Sensient
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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.
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Q4 2025 earnings summary13 Feb, 2026

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.

Outlook for agricultural ingredients volume
Portfolio Optimization Plan's expected impact
Drivers of increased 2025 CapEx?
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Frequently asked questions

Sensient Technologies Corporation, develops, manufactures, and markets colors, flavors, and other specialty ingredients primarily in the United States and Canada. It serves food and beverage, pharmaceutical, cosmetics and home products industries; and institutional market customers. Sensient Technologies Corporation has strategic collaboration agreements with partners to develop new products or optimize processes by creating customized solutions for specific customer applications.

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