DailyIQ
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Sector:Basic MaterialsAll sectors
Last updated 5 minutes ago

IFF·International Flavors & Fragrances Inc.

$.
-. (-.%)
After Hours
High
$77.81
Open
$77.29
Market Cap
19.41B
52W High
$84.45
Low
$74.75
P. Close
$75.10
P/E
22.78
52W Low
$59.14
Fwd P/E
15.58
DailyIQ Est.
$94.31
Technical Score (1D)
59
BUY
News Sentiment
47
MIXED
The latest analyst report announced IFF’s plan to divest its food‑ingredients business by 2027, signaling a strategic shift toward higher‑margin health and biosciences and probiotic markets. This divestiture could streamline operations and free capital for growth initiatives, potentially improving earnings quality over the next few trading days as investors digest the move. Meanwhile, IFF’s second‑quarter 2026 earnings are set to be released on August 4, with a live webcast on August 5, so market participants should focus on the guidance and margin outlook disclosed at that time. A week earlier, the company’s shares fell sharply after a 7 % rise in crude prices pushed freight and production costs higher, tightening margins and eroding the appeal of its dividend yield amid a risk‑off environment. That cost pressure is compounded by raw‑material volatility highlighted in the Q1 results, where IFF reported revenue growth but margin compression from agricultural and petrochemical inputs. UBS’s recent downgrade of the price target to $84, despite maintaining an overweight rating, reflects short‑term valuation concerns that may weigh on the stock until the earnings call clarifies margin prospects. The launch of the SENSORA platform earlier this year adds a potential upside by expanding IFF’s fragrance portfolio and reducing formulation costs, but its commercial impact remains to be seen. In the next 1–10 trading days, traders should watch the Q2 earnings release for any updates on cost‑control progress, margin expansion, and the status of the food‑ingredients divestiture. Additionally, keep an eye on crude‑price movements and any regulatory developments that could further influence raw‑material costs and pricing power.
Earnings Summary
International Flavors & Fragrances (IFF) is a global specialty chemicals company that creates and distributes flavors, fragrances, and specialty ingredients across four segments—Nourish, Health & Biosciences, Scent, and Pharma Solutions—serving food, beverage, health, and pharmaceutical markets. Operating within the basic materials sector, IFF leverages a diversified portfolio to deliver sensory and functional solutions worldwide. In the most recent quarters, IFF reported Q4 2025 revenue of $2.589 billion, up 5.7% from the $2.441 billion of Q1 2026, while EPS rose from $0.80 to $1.25—a 56% increase—highlighting a rebound in profitability after a modest decline in Q2 2025. The company beat consensus estimates in three of the last four quarters, with Q4 2024 and Q1 2025 both exceeding EPS expectations, but missed the Q4 2025 target, underscoring a mixed earnings trajectory. Historically, IFF has shown a mixed YoY growth pattern: revenue fell 6.5% in Q4 2025 versus Q4 2024 and 3.6% in Q1 2026 versus Q1 2025, while EPS dipped 17% in Q4 2025 but climbed 4% in Q1 2026, indicating that revenue declines have not consistently translated into earnings misses. Recent news highlights a UBS price‑target cut to $84 amid short‑term valuation concerns, juxtaposed with a Morgan Stanley upgrade to an overweight rating and a $95 target that reflects confidence in margin improvement; the launch of the SENSORA pro‑fragrance platform is positioned to broaden product offerings and potentially lift revenue and margins. Investors should watch for the Q2 2026 earnings release for guidance on EPS and revenue, monitor the adoption and sales impact of the SENSORA platform, and keep an eye on short‑interest trends and consumer‑goods spending data that could influence demand for IFF’s specialty ingredients.

EPS

EstBeatMiss
$0.73$0.88$1.02$1.17$1.32Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.12 - -
Q1'26$1.08$1.25+15.3%
Q4'25$0.83$0.80-3.8%
Q3'25$1.02$1.05+3.3%
Q2'25$1.12$1.15+2.5%
Q1'25$1.14$1.20+5.7%

Revenue

EstBeatMiss
$2.5B$2.6B$2.7B$2.8B$2.9BQ1'25Q2'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.7B - -
Q1'26$2.7B$2.7B+2.7%
Q4'25$2.5B$2.6B+2.7%
Q3'25 - - -
Q2'25 - $2.8B -
Q1'25 - $2.8B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

IFF Stock Snapshot

IFF is currently trading at $75.10, giving International Flavors & Fragrances Inc. a market cap of 19.41B and a P/E ratio of 22.8. Today's range spans $74.75–$77.81, with shares opening at $77.29 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD) with a news sentiment reading of 47/100.

Over the past year IFF has traded between $59.14 and $84.45 - the current price is +27.0% off the 52-week low and -11.1% from the high. 26 analysts cover the stock with a Buy consensus and a mean 12-month target of $91.21 (range $71.00–$105.00), implying upside of +21.5%.

International Flavors & Fragrances Inc. (IFF) is a large-cap in Basic Materials with 19.41B in market cap, currently sitting on a HOLD signal at 59/100. Price: $75.10 (in the middle of its 52-week range). Sentiment: neutral at 47/100. The current P/E ratio stands at 22.8. The 52-week range of $59.14–$84.45 is the structural anchor, and the current neutral phase is the market's way of asking for more information before committing to a direction.

The 52-week range of $59.14–$84.45 for IFF provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $75.10 (in the middle of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 59/100 and neutral news backdrop (47/100) don't break the tie yet, but they narrow the probability distribution toward the upside.