Ingredients maker Sensient's Q3 revenue beats on higher prices

Sensient Technologies

31/10/2025 11:03

Overview

Sensient Q3 revenue rises 5% to $412.1 mln, beating analyst expectations

EPS for Q3 increased 13% to $0.87

Color Group revenue grows 9.9%, driven by food and pharmaceutical lines

Outlook

Sensient maintains mid-single-digit growth forecast for 2025 revenue

Company raises 2025 adjusted EBITDA growth forecast to double digits

Sensient expects 2025 diluted EPS between $3.13 and $3.23

Result Drivers

COLOR GROUP GROWTH - Higher prices and strong volume growth in food and pharmaceutical lines drove a 9.9% increase in Color Group revenue

FLAVORS & EXTRACTS DECLINE - Revenue decreased due to lower volumes in agricultural ingredients, partially offset by higher prices and volumes in other lines

OPERATING INCOME INCREASE - Strong profitability in flavors and color segments contributed to a 14.2% rise in operating income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$412.10 mln
$408 mln (3 Analysts)
Q3 EPS
$0.87
Q3 Net Income
$36.95 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Sensient Technologies Corp is $125.00, about 28.2% above its October 30 closing price of $89.75

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 28 three months ago

Press Release: ID:nBwcQ1D6a

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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.)