CABOT CORPORATION CONSOLIDATED STATEMENTS OF OPERATIONS UNAUDITED Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions, except per share amounts) Net sales and other operating revenues $ 982 $ 923 $ 2,735 $ 2,814 Cost of sales 798 679 2,130 2,094 Gross profit 184 244 605 720 Selling and administrative expenses 73 62 209 192 Research and technical expenses 13 15 40 44 Income (loss) from operations 98 167 356 484 Interest and dividend income 8 7 22 20 Interest expense (18 ) (19 ) (54 ) (56 ) Other income (expense) (30 ) — (28 ) 2 Income (loss) from operations before income taxes and equity in earnings of affiliated companies 58 155 296 450 (Provision) benefit for income taxes (46 ) (43 ) (127 ) (133 ) Equity in earnings of affiliated companies, net of tax 2 1 5 5 Net income (loss) 14 113 174 322 Net income (loss) attributable to noncontrolling interests, net of tax 8 12 27 34 Net income (loss) attributable to Cabot Corporation $ 6 $ 101 $ 147 $ 288 Weighted-average common shares outstanding: Basic 51.6 53.5 52.1 53.9 Diluted 52.0 53.8 52.4 54.4 Earnings (loss) per common share: Basic $ 0.12 $ 1.87 $ 2.79 $ 5.27 Diluted $ 0.12 $ 1.86 $ 2.77 $ 5.22 The accompanying notes are an integral part of these consolidated financial statements. 3 CABOT CORPORATION CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) UNAUDITED Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions) Net income (loss) $ 14 $ 113 $ 174 $ 322 Other comprehensive income (loss), net of tax Foreign currency translation adjustment, net of tax 32 76 52 6 Derivatives: net investment hedges (Gains) losses reclassified to interest expense, net of tax (1 ) (1 ) (3 ) (3 ) (Gains) losses excluded from effectiveness testing and amortized to interest expense, net of tax — 1 1 2 Pension and other post-retirement benefit liability adjustments, net of tax 20 — 23 — Other comprehensive income (loss), net of tax (provision) benefit of $(7), $4, $(9), $3 51 76 73 5 Comprehensive income (loss) 65 189 247 327 Net income (loss) attributable to noncontrolling interests, net of tax 8 12 27 34 Foreign currency translation adjustment attributable to noncontrolling interests, net of tax 2 4 5 — Comprehensive income (loss) attributable to noncontrolling interests 10 16 32 34 Comprehensive income (loss) attributable to Cabot Corporation $ 55 $ 173 $ 215 $ 293 The accompanying notes are an integral part of these consolidated financial statements. 4 CABOT CORPORATION CONSOLIDATED BALANCE SHEETS ASSETS UNAUDITED June 30, 2026 September 30, 2025 (In millions) Current assets: Cash and cash equivalents $ 250 $ 258 Accounts and notes receivable, net of reserve for doubtful accounts of $5 and $5 731 671 Inventories: Raw materials 172 134 Finished goods 329 303 Other 65 67 Total inventories 566 504 Prepaid expenses and other current assets 118 106 Total current assets 1,665 1,539 Property, plant and equipment 4,576 4,405 Accumulated depreciation (2,837 ) (2,694 ) Net property, plant and equipment 1,739 1,711 Goodwill 137 134 Equity affiliates 19 16 Intangible assets, net 52 55 Deferred income taxes 170 180 Other assets 193 180 Total assets $ 3,975 $ 3,815 The accompanying notes are an integral part of these consolidated financial statements. 5 CABOT CORPORATION CONSOLIDATED BALANCE SHEETS LIABILITIES AND STOCKHOLDERS’ EQUITY UNAUDITED June 30, 2026 September 30, 2025 (In millions, except share and per share amounts) Current liabilities: Short-term borrowings $ 184 $ 14 Accounts payable and accrued liabilities 670 648 Income taxes payable 20 35 Current portion of long-term debt 261 260 Total current liabilities 1,135 957 Long-term debt 828 856 Deferred income taxes 36 39 Other liabilities 242 258 Contingencies (Note F) Stockholders' equity: Preferred stock: Authorized: 2,000,000 shares of $1 par value, Issued and Outstanding: None and none — — Common stock: Authorized: 200,000,000 shares of $1 par value, Issued: 51,745,475 and 52,962,353 shares, Outstanding: 51,631,007 and 52,842,481 shares 52 53 Less cost of 114,468 and 119,872 shares of common treasury stock (3 ) (3 ) Additional paid-in capital — — Retained earnings 1,823 1,835 Accumulated other comprehensive income (loss) (267 ) (335 ) Total Cabot Corporation stockholders' equity 1,605 1,550 Noncontrolling interests 129 155 Total stockholders' equity 1,734 1,705 Total liabilities and stockholders' equity $ 3,975 $ 3,815 The accompanying notes are an integral part of these consolidated financial statements. 6 CABOT CORPORATION CONSOLIDATED STATEMENTS OF CASH FLOWS UNAUDITED Nine Months Ended June 30 2026 2025 (In millions) Cash Flows from Operating Activities: Net income (loss) $ 174 $ 322 Adjustments to reconcile net income (loss) to cash provided by operating activities: Depreciation and amortization 140 114 Long-lived asset impairment charge 24 — Employee benefit plan settlement 29 — Deferred tax provision (benefit) 4 9 Equity in earnings of affiliated companies (5 ) (5 ) Share-based compensation 13 19 Other non-cash (income) expense 9 15 Cash dividends received from equity affiliates 2 13 Changes in assets and liabilities: Accounts and notes receivable (28 ) 47 Inventories (46 ) 19 Prepaid expenses and other assets (32 ) (25 ) Accounts payable and accrued liabilities 16 (79 ) Income taxes payable (15 ) (10 ) Other liabilities (7 ) 7 Cash provided by (used in) operating activities 278 446 Cash Flows from Investing Activities: Additions to property, plant and equipment (152 ) (210 ) Asset acquisition — (27 ) Acquisition of business, net of cash acquired (66 ) — Other 2 (2 ) Cash provided by (used in) investing activities (216 ) (239 ) Cash Flows from Financing Activities: Proceeds from short-term borrowings (original maturities greater than 90 days) 17 14 Repayments of short-term borrowings (original maturities greater than 90 days) (10 ) (11 ) Proceeds from (repayments of) short-term borrowings, net (original maturities 90 days or less) 52 — Proceeds from issuance (repayments) of commercial paper, net 112 52 Proceeds from long-term debt 94 15 Repayments of long-term debt (133 ) (5 ) Purchases of common stock (101 ) (129 ) Proceeds from sales of common stock — 2 Cash dividends paid to noncontrolling interests (47 ) (57 ) Cash dividends paid to common stockholders (72 ) (71 ) Cash provided by (used in) financing activities (88 ) (190 ) Effects of exchange rate changes on cash, cash equivalents and restricted cash 19 (1 ) Increase (decrease) in cash and cash equivalents (7 ) 16 Cash, cash equivalents and restricted cash at beginning of period 258 223 Cash, cash equivalents and restricted cash at end of period $ 251 $ 239 June 30, 2026 June 30, 2025 (In millions) Cash and cash equivalents $ 250 $ 239 Restricted cash classified within Prepaid expenses and other current assets 1 — Cash, cash equivalents and restricted cash $ 251 $ 239 The accompanying notes are an integral part of these consolidated financial statements. 7 CABOT CORPORATION CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY UNAUDITED (In millions, except shares in thousands and per share amounts) Common Stock, Net of Treasury Stock Additional Paid-in Retained Accumulated Other Comprehensive Total Cabot Corporation Stockholders’ Noncontrolling Total Stockholders’ Shares Cost Capital Earnings Income (Loss) Equity Interests Equity Balance at September 30, 2025 52,842 $ 50 $ — $ 1,835 $ (335 ) $ 1,550 $ 155 $ 1,705 Net income (loss) 73 73 9 82 Total other comprehensive income (loss), net of tax 25 25 3 28 Cash dividends paid on Common stock, $0.45 per share (24 ) (24 ) (24 ) Cash dividends declared to noncontrolling interests — (13 ) (13 ) Issuance of stock under equity compensation plans 170 — — — — Share-based compensation 3 3 3 Purchase and retirement of common stock (796 ) (1 ) (3 ) (48 ) (52 ) (52 ) Balance at December 31, 2025 52,216 $ 49 $ — $ 1,836 $ (310 ) $ 1,575 $ 154 $ 1,729 Net income (loss) 68 68 10 78 Total other comprehensive income (loss), net of tax (6 ) (6 ) — (6 ) Cash dividends paid on Common stock, $0.45 per share (24 ) (24 ) (24 ) Cash dividends declared to noncontrolling interests — (45 ) (45 ) Issuance of stock under equity compensation plans 15 — — — — Share-based compensation 4 4 4 Purchase and retirement of common stock (651 ) — (4 ) (45 ) (49 ) (49 ) Balance at March 31, 2026 51,580 $ 49 $ — $ 1,835 $ (316 ) $ 1,568 $ 119 $ 1,687 Net income (loss) 6 6 8 14 Total other comprehensive income (loss) 49 49 2 51 Cash dividends paid on Common stock, $0.4725 per share (24 ) (24 ) (24 ) Cash dividends declared to noncontrolling interests — — — Issuance of stock under equity compensation plans 53 — — — — Share-based compensation 6 6 6 Purchase and retirement of common stock (2 ) — (6 ) 6 — — Balance at June 30, 2026 51,631 $ 49 $ — $ 1,823 $ (267 ) $ 1,605 $ 129 $ 1,734 The accompanying notes are an integral part of these consolidated financial statements. 8 CABOT CORPORATION CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY UNAUDITED (In millions, except shares in thousands and per share amounts) Common Stock, Net of Treasury Stock Additional Paid-in Retained Accumulated Other Comprehensive Total Cabot Corporation Stockholders’ Noncontrolling Total Stockholders’ Shares Cost Capital Earnings Income (Loss) Equity Interests Equity Balance at September 30, 2024 54,297 $ 51 $ — $ 1,734 $ (360 ) $ 1,425 $ 165 $ 1,590 Net income (loss) 93 93 11 104 Total other comprehensive income (loss), net of tax (97 ) (97 ) (7 ) (104 ) Cash dividends paid on Common stock, $0.43 per share (24 ) (24 ) (24 ) Cash dividends declared to noncontrolling interests — (20 ) (20 ) Issuance of stock under equity compensation plans 308 — 2 2 2 Share-based compensation 8 8 8 Purchase and retirement of common stock (390 ) — (10 ) (31 ) (41 ) (41 ) Balance at December 31, 2024 54,215 $ 51 $ — $ 1,772 $ (457 ) $ 1,366 $ 149 $ 1,515 Net income (loss) 94 94 11 105 Total other comprehensive income (loss), net of tax 30 30 3 33 Cash dividends paid on Common stock, $0.43 per share (23 ) (23 ) (23 ) Cash dividends declared to noncontrolling interests — — Issuance of stock under equity compensation plans 16 — — — — Share-based compensation 6 6 6 Purchase and retirement of common stock (530 ) — (6 ) (40 ) (46 ) (46 ) Balance at March 31, 2025 53,701 $ 51 $ — $ 1,803 $ (427 ) $ 1,427 $ 163 $ 1,590 Net income (loss) 101 101 12 113 Total other comprehensive income (loss) 72 72 4 76 Cash dividends paid on Common stock, $0.45 per share (24 ) (24 ) (24 ) Cash dividends declared to noncontrolling interests — (37 ) (37 ) Issuance of stock under equity compensation plans 38 — — — — Share-based compensation 5 5 5 Purchase and retirement of common stock (536 ) (1 ) (5 ) (34 ) (40 ) (40 ) Balance at June 30, 2025 53,203 $ 50 $ — $ 1,846 $ (355 ) $ 1,541 $ 142 $ 1,683 The accompanying notes are an integral part of these consolidated financial statements. 9 CABOT CORPORATION NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS June 30, 2026 UNAUDITED A. Basis of Presentation The consolidated financial statements have been prepared in conformity with accounting principles generally accepted in the United States (“U.S.”) (“GAAP”) and include the accounts of Cabot Corporation (“Cabot” or the “Company”) and its wholly-owned subsidiaries and majority-owned and controlled U.S. and non-U.S. subsidiaries. Additionally, Cabot considers consolidation of entities over which control is achieved through means other than voting rights. Intercompany transactions have been eliminated in consolidation. The consolidated financial statements have been prepared in accordance with the requirements of Form 10-Q and consequently do not include all disclosures required by Form 10-K. Additional information may be obtained by referring to Cabot’s Annual Report on Form 10-K for its fiscal year ended September 30, 2025 (the “2025 10-K”). The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. The financial information submitted herewith is unaudited and reflects all adjustments which are, in the opinion of management, necessary to provide a fair statement of the results for the interim periods ended June 30, 2026 and 2025. All such adjustments are of a normal recurring nature. The results for interim periods are not necessarily indicative of the results expected for the fiscal year. B. Significant Accounting Policies Full details on the Company’s significant accounting policies may be obtained by referring to Note A in the 2025 10-K. Recently Adopted Accounting Standards: In December 2023, the FASB issued a new standard, Improvements to Income Tax Disclosures. The new guidance requires, on an annual basis, additional disaggregation in the rate reconciliation, disclosure of income (loss) from continuing operations before income taxes, and disclosure of income tax expense and cash taxes paid by jurisdiction (federal, state, and foreign). The Company adopted the new standard on October 1, 2025 and will provide the disclosures required by the standard in the fiscal 2026 Form 10-K. The adoption of the standard is not expected to have a material impact on the Company’s Consolidated Financial Statements. In November 2023, the FASB issued a new standard, Improvement to Reportable Segment Disclosures. The new guidance enhances the disclosure of significant reportable segment expenses. The Company adopted the standard for the fiscal year ended September 30, 2025 and for interim reporting periods beginning with the quarter ended December 31, 2025. See Note L for disclosures related to the Company's reportable segments. The adoption of the standard did not have a material impact on the Company’s Consolidated Financial Statements. Recent Tax Legislation On July 4, 2025, the U.S. federal government enacted the One Big Beautiful Bill Act (“OBBBA”). The OBBBA contains significant changes to federal tax law, such as the permanent extension of certain expiring provisions of the Tax Cuts and Jobs Act, modifications to the international tax framework and the restoration of favorable tax treatment for certain business provisions. The provisions in the legislation are generally effective for the Company beginning in fiscal year 2026. The impact of these changes was not material to the Company’s Consolidated Financial Statements for its interim period ending June 30, 2026. Recently Issued Accounting Standards Not Yet Adopted In November 2024, the FASB issued a new standard, Expense Disaggregation Disclosures. The new guidance requires quantitative and qualitative disclosure of certain cost and expense categories in the notes to the financial statements for interim and annual reporting periods. The new standard is effective for the Company for the annual periods beginning with fiscal 2028 and interim periods beginning with fiscal 2029, with early adoption permitted. The Company is currently evaluating the timing of adoption and the impact of the adoption of this standard on the Company’s Consolidated Financial Statements. In December 2025, the FASB issued amendments to the interim reporting guidance: Interim Reporting — Narrow-Scope Improvements. The guidance improves the navigability of the required interim disclosures and clarifies when that guidance is applicable. The guidance is effective for the Company's interim reporting periods beginning on October 1, 2028. The amendments 10 can be applied either (1) prospectively or (2) retrospectively to any or all prior periods presented in the financial statements. The Company is currently evaluating the impact of the adoption of this amendment on the Company’s Consolidated Financial Statements. In September 2025, the FASB issued a new standard, Intangibles—Goodwill and Other—Internal-Use Software: Targeted Improvements to the Accounting for Internal-Use Software, which is intended to modernize the accounting for the costs of internal use software given the evolution of software development to the incremental and iterative development method. The amendments remove all references to prescriptive and sequential development stages and require an entity to start capitalizing software costs when management has authorized and committed to funding the software project, it is probable that the project will be completed, and the software will be used to perform the function intended. The amendments are effective for annual and interim reporting periods beginning on October 1, 2028. Early adoption is permitted as of the beginning of an annual reporting period with the amendments to be applied using a prospective, modified retrospective, or retrospective transition approach. The Company is currently evaluating the timing of adoption and the impact of the adoption of this standard on the Company’s Consolidated Financial Statements. In December 2025, the FASB issued a new standard, Accounting for Government Grants Received by Business Entities. The standard establishes authoritative guidance on the accounting for government grants received by business entities, including guidance for a grant related to an asset and a grant related to income. The new standard allows for a number of accounting policy elections to be made upon adoption and be applied to the subsequent grants received on a prospective basis. The new standard is effective for the Company’s annual and interim reporting period beginning on October 1, 2029. The new standard provides entities with a choice of modified prospective, modified retrospective, and retrospective adoption approach. The Company is currently evaluating the impact of the adoption of this standard on its Consolidated Financial Statements. In May 2026, the FASB issued a new standard, Environmental Credits and Environmental Credit Obligations. The standard establishes authoritative guidance on the accounting for and disclosure of environmental credits and environmental credit obligations. The standard is effective for annual and interim reporting periods beginning on October 1, 2028. Early adoption is permitted as of the beginning of an annual reporting period. The Company is currently evaluating the impact of the adoption of this standard on its Consolidated Financial Statements. C. Acquisitions Business acquisition On January 31, 2026, the Company purchased 100% of the registered capital of Mexico Carbon Manufacturing, S.A. de C.V. (“MXCB”), a carbon black manufacturing facility in Tamaulipas, Mexico, for a purchase price of $68 million, which included $2 million of cash acquired. The Company incurred acquisition and integration costs of $2 million through June 30, 2026, which are included in Cost of sales and Selling and administrative expenses in the Consolidated Statements of Operations. The operating results of MXCB are included in the results of the Company’s Reinforcement Materials segment beginning in the second quarter of 2026, which includes $26 million of revenue following the closing date of the acquisition. The provisional estimates of the fair value of assets and liabilities acquired as of January 31, 2026 are set forth below based on the cash consideration. 11 (In millions) Fair value of asset acquired Cash $ 2 Accounts and notes receivable 16 Inventories 20 Other assets 12 Property, plant and equipment 34 Intangible Assets 2 Total assets acquired 86 Fair value of liabilities assumed Accounts payable and accrued liabilities (12 ) Other liabilities (6 ) Total liabilities assumed (18 ) Total identifiable net assets $ 68 Cash consideration paid $ 68 Asset acquisition In October 2024, the Company completed the purchase of certain assets and licensed related technology, which the Company uses to manufacture products for its battery materials product line. The Company paid $27 million, which was allocated to the identifiable assets on a relative fair value basis, with $19 million allocated to property, plant and equipment and $8 million to intangible assets. D. Goodwill and Intangible Assets The carrying amount of goodwill attributable to each reportable segment and the changes in those balances during the nine months ended June 30, 2026 are as follows: Reinforcement Materials Performance Chemicals Total (In millions) Balance at September 30, 2025 $ 50 $ 84 $ 134 Foreign currency impact 2 1 $ 3 Balance at June 30, 2026 $ 52 $ 85 $ 137 The following table provides information regarding the Company’s intangible assets: June 30, 2026 September 30, 2025 Gross Carrying Value Accumulated Amortization Net Intangible Assets Gross Carrying Value Accumulated Amortization Net Intangible Assets (In millions) Intangible assets with finite lives Developed technologies $ 42 $ (16 ) $ 26 $ 41 $ (14 ) $ 27 Trademarks 2 (1 ) 1 2 (1 ) 1 Customer relationships 65 (40 ) 25 63 (36 ) 27 Total intangible assets(1) $ 109 $ (57 ) $ 52 $ 106 $ (51 ) $ 55 (1)Total intangible assets as of June 30, 2026 includes $2 million of intangible assets from the acquisition of MXCB. Intangible assets are amortized over their estimated useful lives, which range between ten and twenty-five years, with a weighted average amortization period of approximately sixteen years. Amortization expense was $2 million for both the three months ended June 30, 2026 and 2025. Amortization expense was $5 million for both the nine months ended June 30, 2026 and 2025. Amortization expense is included in Cost of sales, Selling and administrative expenses and Research and technical expenses in the Consolidated Statements of Operations. Total amortization expense is estimated to be approximately $7 million each year for the next five fiscal years. 12 E. Accumulated Other Comprehensive Income (Loss) (“AOCI”) Comprehensive income combines net income (loss) and other comprehensive income items, which are reported as components of stockholders’ equity in the accompanying Consolidated Balance Sheets. Changes in each component of AOCI, net of tax, were as follows: Currency Translation Adjustment Pension and Other Post-retirement Benefit Liability Adjustments Total (In millions) Balance at September 30, 2025, attributable to Cabot Corporation $ (316 ) $ (19 ) $ (335 ) Other comprehensive income (loss) before reclassifications 26 3 29 Amounts reclassified from AOCI (1 ) — (1 ) Less: Other comprehensive income (loss) attributable to noncontrolling interests 3 — 3 Balance at December 31, 2025, attributable to Cabot Corporation $ (294 ) $ (16 ) $ (310 ) Other comprehensive income (loss) before reclassifications (6 ) — (6 ) Amounts reclassified from AOCI — — — Less: Other comprehensive income (loss) attributable to noncontrolling interests — — — Balance at March 31, 2026, attributable to Cabot Corporation $ (300 ) $ (16 ) $ (316 ) Other comprehensive income (loss) before reclassifications 32 (3 ) 29 Amounts reclassified from AOCI (1 ) 23 22 Less: Other comprehensive income (loss) attributable to noncontrolling interests 2 — 2 Balance at June 30, 2026, attributable to Cabot Corporation $ (271 ) $ 4 $ (267 ) Currency Translation Adjustment Pension and Other Post-retirement Benefit Liability Adjustments Total (In millions) Balance at September 30, 2024, attributable to Cabot Corporation $ (342 ) $ (18 ) $ (360 ) Other comprehensive income (loss) before reclassifications (104 ) — (104 ) Amounts reclassified from AOCI — — — Less: Other comprehensive income (loss) attributable to noncontrolling interests (7 ) — (7 ) Balance at December 31, 2024, attributable to Cabot Corporation $ (439 ) $ (18 ) $ (457 ) Other comprehensive income (loss) before reclassifications 34 1 35 Amounts reclassified from AOCI (1 ) (1 ) (2 ) Less: Other comprehensive income (loss) attributable to noncontrolling interests 3 — 3 Balance at March 31, 2025, attributable to Cabot Corporation $ (409 ) $ (18 ) $ (427 ) Other comprehensive income (loss) before reclassifications 76 — 76 Amounts reclassified from AOCI — — — Less: Other comprehensive income (loss) attributable to noncontrolling interests 4 — 4 Balance at June 30, 2025, attributable to Cabot Corporation $ (337 ) $ (18 ) $ (355 ) 13 The amounts reclassified out of AOCI and into the Consolidated Statements of Operations in each of the three and nine months ended June 30, 2026 and 2025 are as follows: Affected Line Item in the Consolidated Three Months Ended June 30 Nine Months Ended June 30 Statements of Operations 2026 2025 2026 2025 (In millions) Derivatives: net investment hedges (Gains) losses reclassified to interest expense Interest expense $ (1 ) $ (1 ) $ (4 ) $ (4 ) (Gains) losses excluded from effectiveness testing and amortized to interest expense Interest expense — 1 1 2 Pension and other postretirement Settlement loss Other income (expense) 29 — 29 — Amortization of actuarial losses and prior service cost (credit) Other income (expense) — — — (1 ) Total before tax $ 28 $ — $ 26 $ (3 ) U.K. Plans Termination In fiscal 2023, the Company commenced the plan termination process for the Cabot Carbon Limited Pension Plan and Carbon Plastics Pension Plan and completed the transfer of the pension assets and liabilities in the third quarter of fiscal 2026. The pension liabilities were settled through purchased annuities, which did not require any additional cash contribution from the Company. As a result of the plan terminations, the Company recognized a $29 million settlement loss and a $1 million charge for costs associated with returning surplus pension assets to the Company, which were both recorded in Other income (expense) in the Consolidated Statements of Operations in the third quarter of fiscal 2026. F. Contingencies Respirator Liabilities Cabot has exposure in connection with a safety respiratory products business that a subsidiary acquired from American Optical Corporation (“AO”) in an April 1990 asset purchase transaction. The subsidiary manufactured respirators under the AO brand and disposed of that business in July 1995. In connection with its acquisition of the business, the subsidiary agreed, in certain circumstances, to assume a portion of AO’s liabilities, including costs of legal fees together with amounts paid in settlements and judgments, allocable to AO respiratory products used prior to the 1990 purchase by the Cabot subsidiary. In exchange for the subsidiary’s assumption of certain of AO’s respirator liabilities, AO agreed to provide to the subsidiary the benefits of: (i) AO’s insurance coverage for the period prior to the 1990 acquisition and (ii) a former owner’s indemnity of AO holding it harmless from any liability allocable to AO respiratory products used prior to May 1982. As more fully described in the 2025 10-K, the respirator liabilities generally involve claims for personal injury, including asbestosis, silicosis and coal worker’s pneumoconiosis, allegedly resulting from the use of respirators that are alleged to have been negligently designed and/or labeled. At no time did this respiratory product line represent a significant portion of the respirator market. In addition to Cabot’s subsidiary, other parties are responsible for significant portions of the costs of these respirator liabilities (as defined in the 2025 10-K, the “Payor Group”), leaving Cabot’s subsidiary with a portion of the liability in only some of the pending cases. As of June 30, 2026 and September 30, 2025, the Company had $32 million and $33 million, respectively, reserved for its estimated share of liability for pending and future respirator claims and for defense costs, the majority of which the Company expects to incur over the next ten years. The reserve is included in Other liabilities and Accounts payable and accrued liabilities on the Consolidated Balance Sheets. The Company’s current estimate of the cost of its share of pending and future respirator liability claims is based on facts and circumstances existing at this time, including the number and nature of the remaining claims. Developments that could affect the Company’s estimate include, but are not limited to, (i) significant changes in the number of future claims, (ii) changes in the rate of dismissals without payment of pending claims, (iii) significant changes in the average cost of resolving claims, including potential settlements of groups of claims, (iv) significant changes in the legal costs of defending these claims, (v) changes in the nature of claims received or changes in the Company’s assessment of the viability of these claims, (vi) trial and appellate outcomes, (vii) changes in the law and procedure applicable to these claims, (viii) the financial viability of the parties that contribute to the payment of respirator claims, (ix) exhaustion or changes in the recoverability of the insurance coverage maintained by certain members of the Payor Group, or a change in the availability of the indemnity provided by a former owner of AO, (x) changes in the allocation of costs 14 among the various parties paying legal and settlement costs, and (xi) a determination that the assumptions that were used to estimate Cabot’s share of liability are no longer reasonable. The Company cannot determine the impact of these potential developments on its current estimate of its share of liability for existing and future claims. Because reserves are limited to amounts that are probable and estimable as of a relevant measurement date, and there is inherent difficulty in projecting the impact of potential developments on Cabot’s share of liability for these existing and future claims, it is reasonably possible that the liabilities for existing and future claims could change in the near term and that change could be material. Other Matters During the third quarter of fiscal 2026, the Company recorded a $4 million environmental accrual for estimated claims associated with a divested business. The accrual is included in Accounts payable and accrued liabilities on the Consolidated Balance Sheets and the charge is recorded in Cost of sales in the Consolidated Statements of Operations. The Company has various other lawsuits, claims, and contingent liabilities arising in the ordinary course of its business and with respect to its divested businesses. The Company does not believe that any of these matters will have a material adverse effect on its financial position; however, litigation is inherently unpredictable. Cabot could incur judgments, enter into settlements, or revise its expectations regarding the outcome of certain matters, and such developments could have a material impact on its results of operations in the period in which the amounts are accrued or its cash flows in the period in which the amounts are paid. G. Income Tax Effective Tax Rate Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (Dollars in millions) (Provision) benefit for income taxes $ (46 ) $ (43 ) $ (127 ) $ (133 ) Effective tax rate 79 % 28 % 43 % 29 % For the three months ended June 30, 2026, the provision for income taxes included a net discrete tax expense of $19 million, primarily related to changes in valuation allowance as a result of the Company ceasing carbon black production at its plant in Campana, Argentina. For the nine months ended June 30, 2026, the provision for income taxes included a net discrete tax expense of $30 million, primarily related to changes in valuation allowance as a result of the Company ceasing carbon black production at its plant in Campana, Argentina and withholding taxes on a dividend distribution from a subsidiary in China. For the three and nine months ended June 30, 2025, the provision for income taxes included a net discrete tax expense of $1 million and $10 million, respectively. Income tax in Interim Periods The Company records its tax provision or benefit on an interim basis using an estimated annual effective tax rate. This rate is applied to the current period ordinary income or loss to determine the income tax provision or benefit allocated to the interim period. The income tax effects of unusual or infrequent items are excluded from the estimated annual effective tax rate and are recognized in the impacted interim period. Losses from jurisdictions for which no benefit can be recognized are excluded from the overall computations of the estimated annual effective tax rate and a separate estimated annual effective tax rate is computed and applied to ordinary income or loss in the loss jurisdiction. Valuation allowances are provided against the future tax benefits that arise from the deferred tax assets in jurisdictions for which the Company expects that no benefit can be recognized. The estimated annual effective tax rate may be significantly impacted by non-deductible expenses and the Company’s projected earnings mix by tax jurisdiction. Adjustments to the estimated annual effective income tax rate are recognized in the period when such estimates are revised. Uncertainties Cabot and certain subsidiaries are under audit in a number of jurisdictions. In addition, certain statutes of limitations are scheduled to expire in the near future. It is reasonably possible that a change in the unrecognized tax benefits may also occur within the next twelve months related to the settlement of one or more of these audits or the lapse of applicable statutes of limitations. However, an estimated range of the impact on the unrecognized tax benefits cannot be quantified at this time. Cabot files U.S. federal and state and non-U.S. income tax returns in jurisdictions with varying statutes of limitations. The 2023 through 2025 tax years generally remain subject to examination by the IRS and various tax years from 2019 through 2025 remain subject to examination by the respective state tax authorities. In foreign jurisdictions, various tax years from 2006 through 2025 remain subject to examination by their respective tax authorities. 15 H. Earnings Per Share The following tables summarize the components of the basic and diluted earnings (loss) per common share (“EPS”) computations: Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions, except per share amounts) Basic EPS: Net income (loss) attributable to Cabot Corporation $ 6 $ 101 $ 147 $ 288 Less: Dividends and dividend equivalents to participating securities — — — 1 Less: Undistributed earnings allocated to participating securities(1) — 1 2 3 Earnings (loss) allocated to common stockholders (numerator) $ 6 $ 100 $ 145 $ 284 Weighted average common shares and participating securities outstanding 52.3 54.2 52.9 54.7 Less: Participating securities(1) 0.7 0.7 0.8 0.8 Adjusted weighted average common shares (denominator) 51.6 53.5 52.1 53.9 Earnings (loss) per common share - basic: $ 0.12 $ 1.87 $ 2.79 $ 5.27 Diluted EPS: Earnings (loss) allocated to common stockholders $ 6 $ 100 $ 145 $ 284 Plus: Earnings allocated to participating securities — 1 2 4 Less: Adjusted earnings allocated to participating securities(2) — 1 2 4 Earnings (loss) allocated to common stockholders (numerator) $ 6 $ 100 $ 145 $ 284 Adjusted weighted average common shares outstanding 51.6 53.5 52.1 53.9 Effect of dilutive securities: Common shares issuable(3) 0.4 0.3 0.3 0.5 Adjusted weighted average common shares (denominator) 52.0 53.8 52.4 54.4 Earnings (loss) per common share - diluted: $ 0.12 $ 1.86 $ 2.77 $ 5.22 (1)Participating securities consist of shares underlying unvested time-based restricted stock units (the "TSUs"), earned and unvested performance-based restricted stock units (the "PSUs", and referred to in this note collectively with the TSUs as the "RSUs"), stock units accounted for under the Supplemental 401(k) Plan portion of the Company’s Deferred Compensation and Supplemental Retirement Plan, and stock units and phantom stock units accounted for under the Company’s Non-Employee Directors’ Deferral Plan. The holders of RSUs are entitled to receive dividend equivalents, payable in cash, to the extent dividends are paid on the outstanding shares of Common Stock, and equal in value to the dividends that would have been paid in respect of the Common Stock underlying the RSU. The accounts of holders of stock units and phantom stock units are credited with dividend equivalents, which are payable, in stock or cash, as the case may be, with the distribution of account balances. 16 Undistributed earnings are the earnings which remain after dividends declared during the period are assumed to be distributed to the common shares and participating securities. Undistributed earnings are allocated to common stockholders and participating security holders on the same basis as dividend distributions. The calculation of undistributed earnings is as follows: Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions) Calculation of undistributed earnings (loss): Net income (loss) attributable to Cabot Corporation $ 6 $ 101 $ 147 $ 288 Less: Dividends declared on common stock 24 24 72 70 Less: Dividends declared on participating securities — — — 1 Undistributed earnings (loss) $ (18 ) $ 77 $ 75 $ 217 Allocation of undistributed earnings (loss): Undistributed earnings (loss) allocated to common stockholders $ (18 ) $ 76 $ 73 $ 214 Undistributed earnings allocated to participating security holders — 1 2 3 Undistributed earnings (loss) $ (18 ) $ 77 $ 75 $ 217 (2)Undistributed earnings are adjusted for the assumed distribution of dividends to the dilutive securities, which are described in (3) below, and then reallocated to participating securities. (3)Represents incremental shares of common stock from the assumed exercise of stock options issued under Cabot’s equity incentive plans. For the three and nine months ended June 30, 2026, 107,275 and 623,823 incremental shares of common stock, respectively, were excluded from the calculation of diluted earnings per share because the inclusion of these shares would have been antidilutive. For the three and nine months ended June 30, 2025, 284,730 and 93,576 incremental shares of common stock, respectively, were excluded from the calculation of diluted earnings per share because the inclusion of these shares would have been antidilutive. I. Restructuring 2026 Restructuring During the first quarter of fiscal 2026, the Company initiated restructuring activities in its Performance Chemicals segment ("2026 PC Plan") primarily associated with the fumed metal oxides product line. As part of the plan, the Company ceased production of fumed silica at its manufacturing plant in Barry, Wales in the third quarter of fiscal 2026. Cabot continues operations to post-treat fumed silica at the site. During the three and nine months ended June 30, 2026, the Company recorded charges of $6 million and $19 million, respectively, primarily related to estimated severance costs, asset impairments, and accelerated depreciation. The Company expects to record additional restructuring charges of $7 million related to the 2026 PC Plan during the remainder of fiscal 2026 and in fiscal 2027. The Company has made cash payments related to the PC Plan of $1 million in the three and nine months ended June 30, 2026, and expects an additional $3 million of cash payments during remainder of fiscal 2026, $6 million during fiscal 2027 and $1 million thereafter. During fiscal 2026, the Company initiated restructuring actions in its Reinforcement Materials segment, along with associated support functions, to better align resources and production to demand conditions and enable a more efficient manufacturing network to meet customer supply needs. During the third quarter of fiscal 2026, the Company ceased carbon black production at its facility in Campana, Argentina and announced its intention to close multiple manufacturing units at its facility in Botlek, The Netherlands in fiscal 2027, subject to the completion of local consultation processes. During the three and nine months ended June 30, 2026, the Company recorded charges of $36 million and $38 million, respectively, primarily related to estimated severance costs, asset impairments, and accelerated depreciation. The Company expects to record additional restructuring charges of $8 million during the remainder of fiscal 2026 and $14 million during fiscal 2027. The estimated future charges of $22 million are primarily for accelerated depreciation, site demolition and other related costs. The Company has made cash payments related to these actions of $6 million in the three and nine months ended June 30, 2026, and expects additional $2 million of cash payments during the remainder of fiscal 2026 and $9 million during fiscal 2027. 17 2025 Reorganizations In fiscal 2025, the Company undertook various actions to enable the more efficient operation of the Company and reduce ongoing operational costs. These restructuring actions have resulted in reductions in workforce across business and functional teams. Cumulative expense recorded under the 2025 Reorganizations was $9 million through December 31, 2025, primarily related to severance costs. No additional charges have been or are expected to be recorded under this plan. The Company expects to make cash payments of $7 million related to this plan throughout fiscal 2026. Details of all restructuring activities and related reserves during the three and nine months ended June 30, 2026 were as follows: Severance and Employee Benefits Non-Cash Asset Impairment and Accelerated Depreciation Other Total (In millions) Reserve at September 30, 2025 $ 7 $ — $ 1 $ 8 Charges 4 3 — 7 Cost charged against assets — (3 ) — (3 ) Cash paid (3 ) — (1 ) (4 ) Reserve at December 31, 2025 $ 8 $ — $ — $ 8 Charges 3 5 — 8 Cost charged against assets — (5 ) — (5 ) Cash paid (2 ) — — (2 ) Reserve at March 31, 2026 $ 9 $ — $ — $ 9 Charges 10 31 1 42 Cost charged against assets — (31 ) — (31 ) Cash paid (8 ) — (1 ) (9 ) Reserve at June 30, 2026 $ 11 $ — $ — $ 11 Cabot’s severance and employee benefits reserves are reflected in Accounts payable and accrued liabilities on the Company’s Consolidated Balance Sheets. Cabot’s restructuring expense was recorded in the Consolidated Statement of Operations for the three and nine months ended June 30, 2026 and 2025 as follows: Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions) Cost of sales $ 40 $ 2 $ 53 $ 4 Selling and administrative expenses 2 1 4 1 Research and technical expenses — — — 1 Total $ 42 $ 3 $ 57 $ 6 Restructuring expense is considered a Certain item, which is further discussed in Note L. J. Financial Instruments and Fair Value Measurements The FASB authoritative guidance on fair value measurements defines fair value, provides a framework for measuring fair value, and requires certain disclosures about fair value measurements. The required disclosures focus on the inputs used to measure fair value. The guidance establishes the following hierarchy for categorizing these inputs: Level 1 — Quoted market prices in active markets for identical assets or liabilities Level 2 — Significant other observable inputs (e.g., quoted prices for similar items in active markets, quoted prices for identical or similar items in markets that are not active, inputs other than quoted prices that are observable such as interest rate and yield curves, and market-corroborated inputs) Level 3 — Significant unobservable inputs 18 There were no transfers of financial assets or liabilities measured at fair value between Level 1 and Level 2 and there were no Level 3 investments during the first nine months of either fiscal 2026 or 2025. At June 30, 2026 and September 30, 2025, the fair values of cash and cash equivalents, accounts and notes receivable, accounts payable and accrued liabilities, and short-term borrowings and short-term variable rate debt approximated their carrying values due to the short-term nature of these instruments. Cash and cash equivalents are classified as Level 1 within the fair value hierarchy. At June 30, 2026 and September 30, 2025, Cabot had derivatives relating to foreign currency risks, including a net investment hedge and forward foreign currency contracts, carried at fair value. At June 30, 2026, the fair value of the net investment hedge was a net liability of $3 million and was included in Prepaid expenses and other current assets and Accounts payable and accrued liabilities on the Consolidated Balance Sheets. At September 30, 2025, the fair value of the net investment hedge was a net liability of $12 million and was included in Prepaid expenses and other current assets and Other liabilities on the Consolidated Balance Sheets. As of June 30, 2026 and September 30, 2025, the fair value of the forward currency contracts was a net liability of less than $1 million and a net asset of less than $1 million, respectively, and was included in Prepaid expenses and other current assets and Accounts payable and accrued liabilities on the Consolidated Balance Sheets. These derivatives are classified as Level 2 instruments within the fair value hierarchy as the fair value determination was based on observable inputs. At both June 30, 2026 and September 30, 2025, the fair value of guaranteed investment contracts included in Other assets on the Consolidated Balance Sheets was $9 million. Guaranteed investment contracts were classified as Level 2 instruments within the fair value hierarchy as the fair value determination was based on observable inputs. The carrying value of the long-term fixed rate debt was $1.06 billion and $1.09 billion, respectively, as of June 30, 2026 and September 30, 2025. The fair value of the long-term fixed rate debt was $1.04 billion and $1.09 billion, respectively, as of June 30, 2026 and September 30, 2025. The fair values of Cabot’s fixed rate long-term debt are estimated based on comparable quoted market prices at the respective period ends. The carrying amounts of Cabot’s floating rate long-term debt and finance and operating lease obligations approximate their fair values. All such measurements are based on observable inputs and are classified as Level 2 within the fair value hierarchy. K. Supplier Financing Programs The Company maintains supply chain finance agreements with third-party financial institutions. These agreements allow the Company’s participating suppliers to sell their receivables to such third-party financial institutions to receive payment earlier than the negotiated commercial terms between the supplier and the Company. Such sales are at the sole discretion of the supplier, and on terms and conditions that are negotiated between the supplier and the respective financial institution. The terms and conditions of the supplier invoice, including payment terms and amounts due, are not impacted by a supplier’s participation in the program. Pursuant to the supply chain finance agreements, the Company has agreed to pay financial institutions on the original due date of the applicable invoice. There are no guarantees associated with these programs. The Company's outstanding payment obligations to financial institutions related to supplier financing programs were $17 million and $13 million as of June 30, 2026 and September 30, 2025, respectively, and are included within Accounts payable and accrued liabilities on the Consolidated Balance Sheets. L. Financial Information by Segment Segment Information The Company identifies a product line as an operating segment if: i) it engages in business activities from which it may earn revenues and incur expenses; ii) its operating results are regularly reviewed by the Chief Operating Decision Maker (“CODM”), who is Cabot’s President and Chief Executive Officer, to make decisions about resources to be allocated to the segment and assess its performance; and iii) it has available discrete financial information. Operating segments are aggregated into a reportable segment if the operating segments are determined to have similar economic characteristics and if the operating segments are similar in the following areas: i) nature of products and services; ii) nature of production processes; iii) type or class of customer for their products and services; iv) methods used to distribute the products or provide services; and v) if applicable, the nature of the regulatory environment. The Company has two reportable segments: Reinforcement Materials and Performance Chemicals. The Performance Chemicals reporting segment aggregates the specialty carbons, specialty compounds, fumed metal oxides, battery materials, inkjet colorants and aerogel product lines. The CODM reviews Segment earnings before interest and taxes (“Segment EBIT”) at the operating segment level to allocate resources and to assess operating results and financial performance. The CODM reviews the change in the actual results compared to the same period forecast, the same period year-ago, and the preceding period on a quarterly basis. Segment EBIT includes all items that are controlled by the business segment and those management considers are representative of the fundamental on-going segment results. 19 Details of Segment EBIT including segment revenue and significant segment expenses regularly reviewed by the CODM are as follows: Reinforcement Materials Performance Chemicals Segment Total (In millions) Three Months Ended June 30, 2026 Segment revenues from external customers $ 599 $ 351 $ 950 Segment cost of sales(1) (468 ) (248 ) (716 ) Segment operating expenses(1)(2) (35 ) (36 ) (71 ) Other Segment Items(3) 1 1 2 Segment EBIT $ 97 $ 68 $ 165 Reinforcement Materials Performance Chemicals Segment Total (In millions) Three Months Ended June 30, 2025 Segment revenues from external customers $ 573 $ 320 $ 893 Segment cost of sales(1) (415 ) (229 ) (644 ) Segment operating expenses(1)(2) (31 ) (34 ) (65 ) Other Segment Items(3) 1 — 1 Segment EBIT $ 128 $ 57 $ 185 Reinforcement Materials Performance Chemicals Segment Total (In millions) Nine Months Ended June 30, 2026 Segment revenues from external customers $ 1,663 $ 979 $ 2,642 Segment cost of sales(1) (1,271 ) (699 ) (1,970 ) Segment operating expenses(1)(2) (102 ) (108 ) (210 ) Other Segment Items(3) 2 3 5 Segment EBIT $ 292 $ 175 $ 467 Reinforcement Materials Performance Chemicals Segment Total (In millions) Nine Months Ended June 30, 2025 Segment revenues from external customers $ 1,778 $ 942 $ 2,720 Segment cost of sales(1) (1,292 ) (689 ) (1,981 ) Segment operating expenses(1)(2) (99 ) (104 ) (203 ) Other Segment Items(3) 2 3 5 Segment EBIT $ 389 $ 152 $ 541 (1)Segment cost of sales and Segment operating expenses exclude the items described in the reconciliation of segment earnings before interest and income taxes to Income (loss) from operations before income taxes and equity in earnings of affiliated companies. (2)Segment operating expenses include Selling and administrative expenses and Research and technical expenses. (3)Other segment items include Equity in earnings of affiliated companies, net of tax. 20 Reconciliation of Segment earnings before interest and income taxes to Income (loss) from operations before income taxes and equity in earnings of affiliated companies is as follows: Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions) Segment EBIT $ 165 $ 185 $ 467 $ 541 Interest Expense (18 ) (19 ) (54 ) (56 ) Certain items (1) (78 ) (3 ) (94 ) (13 ) Unallocated corporate costs (2) (14 ) (13 ) (41 ) (39 ) General unallocated income (expense) (3) 5 6 23 22 Less: Equity in earnings of affiliated companies, net of tax(4) 2 1 5 5 Income (loss) from operations before income taxes and equity in earnings of affiliated companies $ 58 $ 155 $ 296 $ 450 (1)Certain items are items of expense and income that management does not consider representative of the Company’s fundamental on-going segment results and they are, therefore, excluded from Segment EBIT. Details of certain items for the three and nine months ended June 30, 2026 and 2025 are as follows: Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions) (In millions) Global restructuring activities (Note I) $ (42 ) $ (3 ) $ (57 ) $ (6 ) Employee benefit plan settlement and other charges (Note E) (30 ) — (30 ) — Legal and environmental matters and reserves (Note F) (5 ) — (5 ) (6 ) Acquisition and integration-related charges (Note C) (1 ) — (2 ) — Other certain items — — — (1 ) Total certain items $ (78 ) $ (3 ) $ (94 ) $ (13 ) (2)Unallocated corporate costs are not controlled by the segments and primarily benefit corporate interests. (3)General unallocated income (expense) consists of gains (losses) arising from foreign currency transactions, net of other foreign currency risk management activities, interest and dividend income, the profit or loss related to the corporate adjustment for unearned revenue, and unrealized holding gains (losses) for investments. This does not include items of income or expense that are separately treated as Certain items. (4)Equity in earnings of affiliated companies, net of tax is included in Segment EBIT and is removed to reconcile to Income (loss) from operations before taxes and equity in earnings of affiliated companies. Financial information by reportable segment is as follows: Reinforcement Materials Performance Chemicals Segment Total Unallocated and Other Consolidated Total (In millions) Three Months Ended June 30, 2026 Revenues from external customers(1) $ 599 $ 351 $ 950 $ 32 $ 982 Three Months Ended June 30, 2025 Revenues from external customers(1) $ 573 $ 320 $ 893 $ 30 $ 923 Nine Months Ended June 30, 2026 Revenues from external customers(2) $ 1,663 $ 979 $ 2,642 $ 93 $ 2,735 Nine Months Ended June 30, 2025 Revenues from external customers(2) $ 1,778 $ 942 $ 2,720 $ 94 $ 2,814 21 (1)Consolidated Total Revenues from external customers reconciles to Net sales and other operating revenues on the Consolidated Statements of Operations. Revenues from external customers that are categorized as Unallocated and Other are summarized as follows: Three Months Ended June 30 Nine Months Ended June 30 2026 2025 2026 2025 (In millions) Shipping and handling fees $ 34 $ 28 $ 91 $ 85 Other (2 ) 2 2 9 Total $ 32 $ 30 $ 93 $ 94 Geographic Information The Company’s segments operate globally. In addition to presenting Revenue from external customers by reportable segment, the following tables further disaggregate Revenues from external customers by geographic region. Three Months Ended June 30, 2026 Reinforcement Materials Performance Chemicals Consolidated Total (In millions) Americas $ 245 $ 106 $ 351 Asia Pacific 219 153 372 Europe, Middle East and Africa 135 92 227 Segment revenues from external customers 599 351 950 Unallocated and other 32 Net sales and other operating revenues $ 982 Three Months Ended June 30, 2025 Reinforcement Materials Performance Chemicals Consolidated Total (In millions) Americas $ 230 $ 98 $ 328 Asia Pacific 199 132 331 Europe, Middle East and Africa 144 90 234 Segment revenues from external customers 573 320 893 Unallocated and other 30 Net sales and other operating revenues $ 923 Nine Months Ended June 30, 2026 Reinforcement Materials Performance Chemicals Consolidated Total (In millions) Americas $ 661 $ 282 $ 943 Asia Pacific 617 445 1,062 Europe, Middle East and Africa 385 252 637 Segment revenues from external customers 1,663 979 2,642 Unallocated and other 93 Net sales and other operating revenues $ 2,735 22 Nine Months Ended June 30, 2025 Reinforcement Materials Performance Chemicals Consolidated Total (In millions) Americas $ 714 $ 283 $ 997 Asia Pacific 659 400 1,059 Europe, Middle East and Africa 405 259 664 Segment revenues from external customers 1,778 942 2,720 Unallocated and other 94 Net sales and other operating revenues $ 2,814 23