IFF · International Flavors & Fragrances Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this companyEquibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| % Change in Adjusted Operating EBITDA - Pharma Solutions (Reported) non-GAAP | -100% | Second Quarter 2026 vs. Second Quarter 2025 filing | — |
| % Change in Adjusted Operating EBITDA - Scent (Reported) non-GAAP | 11% | Second Quarter 2026 vs. Second Quarter 2025 filing | — |
| Adjusted (Non-GAAP) EPS ex. Amortization non-GAAP | $1.74 | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating EBITDA from Continuing Operations non-GAAP | $841M | Six Months Ended June 30, 2026 | — |
| Adjusted Operating EBITDA from Discontinued Operations non-GAAP | $275M | Six Months Ended June 30, 2026 | — |
| Consolidated Segment Adjusted Operating EBITDA Margin non-GAAP | 20.6% | Three Months Ended June 30, 2026 | — |
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| Credit Adjusted EBITDA non-GAAP | $2.06B | Twelve Months Ended June 30, 2026 | -2.1% |
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GAAP → non-GAAP reconciliationGAAP Net income 254M
+187M Interest expense
+98M Income taxes
+948M Depreciation and amortization
+341M Specified items
+228M Non-cash items
= Credit Adjusted EBITDA 2.06B
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| Free cash flow non-GAAP | $378M | First Six Months 2026 | — |
| Health & Biosciences adjusted operating EBITDA non-GAAP | $150M | Q2 2026 | — |
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| Health & Biosciences Adjusted Operating EBITDA Margin non-GAAP | 24.7% | Six Months Ended June 30, 2026 | — |
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| Health & Biosciences Segment Adjusted Operating EBITDA non-GAAP | $277M | Six Months Ended June 30, 2026 | — |
| Health & Biosciences Segment Adjusted Operating EBITDA Margin non-GAAP | 24.4% | Six Months Ended June 30, 2026 | — |
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| Operating EBITDA non-GAAP | $408M | Q2 2026 | — |
| Operating EBITDA Margin non-GAAP | 20.9% | Q2 2026 | — |
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| Scent adjusted operating EBITDA non-GAAP | $134M | Q2 2026 | — |
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| Scent Adjusted Operating EBITDA Margin non-GAAP | 20.9% | Six Months Ended June 30, 2026 | — |
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| Scent Segment Adjusted Operating EBITDA non-GAAP | $258M | Six Months Ended June 30, 2026 | — |
| Scent Segment Adjusted Operating EBITDA Margin non-GAAP | 20.3% | Six Months Ended June 30, 2026 | — |
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| Segment Adjusted Operating EBITDA non-GAAP | $803M | Six Months Ended June 30, 2026 | — |
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| Taste adjusted operating EBITDA non-GAAP | $124M | Q2 2026 | — |
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| Taste Adjusted Operating EBITDA Margin non-GAAP | 20.2% | Six Months Ended June 30, 2026 | — |
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| Taste Segment Adjusted Operating EBITDA non-GAAP | $268M | Six Months Ended June 30, 2026 | — |
| Total IFF Adjusted Operating EBITDA Inclusive of Discontinued Operations non-GAAP | $1.12B | Six Months Ended June 30, 2026 | — |
| Adjusted operating EBITDA non-GAAP | $568M | first quarter 2026 | — |
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| Food Ingredients adjusted operating EBITDA non-GAAP | $114M | first quarter 2026 | — |
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| Food Ingredients adjusted operating EBITDA margin non-GAAP | 13.6% | first quarter 2026 | — |
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| Net debt non-GAAP | $5.29B | March 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt 5.85B
-562M Cash and cash equivalents
= Net debt 5.29B
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| Adjusted (Non-GAAP) EPS non-GAAP | $2.52 | Year Ended December 31, 2025 | — |
| Adjusted (Non-GAAP) Net Income non-GAAP | $645M | Year Ended December 31, 2025 | — |
| Adjusted (Non-GAAP) Net Income ex. Amortization non-GAAP | $1.08B | Year Ended December 31, 2025 | — |
| Food Ingredients Segment Adjusted Operating EBITDA Margin non-GAAP | 12.9% | Twelve Months Ended December 31, 2025 | — |
| Pharma Solutions Adjusted Operating EBITDA non-GAAP | $76M | Twelve Months Ended December 31, 2025 | — |
| Pharma Solutions Segment Adjusted Operating EBITDA Margin non-GAAP | 20.6% | Twelve Months Ended December 31, 2025 | — |
| Taste Segment Adjusted Operating EBITDA Margin non-GAAP | 19.3% | Twelve Months Ended December 31, 2025 | — |
| Total Adjusted Operating EBITDA non-GAAP | $2.09B | Twelve Months Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IFF
this stock
International Flavors & Fragrances Inc
|
$22.44B | +30.5% | -5.2% | 80.0 | 6.0% |
|
LIN
Linde PLC
|
$225.65B | +14.8% | +3.0% | 31.6 | 1.1% |
|
AIQUF
L Air Liquide SA /Fi
|
$126.15B | +5.6% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$83.55B | +6.4% | +2.1% | 31.8 | 2.6% |
|
ECL
Ecolab Inc.
|
$80.38B | +9.2% | +2.2% | 38.5 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IFF | +4.4% | +11.0% | +20.2% | +11.0% | +30.5% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +3.9% | +8.0% | +6.8% | +8.0% | +17.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.