International Flavors & Fragrances Inc.

(New York Stock Exchange)
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Somewhat Bullish +50

International Flavors (IFF) Q1 Earnings and Revenues Beat Estimates

AI-generated analysis

📈 International Flavors (IFF) reported Q1 earnings of $1.25 per share, beating the Zacks Consensus Estimate of $1.08 per share.

💰 This represents a 16.01% positive earnings surprise compared to last quarter's negative surprise of -5.88%.

📊 The company generated $2.74 billion in revenue for the quarter, which exceeded consensus estimates by 3.44%.

🏆 IFF has surpassed consensus EPS and revenue estimates three out of the last four quarters.

📉 Stock performance context shows IFF shares added about 4% YTD versus the S&P 500's gain of 5.2%.

⚖️ Current estimate revisions are mixed, resulting in a Zacks Rank #3 (Hold) for the stock.

💡 Future stock movement depends on management commentary and potential changes in earnings estimate trends.

🔮 The current consensus EPS expectation is $1.15 for the next quarter on $2.74 billion in revenue.

🏭 IFF belongs to the Zacks Chemical - Specialty industry, which is ranked in the bottom 27% of all industries.

📅 Peer company Neo Performance Materials (NOPMF) is scheduled to report earnings on May 12.

🚀 NOPMF is expected to show a significant 137.5% year-over-year increase in earnings per share of $0.19.

💹 NOPMF's revenue is projected at $130.33 million, representing a 7.2% increase from the prior year.

Bullish Signals
  • International Flavors reported quarterly earnings of $1.25 per share, beating the Zacks Consensus Estimate of $1.08 per share by 16.01%.
  • The company surpassed consensus revenue estimates for four consecutive quarters with Q1 revenues reaching $2.74 billion.
  • Over the last four quarters, IFF has beaten earnings estimates three times, demonstrating a consistent track record of meeting or exceeding analyst expectations.
  • IFF shares have gained about 4% since the beginning of the year, outperforming the market momentum relative to its peer group expectations.
  • The company belongs to the Zacks Chemical - Specialty industry, which offers exposure to food, cosmetics, and consumer products sectors.
Risk Factors
  • International Flavors shares have underperformed the broader market, gaining only about 4% since the start of the year versus the S&P 500's gain of 5.2%.
  • The Zacks Industry Rank for Chemical - Specialty places it in the bottom 27% of industries, a sector where research indicates underperformance relative to the top half.
  • Ahead of the earnings release, estimate revision trends were mixed, resulting in a Zacks Rank #3 (Hold) which implies shares are expected to merely track with the market rather than outperform.
  • While quarterly revenue fell year-over-year to $2.74 billion from $2.84 billion, this decline occurred despite beating consensus estimates by 3.44%.
Full Analysis
International Flavors & Fragrances Inc. (IFF) reported first-quarter earnings of $1.25 per share, surpassing the consensus estimate of $1.08 and marking a significant increase from the $1.20 per share earned a year ago after adjusting for non-recurring items. This quarterly performance represents an earnings surprise of 16.01%, following a miss in the prior quarter where the company posted $0.80 against an expectation of $0.85. Over the last four quarters, IFF has beaten analyst consensus estimates on earnings per share three times, while revenue figures for the quarter ended March 2026 reached $2.74 billion, beating estimates by 3.44% and trailing only slightly behind the year-ago total of $2.84 billion. The company has also topped revenue expectations in four consecutive quarters, demonstrating consistent performance against analyst projections. Shares of International Flavors have gained approximately 4% since the start of the year, though this underperforms the S&P 500's gain of 5.2%. While current results are strong, future stock movement will depend on management's commentary during the earnings call and shifts in analysts' expectations. Based on the mixed trend of estimate revisions ahead of this release, the Zacks Rank for IFF remains a "Hold" (Rank #3), suggesting shares may perform in line with the broader market in the near term. The current consensus expects $1.15 per share earnings and $2.74 billion in revenue for the coming quarter, along with full-year estimates of $4.42 per share on $10.65 billion in revenue. The industry context remains a relevant factor for investors, as IFF operates in the Chemical - Specialty sector, which is currently ranked in the bottom 27% of all Zacks industries, with top-ranked industries historically outperforming bottom ones by more than two to one. Investors are also advised to note that another peer, Neo Performance Materials Inc. (NOPMF), has yet to report its quarter ended March 2026 but is expected to release results on May 12 with projected earnings of $0.19 per share and revenues of $130.33 million. These combined data points highlight IFF's recent strength while situating its future prospects within the broader industry dynamics and upcoming peer reporting schedule.