International Flavors & Fragrances (0RF3) AI Stock Analysis

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International Flavors & Fragrances

(LSE:0RF3)

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Positive Factors

Improving Cash GenerationThe sharp improvement in free cash flow and operating cash generation strengthens IFF’s ability to fund innovation, reduce debt, and support shareholder returns internally. Better working-capital performance also provides greater resilience while the portfolio transition proceeds.

Negative Factors

Declining Revenue and Thin ProfitabilityThe return to profitability is encouraging, but very low net margins leave limited protection against operating setbacks, cost inflation, or weaker volumes. Continuing revenue declines also suggest that the earnings recovery has not yet become a durable, broad-based growth trend.

International Flavors & Fragrances (0RF3) vs. iShares MSCI United Kingdom ETF (EWC)

Market Cap: EUR 22.37B
Dividend Yield: 1.93%
Average Volume (3M): ―
Price to Earnings (P/E): 115.4
Beta (1Y): ―
Revenue Growth: -20.98%
EPS Growth: ―
Country: UK
Employees: 21,500
Sector: Basic Materials
Sector Strength: 61
Industry: Chemicals - Specialty

International Flavors & Fragrances Business Overview & Revenue Model

Company Description

International Flavors & Fragrances Inc. (IFF), through its various subsidiaries, operates as a global developer and purveyor of active cosmetic and natural health ingredients. These vital components are incorporated into a wide array of consumer good...

International Flavors & Fragrances Earnings Call Summary

Earnings Call Date:Nov 02, 2026(Q3-2026)|% Change Since:0.00%|Next Earnings Date:Feb 09, 2027

Earnings Call SentimentPositive

The call was predominantly positive. IFF reported broad-based third-quarter growth, improved margins and cash flow, raised the lower ends of its full-year guidance ranges, advanced its portfolio transformation, and highlighted strong innovation and customer wins. The main challenges were soft Health markets, fourth-quarter profitability pressure, input-cost inflation, pricing recovery timing, modestly higher leverage, and geopolitical uncertainty in the Middle East.

Positive Updates

Broad-Based Third-Quarter Growth

IFF delivered year-over-year growth across every business segment in the third quarter, with revenue of just under $2 billion, up roughly 5% on a comparable currency-neutral basis. Growth was led by mid-single-digit increases in Scent and Taste, while Health & Biosciences delivered low-single-digit growth.

Negative Updates

Health Market Remains Soft

The Health business remains challenged by soft end markets. Consumers in the U.S. and Europe have reduced spending on dietary supplements due to economic pressures, and management said the market is very soft even though it believes the need for the products remains strong.

Company Guidance

The company now expects full-year sales of approximately $7.5 billion to $7.6 billion and adjusted operating EBITDA of $1.55 billion to $1.6 billion; in Q4, it expects continued sales growth driven by volume increases, with sales around that 3%ish number plus or minus, while Q4 profitability margin is expected to moderate sequentially, partly due to seasonality where Q4 margin is the lowest of the year and due to higher costs and investments, specifically in Health & Biosciences. Q4 net price to input costs is expected to be unfavorable, with the biggest gap in Q1 and an improvement each quarter as the company progresses through 2027; the 3%ish number for 2027 raw material inflation feels right. In a normalized environment, the 4-6% top line range is viewed as doable for scent, taste, and Health & Biosciences, while biosciences is expected to continue to grow high single digits.

International Flavors & Fragrances Risk Analysis

International Flavors & Fragrances disclosed 23 risk factors in its most recent earnings report. International Flavors & Fragrances reported the most risks in the "Legal & Regulatory" category.

Legal & Regulatory - Litigation, compliance, new legislation, and taxation risks

Latest Risks Added

0 New Risks

International Flavors & Fragrances Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

GB:0RF3 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BCPC	79Outperform	$5.58B	34.19	13.21%	0.53%	9.42%	16.31%
EMN	65Neutral	$7.47B	11.92	10.63%	4.97%	0.40%	-6.58%
ESI	62Neutral	$8.51B	39.56	7.39%	0.96%	39.62%	-14.83%
SXT	62Neutral	$4.97B	31.45	13.66%	1.30%	9.54%	21.44%
Sector *	61Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
SCL	55Neutral	$1.56B	371.84	0.36%	2.24%	10.02%	-90.50%

* Basic Materials Sector Average

Performance Comparison

GB:0RF3 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
GB:0RF3	International Flavors & Fragrances	142.38	0.00	0.00%
BCPC	Balchem	182.58	31.28	20.67%
EMN	Eastman Chemical Company	67.61	10.81	19.03%
SXT	Sensient	125.82	35.26	38.93%
SCL	Stepan Company	70.65	29.16	70.28%
ESI	Element Solutions	33.44	6.92	26.11%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

International Flavors & Fragrances AI Stock Analysis