| IFF |
Report |
Q2 revenue |
MISS |
pred ~$2.68B vs. cons $2.73B |
MEDIUM |
| IFF |
Report |
Q2 adjusted operating EBITDA |
IN-LINE |
pred ~$532M vs. cons $536M |
MEDIUM |
| IFF |
Report |
Q2 adjusted EPS ex-amortization |
MISS |
pred ~$1.08 vs. cons $1.12 |
MEDIUM |
| IFF |
Guide |
FY2026 sales guidance |
UNCHANGED |
guide ~$10.65B vs. cons $10.67B (FY2026) |
HIGH |
| IFF |
Guide |
FY2026 adjusted operating EBITDA guidance |
UNCHANGED |
guide ~$2.10B vs. cons $2.10B (FY2026) |
MEDIUM |
| IFF |
Guide |
Food Ingredients sale net-proceeds commentary |
UNCHANGED |
guide ~$3.8B vs. cons $3.8B (closing by Q2 2027) |
HIGH |
| IFF |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| IFF |
Return |
5-day cumulative residual |
-1.1% (FADE) |
A modest sales/EPS shortfall and weak Scent mix should drive an initial de-risking, but retained FY2026 midpoint EBITDA guidance of ~$2.10B versus consensus ~$2.10B limits out-period estimate cuts; the initial reaction should partially fade as investors focus on price recovery and the ~$3.8B Food Ingredients proceeds. |
MEDIUM |