业绩总结 - Cabot Corporation 第三季度调整后每股收益为1.42美元，环比增长7%[11] - Reinforcement Materials 部门实现了创纪录的季度营业利润，达到1.32亿美元，同比增长17%，环比增长8%[12] - Performance Chemicals 部门的营业利润环比有所改善，主要得益于该部门的成本优化措施[13] - 公司第三季度实现了强劲的经营现金流，达到2.43亿美元，自由现金流为1.63亿美元，并通过股息和股票回购向股东返还了3,800万美元[13] - 公司净负债与息税折旧摊销前利润（EBITDA）比率为1.7倍，拥有13亿美元的承诺性流动性[14] 用户数据 - Reinforcement Materials 部门的销量连续第三个季度同比下降，主要受到库存去化周期的影响[16] - Performance Chemicals 部门面临着来自房屋建筑和消费品应用等多个行业的需求疲软的挑战[20] 未来展望 - 公司预计随着全球汽车生产的复苏，Reinforcement Materials 部门的销量将逐渐恢复正常[19] - Performance Chemicals 部门的销量受到汽车生产的影响，预计在未来两到三个季度内将有所提升[23] 新产品和新技术研发 - 公司专注于高性能电池和西方出口电池，预计电动车电池市场增长率为 25% 到 30%[27] - 预计未来十年，电动车在西方地区增长，电池供应链将区域化，新技术如干法工艺将占据主导地位[29] 市场扩张和并购 - 公司对电池材料的长期增长前景感到兴奋，认为这将成为公司盈利的重要组成部分[30] - 公司计划将市场重点放在高性能电池上，并在不同市场段进行定价和份额平衡[74] 其他新策略 - 公司认为需要提高价格以应对可持续性成本的增加，以及为客户提供的优质服务，去年已经签订了多年协议并计划在2024年进行额外的价格上涨[58] - 公司预计2024年碳黑价格将上涨，受环境成本上升和供应可靠性影响[88]

业绩总结 - 第三季度调整后每股收益为1.42美元，环比增长7%[3] - 第三季度强化材料部门EBIT创下了1.32亿美元的历史记录，同比增长17%[3] - 现金流量强劲，运营现金流为2.43亿美元，通过股息和股票回购向股东返还了3.8亿美元[3] - 预计2023财年第四季度调整后每股收益为1.40至1.55美元，全年调整后每股收益预计为5.13至5.28美元[11] 用户数据 - 全球汽车保有量持续增长，中国电动汽车销量在第三财季同比和环比增长，预计第四财季将继续增长[6] 未来展望 - 预计2023财年第四季度调整后每股收益为1.40至1.55美元，全年调整后每股收益预计为5.13至5.28美元[11] 新产品和新技术研发 - 全球汽车保有量持续增长，中国电动汽车销量在第三财季同比和环比增长，预计第四财季将继续增长[6] 市场扩张和并购 - 预计2023财年第四季度调整后每股收益为1.40至1.55美元，全年调整后每股收益预计为5.13至5.28美元[11]

FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5667 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Cabot Corporation (Exact name of registrant as specified in its charter) Securities registered pursuant to Section 12(b) of the Securities ...

Cabot Corporation (NYSE:CBT) Q2 2023 Earnings Conference Call May 9, 2023 8:00 AM ET Steve Delahunt - VP of IR & Treasurer Sean Keohane - President & CEO Erica McLaughlin - EVP, CFO and Head of Corporate Strategy John Roberts - Credit Suisse Dan Rizzo - Jefferies Chris Kapsch - Loop Capital Thank you for standing by and Welcome to Cabot's Second Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-andanswer ...

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations Critical Accounting Policies Selling and administrative expenses decreased by $8 million and $19 million in the second quarter of fiscal 2023 and for the six months ended March 31, 2023, respectively, compared to the same periods of fiscal 2022, primarily due to a decrease in the accrual for incentive compensation in fiscal 2023 and costs associated with the Purification Solutions business in fiscal 2022 that did n ...

CABOT EARNINGS TELECONFERENCE Forward Looking Statements Q1 FISCAL 2023 -------------- CABOTA | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------| | | | | | Q1 2023 Highlights | | | | First quarter results in line with expectations; adjusted EPS 1 of $0.98 and diluted EPS of $0.93 | | | | Reinforcement Materials segment EBIT of $94M; up 11% compa ...

And difficult to comment beyond this year other than to re-communicate that in the negotiating period that we had this year, we did have some customers that closed multiyear agreements and those agreements included price increases again for 2024. So I think that's a sign that would be consistent with the structural setup that we see in the industry. Jeff Zekauskas Can you talk about Russia exports in carbon black in calendar 2022? In the end, did much less carbon black get to the West or the amount that the ...

Income tax in Interim Periods | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------|-------|-------------|-------------------------------|---------------------------|---------------------------| | | | Three \n(In | Months \n2022 \nmillions, | Ended 31 \nexcept per | December \n2021 \n share | | Basic EPS: | | | | amounts) | | | Net income (loss) attributable to Cabot Corporation | | $ | 54 | $ | (89 ) | | Less: Dividends and dividend equ ...

| --- | --- | --- | |--------------------------------------|-------------------|-------------------------------------------| | | | | | Title of each class | Trading symbol(s) | Name of each exchange on which registered | | Common Stock, $1 par value per share | CBT | The New York Stock Exchange | UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2022 ...

Cabot Corporation (NYSE:CBT) Q4 2022 Earnings Conference Call November 8, 2022 8:00 AM ET Company Participants Steve Delahunt - Vice President of Investor Relations & Treasurer Sean Keohane - President & Chief Executive Officer Erica McLaughlin - Senior Vice President & Chief Financial Officer Conference Call Participants Anthony Mercandetti - Deutsche Bank James Cannon - UBS Jeff Zekauskas - JPMorgan Laurence Alexander - Jefferies Chris Kapsch - Loop Capital Operator Ladies and gentlemen, thank you for sta ...