| IFF |
Report |
Q2 2026 sales |
BEAT |
pred ~$2.720B vs. cons $2.692B |
MEDIUM |
| IFF |
Report |
Q2 2026 adjusted operating EBITDA |
BEAT |
pred ~$537M vs. cons $530M |
MEDIUM |
| IFF |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$1.14 vs. cons $1.12 |
MEDIUM |
| IFF |
Guide |
FY2026 sales guidance |
UNCHANGED |
guide ~$10.5B-$10.8B vs. cons $10.74B (FY2026) |
HIGH |
| IFF |
Guide |
FY2026 adjusted operating EBITDA guidance |
UNCHANGED |
guide ~$2.05B-$2.15B vs. cons $2.107B (FY2026) |
HIGH |
| IFF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| IFF |
Return |
5-day cumulative residual |
+0.9% (FADE) |
A modest Q2 EBITDA beat of ~$537M vs. $530M consensus and confirmation that Q2 was the trough should support day 1, but an unchanged FY2026 EBITDA midpoint of ~$2.10B vs. $2.107B consensus implies only ~$995M of H2 EBITDA versus approximately $1.009B embedded before the report, creating modest out-period estimate cuts and a five-day fade. |
MEDIUM |