International Flavors & Fragrances Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

IFF Enters Into Agreement to Sell Its Food Ingredients Business to CVC

AI-generated analysis

IFF has entered into an agreement to sell its Food Ingredients business to funds advised by CVC Capital Partners for approximately $4.3 billion in enterprise value, which represents a 10x EBITDA multiple. As part of the deal, IFF will retain a 10% minority equity stake...

Bullish Signals

  • Sells Food Ingredients business for $4.3B at 10x EV/EBITDA.
  • Retains 10% minority stake worth $200M for future upside.
  • Net cash proceeds of $3.8B target debt reduction and buybacks.
  • Focuses on Taste, Scent, Health & Biosciences for mid-single-digit growth.
  • Reiterates 2026 sales guidance of $10.5B-$10.8B.
  • Divestitures generated nearly $10B gross proceeds to improve balance sheet.
  • Expects normalized sales growth of 1%-4% and EBITDA growth of 3%-8%.
  • Food Ingredients business is a global leader with $3.1B annual sales.
  • IFF holds board seat in new company for strategic oversight.

Bearish Signals

  • Transaction dilutes adjusted EPS for first 12 months due to costs.
  • Net proceeds of $3.8B imply enterprise value reduction from $4.3B valuation.
  • Divestiture cuts annual sales by nearly $3.1B and EBITDA by $430M.
  • IFF retains 10% stake worth $200M, missing full divestiture value.
2
Somewhat Bullish +50

IFF Q1 Earnings Beat Estimates on Volume Growth & Productivity Gains

AI-generated analysis

IFF reported adjusted earnings of $1.25 per share for the first quarter of 2026, representing a 4.2% year-over-year increase that significantly beat the Zacks Consensus Estimate of $1.08 by 15.7%. While quarterly net sales declined 3.6% year over year to $2.741 billion, the performance on...

Bullish Signals

  • Adjusted earnings beat estimates by 15.7% at $1.25 per share.
  • Net sales rose 3% on volume gains across all segments.
  • Cost of goods sold dropped 5% year over year.
  • Gross margin expanded to 37.1% driven by pricing or mix.
  • R&D expenses fell 7.4% to $427 million.
  • Adjusted operating EBITDA grew 11.6% to $568 million.
  • Cash from operations surged to $257 million versus $1.27 million prior year.
  • Food Ingredients sales jumped 7.7% driven by volume increases.
  • Company reaffirmed full-year 2026 sales guidance of $10.5B-$10.8B.
  • Disciplined sale process progressing for Food Ingredients business.

Bearish Signals

  • Sales declined 3.6% year-over-year despite earnings beat.
  • Taste segment profitability fell 29% year-over-year.
  • Fragrance Ingredients decline offset consumer growth.
  • Operating cash flow volatility surged to $257m.
  • Capital reserves dropped from $590m to $562m.
  • Stock underperformed industry with 6% annual loss.
  • Elevated $4.74bn debt limits financial flexibility.
3
Bullish +75

International Flavors & Fragrances beats quarterly sales and profit estimates

AI-generated analysis

International Flavors & Fragrances (IFF) reported stronger-than-expected financial results for the first quarter of 2026, beating Wall Street estimates for both sales and adjusted earnings per share. The company's net sales reached $2.74 billion, surpassing the consensus analyst estimate of $2.64 billion, while adjusted profit...

Bullish Signals

  • Sales beat Wall Street estimates with $2.74B revenue.
  • EPS of $1.25 significantly topped the analyst forecast.
  • All four business segments drove volume growth.
  • Food ingredients operating EBITDA rose 12% in Q1.
  • Management executed a focused strategy on core businesses.
  • CEO noted strong cash flow generation in Q1.
  • Annual sales forecast range of $10.5B-$10.8B maintained.
  • Health and wellness spending sustained demand resilience.

Bearish Signals

  • Margins down 2% due to high input costs.
  • Contradictory sentiment signals weakness in fragrance division.
  • Divesting non-core businesses for $2.85 billion shift.
  • Heavy reliance on food ingredients despite scent pressure.
4
Bullish +75

IFF Reports First Quarter 2026 Results

AI-generated analysis

International Flavors & Fragrances (NYSE: IFF) reported first quarter 2026 results on May 7, 2026, indicating a solid start to the year with strong operational execution despite an unsettled operating environment. CEO Erik Fyrwald highlighted volume growth across all four business segments, improved profitability, and...

Bullish Signals

  • Solid Q1 2026 results with improved profitability and strong cash flow.
  • Volume growth in all four segments drove volume-neutral sales up 3%.
  • Adjusted operating EBITDA rose 8% on a comparable basis.
  • Company reaffirmed full-year 2026 guidance for $10.5-10.8B sales.
  • Cash flows from operations surged to $257 million year-over-year.
  • Food Ingredients divestiture is underway following March 2, 2026 closing.
  • Health Biosciences adjusted EBITDA increased 7% driven by volume growth.
  • Foreign exchange rates expected to add ~1% to full-year 2026 sales.

Bearish Signals

  • Net sales dropped 4% to $2.74 billion.
  • Scent EBITDA fell 2% due to cost pressures.
  • Divestiture will hurt 2026 sales by 5%.
  • Debt ratio of 7.2x remains elevated vs peers.
  • Guidance relies on volatile 1% currency gains.
5
Somewhat Bearish -25

International Flavors & Fragrances: Food Ingredients Sale Leaves An Aftertaste

AI-generated analysis

International Flavors & Fragrances Inc. (IFF) announced the divestiture of its Food Ingredients segment for a reported $4.3 billion, representing approximately 30% of the company's total sales and 20% of its EBITDA. The transaction values the segment at a roughly 10x EBITDA multiple, which is...

Bullish Signals

  • analysis.

Bearish Signals

  • Deal executed at 10x EBITDA multiple, financially dilutive vs internal valuation.
  • Near-term EPS dilution expected despite planned debt reduction and cost cuts.
  • Long-term performance disappointing with modest growth guidance post-deal.
  • Shares reacted little to selling 30% Food Ingredients sales, signaling skepticism.
6
Bullish +55

International Flavors & Fragrances Q3 Earnings Call Highlights

Acquisition Dividend Earnings report AI-generated analysis

International Flavors & Fragrances (IFF) raised its full-year 2026 outlook following a strong third quarter, projecting sales between $7.5 billion and $7.6 billion and adjusted operating EBITDA of $1.55 billion to $1.6 billion. The company reported third-quarter revenue growth of approximately 5% and an increase...

Bullish Signals

  • Raised 2026 sales guidance to $7.5B–$7.6B and EBITDA to $1.55B–$1.6B.

Bearish Signals

  • Q4 margins decline due to softer health volumes and higher costs.
7
Bullish +65

Key facts: IFF Beats Q3; Raises Outlook, Completes Buyback - TradingView

Divestiture Earnings report Share buyback AI-generated analysis

International Flavors & Fragrances (IFF) reported strong third-quarter 2026 results, posting sales of $1.942 billion, a 4% year-over-year increase, and adjusted EBITDA of $403 million, up 5%. The company beat both sales and adjusted earnings per share expectations, driven by broad-based volume growth across its...

Bullish Signals

  • Sales and EPS beat expectations on volume growth.

Bearish Signals

  • Lower Q4 profitability expected due to higher costs and reinvestment needs.
  • Sale impacts results until deal closes in Q2 2027.
8
Somewhat Bullish +50

IFF Divests Food Ingredients Unit in Portfolio Shift

AI-generated analysis

International Flavors & Fragrances (IFF) has agreed to sell its Food Ingredients business unit to affiliates of CVC Capital Partners in a transaction valued at approximately $4.3 billion. The deal, announced on May 29, 2026, follows an agreement reached on May 28, 2026, and is...

Bullish Signals

  • IFF sells Food Ingredients business for $4.3B net cash proceeds.
  • Focus shifts to higher-growth Taste, Scent, and Health segments.
  • Proceeds used for debt reduction and share buybacks.
  • Reiterates 2026 sales and EBITDA guidance despite EPS dilution.
  • Divested 13 non-core businesses for nearly $10B gross proceeds.

Bearish Signals

  • Divestiture dilutes adjusted EPS for first 12 months.
  • Mixed analyst sentiment cites uneven earnings and cash conversion.
  • High P/E ratio with only modest dividend support.
9
Bullish +60

IFF Q1 Earnings Beat Estimates on Volume Growth & Productivity Gains

AI-generated analysis

International Flavors & Fragrances (IFF) reported first-quarter 2026 adjusted earnings of $1.25 per share, marking a 4.2% year-over-year increase that significantly exceeded the Zacks Consensus Estimate of $1.08 by 15.7%. While the company's quarterly net sales declined 3.6% to $2.741 billion compared to the prior-year...

Bullish Signals

  • IFF beat Q1 earnings expectations by 15.7%.
  • Net sales rose 3% with volume growth across all segments.
  • Gross margin expanded to 37.1% as COGS dropped 5%.
  • Operating EBITDA surged 11.6% quarter-over-quarter to $568 million.
  • Health & Bioscience segment sales grew 5% and EBITDA up 13.3%.
  • Operating cash flow rose sharply to $257 million.
  • Company reaffirmed full-year 2026 sales guidance of $10.5B-$10.8B.
  • EBITDA growth expected at 3-8% for fiscal 2026.

Bearish Signals

  • Sales declined 3.6% year over year.
  • Gross margin fell to 37.1% amid profit dips.
  • Taste operating EBITDA dropped 29% despite sales growth.
  • Shares lost 6% while peers grew 4.6%.
  • Cash reserves dropped to $562 million from $590 million.
10
Somewhat Bullish +50

IFF Q1 2026 Earnings Call Transcript

AI-generated analysis

International Flavors & Fragrances (IFF) reported its first quarter of 2026 financial results during an earnings call held on May 6, 2026, indicating a solid start to the year despite ongoing global economic uncertainties. CEO Erik Fyrwald highlighted that sales growth was driven primarily by...

Bullish Signals

  • Revenue exceeded $2.7 billion with consistent volume growth.
  • Health & Biosciences led with mid-single-digit sales growth.
  • Free cash flow improved via productivity initiatives.
  • Soy crush business sold to Bunge for $110 million.
  • LatAm expansion launched in Argentina and Brazil.
  • Full-year 2026 guidance reaffirmed despite uncertainty.

Bearish Signals

  • CEO warns Middle East conflict creates hostile macro environment through 2026.
  • Ongoing regional conflict threatens stability for the entire year ahead.
11
Neutral +10

IFF: Q3 Beat, Mixed Fundamentals | IFF Research | StockAlpha.ai

Earnings report Financial outlook AI-generated analysis

International Flavors & Fragrances Inc. (IFF) reported a modest earnings beat for Q3 2026, with EPS of $0.83 surpassing the consensus estimate of $0.813. The company highlighted strength in its Taste and Scent segments, which are driving margin improvement initiatives and supporting analyst optimism. Despite...

Bullish Signals

  • Q3 2026 EPS beat consensus at $0.83 vs $0.813.

Bearish Signals

  • P/E of 108.71x is well above peer norms.
12
Bullish +55

International Flavors & Fragrances Inc. (NYSE:IFF) Receives Average ...

AI-generated analysis

International Flavors & Fragrances Inc. (NYSE:IFF) has received a consensus 'Moderate Buy' rating from eighteen analysts, with thirteen issuing buy recommendations and five holding the stock. The average 12-month price target stands at $91.16. Recent brokerages including Jefferies, Barclays, and Oppenheimer have raised their price...

Bullish Signals

  • EPS of $1.25 beat estimates by $0.17.
  • Revenue of $2.74B exceeded expectations.
  • Major brokerages raised price targets in May.
  • Benchmark initiated 'buy' with $100 target.
  • Healthy 2.1% dividend yield and 48.93% payout.

Bearish Signals

  • Quarterly revenue dropped 3.6% year-over-year.
  • Price target cut from $74.00 to $71.00.
13
Bullish +75

IFF Selling Food Ingredients Biz to Investors for $4.3 Billion

AI-generated analysis

International Flavors & Fragrances (IFF) has agreed to sell its food ingredients business to funds managed by CVC Capital Partners for approximately $4.3 billion. The divested unit, which will operate under a new ownership structure, specializes in texturants, emulsifiers, plant-based solutions, and other specialty ingredients...

Bullish Signals

  • IFF sells food ingredients business to CVC for $4.3 billion.
  • Divested unit generated $3.1B sales and $430M earnings in 2025.
  • IFF retains 10% minority interest worth ~$200 million.
  • Transaction strengthens focus on Taste, Scent, and Health & Biosciences.
  • IFF simplified portfolio by divesting 13 non-core businesses.

Bearish Signals

  • IFF divests $3.1B food ingredients business, cutting 2025 revenue.
  • Company simplifies portfolio by divesting 13 non-core businesses.
14
Very Bullish +85

IFF Q1 Deep Dive: Volume Growth and Productivity Drive Margins Amid Portfolio Reshaping

AI-generated analysis

IFF reported better-than-expected Q1 CY2026 revenue of $2.74 billion, marking a 3.9% beat over estimates despite a year-over-year decline of 3.6%. The company’s non-GAAP profit per share surged to $1.25, significantly exceeding the analyst consensus of $1.07, while Adjusted EBITDA reached $568 million against expectations...

Bullish Signals

  • Non-GAAP profit surged 16.5% to $1.25/share.
  • Revenue beat expectations by 3.9%, reaching $2.74 billion.
  • Adjusted EBITDA exceeded forecasts by 9.9% to $568 million.
  • Operating margin improved dramatically to 10% from -31.8%.
  • Organic revenue grew 3% driven by volume growth.

Bearish Signals

  • Revenue guidance missed estimates by 0.6%.
  • Sales fell 3.6% year on year.
  • Commodity segment faces price competition and soft demand.
  • De-emphasizing external sales limits market growth.
  • Geopolitical risks and costs threaten profitability.
15
Somewhat Bullish +50

Is International Flavors & Fragrances (IFF) Undervalued On Its Debt Reduction Plan And Buyback?

Debt refinancing Share buyback AI-generated analysis

International Flavors & Fragrances (IFF) is currently the subject of renewed investor interest following a strategic plan to utilize cash from its pending Food Ingredients sale to reduce debt by late 2027. Concurrently, the company has authorized a new $2.5 billion share repurchase program, signaling...

Bullish Signals

  • Authorized $2.5B share repurchase program to return capital.

Bearish Signals

  • Health & Biosciences segment weakens recovery narrative.
  • Soft demand in North America and China risks revenue.
  • 2.2x sales multiple is a premium vs peers.
16
Slightly Bullish +15

International Flavors & Fragrances (NYSE:IFF) Price Target Raised to $95.00 - MarketBeat

Analyst upgrade Share buyback AI-generated analysis

Analyst Argus raised its price target for International Flavors & Fragrances (NYSE:IFF) to $95.00 from $85.00, maintaining a 'buy' rating and implying approximately 13.1% upside from the prior close. The brokerage's action contributes to a broader consensus of 'Moderate Buy' among twelve analysts with buy...

Bullish Signals

  • Argus raised price target to $95.00 with 'buy' rating.

Bearish Signals

  • Missed EPS expectations at $0.82 vs $1.07 consensus.
  • Revenue fell short at $1.95B vs $2.62B expected.
  • Executives sold stakes; EVP Deveau reduced by 62.93%.
17
Neutral +10

Nykredit A S Purchases Shares of 2,815,771 International Flavors & Fragrances Inc. $IFF - MarketBeat

AI-generated analysis

International Flavors & Fragrances Inc. (NYSE: IFF) reported second-quarter earnings that missed analyst expectations, posting $0.82 per share versus the consensus of $1.07 and revenue of $1.95 billion against estimates of $2.62 billion. Despite the miss, the company's shares opened near their 52-week high of...

Bullish Signals

  • Board approved $2.5B share repurchase program.
  • Maintained $0.40 quarterly dividend despite earnings misses.
  • Shares opened near 52-week high of $89.32.

Bearish Signals

  • Revenue of $1.95B trailed $2.62B estimate.
  • Insiders sold $1.32M shares in 90 days.
18
Bullish +65

Is International Flavors & Fragrances Inc. (IFF) the Best Basic Materials Stock To Buy Now?

AI-generated analysis

International Flavors & Fragrances Inc. (NYSE: IFF) is evaluated as a top-tier basic materials stock, ranking 10th on a list of ten best-in-class picks compiled by Insider Monkey. The company operates as the world's largest specialty ingredient producer, serving food, beverage, health, home goods, personal...

Bullish Signals

  • Record Q2 adjusted EBITDA growth of 15% year-over-year.
  • Raised full-year sales guidance to $11.1 billion–$11.3 billion.
  • Full-year adjusted operating EBITDA expected at $2.1 billion–$2.17 billion.
  • World's largest specialty ingredient producer with diverse portfolio.
  • Health segment accounts for nearly 25% of total revenue.

Bearish Signals

  • Overpayment for Frutarom and DuPont Nutrition Sciences hurt shareholder value.
  • Cyclical sector tied to economic conditions with recession worries.
  • China's shift to electric arc furnaces may reduce iron ore demand.
19
Somewhat Bullish +50

International Flavors & Fragrances Inc. (NYSE:IFF) Receives $91.16 ...

AI-generated analysis

International Flavors & Fragrances Inc. (NYSE:IFF) recently received an average broker recommendation of 'Moderate Buy' with a 12-month price objective of $91.16, according to MarketBeat.com. While five analysts hold the stock, thirteen have assigned buy or overweight ratings. Notable recent analyst actions include Citigroup lowering...

Bullish Signals

  • EPS beat consensus at $1.25 vs $1.08.
  • Revenue reached $2.74B, beating estimates of $2.64B.
  • Jefferies raised target to $105; Morgan Stanley to $95.
  • Institutional holdings grew 71.5% and 55.7% respectively.
  • Dividend yield stands at 2.0% with $1.60 annual payout.

Bearish Signals

  • Price target cut from $96 to $88.
  • Revenue declined 3.6% year-over-year.
  • Elevated P/E ratio of 23.94.
20
Bullish +62

SG Americas Securities LLC Has $16.46 Million Position in International Flavors & Fragrances Inc. $IFF - MarketBeat

AI-generated analysis

SG Americas Securities LLC increased its stake in International Flavors & Fragrances Inc. (NYSE: IFF) by 62.2% in the first quarter, ending with a position of 226,822 shares valued at approximately $16.46 million. The firm purchased an additional 86,963 shares during this period, bringing its...

Bullish Signals

  • EPS beat consensus at $1.25 vs $1.08 estimate.
  • Revenue hit $2.74B, beating the $2.64B forecast.
  • SG Americas increased position by 62.2% in Q1.
  • Carl Icahn raised stake to 4.75M shares ($292M).
  • Dodge & Cox holdings grew by 5.5% to $2.2B.
  • First Eagle lifted position by 27.5% in Q4.
  • Director Fribourg bought 260K shares for $19.3M.
  • Swiss Life grew position by 117.0% in Q4.
  • Analysts raised price targets to $90.00.
  • Quarterly dividend payout is $0.40 per share.

Bearish Signals

  • Revenue declined 3.6% to $2.74 billion.
  • Price target lowered from $95.00 to $90.00.
  • Stock trading down 1.3%.