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Givaudan SA (CH:GIVN)
:GIVN
Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
67.15Last Year’s EPS
63.85Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive picture: Givaudan delivered solid like-for-like sales growth (5.1%), strong free cash flow (>CHF 1 billion), continued outperformance in Fragrance & Beauty (Fine Fragrances +18.3%) and successful delivery of the 2021–2025 strategic cycle with meaningful ESG and R&D milestones. Headwinds included modest margin compression (gross margin -0.6 ppt), localized weaknesses in Fragrance Ingredients and parts of Taste & Wellbeing (Mexico, some APAC markets), FX impacts from a strong Swiss franc, nonrecurring costs and tariff-related uncertainty. Overall, the strengths — healthy organic growth, robust cash generation, improved leverage and proven strategy execution — materially outweigh the manageable challenges reported.Company Guidance
Strong Group Sales Growth
Group sales of CHF 7.472 billion in 2025, up 5.1% like-for-like (LFL) and +0.8% in Swiss francs versus prior year; growth achieved across markets and customer segments.
Robust Free Cash Flow and Shareholder Returns
Free cash flow of CHF 1,053 million (14.1% of sales), second consecutive year above CHF 1 billion; cumulative free cash flow since 2000 of CHF 13.9 billion; Board proposes dividend of CHF 72 per share (+2.9%), marking 25th consecutive dividend increase and total shareholder returns (dividends + buybacks) > CHF 9 billion.
High-Quality Profitability
Comparable EBITDA margin of 24.2% in 2025 (slightly below 24.5% in 2024) — still the second highest margin in the past 15 years; reported EBITDA CHF 1,751 million (local-currency EBITDA growth +4.5%).
Fragrance & Beauty Outperformance
Fragrance & Beauty sales CHF 3,830 million, +7.9% LFL; Fine Fragrances grew 18.3% LFL (virtually matching prior-year record), with Fine Fragrance business more than doubled versus 2019 on a LFL basis; Active Beauty now CHF 300 million of sales and entry into colour cosmetics via acquisition of b.kolor.
Taste & Wellbeing Resilience
Taste & Wellbeing sales CHF 3,642 million, +2.4% LFL against a very high prior-year comparable (>10% in 2024); division shows margin improvement to a comparable EBITDA margin of 21.7% (up from 21.3%).
Geographic Strength in High-Growth Markets
High-growth markets grew 8% in 2025 and now represent 49% of total sales; SAMEA, China, India and Brazil among strong contributors; EAME grew 7%, Asia Pacific +5% LFL.
Improved Leverage and Attractive Financing
Net debt of CHF 3.7 billion with weighted average interest rate of 1.94%; net debt-to-EBITDA improved to 2.1x from 2.3x in 2024, supporting M&A and strategic investment capacity.
Delivery on 2021–2025 Strategic Targets
Five-year results: average LFL growth of 6.8% (exceeding 4–5% target), comparable EBITDA average 22.9%, and average free cash flow >12% (12.5% achieved), indicating successful completion of the strategic cycle.
Material ESG and Innovation Milestones
Net-zero targets validated by SBTi; 50% absolute reduction in Scope 1 and 2 emissions vs 2015; 100% renewable electricity (achieved one year early); 87% of natural ingredients covered by Sourcing for Good; senior leadership diversity increased from 25% to 34% women; R&D investment approximately 8% of sales (~CHF 600 million).
Division-level Operating Strength
Fragrance & Beauty comparable EBITDA margin of 26.5% and EBITDA CHF 985 million (flat reported; +4.2% in local currency); Taste & Wellbeing comparable EBITDA margin improved to 21.7% with local-currency EBITDA growth of +4.8%.
CH:GIVN 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
CH:GIVN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | CHF3138.00 | CHF2926.00 | -6.76% |
Jul 22, 2025 | CHF3837.00 | CHF3627.00 | -5.47% |
Jan 24, 2025 | CHF3870.50 | CHF3749.70 | -3.12% |
Jul 23, 2024 | CHF4219.15 | CHF4056.12 | -3.86% |
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 (CH:GIVN) report earnings?
Givaudan SA (CH:GIVN) is schdueled to report earning on Jul 16, 2026, Before Open (Confirmed).
What is Givaudan SA (CH:GIVN) earnings time?
Givaudan SA (CH:GIVN) 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 the P/E ratio of Givaudan SA stock?
The P/E ratio of Givaudan SA is N/A.
What is CH:GIVN EPS forecast?
CH:GIVN EPS forecast for the fiscal quarter 2026 (Q2) is 67.15.