Sensient Technologies Corporation (SXT) Earnings
Sensient Technologies Corporation is expected to report next earnings on July 24, 2026 (in NaN days), with a consensus EPS estimate of $1.00. SXT has beaten EPS estimates in 6 of its last 12 reported quarters (average surprise +12.9% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 24, 2026 | $0.80 | $1.04 | +30.0% | $436M | +6.0% |
| Feb 13, 2026 | $0.78 | $0.72 | -7.7% | $393M | -5.4% |
| Oct 31, 2025 | $0.79 | $0.96 | +22.3% | $412M | +4.1% |
| Jul 25, 2025 | $0.88 | $0.94 | +6.8% | $414M | -0.8% |
| Apr 25, 2025 | $0.82 | $0.86 | +4.9% | $392M | -4.8% |
| Feb 14, 2025 | $0.64 | $0.65 | +1.6% | $376M | -5.8% |
| Oct 25, 2024 | $0.80 | $0.80 | +0.0% | $393M | +3.7% |
| Jul 26, 2024 | $0.82 | $0.77 | -6.1% | $404M | +2.2% |
| Apr 26, 2024 | $0.70 | $0.79 | +12.9% | $385M | +4.6% |
| Feb 8, 2024 | $0.55 | $0.51 | -7.3% | $349M | -5.8% |
| Oct 20, 2023 | $0.75 | $0.75 | +0.0% | $364M | -0.2% |
| Jul 21, 2023 | $0.88 | $0.81 | -8.0% | $374M | -2.2% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 24, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Strong start to 2026 with 7% local currency revenue growth, 10% local currency adjusted EBITDA growth, 14% local currency adjusted EPS growth. • Color Group has 12.3% local currency revenue growth and 13.2% local currency operating profit growth, commercial activity around natural color conversions strong. • Flavors & Extracts Group has 1.7% local currency revenue growth and 5.1% local currency operating profit growth. • Asia Pacific Group has 4.7% local currency revenue growth and 14.5% local currency operating profit growth. • Strong new sales wins across groups, sales pipelines growing. • Preparations for U.S. wholesale conversion to natural colors priority, $1 billion natural color sales goal. • Continuing investments in production capacity, product portfolio optimization, resilient supply chain. • Innovative technologies like Avalanche (clean label alternatives to titanium dioxide) and extrusion stable natural colors highlighted.
Guidance
• Increase local currency revenue range to high single to double digits from mid-single to double digits. • Increase local currency adjusted EBITDA and EPS growth range to high single to double-digit rates from mid-single to double-digit and mid-single to high single-digit respectively. • Expect consolidated capital expenditures of $150 million to $170 million in 2026. • Anticipate increase in natural color working capital and aim to significantly improve ROIC to mid-teens over next few years. • No share buybacks anticipated at this time.
Segment performance
Color Group: 12.3% local currency revenue growth, 13.2% local currency operating profit growth, adjusted EBITDA margin 24.4%, expects double-digit local currency revenue growth in 2026. Flavors & Extracts Group: 1.7% local currency revenue growth, 5.1% local currency operating profit growth. Asia Pacific Group: 4.7% local currency revenue growth, 14.5% local currency operating profit growth, adjusted EBITDA margin 26.1%.
Risks & headwinds
• Monitoring situations like conflict in Iran, working to mitigate potential supply chain risks from fuel and commodity price increases. • Input inflation including logistical inflation from energy, packaging with petroleum-based inputs, and potential impact on synthetic and natural color raw materials.
Analyst Q&A
Q: Just give more color on what drove first quarter results, was it faster conversions, load-in benefit, etc.?
A: More wins than thought, including natural color wins, Asia Pacific wins, and less tariff distortions.
Q: How to think about cadence of growth in segments from 2Q through 4Q?
A: Q2 should look similar to Q1, Q4 may see inflection point in natural colors.
Q: Confidence around timeline of natural color conversions now vs 3 months ago?
A: Very confident, no slowdown at customers, many committed.
Q: Margins in Color Group, expectations for 2Q, 3Q, 4Q?
A: EBITDA flat for quarter, variables like capital expenditures and revenue flow affect margins, net-net for year likely flattish.
Q: Companies getting more competitive, solidifying plans sooner?
A: Bulk of activity in 2027, significant in 2026, competitors may push activity, tipping point possible.
Q: FDA involvement with natural colors?
A: FDA involved with approval process for natural colors, many petitions and approvals, active process.
Q: Update on revenue related to conversion of synthetic colors?
A: Invoiced about $20 million of natural color conversions in U.S. over last 9 months.
Q: EPS guidance, understanding of upgrade?
A: Raised guidance due to strong revenue control, but factors like interest expense, tax rate, and FX affect EPS.
Q: Inputs, expectations for this year?
A: Need to take pricing to address input inflation, including logistical, packaging, and raw material costs for synthetic and natural colors.
Q: 2Q guide and impact of transport logistics?
A: Not assuming negative impact or pricing in Q2, but expecting to address inflation with pricing.