INTERNATIONAL FLAVORS & FRAGRANCES INC
International Flavors & Fragrances (IFF) reported Q2 2026 revenue from continuing operations of $1.95 billion, up 6% currency-neutral, and adjusted EPS ex amortization of $0.82. Adjusted operating EBITDA was $408 million. The company plans a $4.3 billion Food Ingredients divestiture, $1B+ debt reduction, and a $2.5 billion share buyback. 2026 guidance: revenue $7.4B-$7.6B, EBITDA $1.53B-$1.60B.
Barclays analyst Lauren Lieberman said the fine fragrance market remains strong and is growing more normalized after prior double-digit gains. Takasago attributed progress to global growth and expects continued strength in China and Southeast Asia. Supplier updates showed IFF low-single-digit fine fragrance growth, DSM-Firmenich double-digit like-for-like H1 gains, Givaudan 7.3% like-for-like H1, and Symrise midsingle-digit Q2 decline. Takasago reported FY26-27 Q1 overall sales up 14.3% to 65.81
International Flavors & Fragrances (IFF) reported Q2 results driven by volume growth in Scent, Taste, and Health & Biosciences, with productivity improvements and margin discipline. Q2 revenue fell to $1.95B vs $2.61B estimates, and adjusted EPS was $0.82 vs $1.12. Full-year revenue guidance was cut to $7.5B midpoint from $10.65B. CEO said Food Ingredients divestiture is likely the last major portfolio change.
Over the past 7 days, alphai's AI scored 3 news stories mentioning IFF (INTERNATIONAL FLAVORS & FRAGRANCES INC). Coverage has been balanced: 1 bullish, 1 neutral, and 1 bearish.
Recent IFF coverage spans earnings, financial news and sector analysis.
In the last 30 days, IFF insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($840K). The most active reporter was Birenkrant Marc, Controller & CAO, with 1 filing.
Portfolio reshaping plus capital allocation (debt paydown and buybacks) should re-rate near-term cash flow expectations, but working-capital headwinds and stranded-cost remediation add execution risk.
Fine fragrance growth came in better than expected, but the driver is ambiguous (less severe Middle East issues vs regional outperformance).
Guidance cuts plus margin pressure from stranded costs increase downside risk to earnings power, while volume growth and buyback support near-term sentiment.
Guidance ranges, margin pressure from stranded costs, and the Food Ingredients sale plan change the near-term earnings and cash-flow outlook for IFF.
This is a routine insider open-market sale under a Form 4, with no 10b5-1 plan cited, so it is more a sentiment signal than a fundamental catalyst.
alphai scores every news story that mentions IFF with an AI model for sentiment and relevance, and aggregates insider trades from INTERNATIONAL FLAVORS & FRAGRANCES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
International Flavors & Fragrances (IFF) reported Q2 2026 revenue from continuing operations of $1.95 billion, up 6% currency-neutral, and adjusted EPS ex amortization of $0.82. Adjusted operating EBITDA was $408 million. The company plans a $4.3 billion Food Ingredients divestiture, $1B+ debt reduction, and a $2.5 billion share buyback. 2026 guidance: revenue $7.4B-$7.6B, EBITDA $1.53B-$1.60B.
6 min readBarclays analyst Lauren Lieberman said the fine fragrance market remains strong and is growing more normalized after prior double-digit gains. Takasago attributed progress to global growth and expects continued strength in China and Southeast Asia. Supplier updates showed IFF low-single-digit fine fragrance growth, DSM-Firmenich double-digit like-for-like H1 gains, Givaudan 7.3% like-for-like H1, and Symrise midsingle-digit Q2 decline. Takasago reported FY26-27 Q1 overall sales up 14.3% to 65.81
6 min readInternational Flavors & Fragrances (IFF) reported Q2 results driven by volume growth in Scent, Taste, and Health & Biosciences, with productivity improvements and margin discipline. Q2 revenue fell to $1.95B vs $2.61B estimates, and adjusted EPS was $0.82 vs $1.12. Full-year revenue guidance was cut to $7.5B midpoint from $10.65B. CEO said Food Ingredients divestiture is likely the last major portfolio change.
4 min readInternational Flavors & Fragrances (IFF) reported Q2 segment results: Taste sales rose 4% to $688M, Health & Biosciences sales rose 5% to $601M, and Scent sales rose 8% to $665M. EBITDA increased across segments. IFF agreed to sell Food Ingredients to CVC for about $4.3B, and set 2026 guidance for $7.4B-$7.6B sales and $1.53B-$1.6B EBITDA.
7 min readDeVeau Michael (EVP, CFO) sold 8,825 shares of INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) at $85.55 ($0.75M total) on 2026-08-06.
2 min readInternational Flavors & Fragrances (IFF) reported Q2 2026 sales of US$1,954 million and net income of US$50 million, with full-year guidance updated for discontinued operations. The company also authorized a new US$2.5 billion share repurchase and reaffirmed its quarterly dividend. The article links the buyback and portfolio reshaping to IFF’s risk and cash-generation outlook.
4 min readAnalysts issued mixed ratings for materials stocks. Ternium SA (TX): Wells Fargo kept a Hold and set a $52 target; TipRanks consensus is Moderate Buy with a $55.08 average, while TipRanks also cites a Hold at $54. International Flavors & Fragrances (IFF): Citi maintained Buy at $101; consensus Strong Buy at $93.98. Tronox (TROX): Morgan Stanley kept Hold at $4; consensus Hold at $8.61.
3 min readInternational Flavors & Fragrances (IFF) shares rose 0.8% in pre-open trading. The company said it will sell its Food Ingredients business to CVC Capital Partners for about $4.3 billion, expected to close by end of Q2 2027, and announced a $2.5 billion share repurchase. Q2 adjusted EPS was $0.82 vs $1.09 expected, revenue $1.95B vs $2.68B, but core results improved. Oppenheimer raised its IFF price target to $95 from $90.
3 min readMorgan Stanley raised its price target on International Flavors & Fragrances (IFF) to $100 from $95 and kept an Overweight rating, according to the firm. The article also outlines IFF’s business mix by product family and geography, and notes the rating is based on valuation, EPS revisions, and visibility metrics.
2 min readInternational Flavors & Fragrances (IFF) shares rose 8.9% to $88.07 after its Q2 release. The company reported continuing-operations revenue of $1.954B and adjusted EBITDA of about $408M, with management citing cleaner earnings quality and ~6% growth in both. IFF also updated 2026 guidance for 2% to 4% sales growth and 4% to 8% EBITDA growth.
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