CBT

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).

Dow Inc. reported Q3 2026 adjusted EPS of 71 cents, beating consensus estimates, with sales rising 13% to $11.3B. The company's self-help initiatives and higher pricing offset rising input costs. Operating EBITDA reached $1.55B, and Dow remains on track to deliver $700M in transformation benefits in 2026 with approximately $2B total uplift expected by 2027.

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.