Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ghansham Panjabi | Robert W. Baird | 7 questions · 29% challenging |
| Kristen Owen | Oppenheimer | 7 questions · 0% challenging |
| Nicola Tang | BNP Paribas | 7 questions · 14% challenging |
| Lisa De Neve | Morgan Stanley | 7 questions · 0% challenging |
| Laurence Alexander | Jefferies | 6 questions · 17% challenging |
| John Roberts | Mizuho Securities | 6 questions · 17% challenging |
| Josh Spector | UBS | 6 questions · 50% challenging |
| Lauren Lieberman | Barclays | 5 questions · 20% challenging |
| Mike Sison | Wells Fargo | 5 questions · 40% challenging |
| Salvator Tiano | Bank of America | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 2 analysts | 7 questions · 0% challenging |
| Barclays | 3 analysts | 7 questions · 14% challenging |
| Robert W. Baird | 1 analyst | 7 questions · 29% challenging |
| UBS | 2 analysts | 7 questions · 43% challenging |
| Vertical Research Partners | 2 analysts | 7 questions · 14% challenging |
| Wells Fargo | 3 analysts | 7 questions · 29% challenging |
| BNP Paribas | 1 analyst | 7 questions · 14% challenging |
| Deutsche Bank | 2 analysts | 7 questions · 0% challenging |
No 8-K events recorded for this window.
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 | Capital Allocation | M&A | Innovation & R&D | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 6 | 2 | 6 | 2 | 2 | 2 | 2 |
| 2025Q1 | 6 | 2 | 2 | 2 | 3 | 1 | 2 | 3 |
| 2025Q2 | 7 | 2 | 4 | 4 | 2 | 4 | 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 |
| Capital Allocation | 2 | 3 | 2 | 4 | 2 | 2 |
| M&A | 2 | 1 | 4 | 4 | 2 | 2 |
| Innovation & R&D | 2 | 2 | 3 | 2 | 4 | 1 |
| Cost Pressure | 2 | 3 | 1 | 2 | 2 |
Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for International Flavors & Fragrances (IFF), FY2026 Q1: 6/10. Scores: International Flavors & Fragrances’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: IFF daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY -3.59% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What IFF and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we announced the closing of our acquisition of IFF's soy protein, lecithin and processing business.”
Bunge closed its acquisition of IFF's soy protein, lecithin and processing business, meaning IFF divested those ingredient assets to sharpen its own portfolio.
“In March, we completed the divestiture of our commodity soy crush, concentrates and lecithin business to Bunge for $110 million.”
IFF sold its commodity soy crush, concentrates and lecithin business to Bunge for $110 million, expanding Bunge's ingredient/oilseed footprint via a bolt-on acquisition.
| 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% |