Arkema S.A. has officially opened the expansion of its Shanghai R&D Center in China, increasing laboratory space by 20% and adding collaborative facilities including an interactive showroom. The expansion supports the company's focus on high-growth markets including energy, electronics, and mobility through sustainable materials research and development.

Ingevity Corporation (NGVT) reported Q2 adjusted EBITDA of $115 million, up from $101 million year-over-year, driven by higher pricing, favorable product mix, and increased volumes. The company raised its 2026 adjusted EBITDA guidance to $380-$400 million and adjusted EPS outlook to $5-$5.45. NGVT stock has gained 26.3% over the past year and trades at a forward P/S multiple of 2.1, below the industry average of 2.45X.

Cabot Corporation (CBT) is strengthening its long-term growth prospects through capital-efficient battery materials expansion and improved earnings guidance. The company targets $40 million in battery materials EBITDA for fiscal 2026, supported by rising global battery demand. With $278 million in nine-month operating cash flow and $30 million in targeted cost savings, CBT is well-positioned for sustained growth.

Cabot (CBT) and Carpenter Technology (CRS) are highlighted as outperformers in the Basic Materials sector. CBT has gained 16.1% year-to-date, outpacing the sector average of 9.8%, with improving analyst sentiment and a Zacks Rank #2 (Buy). CRS has returned 23.4% year-to-date with a 7.3% increase in consensus EPS estimates over three months, also holding a Zacks Rank #2 (Buy).

Cabot Corporation reported Q3 fiscal 2026 adjusted EPS of $1.67, beating consensus estimates, with revenues of $982 million exceeding expectations. Performance Chemicals showed strength with higher volumes and margins, while Reinforcement Materials faced pressure from lower gross profit per ton. The company tightened full-year guidance to $6.15-$6.45 EPS and is expanding battery materials capacity. Estimate revisions have trended upward, though the stock carries a Zacks Rank #3 (Hold) rating.

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Cabot Corporation's Board of Directors declared a quarterly dividend increase of 5%, raising the dividend from $0.45 to $0.4725 per share. The increase reflects the company's confidence in its strong cash flow generation, robust liquidity position, and earnings durability. The dividend is payable on June 12, 2026, to shareholders of record as of May 29, 2026.

1492 Capital Management initiated a new $3.49 million position in Cabot Corporation during Q1 2026, acquiring 48,057 shares. Despite the stock being flat over the past year while underperforming the S&P 500's 35% gain, the fund's investment suggests confidence that expectations are reset and downside is limited. Cabot faces near-term headwinds with Q1 adjusted EPS down 13% year-over-year, particularly in its Reinforcement Materials segment, though strong cash flow generation and a potential cyclical turnaround provide support.

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Cabot Corporation's Board of Directors declared a quarterly dividend of $0.45 per share on January 9, 2026. The dividend is payable on March 13, 2026, to stockholders of record as of February 27, 2026.

Cabot Corporation has completed its acquisition of Mexico Carbon Manufacturing (MXCB) from Bridgestone Corporation. The facility, strategically located near Cabot's existing Altamira, Mexico plant, expands Cabot's manufacturing capacity and enables production of a broader range of reinforcing carbon products, strengthening the companies' partnership and positioning Cabot for long-term growth.

Cabot Corporation has successfully completed its acquisition of Mexico Carbon Manufacturing (MXCB) from Bridgestone Corporation. The facility, strategically located near Cabot's existing Altamira, Mexico plant, expands Cabot's manufacturing capacity and reinforces its position as a leading provider of reinforcing carbon products. The acquisition strengthens the partnership between the two companies and enhances Cabot's ability to support diverse customer needs.