| IFF |
Report |
Adjusted EPS (ex-amortization) |
BEAT |
pred ~$1.18 vs. cons $1.14 |
MEDIUM |
| IFF |
Report |
Adjusted Operating EBITDA |
IN-LINE |
pred ~$540M vs. cons ~$535M |
MEDIUM |
| IFF |
Report |
Revenue |
IN-LINE |
pred ~$2.65B vs. cons ~$2.64B |
MEDIUM |
| IFF |
Guide |
FY2026 Adjusted Operating EBITDA guide |
UNCHANGED |
guide ~$2.05-2.15B (reaffirm midpoint ~$2.10B) vs. cons ~$2.10B (FY2026) |
HIGH |
| IFF |
Guide |
FY2026 Sales guide |
UNCHANGED |
guide ~$10.5-10.8B vs. cons ~$10.65B (FY2026) |
HIGH |
| IFF |
Guide |
H2 recovery / Scent-Middle East cadence commentary |
BETTER |
guide H2 EBITDA rebound off Q2 trough ~$540M vs. implied cons ~$535M (H2 2026) |
MEDIUM |
| IFF |
Guide |
Food Ingredients/CVC $3.8B proceeds use (buybacks + ~2.5x leverage) |
UNKNOWN |
guide ~$3.8B net proceeds, ~2.5x net leverage vs. cons ~2.5x (post-close by Q2 2027) |
LOW |
| IFF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| IFF |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Q2 is a pre-telegraphed trough, so a modest EPS beat plus reaffirmed FY guide clears a low bar and lifts the stock ~1-2% day 1. But with shares already up ~18% YTD and near highs, and the print embedding an implicit soft Q2 (in-line EBITDA, not a raise), out-period estimates barely move — no upward revision fuel. The CVC deal and H2/Health-turnaround narrative are already priced, so the initial pop holds rather than compounds; risk of a small fade if Middle East/Fine Fragrance commentary sounds cautious. Net: stabilize near the day-1 level. |
LOW |