Q3 FY2026 EarningsQ3 FY26 results were mixed, with a top-line beat but significant misses on margins and bottom-line metrics due to restructuring. Revenue of $982M beat the $949.7M consensus (+3.40%), driven by strong volume growth in battery materials and Reinforcement Materials. However, GAAP EPS of $0.12 fell sharply short of the $1.70 expected, largely impacted by $78M in 'Certain Items' including global restructuring charges and a U.K. pension settlement. Management expects Reinforcement Materials EBIT to decline sequentially in Q4 FY26 due to seasonal volume impacts.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Cabot(CBT) the Revenue is 982 M (+6.39%), Beat estimate;the EBIT is 144 M (-16.28%), Miss estimate;the EPS is 0.12 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.98B6.39%
0.95B2.89%
+0.03B3.50%
EBITMiss expectations
0.14B16.28%
0.14B15.84%
-0.00B0.44%
EPSMiss expectations
0.12--
1.7--
-1.5800--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf