Sensient Technologies Corp. (SXT)
NYSE:SXT
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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.04Last Year’s EPS
0.94Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a decisively positive operational update: management reported above-expectation Q1 results (7% revenue, 10% EBITDA, 14% EPS growth in local currency), upgraded full-year guidance, strong Color Group performance and growing natural-color sales wins and pipeline toward a $1B target. These positives are balanced against near-term execution costs — elevated capex and working capital to expand natural color capacity, a projected increase in interest expense and temporary cash outflows — and external risks (geopolitics, input inflation, regulatory timing). Overall, the momentum, upgraded guidance and visible pipeline materially outweigh the manageable near-term financial and operational burdens.Company Guidance
Consolidated top-line and EPS growth
Reported strong start to 2026 with 7% local currency revenue growth, 10% local currency adjusted EBITDA growth and 14% local currency adjusted EPS growth in Q1; revenue of $435.8M vs $392.3M prior year; consolidated operating income of $66.7M.
Upgraded full-year guidance
Company raised 2026 guidance: now expects local currency revenue to be up high single to double digits (previously mid-single to double), and now expects local currency adjusted EBITDA and EPS to grow at high single to double-digit rates (both ranges tightened higher).
Color Group outperformance and re-forecast
Color Group delivered 12.3% local currency revenue growth and 13.2% local currency operating profit growth in Q1; adjusted EBITDA margin 24.4% (flat YoY despite elevated investments); management now expects double-digit local currency revenue growth for the Color Group in 2026 (up from prior high single to double-digit view).
Natural color conversion momentum and pipeline
Commercial activity around natural color conversions described as very strong; invoiced roughly $20M toward the $1B natural color sales goal over the last ~9 months (including ~ $5M in late 2025); company reports strong new wins and growing sales pipeline across regions.
Asia Pacific and Flavors & Extracts strength
Asia Pacific: 4.7% local currency revenue growth and 14.5% operating profit growth; adjusted EBITDA margin 26.1%, up 220 bps YoY. Flavors & Extracts: 1.7% local currency revenue growth and 5.1% operating profit growth; adjusted EBITDA margin 17.2%, up 30 bps YoY.
Capital investment program to support growth
Planned consolidated capital expenditures of $150M–$170M for 2026 to prepare for natural color conversions; additional planned natural color capital spending of $225M–$250M over the next couple of years to expand production capacity and supply chain resilience.
Solid adjusted results and margins
Local currency adjusted EBITDA up 10.4% in Q1; adjusted operating income (excluding prior year portfolio optimization costs) described as up 12.2% in local currency; foreign currency translation provided ~ $0.06 benefit to EPS in Q1; adjusted tax rate improved slightly to 24.9% from 25.3%.
Balance sheet capacity and leverage monitoring
Net debt to credit-adjusted EBITDA was 2.4x as of March 31, 2026; management states balance sheet remains positioned to support capex, sensible acquisitions and the dividend while expecting leverage to move into the higher 2.x range as investments and working capital build.
SXT 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
SXT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2026 | $99.23 | $123.15 | +24.11% |
Feb 13, 2026 | $97.93 | $93.03 | -5.00% |
Oct 31, 2025 | $88.97 | $93.47 | +5.06% |
Jul 25, 2025 | $108.64 | $111.89 | +2.99% |
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 Sensient Technologies Corp. (SXT) report earnings?
Sensient Technologies Corp. (SXT) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Sensient Technologies Corp. (SXT) earnings time?
Sensient Technologies Corp. (SXT) earnings time is at Jul 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SXT EPS forecast?
SXT EPS forecast for the fiscal quarter 2026 (Q2) is 1.04.