Sensient Technologies Corp 8-K, filed Oct 30, 2026

Sensient Technologies Corp (SXT)

8-K 2026-10-30 For: 2026-10-30

Added on October 30, 2026

About this 8-K

Sensient Technologies Corp filed this 8-K on October 30, 2026.

Sensient Technologies Corporation reported third-quarter revenue of $455.8 million, up 10.6%, operating income of $72.4 million and diluted EPS of $1.13. Full-year diluted EPS guidance increased to $4.15 to $4.20 from $4.10 to $4.20. AI summary

Items reported

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

Search and read filings like this one from Claude or ChatGPT with the SEC filings MCP server →

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 Ended September 30, 2026.
99.2	Sensient Technologies Corporation Investor Presentation – Q3 2026.
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:	October 30, 2026

	Contact:
	David Plautz
	(414) 347-3706
	investor.relations@sensient.com

Sensient Technologies Corporation	Page 2
Earnings Release – Quarter Ended September 30, 2026
October 30, 2026

	Reported Quarter			Local Currency⁽¹⁾ Quarter
Revenue	Reported Quarter			Local Currency⁽¹⁾ Quarter
Flavors & Extracts		3.5	%		3.2	%
Color		18.1	%		17.0	%
Asia Pacific		12.4	%		14.8	%
Total Revenue		10.6	%		10.2	%

		Reported Quarter			Local Currency Adjusted⁽¹⁾ Quarter
Operating Income		Reported Quarter			Local Currency Adjusted⁽¹⁾ Quarter
Flavors & Extracts		8.8	%		8.8	%
Color		22.0	%		21.1	%
Asia Pacific		29.6	%		32.4	%
Total Operating Income		25.5	%		18.6	%

Sensient Technologies Corporation	Page 3
Earnings Release – Quarter Ended September 30, 2026
October 30, 2026


Metric	Current Guidance	Prior Guidance

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

Local Currency Adjusted EBITDA⁽¹⁾	Mid-Teen to High Teen Growth	Mid-Teen to High Teen Growth

Diluted EPS (GAAP)	Between $4.15 and $4.20*	Between $4.10 and $4.20*

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

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

Sensient Technologies Corporation	Page 4
Earnings Release – Quarter Ended September 30, 2026
October 30, 2026

Sensient Technologies Corporation	Page 5
Earnings Release – Quarter Ended September 30, 2026
October 30, 2026

Sensient Technologies Corporation	Page 6
(In thousands, except percentages and per share amounts)
(Unaudited)

Consolidated Statements of Earnings	Three Months Ended September 30,							Nine Months Ended September 30,

	2026		2025		% Change			2026		2025		% Change

Revenue	$	455,841	$	412,109		10.6	%	$	1,353,756	$	1,218,664		11.1	%

Cost of products sold		290,893		270,767		7.4	%		863,321		802,713		7.6	%
Selling and administrative expenses		92,499		83,636		10.6	%		274,558		247,009		11.2	%

Operating income		72,449		57,706		25.5	%		215,877		168,942		27.8	%
Interest expense		8,345		7,328					24,421		22,060

Earnings before income taxes		64,104		50,378					191,456		146,882
Income taxes		15,760		13,422					47,583		37,877

Net earnings	$	48,344	$	36,956		30.8	%	$	143,873	$	109,005		32.0	%

Earnings per share of common stock:
Basic	$	1.14	$	0.87				$	3.40	$	2.58
Diluted	$	1.13	$	0.87				$	3.37	$	2.56

Average common shares outstanding:
Basic		42,353		42,248					42,333		42,231
Diluted		42,831		42,665					42,753		42,570

Results by Segment	Three Months Ended September 30,									Nine Months Ended September 30,

Revenue	2026			2025			% Change			2026			2025			% Change

Flavors & Extracts	$	209,973		$	202,970			3.5	%	$	624,977		$	599,902			4.2	%
Color		210,343			178,156			18.1	%		624,656			525,188			18.9	%
Asia Pacific		47,304			42,082			12.4	%		140,148			126,727			10.6	%
Intersegment elimination		(11,779	)		(11,099	)					(36,025	)		(33,153	)

Consolidated	$	455,841		$	412,109			10.6	%	$	1,353,756		$	1,218,664			11.1	%

Operating Income

Flavors & Extracts	$	30,519		$	28,038			8.8	%	$	87,700		$	81,533			7.6	%
Color		46,054			37,734			22.0	%		142,633			111,508			27.9	%
Asia Pacific		12,364			9,541			29.6	%		34,504			27,926			23.6	%
Corporate & Other		(16,488	)		(17,607	)					(48,960	)		(52,025	)

Consolidated	$	72,449		$	57,706			25.5	%	$	215,877		$	168,942			27.8	%

Sensient Technologies Corporation	Page 7
(In thousands)
(Unaudited)

Consolidated Condensed Balance Sheets	September 30,		December 31,
	2026		2025

Cash and cash equivalents	$	42,625	$	36,533
Trade accounts receivable		373,755		305,380
Inventories		791,096		678,220
Prepaid expenses and other current assets		75,168		59,717
Fixed assets held for sale		-		1,598
Total Current Assets		1,282,644		1,081,448

Goodwill & intangible assets (net)		443,017		449,827
Property, plant, and equipment (net)		606,429		539,296
Other assets		143,742		173,566

Total Assets	$	2,475,832	$	2,244,137

Trade accounts payable	$	187,501	$	138,344
Short-term borrowings		257		352
Other current liabilities		135,248		124,887
Total Current Liabilities		323,006		263,583

Long-term debt		790,148		709,232
Accrued employee and retiree benefits		23,733		24,045
Other liabilities		52,220		53,763
Shareholders’ Equity		1,286,725		1,193,514

Total Liabilities and Shareholders’ Equity	$	2,475,832	$	2,244,137

Consolidated Statements of Cash Flows
Nine Months Ended September 30,
	2026			2025
Cash flows from operating activities:
Net earnings	$	143,873		$	109,005
Adjustments to arrive at net cash provided by operating activities:
Depreciation and amortization		47,680			45,890
Share-based compensation expense		13,762			10,584
Net (gain) loss on assets		(39	)		166
Portfolio Optimization Plan costs		-			2,107
Deferred income taxes		17,090			3,899
Changes in operating assets and liabilities:
Trade accounts receivable		(71,188	)		(19,716	)
Inventories		(117,230	)		(35,609	)
Prepaid expenses and other assets		(10,299	)		(9,160	)
Trade accounts payable and other accrued expenses		45,089			(10,973	)
Accrued salaries, wages, and withholdings		5,962			(9,781	)
Income taxes		(1,139	)		(5,076	)
Other liabilities		1,759			1,927

Net cash provided by operating activities		75,320			83,263

Cash flows from investing activities:
Acquisition of property, plant, and equipment		(105,775	)		(57,788	)
Proceeds from sale of assets		2,032			397
Acquisition of new business		-			(4,867	)
Other investing activities		(536	)		1,260

Net cash used in investing activities		(104,279	)		(60,998	)

Cash flows from financing activities:
Proceeds from additional borrowings		180,065			125,619
Debt payments		(88,310	)		(84,662	)
Dividends paid		(52,315	)		(52,196	)
Other financing activities		(4,411	)		(2,648	)

Net cash provided by (used in) financing activities		35,029			(13,887	)

Effect of exchange rate changes on cash and cash equivalents		22			7,665

Sensient Technologies Corporation	Page 8
(In thousands, except per share amounts)
(Unaudited)

Supplemental Information
Nine Months Ended September 30,	2026		2025

Dividends paid per share	$	1.23	$	1.23

Sensient Technologies Corporation	Page 9
(In thousands, except percentages and per share amounts)
(Unaudited)

Sensient Technologies Corporation	Page 10
(In thousands, except percentages and per share amounts)
(Unaudited)

	Three Months Ended September 30, 2026
Revenue	Total			Foreign Exchange Rates			Adjustments⁽³⁾			Local Currency Adjusted
Flavors & Extracts		3.5	%		0.3	%		N/A			3.2	%
Color		18.1	%		1.1	%		N/A			17.0	%
Asia Pacific		12.4	%		(2.4	%)		N/A			14.8	%
Total Revenue		10.6	%		0.4	%		N/A			10.2	%

Operating Income
Flavors & Extracts		8.8	%		0.0	%		0.0	%		8.8	%
Color		22.0	%		0.9	%		0.0	%		21.1	%
Asia Pacific		29.6	%		(2.8	%)		0.0	%		32.4	%
Corporate & Other		(6.4	%)		0.0	%		(21.8	%)		15.4	%
Total Operating Income		25.5	%		0.1	%		6.8	%		18.6	%
Diluted Earnings Per Share		29.9	%		0.0	%		12.2	%		17.7	%
Adjusted EBITDA		15.6	%		0.2	%		N/A			15.4	%

	Nine Months Ended September 30, 2026
Revenue	Total			Foreign Exchange Rates			Adjustments⁽³⁾			Local Currency Adjusted
Flavors & Extracts		4.2	%		1.3	%		N/A			2.9	%
Color		18.9	%		3.2	%		N/A			15.7	%
Asia Pacific		10.6	%		0.0	%		N/A			10.6	%
Total Revenue		11.1	%		2.0	%		N/A			9.1	%

Operating Income
Flavors & Extracts		7.6	%		0.9	%		0.0	%		6.7	%
Color		27.9	%		3.8	%		0.0	%		24.1	%
Asia Pacific		23.6	%		0.0	%		0.0	%		23.6	%
Corporate & Other		(5.9	%)		0.0	%		(21.1	%)		15.2	%
Total Operating Income		27.8	%		2.9	%		6.7	%		18.2	%
Diluted Earnings Per Share		31.6	%		3.1	%		9.3	%		19.2	%
Adjusted EBITDA		18.0	%		2.3	%		N/A			15.7	%

Sensient Technologies Corporation	Page 11
(In thousands, except percentages)
(Unaudited)

	September 30,
Debt	2026			2025
Short-term borrowings	$	257		$	777
Long-term debt		790,148			711,177
Credit Agreement adjustments⁽⁴⁾		(24,933	)		(27,992	)
Net Debt	$	765,472		$	683,962

Operating income (GAAP)	$	254,063		$	210,938
Depreciation and amortization		62,888			61,034
Share-based compensation expense		17,124			13,688
Portfolio Optimization Plan costs, before tax		6,280			10,382
Other non-operating gains⁽⁵⁾		(1,071	)		(495	)
Credit Adjusted EBITDA	$	339,284		$	295,547

Net Debt to Credit Adjusted EBITDA		2.3	x		2.3	x