Sensient Technologies Corporation elected Ernest Chan and Philip Yu as directors effective December 2, 2026, expanding its Board from nine to ten members. Both will serve until the 2027 annual meeting and join the Scientific Advisory Committee.
SXT · Sensient Technologies Corp
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Sensient Technologies Corporation reported third-quarter revenue of $455.8 million and 10% local currency revenue growth, raised EPS guidance to $4.15 to $4.20, and targets $1 billion in incremental natural color sales.
Sensient Technologies Corporation reported revenue of $455.8 million and operating income of $72.4 million for the three months ended September 30, 2026, versus $412.1 million and $57.7 million in 2025; operating margin was 15.9% versus 14.0%.
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.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 30, 2026TL;DR. Sensient delivered strong Q3 growth across all three operating groups, raised the low end of 2026 GAAP EPS guidance to $4.15, and continued advancing natural-color conversions toward a $1 billion incremental run rate as it exits 2028. Segment outlooks remained positive, but elevated capital and working-capital investment, higher debt and interest expense, free-cash-flow pressure, Q4 seasonality, launch delays, and supply-chain and geopolitical risks remain stated headwinds.
- + The low end of full-year GAAP diluted EPS guidance increased to $4.15.
- + Color recognized approximately $30 million of new natural-color conversion revenue during Q3.
- − Free cash flow is expected to be affected by higher capital and working-capital spending as the company seeks to improve ROIC.
- − Customer launch activity and working-capital pullbacks create seasonality and some unpredictability in Q4.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Mentioned in fund letters
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative 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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| 7 Categories; 75+ Products | 7 | Value of Color Consumer Research Series | — |
| 75+ Products | 75 | Value of Color Category Spotlight : Cereal Insights | — |
| 8 Attributes Tested | 8 | Value of Color Consumer Research Series | — |
| Adjusted diluted earnings per share non-GAAP | $3.37 | Nine Months Ended September 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | 277.32M | Nine Months Ended September 30, 2026 | — |
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| Adjusted net earnings non-GAAP | 143.87M | Nine Months Ended September 30, 2026 | — |
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| Adjusted operating income non-GAAP | 215.88M | Nine Months Ended September 30, 2026 | — |
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| Adjusted Operating Margin non-GAAP | 15.9% | Q3 2026 | — |
| Capital Expenditures | 105.8M | YTD Q3 2026 | — |
| Cash Flow from Operations | 75.3M | YTD Q3 2026 | — |
| Cash flow provided by operating activities | 40.5M | Q3 2026 | — |
| Credit Adjusted EBITDA non-GAAP | 339.28M | trailing twelve months ended September 30, 2026 | — |
| Engaged Over 12,000 Consumers | 12,000 | Value of Color Consumer Research Series | — |
| Local currency adjusted diluted EPS non-GAAP | 17.7% | third quarter of 2026 | — |
| Local currency adjusted EBITDA non-GAAP | 15.4% | third quarter of 2026 | — |
| Local currency adjusted operating income non-GAAP | 18.6% | third quarter of 2026 | — |
| Net Debt non-GAAP | 765.47M | September 30, 2026 | — |
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 |
|---|---|---|---|---|---|
|
SXT
this stock
Sensient Technologies Corp
|
$4.97B | +24.2% | -1.7% | 29.4 | 2.3% |
|
LIN
Linde PLC
|
$241.51B | +23.4% | +3.0% | 34.9 | 1.4% |
|
AIQUF
L Air Liquide SA
|
$137.11B | +14.4% | — | — | 0.0% |
|
ECL
Ecolab Inc.
|
$86.74B | +17.8% | +2.2% | 42.1 | 1.5% |
|
SHW
Sherwin Williams Co
|
$84.53B | +8.0% | +2.1% | 32.2 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 4, 2026
- This year
- 14
Sensient Technologies Corporation elected Ernest Chan and Philip Yu as directors effective December 2, 2026, expanding its Board from nine to ten members. Both will serve until the 2027 annual meeting and join the Scientific Advisory Committee.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SXT | -2.1% | -12.7% | -0.1% | -0.8% | +24.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -4.7% | -11.6% | -0.6% | -0.6% | +13.6% |
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.