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Sensient (SXT) investor relations material
Sensient Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q4 2025 consolidated revenue grew 4.5% year-over-year to $393.4 million, with local currency revenue up 2.0%.
Adjusted EBITDA increased 3.2% to $63.0 million, while adjusted diluted EPS rose 10.8% to $0.72; reported GAAP diluted EPS declined 15.5% to $0.60.
Portfolio Optimization Plan costs impacted Q4 2025 results by $6.3 million, affecting operating income and margins.
All business groups delivered adjusted local currency operating profit growth in 2025, with Color Group leading performance.
Natural color conversion identified as the largest growth opportunity, with significant investments and a strong sales pipeline.
Financial highlights
Q4 2025 adjusted operating income was $44.5 million, up 3.8% year-over-year; adjusted net earnings rose 11.8% to $30.6 million.
Adjusted EBITDA margin for Q4 2025 was 16.0%, down 20 bps from Q4 2024.
Cash flow from operations in 2025 was $127.8 million, down from $157.2 million in 2024, mainly due to higher working capital use.
Net debt to adjusted EBITDA was 2.3x at year-end 2025.
Dividend paid per share was $1.64 for 2025, unchanged from 2024.
Outlook and guidance
2026 guidance projects mid-single-digit to double-digit growth in local currency revenue and adjusted EBITDA, with stronger growth in the second half.
Adjusted EPS expected to grow mid- to high single digits; GAAP diluted EPS expected between $3.60 and $3.80.
Capital expenditures planned at $150–$170 million in 2026, with $225–$250 million for natural color conversion through 2028.
Interest expense for 2026 expected to be ~$36 million; tax rate ~25%.
Foreign currency impact expected to be immaterial for 2026.
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