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Sensient Technologies Corporation

Sensient Technologies Corporation

NYSE•SXT
CEO: Mr. Paul Manning
Sector: Basic Materials
Industry: Chemicals - Specialty
Listing Date: 1980-03-17
Sensient Technologies Corporation, together with its subsidiaries, develops, manufactures, and markets colors, flavors, and other specialty ingredients in North America, Europe, Asia, Australia, South America, and Africa. The company offers flavor-delivery systems, and compounded and blended products; ingredient products, such as essential oils, natural and synthetic flavors, and natural extracts; and chili powder, paprika, and chili pepper, as well as dehydrated vegetables comprising parsley, celery, and spinach to the food, beverage, and personal care industries. It also provides natural and synthetic color systems for use in foods, beverages, pharmaceuticals, and nutraceuticals; colors and other ingredients for personal care, such as active ingredients, solubilizers, and surface treated pigments; pharmaceutical and nutraceutical excipients, including colors, flavors, coatings, and nutraceutical ingredients; and technical colors for industrial applications under the Sensient Food Colors, Sensient Pharmaceutical Coating Systems, Sensient Cosmetic Technologies, and Sensient Specialty Markets trade names. Sensient Technologies Corporation was incorporated in 1882 and is headquartered in Milwaukee, Wisconsin.
Contact Information
777 East Wisconsin Avenue, Suite 1100, Milwaukee, WI, 53202-5304, United States
414-271-6755
www.sensient.com
Market Cap
$4.09B
P/E (TTM)
29.5
18.8
Dividend Yield
1.7%
52W High
$121.54
52W Low
$66.15
52W Range
55%
Rank26Top 9.6%
5.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$412.11M+4.97%
4-Quarter Trend

EPS

$0.87+11.54%
4-Quarter Trend

FCF

$24.21M-61.93%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Growth Driven By Pricing Nine month revenue reached $1.22B, growing 3.2% adjusted local currency, primarily due to higher selling prices across segments.
Net Earnings Increased 15.3% GAAP Net Earnings for nine months totaled $109.0M, showing strong 15.3% growth compared to the prior year period.
Color Segment Operating Income Rises Color segment operating income increased 20% to $111.5M for nine months, driven by volume and pricing gains in key product lines.
Improved GAAP Operating Margin GAAP Operating Margin improved to 13.9% (9M 2025) from 12.7% (9M 2024), reflecting better cost management relative to sales.

Risk Factors

Operating Cash Flow Significantly Decreased Net cash provided by operating activities fell to $83.3M (9M 2025) from $135.8M (9M 2024), impacted by inventory and compensation.
Portfolio Optimization Plan Costs POP costs totaled $9.5M YTD 2025; $44M incurred through September 30, 2025, impacting current period results.
Inflationary Input Cost Pressures Management notes increased costs for raw materials, shipping, and labor, posing a risk if pricing actions are insufficient.
Uncertainty from Global Tariffs Potential for increased US tariffs and retaliatory actions creates uncertainty regarding raw material costs and future demand.

Outlook

Future Cost Savings Expected Portfolio Optimization Plan is anticipated to reduce annual operating costs by $8M to $10M, with full benefit realized after 2025.
Debt Structure Enhanced Flexibility Issued $60M senior notes and extended revolving credit facility maturity to June 2030, ensuring strong liquidity through 2030.
Segment Reporting Change Made Natural Ingredients line renamed Agricultural Ingredients within Flavors & Extracts segment to better distinguish color activities.
Strong Financial Position Maintained Company remains in compliance with loan covenants, expecting cash flow and debt capacity to meet future capital requirements.

Peer Comparison

Revenue (TTM)

Sasol LimitedSSL
$28.48B
-6.5%
Celanese CorporationCE
$9.71B
-7.3%
Cabot CorporationCBT
$3.71B
-7.0%

Gross Margin (Latest Quarter)

Perimeter Solutions, Inc.PRM
58.3%
-4.5pp
Balchem CorporationBCPC
35.7%
+0.1pp
Sensient Technologies CorporationSXT
34.3%
+1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
BCPC$5.07B34.412.1%9.4%
CE$4.59B-1.5-63.2%6.7%
PRM$4.11B52.66.7%1.3%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.1%
Moderate Growth
4Q Net Income CAGR
7.1%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 13, 2026
|
EPS:$0.78
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 4, 2025|
    Revenue: $412.11M+5.0%
    |
    EPS: $0.87+11.5%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $414.23M+2.7%
    |
    EPS: $0.89+21.9%
    Meet
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $392.33M+2.0%
    |
    EPS: $0.82+12.3%
    Meet
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 19, 2025|
    Revenue: $1.56B+6.9%
    |
    EPS: $2.96+33.3%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 5, 2024|
    Revenue: $392.61M+7.9%
    |
    EPS: $0.78+4.0%
    Meet
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $403.53M+7.8%
    |
    EPS: $0.73-9.9%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 7, 2024|
    Revenue: $384.67M+4.2%
    |
    EPS: $0.73-8.8%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 22, 2024|
    Revenue: $1.46B+1.4%
    |
    EPS: $2.22-33.9%
    Beat