Sensient Technologies Corp 8-K, filed Feb 13, 2026

Sensient Technologies Corp (SXT)

8-K 2026-02-13 For: 2026-02-13

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Added on April 10, 2026

About this 8-K

Sensient Technologies Corp filed this 8-K on February 13, 2026.

Items reported

Item 2.02: Financial results
Item 7.01: Regulation FD disclosure
Item 9.01: Financial statements and exhibits

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Wisconsin	001-07626	39-0561070
(State or other jurisdiction of incorporation)	(Commission File Number)	(IRS Employer Identification No.)

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common stock, par value $0.10 per share	SXT	New York Stock Exchange

Exhibit Number	Description
99.1	Sensient Technologies Corporation Earnings Press Release for the Quarter and Year Ended December 31, 2025.
99.2	Sensient Technologies Corporation Investor Presentation – Q4 2025.
104	Cover Page Interactive Data File (embedded within the Inline XBRL document).

	SENSIENT TECHNOLOGIES CORPORATION

	By:	/s/ John J. Manning

	Name:	John J. Manning

	Title:	Senior Vice President, General Counsel, and Secretary

	Date:	February 13, 2026

	Reported				Local Currency⁽¹⁾
Revenue	Quarter		Year-to-Date		Quarter		Year-to-Date
Flavors & Extracts		-0.6%		-0.9%		-2.4%		-1.3%
Color		10.9%		8.1%		7.0%		7.4%
Asia Pacific		-1.0%		3.5%		-1.9%		2.4%
Total Revenue		4.5%		3.5%		2.0%		2.9%

	Reported				Local Currency Adjusted⁽¹⁾
Operating Income	Quarter		Year-to-Date		Quarter		Year-to-Date
Flavors & Extracts		-10.0%		3.8%		-11.6%		3.4%
Color		12.2%		18.2%		7.2%		16.9%
Asia Pacific		2.4%		6.3%		0.6%		3.8%
Total Operating Income		-9.1%		8.1%		-0.4%		11.1%


Metric		Current Guidance

Local Currency Revenue⁽¹⁾		Mid-Single-Digit to Double-Digit Growth

Local Currency Adjusted EBITDA⁽¹⁾		Mid-Single-Digit to Double-Digit Growth

Diluted EPS (GAAP)		Between $3.60 and $3.80*

Local Currency Adjusted Diluted EPS⁽¹⁾		Mid-Single-Digit to High Single-Digit Growth

*Based on current exchange rates, foreign currency impact is expected to be immaterial for the year.

Consolidated Statements of Earnings	Three Months Ended December 31,						Year Ended December 31,

	2025		2024		% Change		2025		2024		% Change

Revenue	$	393,447	$	376,420	4.5	%	$	1,612,111	$	1,557,228	3.5	%

Cost of products sold		270,098		257,002	5.1	%		1,072,811		1,050,135	2.2	%
Selling and administrative expenses		85,163		77,422	10.0	%		332,172		315,514	5.3	%

Operating income		38,186		41,996	(9.1	%)		207,128		191,579	8.1	%
Interest expense		7,521		6,387				29,581		28,781

Earnings before income taxes		30,665		35,609				177,547		162,798
Income taxes		5,181		5,505				43,058		38,132

Net earnings	$	25,484	$	30,104	(15.3	%)	$	134,489	$	124,666	7.9	%

Earnings per share of common stock:
Basic	$	0.60	$	0.71			$	3.18	$	2.96

Diluted	$	0.60	$	0.71			$	3.16	$	2.94

Average common shares outstanding:
Basic		42,254		42,163				42,236		42,145

Diluted		42,669		42,454				42,595		42,396

Results by Segment	Three Months Ended December 31,								Year Ended December 31,

Revenue	2025			2024			% Change		2025			2024			% Change

Flavors & Extracts	$	187,041		$	188,114		(0.6	%)	$	786,943		$	793,698		(0.9	%)
Color		175,407			158,134		10.9	%		700,595			647,939		8.1	%
Asia Pacific		41,429			41,861		(1.0	%)		168,156			162,525		3.5	%
Intersegment elimination		(10,430	)		(11,689	)				(43,583	)		(46,934	)

Consolidated	$	393,447		$	376,420		4.5	%	$	1,612,111		$	1,557,228		3.5	%

Operating Income

Flavors & Extracts	$	19,208		$	21,345		(10.0	%)	$	100,741		$	97,094		3.8	%
Color		29,771			26,542		12.2	%		141,279			119,529		18.2	%
Asia Pacific		8,696			8,495		2.4	%		36,622			34,458		6.3	%
Corporate & Other		(19,489	)		(14,386	)				(71,514	)		(59,502	)

Consolidated	$	38,186		$	41,996		(9.1	%)	$	207,128		$	191,579		8.1	%

Consolidated Condensed Balance Sheets	December 31,		December 31,
	2025		2024

Cash and cash equivalents	$	36,533	$	26,626
Trade accounts receivable		305,380		290,087
Inventories		678,220		600,302
Prepaid expenses and other current assets		59,717		44,871
Fixed assets held for sale		1,598		-
Total Current Assets		1,081,448		961,886

Goodwill & intangible assets (net)		449,827		423,658
Property, plant, and equipment (net)		539,296		491,587
Other assets		173,566		146,663

Total Assets	$	2,244,137	$	2,023,794

Trade accounts payable	$	138,344	$	139,052
Short-term borrowings		352		19,848
Other current liabilities		124,887		111,739
Total Current Liabilities		263,583		270,639

Long-term debt		709,232		613,523
Accrued employee and retiree benefits		24,045		24,499
Other liabilities		53,763		54,147
Shareholders' Equity		1,193,514		1,060,986

Total Liabilities and Shareholders' Equity	$	2,244,137	$	2,023,794

Consolidated Statements of Cash Flows
Year Ended December 31,
	2025			2024
Cash flows from operating activities:
Net earnings	$	134,489		$	124,666
Adjustments to arrive at net cash provided by operating activities:
Depreciation and amortization		61,098			60,329
Share-based compensation expense		13,946			10,084
Net loss (gain) on assets		289			(140	)
Portfolio Optimization Plan costs		5,273			1,415
Deferred income taxes		(2,705	)		(18,598	)
Changes in operating assets and liabilities:
Trade accounts receivable		(1,106	)		(29,638	)
Inventories		(62,226	)		(18,295	)
Prepaid expenses and other assets		(19,036	)		(5,407	)
Trade accounts payable and other accrued expenses		(1,445	)		8,995
Accrued salaries, wages, and withholdings		(5,093	)		22,518
Income taxes		1,839			(810	)
Other liabilities		2,503			2,032

Net cash provided by operating activities		127,826			157,151

Cash flows from investing activities:
Acquisition of property, plant, and equipment		(89,409	)		(59,212	)
Proceeds from sale of assets		496			339
Acquisition of new business		(4,867	)		-
Other investing activities		1,098			(336	)

Net cash used in investing activities		(92,682	)		(59,209	)

Cash flows from financing activities:
Proceeds from additional borrowings		216,485			159,321
Debt payments		(177,592	)		(167,073	)
Dividends paid		(69,614	)		(69,399	)
Other financing activities		(4,314	)		(4,395	)

Net cash used in financing activities		(35,035	)		(81,546	)

Effect of exchange rate changes on cash and cash equivalents		9,798			(18,704	)

Net increase (decrease) in cash and cash equivalents		9,907			(2,308	)
Cash and cash equivalents at beginning of period		26,626			28,934
Cash and cash equivalents at end of period	$	36,533		$	26,626

Supplemental Information
Year Ended December 31,	2025		2024

Dividends paid per share	$	1.64	$	1.64

Results by Segment	Three Months Ended December 31,
						Adjusted								Adjusted
Operating Income	2025			Adjustments⁽²⁾		2025			2024			Adjustments⁽²⁾		2024

Flavors & Extracts	$	19,208		$	-	$	19,208		$	21,345		$	-	$	21,345
Color		29,771			-		29,771			26,542			-		26,542
Asia Pacific		8,696			-		8,696			8,495			-		8,495
Corporate & Other		(19,489	)		6,280		(13,209	)		(14,386	)		856		(13,530	)

Consolidated	$	38,186		$	6,280	$	44,466		$	41,996		$	856	$	42,852

	Three Months Ended December 31, 2025
Revenue	Total			Foreign Exchange Rates			Adjustments⁽³⁾			Local Currency Adjusted
Flavors & Extracts		(0.6	%)		1.8	%		N/A			(2.4	%)
Color		10.9	%		3.9	%		N/A			7.0	%
Asia Pacific		(1.0	%)		0.9	%		N/A			(1.9	%)
Total Revenue		4.5	%		2.5	%		N/A			2.0	%

Operating Income
Flavors & Extracts		(10.0	%)		1.6	%		0.0	%		(11.6	%)
Color		12.2	%		5.0	%		0.0	%		7.2	%
Asia Pacific		2.4	%		1.8	%		0.0	%		0.6	%
Corporate & Other		35.5	%		0.0	%		37.9	%		(2.4	%)
Total Operating Income		(9.1	%)		4.2	%		(12.9	%)		(0.4	%)
Diluted Earnings Per Share		(15.5	%)		4.2	%		(25.9	%)		6.2	%
Adjusted EBITDA		3.2	%		3.4	%		N/A			(0.2	%)

	Year Ended December 31, 2025
Revenue	Total			Foreign Exchange Rates			Adjustments⁽³⁾			Local Currency Adjusted
Flavors & Extracts		(0.9	%)		0.4	%		N/A			(1.3	%)
Color		8.1	%		0.7	%		N/A			7.4	%
Asia Pacific		3.5	%		1.1	%		N/A			2.4	%
Total Revenue		3.5	%		0.6	%		N/A			2.9	%

Operating Income
Flavors & Extracts		3.8	%		0.4	%		0.0	%		3.4	%
Color		18.2	%		1.3	%		0.0	%		16.9	%
Asia Pacific		6.3	%		2.5	%		0.0	%		3.8	%
Corporate & Other		20.2	%		0.0	%		14.8	%		5.4	%
Total Operating Income		8.1	%		1.4	%		(4.4	%)		11.1	%
Diluted Earnings Per Share		7.5	%		1.4	%		(8.6	%)		14.7	%
Adjusted EBITDA		10.9	%		1.1	%		N/A			9.8	%

	Year Ended December 31,
Debt	2025			2024
Short-term borrowings	$	352		$	19,848
Long-term debt		709,232			613,523
Credit Agreement adjustments⁽⁴⁾		(22,544	)		(13,129	)
Net Debt	$	687,040		$	620,242

Operating income (GAAP)	$	207,128		$	191,579
Depreciation and amortization		61,098			60,329
Share-based compensation expense		13,946			10,084
Portfolio Optimization Plan costs, before tax		15,806			6,631
Other non-operating gains⁽⁵⁾		(1,048	)		(905	)
Credit Adjusted EBITDA	$	296,930		$	267,718

Net Debt to Credit Adjusted EBITDA		2.3x			2.3x