our strong balance sheet, which enable us to continue to deliver on our capital allocation priorities.”

Financial Detail

For the second quarter of fiscal 2026, net income attributable to Cabot Corporation was $68 million ($1.27 per common share). Net income reflects an after-tax per share charge from certain items of $0.34. Adjusted EPS for the second quarter of fiscal 2026 was $1.61 per share.

Segment Results

Reinforcement Materials – Second quarter fiscal 2026 EBIT in Reinforcement Materials decreased by $38 million compared to the second quarter of fiscal 2025. The decrease in EBIT was largely driven by lower gross profit per ton, primarily due to lower pricing and product mix in our calendar year 2026 tire customer agreements and from increased competitive intensity in Asia Pacific. Volumes increased by 3% in the second quarter of fiscal 2026 as compared to the second quarter of fiscal 2025 driven by higher volumes across all regions.

Global and regional volume changes for Reinforcement Materials for the second quarter of fiscal 2026 as compared to the same quarter of the prior year are set forth in the table below:

Second Quarter

Year-over-Year Change

Global Reinforcement Materials Volumes

3%

Asia Pacific

5%

Europe, Middle East, Africa

3%

Americas

1%

Performance Chemicals – Second quarter fiscal 2026 EBIT in Performance Chemicals increased by $9 million compared to the second quarter of fiscal 2025 primarily due to higher gross profit per ton. The higher gross profit per ton was primarily due to a favorable pr

8-K

false000001604000000160402026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 3, 2026

Cabot Corporation (Exact name of Registrant as Specified in Its Charter)

Delaware

1-5667

04-2271897

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

2 Seaport Lane, Suite 1400, Boston, MA

02210-2019

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (617) 345-0100

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐

Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communication pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communication pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $1 par value per share

CBT

New York Stock Exchange

Item 2.02 Results of Operations and Financial Condition.

On February 3, 2026, Cabot Corporation issued a press release announcing operating results for its fiscal quarter ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

Exhibit No.

Description

Exhibit 99.1**

Press release issued by Cabot Corporation on February 3, 2026

Exhibit 104*

Cover Page Interactive Data File (embedded within the Inline XBRL document)

* Filed herewith. ** Furnished herewith.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

CABOT CORPORATION

By: /s/ Lisa M. Dumont Name: Lisa M. Dumont Title: Vice President, Controller and Chief Accounting Officer

Date: February 3, 2026