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Cabot vs Element Solutions: CBT and ESI compared
Cabot is the larger company: $1.0B of revenue in its latest quarter (Q4 FY26) against $995M for Element Solutions (Q3 2026). Element Solutions is growing faster (+52% against +12% a year earlier). Cabot is more profitable, with an operating margin of 12.0% against 11.4%.
Where the money goes: CBT and ESI
Cabot (CBT) · Q4 FY26
Cabot, Q4 FY26: revenue $1.0B (+12% year over year), operating margin 12.0%, net earnings $66.0M. The chart follows the revenue to costs, profit and cash.
Element Solutions (ESI) · Q3 2026
Element Solutions, Q3 2026: revenue $995M (+52% year over year), operating margin 11.4%, net earnings $65.7M, operating cash flow $159M. The chart follows the revenue to costs, profit and cash.
| Cabot (CBT) | Element Solutions (ESI) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q3 2026 |
| Revenue | $1.0B | $995M |
| Revenue growth, Y/Y | +12% | +52% |
| Gross margin | 20.2% | 34.4% |
| Operating margin | 12.0% | 11.4% |
| Net earnings | $66.0M | $65.7M |
| Net margin | 6.5% | 6.6% |
| Operating cash flow | — | $159M |
| Free cash flow | — | $134M |
| Market value | $3.7B | $7.6B |
| P/E | 16.7× | 36.9× |
| Analysts’ mean target | $87.00 | $47.33 |
Where the revenue comes from
Element Solutions
- Electronics: $780M (78%)
- Specialties: $216M (22%)
Questions
Which is bigger, Cabot or Element Solutions?
Cabot is the larger company: $1.0B of revenue in its latest quarter (Q4 FY26) against $995M for Element Solutions (Q3 2026).
Is Cabot or Element Solutions growing faster?
Element Solutions is growing faster (+52% against +12% a year earlier).
Which is more profitable, Cabot or Element Solutions?
Cabot is more profitable, with an operating margin of 12.0% against 11.4%.
More: Cabot earnings · how Cabot makes money · Element Solutions earnings · how Element Solutions makes money
From the companies' latest 10-Q, 10-K or earnings release (8-K filed Nov 2, 2026; 10-Q filed Oct 22, 2026). Fiscal quarters can end on different dates. Not investment advice.