Cabot Corporation

NYSE:CBT Stock Report

Market Cap: US$4.8b

Cabot Future Growth

Future criteria checks 3/6

Cabot is forecast to grow earnings and revenue by 18.9% and 3.2% per annum respectively. EPS is expected to grow by 20.4% per annum. Return on equity is forecast to be 21.1% in 3 years.

Key information

18.9%

Earnings growth rate

20.45%

EPS growth rate

Chemicals earnings growth16.6%
Revenue growth rate3.2%
Future return on equity21.13%
Analyst coverage

Good

Last updated24 Jun 2026

Recent future growth updates

Recent updates

Narrative Update • Jun 26

CBT: Battery Materials And Buybacks Will Shape Balanced Medium-Term Outlook

Analysts have nudged their fair value estimate for Cabot higher to $88.50 from $85.67, citing updated price targets in the $70 to $98 range and renewed attention on the company’s battery materials, Reinforcement Materials, and Performance Chemicals businesses. Analyst Commentary Recent Street commentary on Cabot gives a mixed but useful read on how professionals are weighing the company’s earnings potential, valuation, and execution across its key segments, especially battery materials, Reinforcement Materials, and Performance Chemicals.
New Narrative • Jun 23

Battery And Data Center Demand Will Drive Long-Term Upside Potential

Catalysts About Cabot Cabot develops specialty materials, including reinforcement and performance chemicals used across tires, batteries and broader industrial applications. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Jun 22

Cabot: Battery Materials Business Growing On Gigafactory & Data-Centre Demand

Summary Cabot Corporation has demonstrated unexpected resilience, with shares up nearly 40% year-to-date and technical momentum signaling further upside potential. Upgrading CBT to 'Hold' as strong buying volume and a bullish MACD crossover suggest a possible golden cross, pending confirmation. Battery Materials led Q2 with 43% top-line growth, driving Performance Chemicals operating profit close to $60 million and fueling positive EPS revisions. Despite margin pressure in Reinforcement Materials, management guides for sequential EBIT improvement, while mission-critical products underpin long-term demand. Read the full article on Seeking Alpha
Analysis Article • Jun 21

Cabot (CBT) Stock Could Be 7.2% Overvalued After Sixth Straight EcoVadis Platinum Rating

Cabot (CBT) has drawn fresh attention after receiving a platinum rating from EcoVadis for the sixth consecutive year, placing the company among the top 1% of peers in environmental, social, and governance practices. See our latest analysis for Cabot. The EcoVadis recognition has arrived during a strong run in Cabot’s stock, with a 34.09% 3 month share price return and a 28.47% 1 year total shareholder return, which may indicate building momentum rather than a short lived spike. If Cabot’s...
New Narrative • Jun 09

Battery And Data Center Demand Will Support A Steady Long Term Materials Story

Catalysts About Cabot Cabot develops and supplies specialty materials, including reinforcement materials and performance chemicals used across batteries, tires, data centers and infrastructure applications. What are the underlying business or industry changes driving this perspective?
Analysis Article • Nov 03

Should You Think About Buying Cabot Corporation (NYSE:CBT) Now?

While Cabot Corporation ( NYSE:CBT ) might not have the largest market cap around , it saw significant share price...
Analysis Article • Sep 11

Cabot Corporation (NYSE:CBT) Screens Well But There Might Be A Catch

With a price-to-earnings (or "P/E") ratio of 10.1x Cabot Corporation ( NYSE:CBT ) may be sending bullish signals at the...
Analysis Article • Jul 20

Is Cabot Corporation (NYSE:CBT) Trading At A 36% Discount?

Key Insights Cabot's estimated fair value is US$117 based on 2 Stage Free Cash Flow to Equity Cabot's US$74.90 share...
Seeking Alpha • Feb 13

Cabot Corporation: Reinforcing Positive Shareholder Value

Summary Cabot Corporation outperforms its sector, offering growth and income opportunities, making it a strong buy candidate. CBT's two segments, Reinforcement Materials and Performance Chemicals, show impressive EBIT margin growth and revenue recovery. CBT's growing EPS, strong cash flow, and aggressive share buyback program enhance its financial resilience and shareholder value. Trading near support levels, CBT offers good upside potential with a forward yield of 2%, despite potential tariff policy risks. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Cabot: Eyeing Up A Bearish Position As We Approach Q1 Earnings (Technical Analysis)

Summary Cabot Corporation had a recent 25% drop and bearish MACD crossover, signaling potential technical weakness. The Reinforcement Materials segment continues to drive growth, but recent EPS and revenue revisions indicate challenges ahead. Fiscal 2024 revenue growth was flat, contrasting with a 5-year average of 4.59%, raising concerns about sustaining double-digit EPS growth. We expect earnings growth in Reinforcement Materials and a recovery in Performance Chemicals, but revenue growth remains crucial for CBT's long-term success. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Cabot: Less Than 5% Annualized Upside

Summary Cabot Corporation has delivered a 50% total return in 1.5 years, surpassing expectations, but now trades at a premium valuation. Despite strong earnings and growth, Cabot's current valuation limits its upside, making it a "Hold" with a price target of $115/share. The company's fundamentals are solid, but market-beating returns are unlikely at current levels, prompting consideration for rotation into undervalued stocks. Cabot fulfills quality criteria but fails on valuation, justifying a cautious stance and potential sale above $115/share. Read the full article on Seeking Alpha
Seeking Alpha • Jul 31

Cabot 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

Earnings and Revenue Growth Forecasts

NYSE:CBT - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
9/30/20283,841N/A2715615
9/30/20273,7213712685336
9/30/20263,6033082004546
3/31/20263,575281432671N/A
12/31/20253,607306401667N/A
9/30/20253,713326364665N/A
6/30/20253,815418321650N/A
3/31/20253,908426288608N/A
12/31/20243,991417420711N/A
9/30/20243,994374451692N/A
6/30/20243,958470399626N/A
3/31/20243,910443407662N/A
12/31/20233,924433385648N/A
9/30/20233,931437351595N/A
6/30/20234,078300306562N/A
3/31/20234,259315127353N/A
12/31/20224,318348-15201N/A
9/30/20224,321206-111100N/A
6/30/20224,113142-10695N/A
3/31/20223,881130-65132N/A
12/31/20213,63198-9187N/A
9/30/20213,40924762257N/A
6/30/20213,164-54103256N/A
3/31/20212,765-144184334N/A
12/31/20202,633-219132293N/A
9/30/20202,614-238177377N/A
6/30/20202,78265244475N/A
3/31/20203,109103195441N/A
12/31/20193,243127N/A507N/A
9/30/20193,337155N/A363N/A
6/30/20193,360217N/A321N/A
3/31/20193,369273N/A268N/A
12/31/20183,34377N/A214N/A
9/30/20183,242-114N/A298N/A
6/30/20183,115-136N/A300N/A
3/31/20182,966-177N/A371N/A
12/31/20172,82669N/A286N/A
9/30/20172,717246N/A348N/A
6/30/20172,613225N/A288N/A
3/31/20172,529234N/A262N/A
12/31/20162,419209N/A416N/A
9/30/20162,411145N/A392N/A
6/30/20162,463136N/A516N/A
3/31/20162,536-366N/A482N/A
12/31/20152,662-388N/A526N/A
9/30/20152,871-336N/A499N/A
6/30/20153,111-348N/A408N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CBT's forecast earnings growth (18.9% per year) is above the savings rate (3.5%).

Earnings vs Market: CBT's earnings (18.9% per year) are forecast to grow faster than the US market (18.5% per year).

High Growth Earnings: CBT's earnings are forecast to grow, but not significantly.

Revenue vs Market: CBT's revenue (3.2% per year) is forecast to grow slower than the US market (12.6% per year).

High Growth Revenue: CBT's revenue (3.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CBT's Return on Equity is forecast to be high in 3 years time (21.1%)

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/29 18:31
End of Day Share Price 2026/06/26 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cabot Corporation is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin KalloBaird
Michael LeitheadBarclays
David BegleiterDeutsche Bank