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Ingredion (INGR)
NYSE:INGR
US Market

Ingredion (INGR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 06, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
2.53
Last Year’s EPS
2.97
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 03, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a generally positive outlook driven by record full-year operating income, margin expansion, strong cash generation, notable growth in Texture & Healthful Solutions (including >40% growth in protein fortification) and exceeded cost-savings targets. These positives were tempered by meaningful operational issues at the Argo facility that cost ~$40 million in 2025, soft volumes in beverage sweeteners and brewing adjuncts, price/mix headwinds in some geographies and near-term Q1 2026 pressure. Overall the company demonstrated resilience and multiple durable growth drivers but faces a clear set of operational and category headwinds that management expects to work through in 2026.
Company Guidance
Ingredion's 2026 guidance calls for full-year net sales to be up low-single to mid-single digits and reported and adjusted operating income to be up low-single digits, with financing costs of $40–50 million, an effective tax rate of 25.5%–27%, adjusted EPS of $11.00–$11.80 (based on a 64–65 million share count), cash from operations of $820–940 million and capital expenditures of $400–440 million; the outlook assumes tariff levels as of end‑January 2026 and excludes acquisition‑related integration/restructuring and potential impairment costs. By segment, Texture & Healthful Solutions is expected to deliver net sales and operating income growth of low‑ to mid‑single digits; Food & Industrial Ingredients LatAm is guided to net sales up low‑ to mid‑single digits with operating profit flat to up low‑single digits (noting FX transactional headwinds in Mexico); Food & Industrial Ingredients U.S./Canada is expected to be generally flat in net sales and operating income; and All Other businesses are expected to see net sales up high‑single digits with operating income up $5–10 million. For Q1 2026 management expects net sales down low‑single digits and operating income down mid‑double digits, driven in part by ongoing Argo operational challenges (Argo impacted 2025 operating income by ~ $40 million, ~ $16 million in Q4; management cited an expected additional ~$10–15 million impact in Q1 with partial recovery returning in the back half of the year).
Record Full-Year Operating Income and EPS Growth
Full year reported operating income of $1.016 billion and adjusted operating income of $1.028 billion; gross profit dollars increased 2% and full-year gross margin expanded to 25.3%. Adjusted diluted EPS increased ~4.5% year-over-year.
Texture & Healthful Solutions Momentum
Seventh straight quarter of volume growth (Q4 volume +4%); full-year net sales for the segment up 1% with operating income up 16% and operating income margin of 16.9% (↑ >200 bps). Solutions business > $1 billion in revenue (~40% of the segment) with gross margins ~30–35%. Protein fortification net sales grew >40% in 2025 while production doubled and ASPs improved.
LatAm Strong Profitability and Strategic Optimization
Food & Industrial Ingredients LatAm delivered record operating income of $493 million and an operating margin of 21.1% (↑ 140 basis points). Executed network optimization in Brazil, closed Alcantara, expanded polyol production at Mogi Guaçu and repurposed grind in Mexico toward higher-margin products.
Cost Savings and Operational Improvements
Delivered $59 million of Cost2Compete run-rate savings, exceeding the $50 million target. Completed Indianapolis starch modernization to reduce modified starch production costs and debottleneck capacity; Belcamp blending center expansion increases customized solutions revenue potential by $30 million/year.
Strong Cash Generation and Shareholder Returns
Full-year cash from operations of $944 million; CapEx net of disposals $433 million. Repurchased $224 million of shares (exceeding $100 million target), returned $211 million in dividends and increased dividend per share to $0.82 (11th consecutive annual increase).
Outlook Reflects Continued Volume Growth and Profitability
2026 guidance: net sales expected up low single digits to mid-single digits; reported and adjusted operating income expected up low single digits; adjusted EPS guidance $11.00–$11.80; 2026 cash from operations expected $820M–$940M and CapEx $400M–$440M.

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

INGR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 06, 2026
2026 (Q1)
2.53 / -
2.97
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
2.870.00% (0.00)
May 06, 2025
2025 (Q1)
2.41 / 2.97
2.0842.79% (+0.89)
Feb 04, 2025
2024 (Q4)
2.56 / 2.63
1.9733.50% (+0.66)
Nov 05, 2024
2024 (Q3)
2.60 / 3.05
2.3330.90% (+0.72)
Aug 06, 2024
2024 (Q2)
2.50 / 2.87
2.3223.71% (+0.55)
May 08, 2024
2024 (Q1)
2.06 / 2.08
2.8-25.71% (-0.72)
Feb 06, 2024
2023 (Q4)
1.87 / 1.97
1.6519.39% (+0.32)
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
Feb 03, 2026
$117.31$120.41+2.64%
Nov 04, 2025
$113.28$106.60-5.90%
Aug 01, 2025
$129.68$124.59-3.93%
May 06, 2025
$130.97$135.68+3.60%
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 May 06, 2026, Before Open (Confirmed).
    What is Ingredion (INGR) earnings time?
    Ingredion (INGR) earnings time is at May 06, 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 (Q1) is 2.53.