EarningsQ2 2026 Earnings Report
MX:SXT Q2 2026 EPS Results
Actual EPS$20.77
Consensus EPS$17.85
Beat/MissBeat by +$2.93
One Year Ago EPS$16.27
MX:SXT Q2 2026 Revenue Results
Actual Revenue$8.00B
Expected Revenue$7.77B
Beat/MissBeat by +$229.22M
YoY Revenue Growth+11.55%
Earnings Announcement Details
QuarterQ2 2026
Date07/24/2026
TimeBefore Open
Conference CallFriday, July 24, 2026
MX:SXT Upcoming Earnings
Sensient Technologies's next earnings date is estimated for October 30, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:SXT Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates robust execution and materially upgraded results driven by the Color Group and accelerating natural color conversions, with clear progress toward a $1B natural color opportunity. Positive operating momentum, better-than-expected wins and upgraded full-year guidance are offset by one-time tariff benefits, rising interest expense, increased working capital requirements, and supply-chain/raw-material risks associated with scaling natural color capacity. Overall, the company portrays confidence in its strategy and financial position while flagging near-term leverage and margin variability risks.Company Guidance
Strong Consolidated Q2 Performance
Revenue $462.1M in Q2 2026 vs $414.2M prior year; 10% local currency revenue growth, 21% local currency adjusted EBITDA growth, and 26% local currency adjusted EPS growth in Q2.
Color Group Outperformance
Color Group delivered 17.6% local currency revenue growth and 36.8% local currency operating profit growth. Q2 adjusted EBITDA margin was 28.3% (up 320 bps year-over-year); excluding ~$4.3M one-time tariff refund the margin was 26.3%.
Natural Color Conversion Traction
Invoiced approximately $25M of natural color conversion revenue in Q2 (in addition to cumulative $20M through end of Q1). Management positions the U.S. conversion as a $1B sales opportunity and reports accelerating win rates and growing sales pipeline.
Flavors & Extracts Steady Growth
Flavors & Extracts Group: 3.8% local currency revenue growth and 6.1% local currency operating profit growth in Q2; adjusted EBITDA margin 18.1% (up 30 bps). Company expects mid-single digit revenue growth for the full year for this group.
Asia Pacific Strong Contribution
Asia Pacific Group delivered 12.3% local currency revenue growth and 23.7% local currency operating profit growth; adjusted EBITDA margin 24.4% (up 210 bps). Management expects high single-digit revenue growth for the full year for the group.
Upgraded Full-Year Guidance
Company raised outlook: full-year local currency revenue expected to be up high single to low double digits; local currency adjusted EBITDA and EPS growth now expected in the mid- to high-teens (up from prior high single- to double-digit guidance).
Capital Allocation and Balance Sheet
Q2 operating cash flow $48M and Q2 CapEx $39M. Full-year consolidated CapEx expected $150M–$170M (likely toward $170M). Net debt to credit-adjusted EBITDA 2.3x as of June 30, 2026; company plans ~$250M in natural-color capital spend over next few years and maintains capacity to pursue sensible acquisitions and dividends.
Technology & R&D Leadership
Management highlighted several proprietary natural color platforms (e.g., heat-stable and concentrated platforms for pink and blue shades) and emphasized integrated flavor solutions for taste-masking—supporting conversions and differentiated wins across food, personal care and pharma.
MX:SXT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed