Cabot (CBT)
Makes carbon-based performance materials for tires, batteries, plastics, coatings and industrial products.
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Supplies reinforcing carbons and engineered elastomer composites to tire and industrial-rubber producers, while selling specialty carbons, compounds, battery materials, fumed metal oxides, aerogel and inkjet products into diversified industrial markets. A global manufacturing network supports both segments, with results tied heavily to tire demand, feedstock costs and major tire customers.
Produces reinforcing carbons and engineered elastomer composites for tires and industrial rubber through Reinforcement Materials. Performance Chemicals supplies specialty carbons, masterbatches and conductive compounds, battery materials, fumed metal oxides, aerogel and inkjet products for plastics, coatings, electronics, construction, energy storage and printing.
Combines controlled particle production, application development and a regional manufacturing network to tailor reinforcement, conductivity, color and other properties. Operations span the Americas, Asia Pacific and Europe, the Middle East and Africa, with most sales outside the United States. A recently acquired Mexican plant expanded reinforcing-carbon capacity and supply flexibility.
Demand depends heavily on tire production and replacement cycles and a concentrated group of major tire customers. Manufacturing relies on petroleum- and coal-derived feedstocks, natural gas and energy; specialty volumes track batteries, electronics, construction and consumer products.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 5, 2026 | UBS | Reiterate | Rating: —Target: $86 | Target: $92 |
| Aug 5, 2026 | Truist Financial | Target | Target: $98 | Target: $100 |
| Jun 25, 2026 | Mizuho Securities | Target | Target: $75 | Target: $90 |
| Jun 8, 2026 | Truist Financial | Target | Target: — | Target: $98 |
| May 8, 2026 | UBS | Reiterate | Rating: —Target: $74 | Target: $86 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $250.0M · Total debt $1.27B · Total assets $3.98B · Shareholders' equity $1.61B
- Revenue
- $982.0M
- Operating income
- $98.0M
- Net income
- $6.0M
HistoryDividendAnnual yield
| Institutions | 105.42% | 54.43M shares | |
|---|---|---|---|
| 396 holders · as of Jun 30, 2026 | |||
| Insiders | 1.75% | 903.1K shares | |
| 19 holders · as of Aug 31, 2026 | |||
| Adds to | 107.17% | ||
51.63M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.17%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.51% | 6.97M | as of Jun 30, 2026 |
Earnest Partners LLCInstitution | 6.48% | 3.35M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.96% | 3.08M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 5.36% | 2.77M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 4.68% | 2.42M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Sean D. Keohane | director, officer: President and CEO | −134,895 | $85.00 |
| Aug 24, 2026 | Sean D. Keohane | director, officer: President and CEO | −2,779 | $85.50 |
| Aug 7, 2026 | Sean D. Keohane | director, officer: President and CEO | −91,923 | $86.41 |
