Ingredion (INGR)

NYSE:INGR

INGR

Ingredion

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Ingredion (INGR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 11, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.78

Last Year’s EPS

2.87

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 05, 2026|

% Change Since:

Earnings Call Sentiment|Negative

The call presented a mix of positive strategic momentum in higher-value areas (Texture & Healthful Solutions, solutions-led growth, strong growth in pea protein) and substantial near-term operational and financial challenges (Argo operational disruptions, margin compression, FX headwinds, and revised full-year outlook). Management has taken corrective actions and highlighted balance sheet strength and disciplined capital allocation, but the magnitude of the Q1 operating income decline and the significant Argo impact weighed heavily on results and guidance.

Company Guidance

Ingredion updated 2026 guidance expecting full-year net sales to be flat to up low single digits and adjusted operating income to be down high single digits, with adjusted diluted EPS of $10.45–$11.15 (based on 63.5–64.5 million diluted shares); estimated financing costs of $35–$45 million; a reported and adjusted effective tax rate of 26.0%–27.5%; cash from operations of $725–$825 million; and capital expenditures of $400–$440 million (guidance assumes current tariff levels and excludes acquisition integration or impairment costs). The outlook reflects the Q1 results that drove the revision: Q1 net sales of $1.8 billion (down 1%), gross margin 22.4%, reported operating income $203 million and adjusted operating income $212 million, a $40 million Argo-related Q1 impact (vs. $10–$15 million expected), YTD cash from operations $33 million, YTD CapEx $110 million, $52 million of dividends and $14 million of share repurchases, and adjusted EPS headwinds of $0.63 year‑over‑year (including $0.71 margin and $0.14 volume impacts, offset in part by $0.07 FX and $0.08 other income). Segment-level guidance: Texture & Healthful Solutions net sales unchanged with operating income up low single digits; Food & Industrial Ingredients LatAm net sales flat to down low single digits and operating income down low single digits; Food & Industrial Ingredients U.S./Canada net sales down low single digits and operating income down low double digits; All Other operating income to improve $5–$10 million; the outlook assumes sequential Argo recovery (germ processing returning in Q2) and reflects FX and higher energy/logistics pressures.

Stable Net Sales with Modest Decline

Net sales of $1.8 billion in Q1 2026, down 1% year-over-year, reflecting modest revenue resilience despite operational headwinds.

Strong Performance in Texture & Healthful Solutions

Texture & Healthful Solutions posted its eighth consecutive quarter of volume growth (volumes +2%), net sales up 2%, and operating income up ~1%, driven by solutions adoption, clean-label demand, and favorable input costs/FX in some regions.

Solutions Portfolio Momentum and Mix Improvement

Solutions continue to outpace the segment, representing ~ $1 billion (≈40% of the segment) of revenue; solutions-led selling and AI-enabled formulation work are accelerating brief-to-solution cycle time and deepening customer engagement.

Strong Growth in Healthful Ingredients

Pea protein isolate sales grew >50% in the quarter and stevia-based (clean-tasting) solutions grew ~6%, reflecting broad-based demand across branded and private-label customers for protein fortification and sugar reduction.

Operational Recovery Actions and Progress at Argo Refinery

Multidisciplinary team assembled; downstream refinery production returned to normal levels by quarter-end and management expects the corn germ processing unit to be restored in Q2, with the thermal event impact excluded from adjusted results.

Balance Sheet Strength and Continued Capital Returns

YTD cash from operations $33 million (after planned ~$205M working capital investment); invested $110M of CAPEX in Q1; continued shareholder returns via $52M dividends and $14M share repurchases; full-year cash-from-operations guidance $725M–$825M and CapEx guidance $400M–$440M.

Disciplined M&A and Investment Priorities

Management reiterated a disciplined M&A stance focused on assets that enhance Texture and Healthful Solutions capabilities and confirmed ring-fencing of innovation and solutions-related investments (including AI and R&D capabilities).

Ingredion (INGR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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INGR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 11, 2026	2026 (Q2)	2.78 / -	2.87	―	―	―
May 05, 2026	2026 (Q1)	2.48 / 2.34	2.97	-21.21% (-0.63)
Feb 03, 2026	2025 (Q4)	2.60 / 2.53	2.63	-3.80% (-0.10)
Nov 04, 2025	2025 (Q3)	2.88 / 2.75	3.05	-9.84% (-0.30)
Aug 01, 2025	2025 (Q2)	2.81 / 2.87	2.87	0.00% (0.00)
May 06, 2025	2025 (Q1)	2.41 / 2.97	2.08	42.79% (+0.89)
Feb 04, 2025	2024 (Q4)	2.56 / 2.63	1.97	33.50% (+0.66)
Nov 05, 2024	2024 (Q3)	2.60 / 3.05	2.33	30.90% (+0.72)
Aug 06, 2024	2024 (Q2)	2.50 / 2.87	2.32	23.71% (+0.55)
May 08, 2024	2024 (Q1)	2.06 / 2.08	2.8	-25.71% (-0.72)

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

INGR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 05, 2026	$106.88	$107.13	+0.23%
Feb 03, 2026	$116.46	$119.53	+2.64%
Nov 04, 2025	$112.46	$105.83	-5.90%
Aug 01, 2025	$128.74	$123.68	-3.93%

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 Ingredion (INGR) report earnings?

Ingredion (INGR) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).

What is Ingredion (INGR) earnings time?

Ingredion (INGR) earnings time is at Aug 11, 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 INGR EPS forecast?

INGR EPS forecast for the fiscal quarter 2026 (Q2) is 2.78.