| IFF |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$527M vs. cons $516M (+2.1%) |
MEDIUM |
| IFF |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$2,625M vs. cons $2,606M (+0.7%) |
MEDIUM |
| IFF |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$0.71 vs. cons $0.662 (+7.2%) |
MEDIUM |
| IFF |
Guide |
FY 2026 Revenue (FY 2026) |
UNCHANGED |
guide reaffirm $10.5B-$10.8B vs. cons $10.505B |
HIGH |
| IFF |
Guide |
FY 2026 Adj. EBITDA (FY 2026) |
UNCHANGED |
guide reaffirm $2.05B-$2.15B vs. cons $2.074B |
HIGH |
| IFF |
Guide |
Food Ingredients Divestiture |
BETTER |
deal signed/advanced vs. no deal in estimates |
LOW |
| IFF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| IFF |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — Archetype B: beat + maintain triggers estimate drift lower as H2 burden becomes visible; short-covering provides a floor vs. worst historical outcomes |
MEDIUM |