International Flavors & Fragrances (IFF)

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International Flavors & Fragrances (IFF) — Tellvest

Top Analysts & Firms

Most Active Analysts

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%

Most Active Firms

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

Latest Quarter Insights

2026 Q1

Sentiment

6/10

How this score was built

Base4Transcript+1EPS+1Guidance0Final6

How this score was built

Base4Transcript+1

Macro Signals

→Consumer Spending↓Trade & Tariffs↑FX

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.

Key Themes7

positive📊 company

Solid 3% CCN Growth With All Segments Contributing

IFF delivered revenue of greater than $2.7 billion with 3% comparable currency-neutral sales growth driven by volume improvements across all businesses, led by mid-single-digit H&B growth and low single-digit gains in Taste, Food Ingredients, and Scent.

Revenue GrowthDemand

positive📊 company

Highest EBITDA Margin Since Q2 2022 At 20.7%

Adjusted operating EBITDA totaled $568 million, an 8% increase, with EBITDA margin improving 110 basis points to 20.7%, the highest level since Q2 2022, driven by volume growth, productivity gains, and favorable pricing.

MarginCost Pressure

positive📊 company

Q&A Topicsfrequency by quarter

	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

Analyst Q&A14 analysts · 14 questions · 14% challenge

Anojja ShahUBS

can you give us a little more detail there, maybe some of the moving parts to get to what you're guiding to for Q2?

View in transcript →

Edlain RodriguezMizuho Securities

the Ingredients business continues to be the weak link, it seems like. Like how should we think about that business now

View in transcript →

View Basic Materials sector trends →View Chemicals - Specialty industry trends →

Industry PeersChemicals - Specialty

Company	Score	Rev YoY	Headline
IFF International Flavors & Fragrances	6	-3.6%	Solid 3% CCN growth with all segments contributing
ALB Albemarle Corporation	9	+32.7%	Revenue surges 33% with adjusted EBITDA more than doubling
APD Air Products	9	+8.8%	Volume-Driven Revenue and Earnings Growth
DD DuPont	6	-45.2%	Strong Start to 2026 with Beat and Raise
ECL Ecolab	7	+10.0%	Adjusted EPS grows 13% with accelerating organic momentum
LIN Linde plc	9	+8.3%	Margin expansion on track at upper end of range
LYB LyondellBasell	4	-6.3%	Middle East conflict disrupts >20% of global PE/PP capacity
PPG PPG Industries	6	+6.7%	Fifth consecutive quarter of organic growth despite challenging macro
SHW The Sherwin-Williams Company	6	+6.8%	Aggressive share gains across all segments

Shared themes this quarter

IFALAPDDECLILYPPSH

Demand

IFALAPDDECLILYPPSH

Macro signal alignment

Consumer spending

IFF ALB↑ DD LYB PPG

Supply chain

ALB APD↓ LIN↓ LYB↓ SHW

Trade & tariffs

↓ IFF↓ APD↓ DD LYB↓ PPG