Chain-of-Thought Degrades Visual Spatial Reasoning Capabilities of Multimodal LLMs

The effectiveness of Chain-of-Thought (CoT) prompting in Multimodal Large Language Models (MLLMs) remains uncertain: across several visual reasoning benchmarks, CoT prompting often degrades performance compared to direct prompting. In this paper, we provide a systematic analysis of CoT behavior in three modern MLLM families across model scales on datasets requiring step-wise visual evidence. Our analysis identifies two recurring failure modes: premature answer commitment and limited direct visual-token access during rationale generation. We further find that standard CoT-style Supervised Fine-Tuning (CoT-SFT) can mitigate these issues only partially, while often increasing reliance on textual priors and reducing counterfactual visual dependence. Motivated by these findings, we propose Attentive-CoT (Att-CoT), an attention-guided fine-tuning objective that encourages CoT trajectories to delay answer commitment while maintaining sustained visual-token access. Att-CoT can be plugged into any CoT-SFT training run without architectural changes. Experiments on three visual reasoning benchmarks across six MLLMs show that Att-CoT enhances CoT performance over standard fine-tuning.

Although Multimodal Large Language Models (MLLMs) have made substantial progress, their spatial reasoning may still produce intermediate judgments inconsistent with the input image, allowing errors to propagate through the reasoning chain and affect the final answer. Existing methods mainly improve spatial reasoning through training or additional spatial information, without considering whether the reasoning process itself is faithful to the model input. Our study shows that unfaithful reasoning chains significantly reduce final-answer accuracy. To address this issue, we propose a modular and training-free framework for spatial reasoning verification and correction. The framework constructs a Spatial Evidence Graph (SEG), which associates atomic spatial evidence extracted from Chain-of-Thought reasoning with visual entities, spatial relations, source steps, and visual evidence. Spatial Evidence Reliability Assessment (SERA) evaluates the reliability of visual evidence based on object existence, localization, and geometric measurements. The framework then identifies the earliest spatial evidence unit contradicted by reliable visual evidence and guides the original MLLM to revise the subsequent reasoning and final answer. Across 15 model-dataset settings, our method achieves an average accuracy of 68.94%, outperforming the compared baselines by 8.55 percentage points on average. Our code will be open-sourced.

Spatial intelligence, which refers to the ability to reason about geometric and physical structure from visual observations, remains a core challenge for multimodal large language models. Despite promising performance, recent multimodal large language models (MLLMs) often exhibit fragile reasoning traces in spatial intelligence tasks that involve consistent spatial state recognition. We argue that these failures stem from a mismatch between the spatial recognition mechanism and the text-only reasoning behavior of these MLLMs. Effective spatial reasoning requires low-level geometric structure to be faithfully preserved and updated throughout the reasoning process, whereas textual representations tend to abstract away precisely these critical details. To address this issue, we propose SpatialImaginer, a unified multimodal generation framework that integrates textual reasoning with visual imagination. Our framework adopts a divide-and-conquer strategy, using text chain-of-thought for high-level semantic planning and the visual imagination for geometry-sensitive state transformation and consistency preservation. To support this capability, we further introduce a difficulty-aware data engine with closed-loop verification to train the model to invoke visual imagination selectively when stable spatial state tracking is required. Extensive experiments on diverse spatial intelligence benchmarks show that SpatialImaginer achieves state-of-the-art performance and substantially improves robustness on complex multi-step spatial reasoning tasks.