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Cabot Corporation Signs Multi-Year Supply Agreement with PowerCo SE, a Battery Manufacturing Subsidiary of Volkswagen Group

Cabot Corporation (NYSE: CBT) announced a multi-year supply agreement with PowerCo SE, a Volkswagen Group battery manufacturing subsidiary, to supply advanced conductive carbons and conductive dispersions for lithium-ion EV battery electrodes.

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Cabot Corporation (NYSE: CBT) announced a multi-year supply agreement with PowerCo SE, a Volkswagen Group battery manufacturing subsidiary, to supply advanced conductive carbons and conductive dispersions for lithium-ion EV battery electrodes.

Cabot said its conductive formulations aim to improve battery conductivity, energy density, charging speed, and lifespan. The company said the agreement supports its strategic growth in battery materials, reinforces its European EV-market position, and demonstrates its ability to scale production to meet rising global demand.

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Argus Jan 7 session
-0.14% close to close Open Argus
Details

News Market Reaction – CBT

On Jan 7, the day this news came out, CBT closed 0.14% below the previous close.

Data tracked by StockTitan Argus for the Jan 7 session.

Key Figures

Quarterly dividend: $0.45 per share FY25 diluted EPS: $6.02 FY25 adjusted EPS: $7.25 +5 more
Quarterly dividend
$0.45 per share
Declared Nov 13, 2025 on common stock
FY25 diluted EPS
$6.02
Fiscal 2025 reported results
FY25 adjusted EPS
$7.25
Fiscal 2025 adjusted, up 3% year-over-year
Operating cash flow
$665 million
Fiscal 2025 operating cash flow
Capital spending
$274 million
Fiscal 2025 capital expenditures
Dividends paid
$96 million
Fiscal 2025 dividends to shareholders
Share repurchases
$168 million
Fiscal 2025 buybacks
FY26 EPS guidance
$6.00–$7.00
Fiscal 2026 adjusted EPS guidance range

Historical Context

5 past events · Latest: Nov 21
5 events
  1. Nov 21

    Leadership change

    24h Move
    +5.1%

    Reinforcement Materials segment leadership transition to new president.

  2. Nov 18

    Product recognition

    24h Move
    +1.4%

    LITX 95F conductive carbon named a Top 10 Exhibit at CIIE.

  3. Nov 13

    Dividend declaration

    24h Move
    -1.0%

    Board declared quarterly cash dividend of $0.45 per share.

  4. Nov 03

    IR leadership move

    24h Move
    -2.3%

    Appointment of new VP of Investor Relations and Corporate Planning.

  5. Nov 03

    Earnings results

    24h Move
    -2.3%

    Fiscal 2025 EPS growth and FY26 adjusted EPS guidance of $6.00–$7.00.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

original equipment manufacturer, electric vehicle, lithium-ion battery, energy storage systems
4 terms
original equipment manufacturer technical
"PowerCo SE, a leading European original equipment manufacturer (OEM) in the electric vehicle"
An original equipment manufacturer (OEM) is a company that designs and builds parts or complete products that other firms sell under their own brand name, like a bakery making cakes that coffee shops rebrand and sell. Investors care because OEMs often win steady, long-term contracts, predictable production volumes and thin but scalable profit margins, so changes in their order book or supply chain can signal future revenue and risk for both the OEM and the brands that rely on it.
electric vehicle technical
"original equipment manufacturer (OEM) in the electric vehicle (EV) battery sector."
An electric vehicle (EV) is a car, truck, or other road vehicle powered primarily by rechargeable batteries and electric motors instead of a conventional gasoline or diesel engine. For investors, EVs signal shifts in demand, supply chains, and regulation—think of them as the smartphone moment for transportation: companies that master battery tech, charging networks, and cost control can gain market share, while those slow to adapt may face shrinking sales and margins.
lithium-ion battery technical
"conductive carbons and dispersions for lithium-ion battery applications"
A lithium-ion battery is a rechargeable energy cell that stores and releases power by moving lithium ions between two electrodes, like a pump moving water back and forth to hold and deliver energy. Investors care because these batteries power electric vehicles, portable electronics and grid storage, so factors such as cost, energy density, lifespan, and raw-material supply directly affect manufacturing costs, product competitiveness and long-term company profits.
energy storage systems technical
"optimize battery performance across a range of applications, including electric vehicles, energy storage systems, and"
Energy storage systems are technologies that capture electricity when it’s plentiful or cheap and release it when demand or prices are higher, like a large rechargeable battery for a neighborhood or power grid. They matter to investors because they enable more reliable power, smooth out the ups and downs of renewable energy, and can create new revenue streams or cost savings by shifting when power is sold or used.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Agreement includes supply of Cabot’s conductive carbons and dispersions for lithium-ion battery applications

BOSTON, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT), a global leader in specialty chemicals and performance materials, today announced it has signed a multi-year supply agreement with PowerCo SE, a leading European original equipment manufacturer (OEM) in the electric vehicle (EV) battery sector. This agreement marks a significant milestone in Cabot’s strategic growth in the battery materials market.

Under the agreement, Cabot will supply its advanced conductive carbons and conductive dispersions for use in EV batteries electrodes. Cabot’s conductive formulations are high-performance materials designed to enhance battery conductivity and efficiency. They play a critical role in improving the performance of lithium-ion batteries by enabling higher energy density, faster charging capabilities, and extended battery life, which are critical performance attributes for next-generation EVs.

“We are proud to collaborate with one of Europe’s foremost EV battery manufacturers to deliver innovative solutions that meet the evolving demands of the electric vehicle market,” said Jeff Zhu, executive vice president and president, Carbon & Silica Technologies, Battery Materials and Asia Pacific Region. “This agreement positions us as one of the leading conductive materials suppliers in the European EV battery market. Furthermore, it reflects the strength of our technology and our ability to scale production to meet growing global demand.”

The supply agreement is expected to contribute meaningfully to Cabot’s growth in the battery materials sector and reinforces its position as a trusted partner in the global EV value chain. The partnership reinforces Cabot’s commitment to delivering high-performance, scalable solutions that support the global transition to clean energy.

Cabot’s advanced conductive products subject of the agreement are part of its broader portfolio of conductive additives and dispersions engineered to optimize battery performance across a range of applications, including electric vehicles, energy storage systems, and consumer electronics.

ABOUT CABOT CORPORATION
Cabot Corporation (NYSE: CBT) is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts. The company is a leading provider of reinforcing carbons, specialty carbons, battery materials, engineered elastomer composites, inkjet colorants, masterbatches and conductive compounds, fumed metal oxides and aerogel. For more information on Cabot, please visit the company’s website at cabotcorp.com.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: Statements in the press release regarding Cabot's business that are not historical facts are forward looking statements that involve risks and uncertainties. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward looking statements, see "Risk Factors" in the Company's Annual Report on Form 10-K.

Contact:                 
Emily Moran
Corporate Communications
emily.moran@cabotcorp.com
(617) 460-4517

Robert Rist
Investor Relations
robert.rist@cabotcorp.com
(617) 342-6374


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Cabot (CBT) announce on January 7, 2026 regarding PowerCo SE?

Cabot announced a multi-year supply agreement to provide conductive carbons and dispersions for PowerCo SE's lithium-ion EV battery electrodes.

How will the Cabot (CBT) supply agreement with PowerCo SE affect Cabot's position in Europe?

Cabot said the agreement positions it as a leading conductive materials supplier in the European EV battery market and supports its strategic growth in battery materials.

What products will Cabot (CBT) supply to PowerCo SE under the agreement?

Cabot will supply its advanced conductive carbons and conductive dispersions designed for lithium-ion EV battery electrodes.

Does the Cabot (CBT) announcement include financial terms or volumes for the PowerCo SE deal?

No; the announcement does not disclose contract value, volumes, or specific timelines beyond describing the deal as multi-year.

What battery performance benefits does Cabot (CBT) claim from its conductive products?

Cabot describes benefits including higher energy density, faster charging, and extended battery life for lithium-ion EV batteries.

Where can investors expect to see the impact of Cabot's (CBT) PowerCo SE agreement?

The company said the agreement is expected to contribute meaningfully to growth in its battery materials sector and strengthen its role in the EV value chain.

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