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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Lisa Neve | Morgan Stanley | 6 | 0% |
| Ghansham Panjabi | Robert W. Baird | 6 | 33% |
| Kristen Owen | Oppenheimer | 6 | 0% |
| Nicola Tang | BNP Paribas | 6 | 17% |
| Josh Spector | UBS | 5 | 40% |
| John Roberts | Mizuho Securities | 5 | 20% |
| Mike Sison | Wells Fargo | 5 | 40% |
| Laurence Alexander | Jefferies | 4 | 0% |
| Lauren Lieberman | Barclays | 4 | 25% |
| Salvator Tiano | Bank of America | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 2 | 6 | 0% |
| Barclays | 3 | 6 | 17% |
| Robert W. Baird | 1 | 6 | 33% |
| UBS | 2 |
| 6 |
| 33% |
| Vertical Research Partners | 2 | 6 | 17% |
| Wells Fargo | 2 | 6 | 33% |
| BNP Paribas | 1 | 6 | 17% |
| Deutsche Bank | 2 | 6 | 0% |
IFF delivered Q1 revenue of over $2.7 billion with 3% currency-neutral growth and its highest EBITDA margin since Q2 2022 at 20.7% as all segments contributed to growth. The food ingredients sale process advanced with strong buyer interest, and free cash flow improved meaningfully year-over-year. Management reiterated full-year guidance while flagging Middle East conflict headwinds for Q2 fine fragrance and rising energy, logistics, and raw material inflationary pressures.
Demand | Margin | Competitive Dynamics | Revenue Growth | M&A | Capital Allocation | Innovation & R&D | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 6 | 2 | 6 | 2 | 2 | 2 | 2 |
| 2025Q1 | 6 | 2 | 2 | 2 | 1 | 3 | 2 | 3 |
| 2025Q2 | 7 | 2 | 4 | 4 | 4 | 2 | 3 | 1 |
| 2025Q3 | 5 | 3 | 4 | 1 | 4 | 4 | 2 | |
| 2025Q4 | 5 | 5 | 3 | 2 | 2 | 2 | 4 | 2 |
| 2026Q1 | 4 | 3 | 4 | 2 | 2 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 2 | 6 | 7 | 5 | 5 | 4 |
| Margin | 6 | 2 | 2 | 3 | 5 | 3 |
| Competitive Dynamics | 2 | 2 | 4 | 4 | 3 | 4 |
| Revenue Growth | 6 | 2 | 4 | 1 | 2 | 2 |
| M&A | 2 | 1 | 4 | 4 | 2 | 2 |
| Capital Allocation | 2 | 3 | 2 | 4 | 2 | 2 |
| Innovation & R&D | 2 | 2 | 3 | 2 | 4 | 1 |
| Cost Pressure | 2 | 3 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IFF International Flavors & Fragrances | 6 | -3.6% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |