Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for International Flavors & Fragrances (IFF) is 6/10.
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.
Scored from International Flavors & Fragrances’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.77B | +2.5% | $-0.18 | +98.2% | 35.4% | 4.6% | -1.7% | $208M |
| FY2025 Q1 | $2.84B | -1.9% | $-3.98 | -1830.4% | 36.4% | -31.8% | -35.8% | $-52M |
| FY2025 Q2 | $2.76B | -4.3% | $2.38 | +260.6% | 37.3% | 7.2% | 22.1% | $146M |
| FY2025 Q3 | $2.69B | -7.9% | $0.16 | -30.4% | 36.5% | 8.4% | 1.5% | $30M |
| FY2025 Q4 | $2.59B | -6.6% | $0.07 | +138.9% | 34.4% | 4.4% | 1.2% | $130M |
| FY2026 Q1 | $2.74B | -3.6% | $0.66 | +116.6% | 37.1% | 10.2% | 6.2% | $92M |
| FY2026 Q2 | $1.95B | -29.3% | $0.19 | -92.0% | 43.7% | 8.1% | 2.6% | $286M |