| IFF |
Report |
Q2 2026 Net Sales |
BEAT |
pred ~$2.72B vs. cons $2.68B |
MEDIUM |
| IFF |
Report |
Q2 2026 Adjusted Operating EBITDA |
BEAT |
pred ~$540M vs. cons $525M |
MEDIUM |
| IFF |
Report |
Q2 2026 Adjusted EPS ex-amortization |
BEAT |
pred ~$1.17 vs. cons $1.14 |
MEDIUM |
| IFF |
Guide |
FY2026 Net Sales guidance |
UNCHANGED |
guide ~$10.65B (midpoint of $10.5-10.8B) vs. cons $10.62B (FY2026) |
MEDIUM |
| IFF |
Guide |
FY2026 Adjusted Operating EBITDA guidance |
UNCHANGED |
guide ~$2.10B (midpoint of $2.05-2.15B) vs. cons $2.08B (FY2026) |
MEDIUM |
| IFF |
Guide |
FY2026 Free Cash Flow guidance/commentary |
BETTER |
guide ~$750M (reiterated y/y improvement) vs. cons ~$700M (FY2026) |
LOW |
| IFF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| IFF |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Initial pop from a likely EPS/EBITDA beat (consistent with IFF's beat history and positive Zacks ESP) should fade over the week as analysts digest reaffirmed-but-unchanged full-year guidance that still embeds a flagged sequential EBITDA step-down, lingering Middle East-driven Fine Fragrance softness, and the dilutive/complex CVC Food Ingredients divestiture overhang (12-month EPS dilution, stranded costs, ~1-year-out close). These out-period puts-and-takes typically cause sell-side models to trim H2/FY2027 estimates even after a clean beat, capping follow-through. |
LOW |