View Past PerformanceCabot バランスシートの健全性財務の健全性 基準チェック /56Cabotの総株主資本は$1.7B 、総負債は$1.3Bで、負債比率は77.7%となります。総資産と総負債はそれぞれ$3.9Bと$2.2Bです。 Cabotの EBIT は$584.0Mで、利息カバレッジ比率12.4です。現金および短期投資は$252.0Mです。主要情報77.71%負債資本比率US$1.31b負債インタレスト・カバレッジ・レシオ12.4x現金US$252.00mエクイティUS$1.69b負債合計US$2.21b総資産US$3.90b財務の健全性に関する最新情報分析記事 • Apr 25These 4 Measures Indicate That Cabot (NYSE:CBT) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 15Is 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...すべての更新を表示Recent updatesUpcoming Dividend • May 22Upcoming dividend of US$0.47 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.7%).ライブニュース • May 18Cabot Corporation Secures $1.3 Billion Credit Facility With Maturity Extended to 2031Cabot Corporation entered into a new unsecured multi-currency revolving credit facility totaling $1.3 billion, arranged by a syndicate of global banks. The new facility replaces and upsizes prior credit lines that were due in 2027 and extends maturity to May 2031. Pricing is based on benchmark or risk-free rates plus a margin tied to Cabot’s credit ratings, and includes a leverage covenant that limits net debt to 3.75x consolidated EBITDA, with a temporary allowance up to 4.25x after material acquisitions. This extended facility gives Cabot a longer liquidity runway and more room to manage funding needs for general corporate purposes over the next several years. The leverage covenant levels also give you a sense of how much balance sheet risk the lending banks are comfortable with, especially if Cabot pursues larger acquisitions.Declared Dividend • May 07Second quarter dividend increased to US$0.47Dividend of US$0.47 is 5.0% higher than last year. Ex-date: 29th May 2026 Payment date: 12th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 9.0% to US$81.28. The fair value is estimated to be US$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years, while earnings per share has been flat.Reported Earnings • May 06Second quarter 2026 earnings released: EPS: US$1.31 (vs US$1.70 in 2Q 2025)Second quarter 2026 results: EPS: US$1.31 (down from US$1.70 in 2Q 2025). Revenue: US$904.0m (down 3.4% from 2Q 2025). Net income: US$68.0m (down 26% from 2Q 2025). Profit margin: 7.5% (down from 9.8% in 2Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • May 06Cabot Corporation announces Quarterly dividend, payable on June 12, 2026Cabot Corporation announced Quarterly dividend of USD 0.4725 per share payable on June 12, 2026, ex-date on May 29, 2026 and record date on May 29, 2026.お知らせ • Apr 09Cabot Corporation to Report Q2, 2026 Results on May 05, 2026Cabot Corporation announced that they will report Q2, 2026 results After-Market on May 05, 2026Seeking Alpha • Mar 26Cabot: Competitive Pressures Due To High Tire Imports Continuing To WeighSummary Cabot Corporation continues to face sustained volume pressure in both Reinforcement Materials and Performance Chemicals, with management candid about ongoing macro headwinds. Despite Battery Materials revenue strength, EBIT in CBT's largest segment dropped by $28 million, and cost-cutting plus reduced capex signal a defensive near-term posture. Earnings are expected to fall by approximately 14% in fiscal 2026, with further downside risk due to recent downward EPS revisions and capacity rationalization plans. Technical analysis suggests the stock is consolidating at best, with broken support levels and weakening momentum likely leading to further downside; we maintain a bearish stance. Read the full article on Seeking AlphaPrice Target Changed • Mar 02Price target increased by 9.9% to US$77.80Up from US$70.80, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$76.26. Stock is down 6.9% over the past year. The company posted earnings per share of US$6.07 last year.Buy Or Sell Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock has risen 16% to US$74.58. The fair value is estimated to be US$93.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has grown by 2.5%.Upcoming Dividend • Feb 20Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 13 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.8%).Declared Dividend • Feb 05First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 27th February 2026 Payment date: 13th March 2026 Dividend yield will be 2.4%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 04First quarter 2026 earnings released: EPS: US$1.39 (vs US$1.69 in 1Q 2025)First quarter 2026 results: EPS: US$1.39 (down from US$1.69 in 1Q 2025). Revenue: US$849.0m (down 11% from 1Q 2025). Net income: US$73.0m (down 21% from 1Q 2025). Profit margin: 8.6% (down from 9.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Feb 04Cabot Corporation (NYSE:CBT) completed the acquisition of Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108).Cabot Corporation (NYSE:CBT) entered into a definitive agreement to acquire Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) for $70 million on August 4, 2025. The agreement is to acquire MXCB for $70 million on a debt-free, cash-free basis, subject to customary closing adjustments. The transaction is subject to regulatory approval in Mexico and is expected to close in the next three to six months. Cabot Corporation (NYSE:CBT) completed the acquisition of Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) on February 2, 2026. Following the transaction, Mexico Carbon Manufacturing's tea would join Cabot. The transaction received the required regulatory approvals.お知らせ • Feb 03Cabot Corporation Declares Quarterly Dividend, Payable on March 13, 2026On January 9, 2026, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on March 13, 2026, to stockholders of record at the close of business on February 27, 2026.お知らせ • Jan 28Cabot Corporation, Annual General Meeting, Mar 12, 2026Cabot Corporation, Annual General Meeting, Mar 12, 2026. Location: meetnow.global/m9udkcy, United StatesBoard Change • Jan 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Michelle Williams was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 15Cabot Corporation Announces Changes to Board of DirectorsCabot Corporation announced that the terms of Juan Enriquez and William C. Kirby, currently members of the board of directors of Cabot Corporation, will expire at the Company's 2026 Annual Meeting of Stockholders. The Board has nominated Thierry Vanlancker, a director whose term currently expires at the annual meeting of stockholders in 2028, for election at the Company's 2026 Annual Meeting, with a term to expire at the annual meeting of stockholders in 2029. To effect this nomination, on January 8, 2026, Mr. Vanlancker submitted a conditional resignation as a director, effective immediately prior to the 2026 Annual Meeting and conditioned upon his reappointment to the Board as a director whose term expires at the 2026 Annual Meeting. The resignation and reappointment of Mr. Vanlancker will be effected solely for the purpose of rebalancing the members of the Board into three classes of approximately equal size.お知らせ • Jan 09Cabot Corporation to Report Q1, 2026 Results on Feb 03, 2026Cabot Corporation announced that they will report Q1, 2026 results After-Market on Feb 03, 2026Buy Or Sell Opportunity • Dec 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$65.70. The fair value is estimated to be US$82.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has grown by 12%.お知らせ • Nov 22Cabot Corporation Announces Executive Changes, Effective November 21, 2025Cabot Corporation announced that it has appointed William (Bill) Masterson as senior vice president and president, Reinforcement Materials segment, effective November 21, 2025. Masterson succeeds Matthew Wood, who ceases to serve in this position and as an employee of the Company effective immediately (November 21, 2025). Wood’s departure from the Company is not due to any disagreement with the Company on any matter related to the Company’s business performance, operations, financial statements, internal controls, or auditors. Masterson joined Cabot from WR Grace in 2011 and, throughout his tenure, has held a variety of leadership positions with increasing responsibility across the Company’s businesses. Most recently, he served as vice president, Global Business Operations for Carbon and Silica Technologies, where he had global responsibility for all specialty carbon, specialty compounds, fumed metal oxide and aerogel manufacturing facilities spanning multiple regions. In this role, Bill also had leadership responsibility for the product management, supply chain, and product line technology functions, driving critical initiatives to enhance efficiency, optimize performance, and support long-term growth. Prior to that, he was vice president and regional business director for the Americas in the specialty carbons and fumed metal oxides product lines, where he was responsible for all sales, marketing, and technical service activities to drive growth and profitability in these product lines. In addition to these leadership roles, Bill also had enterprise responsibility for global commercial center of excellence. Masterson’s extensive experience managing complex global operations combined with deep expertise in commercial strategy, positions him well to advance Cabot’s objectives in his new role.Declared Dividend • Nov 17Fourth quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 28th November 2025 Payment date: 12th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 14Cabot Corporation Declares Quarterly Dividend, Payable on December 12, 2025On November 13, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on December 12, 2025, to stockholders of record at the close of business on November 28, 2025.Price Target Changed • Nov 05Price target decreased by 9.4% to US$77.00Down from US$85.00, the current price target is an average from 5 analysts. New target price is 27% above last closing price of US$60.47. Stock is down 48% over the past year. The company posted earnings per share of US$6.16 last year.Reported Earnings • Nov 04Full year 2025 earnings released: EPS: US$6.16 (vs US$6.79 in FY 2024)Full year 2025 results: EPS: US$6.16 (down from US$6.79 in FY 2024). Revenue: US$3.71b (down 7.0% from FY 2024). Net income: US$331.0m (down 12% from FY 2024). Profit margin: 8.9% (down from 9.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Nov 04Cabot Corporation Announces Executive ChangesCabot Corporation announced that Robert Rist has been appointed Vice President of Investor Relations and Corporate Planning. The transition will take place over the course of the first quarter of fiscal year 2026. In this expanded role, Rist succeeds Steve Delahunt, who will continue with the company as Vice President of Treasury. Rist joined Cabot in 2007 and has held a variety of leadership positions across the organization. Most recently, he served as Vice President of Corporate Strategy and Corporate Planning. His prior roles include senior-level positions within the company’s Reinforcement Materials segment and finance organizations, where he played a key role in advancing the company’s strategic and financial initiatives. In his new role, Rist will lead Cabot’s engagement with the investment community, articulating the company’s financial performance, strategic direction, and long-term growth plans. He will play a key role in ensuring transparency in investor communications. Rist holds a bachelor’s degree in international business and economics from the University of New Hampshire and an MBA with a concentration in corporate finance from Boston College.分析記事 • Nov 03Should 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...お知らせ • Oct 03Cabot Corporation to Report Q4, 2025 Results on Nov 03, 2025Cabot Corporation announced that they will report Q4, 2025 results After-Market on Nov 03, 2025Buy Or Sell Opportunity • Sep 16Now 21% undervaluedOver the last 90 days, the stock has risen 6.6% to US$77.91. The fair value is estimated to be US$98.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 23%.分析記事 • Sep 11Cabot Corporation (NYSE:CBT) Screens Well But There Might Be A CatchWith a price-to-earnings (or "P/E") ratio of 10.1x Cabot Corporation ( NYSE:CBT ) may be sending bullish signals at the...Upcoming Dividend • Aug 22Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.9%).Recent Insider Transactions Derivative • Aug 15President notifies of intention to sell stockSean Keohane intends to sell 114k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$79.28, it would amount to US$9.1m. For the year to September 2018, Sean's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Sean's direct individual holding has decreased from 344.74k shares to 280.24k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Aug 07Now 21% undervaluedOver the last 90 days, the stock has risen 5.2% to US$77.84. The fair value is estimated to be US$98.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 23%.Reported Earnings • Aug 05Third quarter 2025 earnings released: EPS: US$1.89 (vs US$1.96 in 3Q 2024)Third quarter 2025 results: EPS: US$1.89 (down from US$1.96 in 3Q 2024). Revenue: US$923.0m (down 9.2% from 3Q 2024). Net income: US$101.0m (down 6.5% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05Cabot Corporation (NYSE:CBT) entered into a definitive agreement to acquire Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) for $70 million.Cabot Corporation (NYSE:CBT) entered into a definitive agreement to acquire Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) for $70 million on August 4, 2025. The agreement is to acquire MXCB for $70 million on a debt-free, cash-free basis, subject to customary closing adjustments. The transaction is subject to regulatory approval in Mexico and is expected to close in the next three to six months.お知らせ • Jul 29Cabot Corporation Launches New LITX 95F Conductive Carbon Engineered for Energy Storage SystemsCabot Corporation announced the launch of its new LITX 95F conductive carbon developed for use in lithium-ion batteries for energy storage systems (ESS). Engineered for ESS cells used in residential, commercial and industrial applications, this high-performance conductive additive delivers enhanced conductivity, long cycle life, and improved processability, which is essential for systems that demand durability and stability under frequent cycling. The global ESS market is growing rapidly, driven by the rising demand for grid flexibility, the transition to renewable energy, and the need for reliable power across residential, commercial and industrial sectors. Meeting these evolving needs requires advanced lithium-ion batteries that offer superior cycle life, optimal power delivery and long-term reliability. As the market continues to scale, battery manufacturers need to deliver solutions that are both high-performing and cost-effective. Cabot's LITX 95F solution addresses these challenges by delivering key performance and efficiency advantages that are vital for accelerating ESS adoption. The LITX 95F grade is formulated to improve cycle life and increase energy density. It has demonstrated excellent capacity retention in pouch cell performance testing with thick electrode design, offering ideal flexibility for battery manufacturers to optimize formulations across a wide range of ESS designs. Its high structure morphology helps to enhance conductivity and stability during repeated charge-discharge cycles. It also enables thick cathode design, helping to reduce material costs without compromising battery performance.分析記事 • Jul 20Is 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...Declared Dividend • Jul 16Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 29th August 2025 Payment date: 11th September 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 12Cabot Corporation Declares Quarterly Dividend, Payable on September 11, 2025On July 11, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on September 11, 2025, to stockholders of record at the close of business on August 29, 2025.お知らせ • Jul 09Cabot Corporation to Report Q3, 2025 Results on Aug 04, 2025Cabot Corporation announced that they will report Q3, 2025 results After-Market on Aug 04, 2025分析記事 • Jun 23Shareholders Would Enjoy A Repeat Of Cabot's (NYSE:CBT) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...お知らせ • Jun 04Cabot Corporation Announces Executive ChangesCabot Corporation announced that Hobart (‘Bart’) C. Kalkstein, executive vice president and president of the Company’s Reinforcement Materials Segment, will retire from the Company as of January 5, 2026. In connection with Bart’s retirement, effective June 15, 2025 Matthew (‘Matt’) Wood, the Company’s vice president, global marketing and strategy, for the Company’s Battery Materials product line, will become senior vice president and president, Reinforcement Materials Segment. To assist in a smooth transition, Kalkstein will remain an employee of Cabot through his retirement date. Kalkstein, who joined Cabot in 2005, was elected Executive Vice President in December 2022, and Senior Vice President and President, Reinforcement Materials Segment, in April 2016. Prior to this role, he held a variety of business leadership roles in the Company’s former activated carbon business and its Performance Chemicals Segment. Wood joined Cabot from BP, plc in 2010, and, prior to his current role, has held a variety of regional and global commercial, marketing and strategy, operational and general management roles with increasing responsibility within Cabot’s Reinforcement Materials, Specialty Compounds, and former cesium formate businesses. Matt brings significant business experience within the Reinforcement Materials segment, having previously served as vice president of global marketing and Asia Pacific regional marketing director. In his current role as vice president, global marketing and strategy for the Company’s Battery Materials product line, he has been instrumental in developing and driving the business’s growth strategy.Price Target Changed • May 27Price target decreased by 8.1% to US$83.60Down from US$91.00, the current price target is an average from 5 analysts. New target price is 9.7% above last closing price of US$76.22. Stock is down 24% over the past year. The company posted earnings per share of US$6.79 last year.Upcoming Dividend • May 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (2.2%).Declared Dividend • May 08Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 30th May 2025 Payment date: 13th June 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 06Second quarter 2025 earnings released: EPS: US$1.74 (vs US$1.50 in 2Q 2024)Second quarter 2025 results: EPS: US$1.74 (up from US$1.50 in 2Q 2024). Revenue: US$936.0m (down 8.1% from 2Q 2024). Net income: US$94.0m (up 13% from 2Q 2024). Profit margin: 10.0% (up from 8.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 06Cabot Corporation Declares Quarterly Dividend, Payable on June 13, 2025On May 5, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share, an increase of 5% compared to the current quarterly dividend of $0.43 per share, on all outstanding shares of the Corporation’s common stock. The dividend is payable on June 13, 2025, to stockholders of record at the close of business on May 30, 2025.分析記事 • Apr 25These 4 Measures Indicate That Cabot (NYSE:CBT) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 10Cabot Corporation's (NYSE:CBT) Intrinsic Value Is Potentially 56% Above Its Share PriceKey Insights The projected fair value for Cabot is US$126 based on 2 Stage Free Cash Flow to Equity Cabot is estimated...Price Target Changed • Apr 08Price target decreased by 8.0% to US$92.00Down from US$100.00, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$74.80. Stock is down 24% over the past year. The company posted earnings per share of US$6.79 last year.分析記事 • Mar 12A Piece Of The Puzzle Missing From Cabot Corporation's (NYSE:CBT) Share PriceCabot Corporation's ( NYSE:CBT ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...Price Target Changed • Feb 21Price target decreased by 9.0% to US$101Down from US$111, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$84.47. Stock is up 1.7% over the past year. The company posted earnings per share of US$6.79 last year.Upcoming Dividend • Feb 21Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 14 March 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.0%).Seeking Alpha • Feb 13Cabot Corporation: Reinforcing Positive Shareholder ValueSummary 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 AlphaReported Earnings • Feb 04First quarter 2025 earnings released: EPS: US$1.71 (vs US$0.89 in 1Q 2024)First quarter 2025 results: EPS: US$1.71 (up from US$0.89 in 1Q 2024). Revenue: US$955.0m (flat on 1Q 2024). Net income: US$93.0m (up 90% from 1Q 2024). Profit margin: 9.7% (up from 5.1% in 1Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jan 30Cabot: 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 Alpha分析記事 • Jan 29Is 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...お知らせ • Jan 27Cabot Corporation, Annual General Meeting, Mar 13, 2025Cabot Corporation, Annual General Meeting, Mar 13, 2025. Location: meetnow.global/mshnrkj, United StatesDeclared Dividend • Jan 19Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 28th February 2025 Payment date: 14th March 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Jan 15Is 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...お知らせ • Jan 11Cabot Corporation Declares Quarterly Dividend, Payable on March 14, 2025On January 10, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.43 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on March 14, 2025, to stockholders of record at the close of business on February 28, 2025.分析記事 • Jan 02Returns 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...分析記事 • Dec 06Cabot Corporation (NYSE:CBT) Shares Could Be 31% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Cabot is US$150 based on 2 Stage Free Cash Flow to Equity Current share price...Recent Insider Transactions • Nov 15Executive VP recently sold US$1.6m worth of stockOn the 13th of November, Jeff Zhu sold around 15k shares on-market at roughly US$113 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.5m more than they bought in the last 12 months.Seeking Alpha • Nov 14Cabot: Less Than 5% Annualized UpsideSummary 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 AlphaRecent Insider Transactions Derivative • Nov 13Insider notifies of intention to sell stockHobart Kalkstein intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$115, it would amount to US$4.0m. Since December 2023, Hobart's direct individual holding has decreased from 76.39k shares to 68.81k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Nov 13Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 29th November 2024 Payment date: 13th December 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 09Cabot Corporation Declares Quarterly Cash Dividend, Payable on December 13, 2024On November 8, 2024, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.43 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on December 13, 2024, to stockholders of record at the close of business on November 29, 2024.Price Target Changed • Nov 05Price target increased by 7.4% to US$117Up from US$109, the current price target is an average from 5 analysts. New target price is 7.1% above last closing price of US$109. Stock is up 52% over the past year. The company posted earnings per share of US$6.82 last year.分析記事 • Oct 31Here's Why We Think Cabot (NYSE:CBT) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Oct 19Is 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...お知らせ • Oct 07Cabot Corporation to Report Q4, 2024 Results on Nov 04, 2024Cabot Corporation announced that they will report Q4, 2024 results After-Market on Nov 04, 2024分析記事 • Oct 07Improved Earnings Required Before Cabot Corporation (NYSE:CBT) Shares Find Their FeetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • Sep 25Cabot (NYSE:CBT) Is Achieving High Returns On Its CapitalIf 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...Recent Insider Transactions • Aug 29Executive VP recently sold US$1.6m worth of stockOn the 27th of August, Jeff Zhu sold around 15k shares on-market at roughly US$104 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.2m more than they bought in the last 12 months.Upcoming Dividend • Aug 23Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).Recent Insider Transactions Derivative • Aug 21Insider notifies of intention to sell stockHobart Kalkstein intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of August. If the sale is conducted around the recent share price of US$101, it would amount to US$1.5m. Since December 2023, Hobart's direct individual holding has decreased from 76.39k shares to 68.80k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 19Calculating The Intrinsic Value Of Cabot Corporation (NYSE:CBT)Key Insights The projected fair value for Cabot is US$96.50 based on 2 Stage Free Cash Flow to Equity With US$99.26...Recent Insider Transactions Derivative • Aug 09Executive VP notifies of intention to sell stockErica McLaughlin intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$99.79, it would amount to US$2.3m. Since December 2023, Erica's direct individual holding has decreased from 59.82k shares to 37.81k. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 06Third quarter 2024 earnings released: EPS: US$1.96 (vs US$1.44 in 3Q 2023)Third quarter 2024 results: EPS: US$1.96 (up from US$1.44 in 3Q 2023). Revenue: US$1.02b (up 5.0% from 3Q 2023). Net income: US$109.0m (up 35% from 3Q 2023). Profit margin: 11% (up from 8.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jul 31Cabot Corporation: Now A 'Hold' (Rating Downgrade)Summary Cabot Corporation has seen significant positive performance, up over 44% inclusive of dividends since January 19, 2023. The company has outperformed with good overall investment performance, showing resilience towards macro challenges. Despite recent growth, Cabot is now considered a "Hold" due to valuation concerns and moderate upside potential. Read the full article on Seeking Alpha分析記事 • Jul 18Cabot (NYSE:CBT) Will Pay A Dividend Of $0.43Cabot Corporation's ( NYSE:CBT ) investors are due to receive a payment of $0.43 per share on 13th of September. Based...Declared Dividend • Jul 17Second quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 16Cabot Corporation to Report Q3, 2024 Results on Aug 05, 2024Cabot Corporation announced that they will report Q3, 2024 results After-Market on Aug 05, 2024お知らせ • Jul 13+ 1 more updateCabot Corporation Announces Election of Thierry Vanlancker to Board of DirectorsCabot Corporation announced that Thierry Vanlancker has been elected to its Board of Directors, effective July 12, 2024. He was also appointed a member of the Audit Committee of the Board of Directors, effective July 12, 2024. Prior to his retirement, Mr. Vanlancker was Chief Executive Officer and a Director of AkzoNobel NV, a multinational paints and coatings company, from 2017 to 2022. Prior to joining AkzoNobel, Mr. Vanlancker was President of Fluoroproducts and the EMEA region at The Chemours Company, a global provider of performance chemicals, from 2015 to 2016, and from 1988 to 2015 held various positions within the chemicals company Dupont. Mr. Vanlancker has been a member of the Board of Directors of SIKA AG, a Swiss multinational specialty chemical company that supplies to the building sector and motor vehicle industry, since 2019 and has been Chairman of the Board since March 2024. He has also been a member of the Board of Directors of Aliaxis SA, a manufacturer of plastic piping systems for buildings, infrastructure, and industry since 2020, and Chairman of the Board since 2022, and a member of the Board of Directors of Stahl, a leading provider of specialty coatings and treatments for flexible substrates, since May 2024, and Etex NV, a manufacturer of building materials, since 2021. Mr. Vanlancker received his MSc Chemical Engineering from the University of Ghent, Belgium.分析記事 • Jun 23Cabot (NYSE:CBT) Looks To Prolong Its Impressive ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Jun 09Why Cabot Corporation (NYSE:CBT) Could Be Worth WatchingWhile Cabot Corporation ( NYSE:CBT ) might not have the largest market cap around , it saw a double-digit share price...分析記事 • May 24Cabot's (NYSE:CBT) Dividend Will Be Increased To $0.43The board of Cabot Corporation ( NYSE:CBT ) has announced that it will be paying its dividend of $0.43 on the 14th of...Upcoming Dividend • May 24Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.9%).Seeking Alpha • May 16Cabot: Reinforcement Materials Strength To Continue To Drive Earnings ForwardSummary Cabot Corporation's stock has returned approximately 38% since our 'Buy' recommendation in January. The company's Q2 earnings report showed impressive growth in both Performance Chemicals and the Reinforcement Materials business in particular. Cabot's cash flow is driving its financials, allowing for increased dividends and stock buybacks, and its forward-looking fundamentals remain bullish. Read the full article on Seeking Alphaお知らせ • May 14Cabot Corporation Launches New Universal Circular Black Masterbatches with Certified Sustainable MaterialCabot Corporation announced the launch of its new REPLASBLAK universal circular black masterbatches with certified sustainable material. With this launch, Cabot has introduced two new products which will be sold as the industry’s first-ever universal circular black masterbatches with International Sustainability & Carbon Certification (ISCC PLUS) certified content. The new REPLASBLAK universal circular black masterbatches are powered by EVOLVE Sustainable Solutions and will enable Cabot to continue to deliver the high-performance, quality and reliability that the plastics industry requires at scale for certified circular solutions. The global transition toward a lower carbon future is driving the need for advanced sustainable solutions that support a circular economy and reduce greenhouse gas (GHG) emissions. As such, automotive plastic compounders and converters are seeking third-party certified black masterbatch products that leverage circular value chains and recycled feedstocks in the product manufacturing process. Cabot is positioned to enable a more sustainable future with its new universal circular black masterbatch products that are made from mechanically recycled polymer. These solutions offer customers an ISCC PLUS certified single masterbatch for use in a wide range of automotive applications for coloring polyolefins and many engineering plastics. The two new products, REPLASBLAK reUN5285 universal circular black masterbatch and REPLASBLAK® reUN5290 universal circular black masterbatch, are powered by EVOLVE Sustainable Solutions under the recovered category. These solutions enhance Cabot’s well-established range of universal black masterbatches recognized for the coloring of a wide range of polymers with the added benefit of sustainability. The solutions offer superior versatility by enabling the use of a single masterbatch at a low addition rate, resulting in material management efficiency in the product manufacturing process. Furthermore, both grades enable high gloss and high jetness pigmentation, offering superior color performance and mechanical properties similar to a standard universal black masterbatch. This makes the solutions suitable for use in various applications in the automotive segment, including interiors, exterior parts and under-the-hood applications. REPLASBLAK reUN5285 universal circular black masterbatch leverages a 45% ISCC PLUS mass balance certified material made from mechanically recycled polymer. The solution is suitable for compounding applications in the automotive industry. REPLASBLAK reUN5290 universal circular black masterbatch leverages a 20% ISCC PLUS mass balance certified material made from mechanically recycled polymer. The solution is suitable for compounding as well as direct injection molding and sheet extrusion applications in the automotive industry. EVOLVE Sustainable Solutions is Cabot’s technology platform for delivering sustainable reinforcing carbons and other performance materials. Products powered by EVOLVE Sustainable Solutions offer sustainable content with reliable performance at industrial scale by leveraging circular value chains and/or materials recovered from end-of-life tires and/or recycled materials, and/or renewable and bio-based materials, and/or processes that reduce GHG emissions.分析記事 • May 13Cabot's (NYSE:CBT) Shareholders May Want To Dig Deeper Than Statutory ProfitThe market for Cabot Corporation's ( NYSE:CBT ) stock was strong after it released a healthy earnings report last week...Recent Insider Transactions Derivative • May 13Senior VP & General Counsel notifies of intention to sell stockKaren Kalita intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of May. If the sale is conducted around the recent share price of US$102, it would amount to US$1.4m. Since December 2023, Karen's direct individual holding has decreased from 34.88k shares to 22.21k. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 10Cabot's (NYSE:CBT) Upcoming Dividend Will Be Larger Than Last Year'sCabot Corporation's ( NYSE:CBT ) dividend will be increasing from last year's payment of the same period to $0.43 on...Declared Dividend • May 09Second quarter dividend increased to US$0.43Dividend of US$0.43 is 7.5% higher than last year. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Price Target Changed • May 08Price target increased by 9.6% to US$105Up from US$95.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of US$101. Stock is up 47% over the past year. The company posted earnings per share of US$7.79 last year.Reported Earnings • May 07Second quarter 2024 earnings released: EPS: US$1.51 (vs US$1.30 in 2Q 2023)Second quarter 2024 results: EPS: US$1.51 (up from US$1.30 in 2Q 2023). Revenue: US$1.02b (down 1.4% from 2Q 2023). Net income: US$84.0m (up 15% from 2Q 2023). Profit margin: 8.2% (up from 7.1% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • May 07Here's Why Cabot (NYSE:CBT) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...財務状況分析短期負債: CBTの 短期資産 ( $1.5B ) が 短期負債 ( $1.1B ) を超えています。長期負債: CBTの短期資産 ( $1.5B ) が 長期負債 ( $1.1B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: CBTの 純負債対資本比率 ( 62.8% ) は 高い と見なされます。負債の削減: CBTの負債対資本比率は、過去 5 年間で120.3%から77.7%に減少しました。債務返済能力: CBTの負債は 営業キャッシュフロー によって 十分にカバー されています ( 51.2% )。インタレストカバレッジ: CBTの負債に対する 利息支払い は EBIT ( 12.4 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/28 22:42終値2026/05/28 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cabot Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Benjamin KalloBairdMichael LeitheadBarclaysDavid BegleiterDeutsche Bank8 その他のアナリストを表示
分析記事 • Apr 25These 4 Measures Indicate That Cabot (NYSE:CBT) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 15Is 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...
Upcoming Dividend • May 22Upcoming dividend of US$0.47 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.7%).
ライブニュース • May 18Cabot Corporation Secures $1.3 Billion Credit Facility With Maturity Extended to 2031Cabot Corporation entered into a new unsecured multi-currency revolving credit facility totaling $1.3 billion, arranged by a syndicate of global banks. The new facility replaces and upsizes prior credit lines that were due in 2027 and extends maturity to May 2031. Pricing is based on benchmark or risk-free rates plus a margin tied to Cabot’s credit ratings, and includes a leverage covenant that limits net debt to 3.75x consolidated EBITDA, with a temporary allowance up to 4.25x after material acquisitions. This extended facility gives Cabot a longer liquidity runway and more room to manage funding needs for general corporate purposes over the next several years. The leverage covenant levels also give you a sense of how much balance sheet risk the lending banks are comfortable with, especially if Cabot pursues larger acquisitions.
Declared Dividend • May 07Second quarter dividend increased to US$0.47Dividend of US$0.47 is 5.0% higher than last year. Ex-date: 29th May 2026 Payment date: 12th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 9.0% to US$81.28. The fair value is estimated to be US$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years, while earnings per share has been flat.
Reported Earnings • May 06Second quarter 2026 earnings released: EPS: US$1.31 (vs US$1.70 in 2Q 2025)Second quarter 2026 results: EPS: US$1.31 (down from US$1.70 in 2Q 2025). Revenue: US$904.0m (down 3.4% from 2Q 2025). Net income: US$68.0m (down 26% from 2Q 2025). Profit margin: 7.5% (down from 9.8% in 2Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • May 06Cabot Corporation announces Quarterly dividend, payable on June 12, 2026Cabot Corporation announced Quarterly dividend of USD 0.4725 per share payable on June 12, 2026, ex-date on May 29, 2026 and record date on May 29, 2026.
お知らせ • Apr 09Cabot Corporation to Report Q2, 2026 Results on May 05, 2026Cabot Corporation announced that they will report Q2, 2026 results After-Market on May 05, 2026
Seeking Alpha • Mar 26Cabot: Competitive Pressures Due To High Tire Imports Continuing To WeighSummary Cabot Corporation continues to face sustained volume pressure in both Reinforcement Materials and Performance Chemicals, with management candid about ongoing macro headwinds. Despite Battery Materials revenue strength, EBIT in CBT's largest segment dropped by $28 million, and cost-cutting plus reduced capex signal a defensive near-term posture. Earnings are expected to fall by approximately 14% in fiscal 2026, with further downside risk due to recent downward EPS revisions and capacity rationalization plans. Technical analysis suggests the stock is consolidating at best, with broken support levels and weakening momentum likely leading to further downside; we maintain a bearish stance. Read the full article on Seeking Alpha
Price Target Changed • Mar 02Price target increased by 9.9% to US$77.80Up from US$70.80, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$76.26. Stock is down 6.9% over the past year. The company posted earnings per share of US$6.07 last year.
Buy Or Sell Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock has risen 16% to US$74.58. The fair value is estimated to be US$93.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has grown by 2.5%.
Upcoming Dividend • Feb 20Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 13 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.8%).
Declared Dividend • Feb 05First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 27th February 2026 Payment date: 13th March 2026 Dividend yield will be 2.4%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 04First quarter 2026 earnings released: EPS: US$1.39 (vs US$1.69 in 1Q 2025)First quarter 2026 results: EPS: US$1.39 (down from US$1.69 in 1Q 2025). Revenue: US$849.0m (down 11% from 1Q 2025). Net income: US$73.0m (down 21% from 1Q 2025). Profit margin: 8.6% (down from 9.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Feb 04Cabot Corporation (NYSE:CBT) completed the acquisition of Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108).Cabot Corporation (NYSE:CBT) entered into a definitive agreement to acquire Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) for $70 million on August 4, 2025. The agreement is to acquire MXCB for $70 million on a debt-free, cash-free basis, subject to customary closing adjustments. The transaction is subject to regulatory approval in Mexico and is expected to close in the next three to six months. Cabot Corporation (NYSE:CBT) completed the acquisition of Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) on February 2, 2026. Following the transaction, Mexico Carbon Manufacturing's tea would join Cabot. The transaction received the required regulatory approvals.
お知らせ • Feb 03Cabot Corporation Declares Quarterly Dividend, Payable on March 13, 2026On January 9, 2026, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on March 13, 2026, to stockholders of record at the close of business on February 27, 2026.
お知らせ • Jan 28Cabot Corporation, Annual General Meeting, Mar 12, 2026Cabot Corporation, Annual General Meeting, Mar 12, 2026. Location: meetnow.global/m9udkcy, United States
Board Change • Jan 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Michelle Williams was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 15Cabot Corporation Announces Changes to Board of DirectorsCabot Corporation announced that the terms of Juan Enriquez and William C. Kirby, currently members of the board of directors of Cabot Corporation, will expire at the Company's 2026 Annual Meeting of Stockholders. The Board has nominated Thierry Vanlancker, a director whose term currently expires at the annual meeting of stockholders in 2028, for election at the Company's 2026 Annual Meeting, with a term to expire at the annual meeting of stockholders in 2029. To effect this nomination, on January 8, 2026, Mr. Vanlancker submitted a conditional resignation as a director, effective immediately prior to the 2026 Annual Meeting and conditioned upon his reappointment to the Board as a director whose term expires at the 2026 Annual Meeting. The resignation and reappointment of Mr. Vanlancker will be effected solely for the purpose of rebalancing the members of the Board into three classes of approximately equal size.
お知らせ • Jan 09Cabot Corporation to Report Q1, 2026 Results on Feb 03, 2026Cabot Corporation announced that they will report Q1, 2026 results After-Market on Feb 03, 2026
Buy Or Sell Opportunity • Dec 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$65.70. The fair value is estimated to be US$82.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has grown by 12%.
お知らせ • Nov 22Cabot Corporation Announces Executive Changes, Effective November 21, 2025Cabot Corporation announced that it has appointed William (Bill) Masterson as senior vice president and president, Reinforcement Materials segment, effective November 21, 2025. Masterson succeeds Matthew Wood, who ceases to serve in this position and as an employee of the Company effective immediately (November 21, 2025). Wood’s departure from the Company is not due to any disagreement with the Company on any matter related to the Company’s business performance, operations, financial statements, internal controls, or auditors. Masterson joined Cabot from WR Grace in 2011 and, throughout his tenure, has held a variety of leadership positions with increasing responsibility across the Company’s businesses. Most recently, he served as vice president, Global Business Operations for Carbon and Silica Technologies, where he had global responsibility for all specialty carbon, specialty compounds, fumed metal oxide and aerogel manufacturing facilities spanning multiple regions. In this role, Bill also had leadership responsibility for the product management, supply chain, and product line technology functions, driving critical initiatives to enhance efficiency, optimize performance, and support long-term growth. Prior to that, he was vice president and regional business director for the Americas in the specialty carbons and fumed metal oxides product lines, where he was responsible for all sales, marketing, and technical service activities to drive growth and profitability in these product lines. In addition to these leadership roles, Bill also had enterprise responsibility for global commercial center of excellence. Masterson’s extensive experience managing complex global operations combined with deep expertise in commercial strategy, positions him well to advance Cabot’s objectives in his new role.
Declared Dividend • Nov 17Fourth quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 28th November 2025 Payment date: 12th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 14Cabot Corporation Declares Quarterly Dividend, Payable on December 12, 2025On November 13, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on December 12, 2025, to stockholders of record at the close of business on November 28, 2025.
Price Target Changed • Nov 05Price target decreased by 9.4% to US$77.00Down from US$85.00, the current price target is an average from 5 analysts. New target price is 27% above last closing price of US$60.47. Stock is down 48% over the past year. The company posted earnings per share of US$6.16 last year.
Reported Earnings • Nov 04Full year 2025 earnings released: EPS: US$6.16 (vs US$6.79 in FY 2024)Full year 2025 results: EPS: US$6.16 (down from US$6.79 in FY 2024). Revenue: US$3.71b (down 7.0% from FY 2024). Net income: US$331.0m (down 12% from FY 2024). Profit margin: 8.9% (down from 9.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04Cabot Corporation Announces Executive ChangesCabot Corporation announced that Robert Rist has been appointed Vice President of Investor Relations and Corporate Planning. The transition will take place over the course of the first quarter of fiscal year 2026. In this expanded role, Rist succeeds Steve Delahunt, who will continue with the company as Vice President of Treasury. Rist joined Cabot in 2007 and has held a variety of leadership positions across the organization. Most recently, he served as Vice President of Corporate Strategy and Corporate Planning. His prior roles include senior-level positions within the company’s Reinforcement Materials segment and finance organizations, where he played a key role in advancing the company’s strategic and financial initiatives. In his new role, Rist will lead Cabot’s engagement with the investment community, articulating the company’s financial performance, strategic direction, and long-term growth plans. He will play a key role in ensuring transparency in investor communications. Rist holds a bachelor’s degree in international business and economics from the University of New Hampshire and an MBA with a concentration in corporate finance from Boston College.
分析記事 • Nov 03Should 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...
お知らせ • Oct 03Cabot Corporation to Report Q4, 2025 Results on Nov 03, 2025Cabot Corporation announced that they will report Q4, 2025 results After-Market on Nov 03, 2025
Buy Or Sell Opportunity • Sep 16Now 21% undervaluedOver the last 90 days, the stock has risen 6.6% to US$77.91. The fair value is estimated to be US$98.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 23%.
分析記事 • Sep 11Cabot Corporation (NYSE:CBT) Screens Well But There Might Be A CatchWith a price-to-earnings (or "P/E") ratio of 10.1x Cabot Corporation ( NYSE:CBT ) may be sending bullish signals at the...
Upcoming Dividend • Aug 22Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.9%).
Recent Insider Transactions Derivative • Aug 15President notifies of intention to sell stockSean Keohane intends to sell 114k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$79.28, it would amount to US$9.1m. For the year to September 2018, Sean's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Sean's direct individual holding has decreased from 344.74k shares to 280.24k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Aug 07Now 21% undervaluedOver the last 90 days, the stock has risen 5.2% to US$77.84. The fair value is estimated to be US$98.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 23%.
Reported Earnings • Aug 05Third quarter 2025 earnings released: EPS: US$1.89 (vs US$1.96 in 3Q 2024)Third quarter 2025 results: EPS: US$1.89 (down from US$1.96 in 3Q 2024). Revenue: US$923.0m (down 9.2% from 3Q 2024). Net income: US$101.0m (down 6.5% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05Cabot Corporation (NYSE:CBT) entered into a definitive agreement to acquire Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) for $70 million.Cabot Corporation (NYSE:CBT) entered into a definitive agreement to acquire Mexico Carbon Manufacturing SA DE CV from Bridgestone Corporation (TSE:5108) for $70 million on August 4, 2025. The agreement is to acquire MXCB for $70 million on a debt-free, cash-free basis, subject to customary closing adjustments. The transaction is subject to regulatory approval in Mexico and is expected to close in the next three to six months.
お知らせ • Jul 29Cabot Corporation Launches New LITX 95F Conductive Carbon Engineered for Energy Storage SystemsCabot Corporation announced the launch of its new LITX 95F conductive carbon developed for use in lithium-ion batteries for energy storage systems (ESS). Engineered for ESS cells used in residential, commercial and industrial applications, this high-performance conductive additive delivers enhanced conductivity, long cycle life, and improved processability, which is essential for systems that demand durability and stability under frequent cycling. The global ESS market is growing rapidly, driven by the rising demand for grid flexibility, the transition to renewable energy, and the need for reliable power across residential, commercial and industrial sectors. Meeting these evolving needs requires advanced lithium-ion batteries that offer superior cycle life, optimal power delivery and long-term reliability. As the market continues to scale, battery manufacturers need to deliver solutions that are both high-performing and cost-effective. Cabot's LITX 95F solution addresses these challenges by delivering key performance and efficiency advantages that are vital for accelerating ESS adoption. The LITX 95F grade is formulated to improve cycle life and increase energy density. It has demonstrated excellent capacity retention in pouch cell performance testing with thick electrode design, offering ideal flexibility for battery manufacturers to optimize formulations across a wide range of ESS designs. Its high structure morphology helps to enhance conductivity and stability during repeated charge-discharge cycles. It also enables thick cathode design, helping to reduce material costs without compromising battery performance.
分析記事 • Jul 20Is 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...
Declared Dividend • Jul 16Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 29th August 2025 Payment date: 11th September 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 12Cabot Corporation Declares Quarterly Dividend, Payable on September 11, 2025On July 11, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on September 11, 2025, to stockholders of record at the close of business on August 29, 2025.
お知らせ • Jul 09Cabot Corporation to Report Q3, 2025 Results on Aug 04, 2025Cabot Corporation announced that they will report Q3, 2025 results After-Market on Aug 04, 2025
分析記事 • Jun 23Shareholders Would Enjoy A Repeat Of Cabot's (NYSE:CBT) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
お知らせ • Jun 04Cabot Corporation Announces Executive ChangesCabot Corporation announced that Hobart (‘Bart’) C. Kalkstein, executive vice president and president of the Company’s Reinforcement Materials Segment, will retire from the Company as of January 5, 2026. In connection with Bart’s retirement, effective June 15, 2025 Matthew (‘Matt’) Wood, the Company’s vice president, global marketing and strategy, for the Company’s Battery Materials product line, will become senior vice president and president, Reinforcement Materials Segment. To assist in a smooth transition, Kalkstein will remain an employee of Cabot through his retirement date. Kalkstein, who joined Cabot in 2005, was elected Executive Vice President in December 2022, and Senior Vice President and President, Reinforcement Materials Segment, in April 2016. Prior to this role, he held a variety of business leadership roles in the Company’s former activated carbon business and its Performance Chemicals Segment. Wood joined Cabot from BP, plc in 2010, and, prior to his current role, has held a variety of regional and global commercial, marketing and strategy, operational and general management roles with increasing responsibility within Cabot’s Reinforcement Materials, Specialty Compounds, and former cesium formate businesses. Matt brings significant business experience within the Reinforcement Materials segment, having previously served as vice president of global marketing and Asia Pacific regional marketing director. In his current role as vice president, global marketing and strategy for the Company’s Battery Materials product line, he has been instrumental in developing and driving the business’s growth strategy.
Price Target Changed • May 27Price target decreased by 8.1% to US$83.60Down from US$91.00, the current price target is an average from 5 analysts. New target price is 9.7% above last closing price of US$76.22. Stock is down 24% over the past year. The company posted earnings per share of US$6.79 last year.
Upcoming Dividend • May 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (2.2%).
Declared Dividend • May 08Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 30th May 2025 Payment date: 13th June 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 06Second quarter 2025 earnings released: EPS: US$1.74 (vs US$1.50 in 2Q 2024)Second quarter 2025 results: EPS: US$1.74 (up from US$1.50 in 2Q 2024). Revenue: US$936.0m (down 8.1% from 2Q 2024). Net income: US$94.0m (up 13% from 2Q 2024). Profit margin: 10.0% (up from 8.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 06Cabot Corporation Declares Quarterly Dividend, Payable on June 13, 2025On May 5, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.45 per share, an increase of 5% compared to the current quarterly dividend of $0.43 per share, on all outstanding shares of the Corporation’s common stock. The dividend is payable on June 13, 2025, to stockholders of record at the close of business on May 30, 2025.
分析記事 • Apr 25These 4 Measures Indicate That Cabot (NYSE:CBT) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 10Cabot Corporation's (NYSE:CBT) Intrinsic Value Is Potentially 56% Above Its Share PriceKey Insights The projected fair value for Cabot is US$126 based on 2 Stage Free Cash Flow to Equity Cabot is estimated...
Price Target Changed • Apr 08Price target decreased by 8.0% to US$92.00Down from US$100.00, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$74.80. Stock is down 24% over the past year. The company posted earnings per share of US$6.79 last year.
分析記事 • Mar 12A Piece Of The Puzzle Missing From Cabot Corporation's (NYSE:CBT) Share PriceCabot Corporation's ( NYSE:CBT ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...
Price Target Changed • Feb 21Price target decreased by 9.0% to US$101Down from US$111, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$84.47. Stock is up 1.7% over the past year. The company posted earnings per share of US$6.79 last year.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 14 March 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.0%).
Seeking Alpha • Feb 13Cabot Corporation: Reinforcing Positive Shareholder ValueSummary 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 Alpha
Reported Earnings • Feb 04First quarter 2025 earnings released: EPS: US$1.71 (vs US$0.89 in 1Q 2024)First quarter 2025 results: EPS: US$1.71 (up from US$0.89 in 1Q 2024). Revenue: US$955.0m (flat on 1Q 2024). Net income: US$93.0m (up 90% from 1Q 2024). Profit margin: 9.7% (up from 5.1% in 1Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jan 30Cabot: 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 Alpha
分析記事 • Jan 29Is 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...
お知らせ • Jan 27Cabot Corporation, Annual General Meeting, Mar 13, 2025Cabot Corporation, Annual General Meeting, Mar 13, 2025. Location: meetnow.global/mshnrkj, United States
Declared Dividend • Jan 19Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 28th February 2025 Payment date: 14th March 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Jan 15Is 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...
お知らせ • Jan 11Cabot Corporation Declares Quarterly Dividend, Payable on March 14, 2025On January 10, 2025, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.43 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on March 14, 2025, to stockholders of record at the close of business on February 28, 2025.
分析記事 • Jan 02Returns 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...
分析記事 • Dec 06Cabot Corporation (NYSE:CBT) Shares Could Be 31% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Cabot is US$150 based on 2 Stage Free Cash Flow to Equity Current share price...
Recent Insider Transactions • Nov 15Executive VP recently sold US$1.6m worth of stockOn the 13th of November, Jeff Zhu sold around 15k shares on-market at roughly US$113 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.5m more than they bought in the last 12 months.
Seeking Alpha • Nov 14Cabot: Less Than 5% Annualized UpsideSummary 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 Alpha
Recent Insider Transactions Derivative • Nov 13Insider notifies of intention to sell stockHobart Kalkstein intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$115, it would amount to US$4.0m. Since December 2023, Hobart's direct individual holding has decreased from 76.39k shares to 68.81k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Nov 13Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 29th November 2024 Payment date: 13th December 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 09Cabot Corporation Declares Quarterly Cash Dividend, Payable on December 13, 2024On November 8, 2024, the Board of Directors of Cabot Corporation declared a quarterly dividend of $0.43 per share on all outstanding shares of the Corporation’s common stock. The dividend is payable on December 13, 2024, to stockholders of record at the close of business on November 29, 2024.
Price Target Changed • Nov 05Price target increased by 7.4% to US$117Up from US$109, the current price target is an average from 5 analysts. New target price is 7.1% above last closing price of US$109. Stock is up 52% over the past year. The company posted earnings per share of US$6.82 last year.
分析記事 • Oct 31Here's Why We Think Cabot (NYSE:CBT) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Oct 19Is 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...
お知らせ • Oct 07Cabot Corporation to Report Q4, 2024 Results on Nov 04, 2024Cabot Corporation announced that they will report Q4, 2024 results After-Market on Nov 04, 2024
分析記事 • Oct 07Improved Earnings Required Before Cabot Corporation (NYSE:CBT) Shares Find Their FeetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 • Sep 25Cabot (NYSE:CBT) Is Achieving High Returns On Its CapitalIf 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...
Recent Insider Transactions • Aug 29Executive VP recently sold US$1.6m worth of stockOn the 27th of August, Jeff Zhu sold around 15k shares on-market at roughly US$104 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.2m more than they bought in the last 12 months.
Upcoming Dividend • Aug 23Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).
Recent Insider Transactions Derivative • Aug 21Insider notifies of intention to sell stockHobart Kalkstein intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of August. If the sale is conducted around the recent share price of US$101, it would amount to US$1.5m. Since December 2023, Hobart's direct individual holding has decreased from 76.39k shares to 68.80k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 19Calculating The Intrinsic Value Of Cabot Corporation (NYSE:CBT)Key Insights The projected fair value for Cabot is US$96.50 based on 2 Stage Free Cash Flow to Equity With US$99.26...
Recent Insider Transactions Derivative • Aug 09Executive VP notifies of intention to sell stockErica McLaughlin intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$99.79, it would amount to US$2.3m. Since December 2023, Erica's direct individual holding has decreased from 59.82k shares to 37.81k. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 06Third quarter 2024 earnings released: EPS: US$1.96 (vs US$1.44 in 3Q 2023)Third quarter 2024 results: EPS: US$1.96 (up from US$1.44 in 3Q 2023). Revenue: US$1.02b (up 5.0% from 3Q 2023). Net income: US$109.0m (up 35% from 3Q 2023). Profit margin: 11% (up from 8.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jul 31Cabot Corporation: Now A 'Hold' (Rating Downgrade)Summary Cabot Corporation has seen significant positive performance, up over 44% inclusive of dividends since January 19, 2023. The company has outperformed with good overall investment performance, showing resilience towards macro challenges. Despite recent growth, Cabot is now considered a "Hold" due to valuation concerns and moderate upside potential. Read the full article on Seeking Alpha
分析記事 • Jul 18Cabot (NYSE:CBT) Will Pay A Dividend Of $0.43Cabot Corporation's ( NYSE:CBT ) investors are due to receive a payment of $0.43 per share on 13th of September. Based...
Declared Dividend • Jul 17Second quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 16Cabot Corporation to Report Q3, 2024 Results on Aug 05, 2024Cabot Corporation announced that they will report Q3, 2024 results After-Market on Aug 05, 2024
お知らせ • Jul 13+ 1 more updateCabot Corporation Announces Election of Thierry Vanlancker to Board of DirectorsCabot Corporation announced that Thierry Vanlancker has been elected to its Board of Directors, effective July 12, 2024. He was also appointed a member of the Audit Committee of the Board of Directors, effective July 12, 2024. Prior to his retirement, Mr. Vanlancker was Chief Executive Officer and a Director of AkzoNobel NV, a multinational paints and coatings company, from 2017 to 2022. Prior to joining AkzoNobel, Mr. Vanlancker was President of Fluoroproducts and the EMEA region at The Chemours Company, a global provider of performance chemicals, from 2015 to 2016, and from 1988 to 2015 held various positions within the chemicals company Dupont. Mr. Vanlancker has been a member of the Board of Directors of SIKA AG, a Swiss multinational specialty chemical company that supplies to the building sector and motor vehicle industry, since 2019 and has been Chairman of the Board since March 2024. He has also been a member of the Board of Directors of Aliaxis SA, a manufacturer of plastic piping systems for buildings, infrastructure, and industry since 2020, and Chairman of the Board since 2022, and a member of the Board of Directors of Stahl, a leading provider of specialty coatings and treatments for flexible substrates, since May 2024, and Etex NV, a manufacturer of building materials, since 2021. Mr. Vanlancker received his MSc Chemical Engineering from the University of Ghent, Belgium.
分析記事 • Jun 23Cabot (NYSE:CBT) Looks To Prolong Its Impressive ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • Jun 09Why Cabot Corporation (NYSE:CBT) Could Be Worth WatchingWhile Cabot Corporation ( NYSE:CBT ) might not have the largest market cap around , it saw a double-digit share price...
分析記事 • May 24Cabot's (NYSE:CBT) Dividend Will Be Increased To $0.43The board of Cabot Corporation ( NYSE:CBT ) has announced that it will be paying its dividend of $0.43 on the 14th of...
Upcoming Dividend • May 24Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.9%).
Seeking Alpha • May 16Cabot: Reinforcement Materials Strength To Continue To Drive Earnings ForwardSummary Cabot Corporation's stock has returned approximately 38% since our 'Buy' recommendation in January. The company's Q2 earnings report showed impressive growth in both Performance Chemicals and the Reinforcement Materials business in particular. Cabot's cash flow is driving its financials, allowing for increased dividends and stock buybacks, and its forward-looking fundamentals remain bullish. Read the full article on Seeking Alpha
お知らせ • May 14Cabot Corporation Launches New Universal Circular Black Masterbatches with Certified Sustainable MaterialCabot Corporation announced the launch of its new REPLASBLAK universal circular black masterbatches with certified sustainable material. With this launch, Cabot has introduced two new products which will be sold as the industry’s first-ever universal circular black masterbatches with International Sustainability & Carbon Certification (ISCC PLUS) certified content. The new REPLASBLAK universal circular black masterbatches are powered by EVOLVE Sustainable Solutions and will enable Cabot to continue to deliver the high-performance, quality and reliability that the plastics industry requires at scale for certified circular solutions. The global transition toward a lower carbon future is driving the need for advanced sustainable solutions that support a circular economy and reduce greenhouse gas (GHG) emissions. As such, automotive plastic compounders and converters are seeking third-party certified black masterbatch products that leverage circular value chains and recycled feedstocks in the product manufacturing process. Cabot is positioned to enable a more sustainable future with its new universal circular black masterbatch products that are made from mechanically recycled polymer. These solutions offer customers an ISCC PLUS certified single masterbatch for use in a wide range of automotive applications for coloring polyolefins and many engineering plastics. The two new products, REPLASBLAK reUN5285 universal circular black masterbatch and REPLASBLAK® reUN5290 universal circular black masterbatch, are powered by EVOLVE Sustainable Solutions under the recovered category. These solutions enhance Cabot’s well-established range of universal black masterbatches recognized for the coloring of a wide range of polymers with the added benefit of sustainability. The solutions offer superior versatility by enabling the use of a single masterbatch at a low addition rate, resulting in material management efficiency in the product manufacturing process. Furthermore, both grades enable high gloss and high jetness pigmentation, offering superior color performance and mechanical properties similar to a standard universal black masterbatch. This makes the solutions suitable for use in various applications in the automotive segment, including interiors, exterior parts and under-the-hood applications. REPLASBLAK reUN5285 universal circular black masterbatch leverages a 45% ISCC PLUS mass balance certified material made from mechanically recycled polymer. The solution is suitable for compounding applications in the automotive industry. REPLASBLAK reUN5290 universal circular black masterbatch leverages a 20% ISCC PLUS mass balance certified material made from mechanically recycled polymer. The solution is suitable for compounding as well as direct injection molding and sheet extrusion applications in the automotive industry. EVOLVE Sustainable Solutions is Cabot’s technology platform for delivering sustainable reinforcing carbons and other performance materials. Products powered by EVOLVE Sustainable Solutions offer sustainable content with reliable performance at industrial scale by leveraging circular value chains and/or materials recovered from end-of-life tires and/or recycled materials, and/or renewable and bio-based materials, and/or processes that reduce GHG emissions.
分析記事 • May 13Cabot's (NYSE:CBT) Shareholders May Want To Dig Deeper Than Statutory ProfitThe market for Cabot Corporation's ( NYSE:CBT ) stock was strong after it released a healthy earnings report last week...
Recent Insider Transactions Derivative • May 13Senior VP & General Counsel notifies of intention to sell stockKaren Kalita intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of May. If the sale is conducted around the recent share price of US$102, it would amount to US$1.4m. Since December 2023, Karen's direct individual holding has decreased from 34.88k shares to 22.21k. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 10Cabot's (NYSE:CBT) Upcoming Dividend Will Be Larger Than Last Year'sCabot Corporation's ( NYSE:CBT ) dividend will be increasing from last year's payment of the same period to $0.43 on...
Declared Dividend • May 09Second quarter dividend increased to US$0.43Dividend of US$0.43 is 7.5% higher than last year. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 08Price target increased by 9.6% to US$105Up from US$95.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of US$101. Stock is up 47% over the past year. The company posted earnings per share of US$7.79 last year.
Reported Earnings • May 07Second quarter 2024 earnings released: EPS: US$1.51 (vs US$1.30 in 2Q 2023)Second quarter 2024 results: EPS: US$1.51 (up from US$1.30 in 2Q 2023). Revenue: US$1.02b (down 1.4% from 2Q 2023). Net income: US$84.0m (up 15% from 2Q 2023). Profit margin: 8.2% (up from 7.1% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • May 07Here's Why Cabot (NYSE:CBT) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...