SXT
Sensient Technologies Corporation93.84
-0.26-0.28%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
3.99BP/E (TTM)
28.70Basic EPS (TTM)
3.27Dividend Yield
0.02%Recent Filings
8-K
Exec leadership reshuffle announced
Sensient Technologies announced on September 15, 2025, that Michael C. Geraghty, President of its Color Group, will retire effective March 31, 2026, transitioning to the Scientific Advisory Committee and CEO advisor role. Steven B. Morris, current President of Flavors & Extracts Group, succeeds him; Morris shifts from his Flavors post, with Gregory T. Till taking over Flavors effective January 1, 2026. Leadership transitions planned smoothly.
8-K
Updated investor deck posted
Sensient Technologies posted an updated investor presentation on August 12, 2025, highlighting 2024 local currency revenue growth of 7.4% to $1.6B across segments, with natural ingredients up 16.6%. 2025 outlook targets mid-single-digit local currency revenue growth and high single-digit adjusted EBITDA growth. Natural colors poised for expansion amid U.S. synthetic bans. Supply chain ramps up.
10-Q
Q2 FY2025 results
Sensient posted Q2 revenue of $414.2M, up 2.7% y/y, with operating income jumping 16.2% y/y to $57.7M at 13.9% margin—gross margins expanded 2.1 points y/y to 34.5% on higher prices despite raw material costs, while Color segment revenue rose 6.9% y/y and Asia Pacific gained 10.8% y/y. Diluted EPS hit $0.88, up 20.5% y/y, reconciling to 42.6M shares. Cash swelled to $56.7M amid $39.3M operating cash flow; long-term debt climbed to $710.1M after expanding revolver to $400M maturing 2030, plus Biolie SAS buy in Feb 2025 for $4.9M cash recognizing $4.6M goodwill in Color. Portfolio Optimization Plan racked $6.2M YTD costs but eyes $8-10M annual savings post-2025. Debt weighs with FX swings.
8-K
Q2 revenue up 2.7%, op income +16.2%
Sensient Technologies posted Q2 revenue of $414.2M, up 2.7% reported and 2.1% local currency, with operating income surging 16.2% to $57.7M despite $3.3M Portfolio Optimization costs. Color Group led with 6.9% revenue growth and 23.6% operating income jump, offsetting Flavors & Extracts dip. Guidance holds mid-single-digit local currency revenue growth. Net debt eased to 2.4x credit adjusted EBITDA.
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