Education
About Us
Working with TipRanks
Follow Us
Givaudan SA (GVDNY)
OTHER OTC:GVDNY
Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
1.49Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive picture: solid like-for-like sales growth (5.1%), record-strength in Fragrance & Beauty (including Fine Fragrances +18.3%), strong cash generation (CHF 1.05bn FCF) and clear 5-year strategic delivery with ambitious 2030 targets and material ESG progress. Headwinds—modest margin and gross-margin pressure from input costs/tariffs, isolated weakness in Fragrance Ingredients, Taste & Wellbeing near-term softness (including a Q4 decline), FX and some one-off investigation-related costs—are notable but limited in scope relative to the company’s overall financial strength, cash generation and strategic progress.Company Guidance
Strong Group Sales Growth
Reported sales of CHF 7.472 billion (close to CHF 7.5bn) in 2025, up 5.1% like-for-like and +0.8% in Swiss francs, achieved against a high comparable of ~12.3% in 2024.
Robust Free Cash Flow and Improved Leverage
Free cash flow of CHF 1,053 million (14.1% of sales), second consecutive year above CHF 1 billion; net debt-to-EBITDA improved to 2.1x from 2.3x in 2024.
Fragrance & Beauty Outperformance
Fragrance & Beauty sales CHF 3,830 million, up 7.9% like-for-like; Fine Fragrances grew 18.3% like-for-like and has more than doubled since 2019 on an LFL basis.
Solid Taste & Wellbeing Performance Given Comparables
Taste & Wellbeing sales CHF 3,642 million, up 2.4% like-for-like despite a high prior-year comparator (>10% in 2024) and continued product/category breadth (snacks, dairy, sweets).
High-Quality Profitability Metrics
Comparable EBITDA margin of 24.2% (vs 24.5% in 2024), published EBITDA CHF 1,751 million (reported decrease -0.8% vs 2024; +4.5% in local currency). Net income CHF 1,071 million (net margin 14.3%).
Shareholder Returns Maintained
Board proposes dividend CHF 72 per share (increase of 2.9% vs CHF 70), marking 25th consecutive dividend increase; cumulative returns to shareholders (dividends + buybacks) exceed CHF 9 billion.
Strategic 5-Year Delivery and 2030 Ambition
Completed 2021-2025 strategic cycle: 5-year like-for-like CAGR 6.8% (vs target 4–5%), comparable EBITDA average 22.9%, average free cash flow ~12.5%; set 2030 targets of 4–6% LFL growth and >12% free cash flow as % of sales.
Material ESG and Innovation Milestones
SBTi validation of net-zero targets; Scope 1 & 2 emissions down 50% vs 2015; 100% renewable electricity (achieved 2024); responsible sourcing up to 87% (from 20% in 2020); senior leadership female representation rose to 34% from 25%.
Sustained R&D Investment and Innovation Pipeline
R&D investment ~8% of sales (~CHF 600 million) with product innovations (e.g., Evernityl, natural colors) and digital platforms supporting future growth; management reports healthy new-win pipeline and strong brief inflows into 2026.
Geographic Balance and High-Growth Market Exposure
High-growth markets grew 8% and now represent ~49% of total sales; EAME grew 7%, Asia Pacific +5% LFL, Latin America +3.6% LFL, North America +2.6% LFL — demonstrating diversified footprint and resilience.
GVDNY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GVDNY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | $81.59 | $76.19 | -6.61% |
Jul 22, 2025 | $96.21 | $91.19 | -5.22% |
Jan 24, 2025 | $85.76 | $83.51 | -2.62% |
Jul 23, 2024 | $95.56 | $91.56 | -4.19% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Givaudan SA (GVDNY) report earnings?
Givaudan SA (GVDNY) is schdueled to report earning on Jul 16, 2026, Before Open (Confirmed).
What is Givaudan SA (GVDNY) earnings time?
Givaudan SA (GVDNY) earnings time is at Jul 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GVDNY EPS forecast?
Currently, no data Available