| IFF |
Report |
Revenue |
IN-LINE |
pred ~$2.600B vs. cons $2.606B |
MEDIUM |
| IFF |
Report |
Adjusted operating EBITDA |
MISS |
pred ~$510M vs. cons $516M |
MEDIUM |
| IFF |
Report |
Adjusted EPS ex-amortization |
MISS |
pred ~$1.07 vs. cons $1.09 |
MEDIUM |
| IFF |
Guide |
FY26 revenue |
BETTER |
guide $10.5B-$10.8B vs. cons $10.505B |
MEDIUM |
| IFF |
Guide |
FY26 adjusted operating EBITDA |
BETTER |
guide $2.05B-$2.15B vs. cons $2.074B |
MEDIUM |
| IFF |
Guide |
H2 demand / margin commentary |
UNCHANGED |
maintain recovery thesis; no stronger exit-rate |
LOW |
| IFF |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| IFF |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — near-term estimate pressure persists |
LOW |