IFF beats Q4 revenue estimates

International Flavors & Fragrances

11/02/2026 21:25

Overview

Flavors and fragrances firm's Q4 revenue beat analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company launched sale process for Food Ingredients segment

Outlook

IFF expects 2026 sales between $10.5 bln and $10.8 bln

Company anticipates 2026 adjusted operating EBITDA of $2.05 bln to $2.15 bln

IFF expects currency neutral sales growth of 1% to 4% in 2026

Result Drivers

PRODUCTIVITY GAINS - Adjusted operating EBITDA for Q4 increased by 7% due to productivity gains

SEGMENT PERFORMANCE - Health & Biosciences and Scent segments showed mid-single digit and low-single digit growth respectively, contributing to overall sales increase

FOOD INGREDIENTS DECLINE - Sales in the Food Ingredients segment decreased due to softness in Protein Solutions and Emulsifiers & Sweeteners

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$2.59 bln
$2.51 bln (10 Analysts)
Q4 Adjusted EPS
Miss
$0.80
$0.83 (13 Analysts)
Q4 EPS
$0.07
Q4 Net Income
$18 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for International Flavors & Fragrances Inc is $83.00, about 8.1% above its February 10 closing price of $76.76

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw2qM8vma

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)