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Sensient Technologies Corp. (SXT)
NYSE:SXT
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.83Last Year’s EPS
0.86Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive long-term growth story centered on a large natural color conversion opportunity, strong Color Group momentum, margin expansion historically, improved cash flow, and disciplined balance sheet targets. There are near-term headwinds—weather-related agricultural losses, tariff-driven supply disruptions in Asia Pacific, a modest revenue decline and Q4 profit pressure in Flavors & Extracts, and planned elevated investment that will pressure profit leverage and increase debt/interest expense in 2026. Management provided clear guidance and a multi-year investment plan to capture a material market opportunity and expects significant revenue acceleration and margin leverage in H2 2026 and beyond.Company Guidance
Full-Year Revenue and Profit Growth (2025)
Consolidated full-year local currency revenue grew 3% in 2025; adjusted EBITDA grew 10% (local currency) and adjusted EPS grew 15% (local currency). Consolidated adjusted EBITDA margin improved by ~100 basis points year-over-year.
Color Group Outperformance
Color Group delivered 7.4% local currency revenue growth and 16.9% local currency operating profit growth for 2025. Adjusted EBITDA margin expanded to 23.7% from 22.1% (+160 bps). Q4 showed record new sales and 7% local currency revenue growth.
Natural Color Opportunity and Pipeline
Management emphasized natural color conversions as the single largest opportunity in company history: ~ $100M of synthetic color revenue has conversion potential. Management expects substantial natural color conversion revenue in Q3/Q4 2026 and targets a $1,000,000,000 sales goal, supported by continued R&D and scale investments.
Flavors Product Line Strength
Within the Flavors & Extracts group, flavors, extracts and flavor ingredients reported 3.4% local currency revenue growth for 2025 and significant local currency operating profit growth. The group's adjusted EBITDA margin increased to 16.7% (+60 bps vs prior year).
Asia Pacific Recovery Signs & Margin Improvement
Asia Pacific Group grew local currency revenue 2.4% and operating profit 3.8% for 2025. Q4 adjusted EBITDA margin was 22.6%, up 90 basis points vs prior year's Q4, and management expects a rebound into H2 2026 as tariff/logistics disruptions ease.
Cash Flow and Balance Sheet
Q4 cash flow from operations improved to $45.0M versus $21.0M prior-year quarter. Full-year capital expenditures were $89.0M. Net debt to credit-adjusted EBITDA was 2.3x as of 12/31/2025, and management expects leverage to remain below 3x (high twos) by year-end despite planned investment spending.
Ambitious 2026 Guidance and Investment Plan
Management guided 2026 consolidated local currency revenue growth of mid single digit to double digit (Color high single to double digit; Flavors and Asia Pacific mid to high single digits). Planned consolidated CapEx of $150M–$170M in 2026 and total natural color conversion CapEx of $225M–$250M between 2025–2028.
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 |
|---|---|---|---|
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% |
Apr 25, 2025 | $78.81 | $89.48 | +13.54% |
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 Apr 24, 2026, Before Open (Confirmed).
What is Sensient Technologies Corp. (SXT) earnings time?
Sensient Technologies Corp. (SXT) earnings time is at Apr 24, 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 SXT EPS forecast?
SXT EPS forecast for the fiscal quarter 2026 (Q1) is 0.83.