Cabot Gestion
Gestion contrôle des critères 3/4
Le PDG Cabot est Sean Keohane, nommé en Mar2016, a un mandat de 10.42 ans. La rémunération annuelle totale est $ 9.31M, composée du salaire de 11.8% et des bonus 88.2%, y compris les actions et options de la société. détient directement 0.59% des actions de la société, d'une valeur de $ 26.35M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 7.7 ans et 7.3 ans.
Informations clés
Sean Keohane
Directeur général
US$9.3m
Rémunération totale
| Pourcentage du salaire du PDG | 11.82% |
| Durée du mandat du directeur général | 10.4yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 7.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.3yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Aug 04
Cabot Corporation: Successful Returns, Downgrading Into 2027-2028E (Downgrade)
Summary Cabot Corporation is now fairly valued after a period of significant undervaluation and strong operational outperformance. I downgrade CBT to Hold with a new price target of $82/share, as the current upside is limited following a 20-30% rally. CBT’s disciplined capital allocation, low leverage, and resilient margins underpin its stability despite cyclical end-market pressures. Future growth hinges on recovery in reinforcement materials and continued strength in performance chemicals, but macro risks constrain further upside. Read the full article on Seeking Alpha
Nouveau récit • Aug 02
Battery Materials Competition And Cost Pressures Will Limit Long-Term Earnings Potential
Catalysts About Cabot Cabot Corporation produces specialty chemicals and materials including reinforcement materials, performance chemicals and battery materials that serve a range of industrial and energy storage applications. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Jun 26
CBT: Battery Materials And Buybacks Will Shape Balanced Medium-Term Outlook
Analysts have nudged their fair value estimate for Cabot higher to $88.50 from $85.67, citing updated price targets in the $70 to $98 range and renewed attention on the company’s battery materials, Reinforcement Materials, and Performance Chemicals businesses. Analyst Commentary Recent Street commentary on Cabot gives a mixed but useful read on how professionals are weighing the company’s earnings potential, valuation, and execution across its key segments, especially battery materials, Reinforcement Materials, and Performance Chemicals.
Nouveau récit • Jun 23
Battery And Data Center Demand Will Drive Long-Term Upside Potential
Catalysts About Cabot Cabot develops specialty materials, including reinforcement and performance chemicals used across tires, batteries and broader industrial applications. What are the underlying business or industry changes driving this perspective?Article d’analyse • Jun 21
Cabot (CBT) Stock Could Be 7.2% Overvalued After Sixth Straight EcoVadis Platinum Rating
Cabot (CBT) has drawn fresh attention after receiving a platinum rating from EcoVadis for the sixth consecutive year, placing the company among the top 1% of peers in environmental, social, and governance practices. See our latest analysis for Cabot. The EcoVadis recognition has arrived during a strong run in Cabot’s stock, with a 34.09% 3 month share price return and a 28.47% 1 year total shareholder return, which may indicate building momentum rather than a short lived spike. If Cabot’s...Nouveau récit • Jun 09
Battery And Data Center Demand Will Support A Steady Long Term Materials Story
Catalysts About Cabot Cabot develops and supplies specialty materials, including reinforcement materials and performance chemicals used across batteries, tires, data centers and infrastructure applications. What are the underlying business or industry changes driving this perspective?Article d’analyse • Nov 03
Should You Think About Buying Cabot Corporation (NYSE:CBT) Now?
While Cabot Corporation ( NYSE:CBT ) might not have the largest market cap around , it saw significant share price...Article d’analyse • Sep 11
Cabot Corporation (NYSE:CBT) Screens Well But There Might Be A Catch
With a price-to-earnings (or "P/E") ratio of 10.1x Cabot Corporation ( NYSE:CBT ) may be sending bullish signals at the...Article d’analyse • Jul 20
Is Cabot Corporation (NYSE:CBT) Trading At A 36% Discount?
Key Insights Cabot's estimated fair value is US$117 based on 2 Stage Free Cash Flow to Equity Cabot's US$74.90 share...Article d’analyse • Jun 23
Shareholders Would Enjoy A Repeat Of Cabot's (NYSE:CBT) Recent Growth In Returns
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Article d’analyse • Apr 25
These 4 Measures Indicate That Cabot (NYSE:CBT) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Apr 10
Cabot Corporation's (NYSE:CBT) Intrinsic Value Is Potentially 56% Above Its Share Price
Key Insights The projected fair value for Cabot is US$126 based on 2 Stage Free Cash Flow to Equity Cabot is estimated...Article d’analyse • Mar 12
A Piece Of The Puzzle Missing From Cabot Corporation's (NYSE:CBT) Share Price
Cabot Corporation's ( NYSE:CBT ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...Seeking Alpha • Feb 13
Cabot Corporation: Reinforcing Positive Shareholder Value
Summary Cabot Corporation outperforms its sector, offering growth and income opportunities, making it a strong buy candidate. CBT's two segments, Reinforcement Materials and Performance Chemicals, show impressive EBIT margin growth and revenue recovery. CBT's growing EPS, strong cash flow, and aggressive share buyback program enhance its financial resilience and shareholder value. Trading near support levels, CBT offers good upside potential with a forward yield of 2%, despite potential tariff policy risks. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Cabot: Eyeing Up A Bearish Position As We Approach Q1 Earnings (Technical Analysis)
Summary Cabot Corporation had a recent 25% drop and bearish MACD crossover, signaling potential technical weakness. The Reinforcement Materials segment continues to drive growth, but recent EPS and revenue revisions indicate challenges ahead. Fiscal 2024 revenue growth was flat, contrasting with a 5-year average of 4.59%, raising concerns about sustaining double-digit EPS growth. We expect earnings growth in Reinforcement Materials and a recovery in Performance Chemicals, but revenue growth remains crucial for CBT's long-term success. Read the full article on Seeking AlphaArticle d’analyse • Jan 29
Is There Now An Opportunity In Cabot Corporation (NYSE:CBT)?
Cabot Corporation ( NYSE:CBT ), might not be a large cap stock, but it received a lot of attention from a substantial...Article d’analyse • Jan 15
Is Cabot (NYSE:CBT) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Jan 02
Returns On Capital Are A Standout For Cabot (NYSE:CBT)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Dec 06
Cabot Corporation (NYSE:CBT) Shares Could Be 31% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Cabot is US$150 based on 2 Stage Free Cash Flow to Equity Current share price...Seeking Alpha • Nov 14
Cabot: Less Than 5% Annualized Upside
Summary Cabot Corporation has delivered a 50% total return in 1.5 years, surpassing expectations, but now trades at a premium valuation. Despite strong earnings and growth, Cabot's current valuation limits its upside, making it a "Hold" with a price target of $115/share. The company's fundamentals are solid, but market-beating returns are unlikely at current levels, prompting consideration for rotation into undervalued stocks. Cabot fulfills quality criteria but fails on valuation, justifying a cautious stance and potential sale above $115/share. Read the full article on Seeking AlphaArticle d’analyse • Oct 31
Here's Why We Think Cabot (NYSE:CBT) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • Oct 19
Is There Now An Opportunity In Cabot Corporation (NYSE:CBT)?
Cabot Corporation ( NYSE:CBT ), is not the largest company out there, but it led the NYSE gainers with a relatively...Article d’analyse • Oct 07
Improved Earnings Required Before Cabot Corporation (NYSE:CBT) Shares Find Their Feet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Article d’analyse • Sep 25
Cabot (NYSE:CBT) Is Achieving High Returns On Its Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$187m |
| Mar 31 2026 | n/a | n/a | US$281m |
| Dec 31 2025 | n/a | n/a | US$306m |
| Sep 30 2025 | US$9m | US$1m | US$326m |
| Jun 30 2025 | n/a | n/a | US$418m |
| Mar 31 2025 | n/a | n/a | US$426m |
| Dec 31 2024 | n/a | n/a | US$417m |
| Sep 30 2024 | US$10m | US$1m | US$374m |
| Jun 30 2024 | n/a | n/a | US$470m |
| Mar 31 2024 | n/a | n/a | US$443m |
| Dec 31 2023 | n/a | n/a | US$433m |
| Sep 30 2023 | US$8m | US$1m | US$437m |
| Jun 30 2023 | n/a | n/a | US$300m |
| Mar 31 2023 | n/a | n/a | US$315m |
| Dec 31 2022 | n/a | n/a | US$348m |
| Sep 30 2022 | US$8m | US$1m | US$206m |
| Jun 30 2022 | n/a | n/a | US$142m |
| Mar 31 2022 | n/a | n/a | US$130m |
| Dec 31 2021 | n/a | n/a | US$98m |
| Sep 30 2021 | US$8m | US$1m | US$247m |
| Jun 30 2021 | n/a | n/a | -US$54m |
| Mar 31 2021 | n/a | n/a | -US$144m |
| Dec 31 2020 | n/a | n/a | -US$219m |
| Sep 30 2020 | US$6m | US$750k | -US$238m |
| Jun 30 2020 | n/a | n/a | US$65m |
| Mar 31 2020 | n/a | n/a | US$103m |
| Dec 31 2019 | n/a | n/a | US$127m |
| Sep 30 2019 | US$7m | US$988k | US$155m |
Rémunération vs marché: La rémunération totale de Sean ($USD 9.31M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.99M ).
Rémunération et revenus: La rémunération de Sean a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Sean Keohane (59 yo)
10.4yrs
Titularisation
US$9,307,883
Compensation
Mr. Sean D. Keohane serves as Independent Director of The Chemours Company since May 3, 2018. He has been the Chief Executive Officer and President of Cabot Corporation since March 11, 2016. He was a membe...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 10.4yrs | US$9.31m | 0.59% $ 26.4m | |
| Executive VP | 8.3yrs | US$2.78m | 0.097% $ 4.3m | |
| Senior VP & General Counsel | 7.2yrs | US$1.98m | 0.059% $ 2.7m | |
| Executive VP | 14.3yrs | US$3.52m | 0.13% $ 5.7m | |
| VP, Controller & Chief Accounting Officer | 6.6yrs | pas de données | 0.026% $ 1.2m | |
| Senior VP & CTO | 8.5yrs | pas de données | pas de données | |
| Vice President of Investor Relations & Corporate Planning | less than a year | pas de données | pas de données | |
| Corporate Communications Director | no data | pas de données | pas de données | |
| Senior VP | 9.3yrs | pas de données | pas de données | |
| Senior VP of Global Business Services and Global Engineering & Inkjet | no data | pas de données | pas de données | |
| SVP & President of EMEA Region and EMEA Regional Business Dir of Reinforcement Materials Segment | 2.9yrs | pas de données | pas de données | |
| Senior VP of Safety | 2.6yrs | pas de données | pas de données |
7.7yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de CBT est chevronnée et expérimentée (7.7 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 10.4yrs | US$9.31m | 0.59% $ 26.4m | |
| Independent Director | 4.3yrs | US$250.11k | 0.018% $ 806.1k | |
| Independent Director | 6.3yrs | US$250.25k | 0.011% $ 516.4k | |
| Independent Director | 8.6yrs | US$250.12k | 0.027% $ 1.2m | |
| Independent Director | 7.9yrs | US$270.43k | 0.036% $ 1.6m | |
| Independent Director | 2.1yrs | US$250.05k | 0.0095% $ 426.2k | |
| Independent Director | 7.3yrs | US$261.14k | 0.033% $ 1.5m | |
| Independent Non-Executive Chair | 8.9yrs | US$385.52k | 0.0039% $ 173.8k | |
| Independent Director | 2.9yrs | US$250.07k | 0.013% $ 589.2k |
7.3yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CBT sont considérés comme expérimentés (ancienneté moyenne 7.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/12 19:04 |
| Cours de l'action en fin de journée | 2026/08/12 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cabot Corporation est couverte par 11 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Benjamin Kallo | Baird |
| Michael Leithead | Barclays |
| David Begleiter | Deutsche Bank |