Earnings summaries and quarterly performance for SENSIENT TECHNOLOGIES.
Executive leadership at SENSIENT TECHNOLOGIES.
Paul Manning
Detailed
Chairman, President, and Chief Executive Officer
CEO
AS
Amy Schmidt Jones
Detailed
Vice President, Human Resources and Senior Counsel
GT
Gregory Till
Detailed
President, Flavors & Extracts Group (effective January 1, 2026)
JM
John Manning
Detailed
Senior Vice President, General Counsel, and Secretary
MG
Michael Geraghty
Detailed
President, Color Group
SM
Steven Morris
Detailed
President, Flavors & Extracts Group
TT
Tobin Tornehl
Detailed
Vice President and Chief Financial Officer
Board of directors at SENSIENT TECHNOLOGIES.
BB
Brett Bruggeman
Detailed
Director
CJ
Carol Jackson
Detailed
Director
DM
Deborah McKeithan-Gebhardt
Detailed
Director
DL
Donald Landry
Detailed
Director
EW
Essie Whitelaw
Detailed
Director
JC
Joseph Carleone
Detailed
Lead Independent Director
MF
Mario Ferruzzi
Detailed
Director
SM
Scott Morrison
Detailed
Director
SJ
Sharad Jain
Detailed
Director
Research analysts who have asked questions during SENSIENT TECHNOLOGIES earnings calls.
Ghansham Panjabi
Robert W. Baird & Co.
5 questions for SXT
Also covers: AMCR, ATR, AVNT +20 more
Nicola Tang
BNP Paribas Exane
5 questions for SXT
Also covers: IFF, NVZMY
David Green
Boldhaven Management
4 questions for SXT
LS
Larry Solow
CJS Securities
3 questions for SXT
Also covers: ARCB, BTSG, CDRE +16 more
Matthew Krueger
Baird
1 question for SXT
Also covers: AMCR, AXTA, AZZ +2 more
MT
Ming Tang
BNP Paribas Exane
1 question for SXT
Also covers: IFF, NVZMY
Recent press releases and 8-K filings for SXT.
Sensient Technologies Reports Q4 2025 Results and Provides 2026 Outlook
SXT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Sensient Technologies reported Q4 2025 revenue of $393,447 thousand, Adjusted EBITDA of $63,036 thousand, and Diluted EPS of $0.60.
- The Color Group demonstrated strong growth in Q4 2025 with revenue of $175,407 thousand and an Adjusted EBITDA Margin of 20.7%, driven by new sales wins and favorable pricing.
- The Flavors & Extracts Group experienced lower volumes, particularly in agricultural ingredients, and a one-time inventory charge due to severe rains in California, resulting in a Q4 2025 Adjusted EBITDA Margin of 14.3%.
- For the full year 2026, the company expects mid-single to double-digit growth in local currency revenue and Adjusted EBITDA, and mid-to high single-digit growth in local currency Adjusted EPS. GAAP Diluted EPS is projected to be between $3.60 and $3.80.
- Cash flow from operations for YTD 2025 was $127.8 million, primarily due to higher use of cash for working capital, and total debt stood at $709.6 million with a Net debt to credit adjusted EBITDA ratio of 2.3x.
Feb 13, 2026, 2:30 PM
Sensient Technologies Reports Strong FY 2025 Results and Outlines 2026 Growth and Investment Plans
SXT
Earnings
Guidance Update
New Projects/Investments
- Sensient Technologies (SXT) reported full-year 2025 local currency adjusted revenue growth of 3%, adjusted EBITDA growth of 10%, and adjusted EPS growth of 15%, with the Color Group delivering 7.4% local currency revenue growth and 16.9% local currency operating profit growth.
- The company is making significant investments in natural color conversion, with total capital expenditures for this initiative projected at $225 million to $250 million between 2025 and 2028 to achieve a $1 billion sales goal.
- For 2026, SXT anticipates consolidated annual local currency revenue to grow at a mid- to double-digit rate, adjusted EBITDA at a mid-single- to double-digit rate, and adjusted EPS at a mid-single- to high single-digit rate.
- Consolidated capital expenditures are planned for $150 million to $170 million in 2026, which will lead to an increase in debt and interest expense (around $36 million), impacting profit leverage in the first half of 2026.
- Q4 2025 results were negatively impacted by tariff-induced supply chain disruptions and severe weather events affecting the Flavors and Extracts Group, including a $3 million inventory loss.
Feb 13, 2026, 2:30 PM
Sensient Technologies Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
SXT
Earnings
Guidance Update
New Projects/Investments
- Sensient Technologies reported strong full-year 2025 results, with 3% local currency revenue growth, 10% local currency Adjusted EBITDA growth, and 15% local currency Adjusted EPS growth. Fourth quarter 2025 revenue was $393.4 million.
- The Color Group was a key performer, achieving 7.4% local currency revenue growth and 16.9% local currency operating profit growth for 2025, with its Adjusted EBITDA margin improving to 23.7%. The company anticipates double-digit local currency revenue growth for the Color Group in 2026, driven by ongoing natural color conversions.
- The Flavors and Extracts Group experienced a 1.3% local currency revenue decline in 2025, but a 3.4% increase in local currency operating profit, while the Asia Pacific Group grew local currency revenue by 2.4% and operating profit by 3.8%. Both groups faced Q4 challenges, including weather impacts and tariff-related disruptions, but expect a stronger performance in the latter half of 2026.
- For 2026, the company projects mid-single to double-digit local currency revenue growth, mid-single to double-digit local currency Adjusted EBITDA growth, and mid- to high single-digit local currency Adjusted EPS growth. Increased investments in natural color capabilities are expected to raise interest expense to approximately $36 million.
Feb 13, 2026, 2:30 PM
Sensient Technologies Reports Strong Full-Year 2025 Results and Provides 2026 Guidance with Focus on Natural Color Investments
SXT
Earnings
Guidance Update
New Projects/Investments
- Sensient Technologies delivered strong full-year 2025 results, with 3% local currency revenue growth, 10% local currency adjusted EBITDA growth, and 15% local currency adjusted EPS growth.
- The company is making significant investments in natural color conversion, identifying it as the single largest opportunity in its history, with a $1 billion sales goal. Total natural color conversion-related capital expenditures are projected to be between $225 million and $250 million from 2025 to 2028.
- For 2026, the company expects mid- to double-digit local currency revenue growth, mid-single digit to double-digit adjusted EBITDA growth, and mid-single digit to high single-digit adjusted EPS growth.
- Profit leverage is anticipated to be challenged in the first half of 2026 due to these investments, with acceleration expected in the second half as natural color conversion revenue increases substantially in Q3 and Q4.
- The Color Group is projected to achieve high single-digit to double-digit local currency revenue growth in 2026, while the Flavors and Extracts and Asia Pacific Groups are expected to deliver mid-single to high single-digit revenue growth, with a slower start in Q1 for both.
Feb 13, 2026, 2:30 PM
Sensient Technologies Reports Q4 2025 Results and Issues 2026 Guidance
SXT
Earnings
Guidance Update
Demand Weakening
- Sensient Technologies Corporation reported Q4 2025 revenue of $393.4 million, an increase of 4.5% year-over-year, with local currency revenue up 2.0%.
- Reported diluted EPS decreased 15.5% to $0.60 in Q4 2025, primarily due to $6.3 million in Portfolio Optimization Plan costs, compared to $0.9 million in Q4 2024.
- The Color Group's revenue increased by $17.3 million to $175.4 million in Q4 2025, driven by strong volume and higher prices, while the Flavors & Extracts Group's revenue declined by $1.1 million to $187.0 million due to lower volumes in agricultural ingredients.
- For 2026, the company forecasts GAAP diluted EPS between $3.60 and $3.80 and anticipates mid-single-digit to double-digit growth in local currency revenue and adjusted EBITDA.
- As of December 31, 2025, total debt was $709.6 million, and the net debt to credit adjusted EBITDA ratio remained stable at 2.3x.
Feb 13, 2026, 12:14 PM
Sensient Technologies Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook
SXT
Earnings
Guidance Update
- Sensient Technologies Corporation reported Q4 2025 revenue increased 4.5% to $393.4 million, while reported operating income decreased 9.1% to $38.2 million and diluted EPS fell 15.5% to 60 cents.
- For the full year 2025, the company achieved revenue of $1,612.1 million, up 3.5%, and diluted EPS of $3.16, an increase of 7.5%.
- The Color Group was a strong performer in Q4 2025, with revenue increasing 10.9% to $175.4 million.
- For 2026, Sensient Technologies provided GAAP diluted EPS guidance between $3.60 and $3.80, and expects mid-single-digit to double-digit growth in local currency revenue and adjusted EBITDA.
Feb 13, 2026, 11:55 AM
Sensient Technologies Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SXT
Earnings
Guidance Update
New Projects/Investments
- Sensient Technologies Corporation reported strong Q3 2025 results, with local currency-adjusted EBITDA growing 14% and local currency-adjusted EPS growing 18%.
- The company raised its full-year 2025 guidance, now expecting double-digit local currency-adjusted growth for both EBITDA and EPS, while maintaining mid-single-digit local currency revenue growth guidance.
- The conversion of synthetic to natural colors in the U.S. is a key strategic focus, representing a potential $100 million synthetic color revenue opportunity that could convert at a 10 to 1 revenue multiple, with Walmart's commitment to eliminate synthetic dyes in its private label products by early 2027 accelerating this trend.
- To support this natural color conversion, capital expenditures are expected to be around $100 million for full-year 2025 and at least $150 million in 2026.
Oct 31, 2025, 1:30 PM
SXT Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SXT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SXT reported Q3 2025 revenue of $412.1 million, an increase of 3.5% in local currency, with Adjusted EBITDA of $80.5 million and Adjusted Diluted EPS of $0.96, representing local currency growth of 14.3% and 17.5%, respectively.
- The company raised its full-year 2025 outlook, now projecting double-digit growth for both Local Currency Adjusted EBITDA and Local Currency Adjusted Diluted EPS, an improvement from previous guidance.
- The Color Group demonstrated strong performance with Q3 2025 revenue of $178.2 million and an Adjusted EBITDA Margin of 24.7%. The company sees a significant opportunity in the conversion from synthetic to natural colors, driven by regulatory changes, noting approximately $100 million in synthetic colors revenue in the U.S. and Latin America food and nutraceutical market.
- Cash flow from operations decreased by 42.8% to $44.0 million in Q3 2025 due to higher working capital use, while net debt to credit adjusted EBITDA improved to 2.3x from 2.4x in Q3 2024.
Oct 31, 2025, 1:30 PM
Sensient Technologies Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SXT
Earnings
Guidance Update
New Projects/Investments
- Sensient Technologies Corporation (SXT) reported strong Q3 2025 results, with local currency-adjusted EBITDA growing 14% and EPS growing 18%. Revenue for the quarter was $412.1 million.
- The company raised its full-year 2025 guidance for local currency-adjusted EBITDA and EPS growth to double-digit rates, while maintaining mid-single-digit consolidated local currency revenue growth guidance.
- SXT continues to prioritize the U.S. natural color conversion, an opportunity estimated at approximately $100 million in synthetic color revenue with a potential 10-to-1 revenue multiple upon conversion.
- To support this conversion, capital expenditures are anticipated to be around $100 million for full-year 2025 and at least $150 million for 2026. Key market developments include West Virginia's ban on synthetic colors by January 2028 and Walmart's commitment to eliminate synthetic dyes in its private label products by early 2027.
Oct 31, 2025, 1:30 PM
Sensient Technologies Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SXT
Earnings
Guidance Update
New Projects/Investments
- Sensient Technologies Corporation reported strong Q3 2025 results, with local currency-adjusted EBITDA growing 14% and EPS growing 18%, while local currency revenue increased 3.5%.
- The company raised its full-year 2025 guidance, now expecting double-digit local currency-adjusted growth for both EBITDA and EPS, up from previous high single-digit to double-digit expectations.
- Management highlighted the conversion to natural colors as the "single largest opportunity in the company's history," with approximately $100 million of synthetic color revenue having the potential to convert, typically yielding a 10 to 1 revenue multiple.
- Capital expenditures are increasing to support natural color capabilities, with full-year 2025 CapEx expected to be around $100 million and 2026 CapEx projected to be at least $150 million.
- The Color Group delivered strong performance in Q3 2025, with 7.9% local currency revenue growth and 23.8% local currency operating profit growth, driven by new sales wins.
Oct 31, 2025, 1:30 PM
Quarterly earnings call transcripts for SENSIENT TECHNOLOGIES.
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