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Sensient Technologies Earnings Calls
| Release date | Oct 31, 2025 |
| EPS estimate | $0.785 |
| EPS actual | $0.96 |
| EPS Surprise | 22.29% |
| Revenue estimate | 395.7M |
| Revenue actual | 412.109M |
| Revenue Surprise | 4.15% |
| Release date | Jul 25, 2025 |
| EPS estimate | $0.88 |
| EPS actual | $0.94 |
| EPS Surprise | 6.82% |
| Revenue estimate | 417.6M |
| Revenue actual | 414.23M |
| Revenue Surprise | -0.81% |
| Release date | Apr 25, 2025 |
| EPS estimate | $0.82 |
| EPS actual | $0.86 |
| EPS Surprise | 4.88% |
| Revenue estimate | 412.1M |
| Revenue actual | 392.325M |
| Revenue Surprise | -4.80% |
| Release date | Feb 14, 2025 |
| EPS estimate | $0.640 |
| EPS actual | $0.650 |
| EPS Surprise | 1.56% |
| Revenue estimate | 399.4M |
| Revenue actual | 376.42M |
| Revenue Surprise | -5.75% |
Last 4 Quarters for Sensient Technologies
Below you can see how SXT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 14, 2025 |
| Price on release | $71.23 |
| EPS estimate | $0.640 |
| EPS actual | $0.650 |
| EPS surprise | 1.56% |
| Date | Price |
|---|---|
| Feb 10, 2025 | $76.11 |
| Feb 11, 2025 | $76.91 |
| Feb 12, 2025 | $75.19 |
| Feb 13, 2025 | $77.00 |
| Feb 14, 2025 | $71.23 |
| Feb 18, 2025 | $70.88 |
| Feb 19, 2025 | $70.08 |
| Feb 20, 2025 | $69.86 |
| Feb 21, 2025 | $69.23 |
| 4 days before | -6.41% |
| 4 days after | -2.81% |
| On release day | -0.491% |
| Change in period | -9.04% |
| Release date | Apr 25, 2025 |
| Price on release | $90.99 |
| EPS estimate | $0.82 |
| EPS actual | $0.86 |
| EPS surprise | 4.88% |
| Date | Price |
|---|---|
| Apr 21, 2025 | $74.73 |
| Apr 22, 2025 | $78.40 |
| Apr 23, 2025 | $79.16 |
| Apr 24, 2025 | $80.14 |
| Apr 25, 2025 | $90.99 |
| Apr 28, 2025 | $90.07 |
| Apr 29, 2025 | $94.34 |
| Apr 30, 2025 | $93.95 |
| May 01, 2025 | $92.66 |
| 4 days before | 21.76% |
| 4 days after | 1.84% |
| On release day | -1.01% |
| Change in period | 23.99% |
| Release date | Jul 25, 2025 |
| Price on release | $113.29 |
| EPS estimate | $0.88 |
| EPS actual | $0.94 |
| EPS surprise | 6.82% |
| Date | Price |
|---|---|
| Jul 21, 2025 | $108.32 |
| Jul 22, 2025 | $107.84 |
| Jul 23, 2025 | $108.26 |
| Jul 24, 2025 | $110.00 |
| Jul 25, 2025 | $113.29 |
| Jul 28, 2025 | $112.93 |
| Jul 29, 2025 | $111.40 |
| Jul 30, 2025 | $111.61 |
| Jul 31, 2025 | $112.29 |
| 4 days before | 4.59% |
| 4 days after | -0.88% |
| On release day | -0.318% |
| Change in period | 3.67% |
| Release date | Oct 31, 2025 |
| Price on release | $94.29 |
| EPS estimate | $0.785 |
| EPS actual | $0.96 |
| EPS surprise | 22.29% |
| Date | Price |
|---|---|
| Oct 27, 2025 | $95.21 |
| Oct 28, 2025 | $94.44 |
| Oct 29, 2025 | $90.02 |
| Oct 30, 2025 | $89.75 |
| Oct 31, 2025 | $94.29 |
| Nov 03, 2025 | $91.91 |
| Nov 04, 2025 | $91.28 |
| Nov 05, 2025 | $96.09 |
| Nov 06, 2025 | $91.98 |
| 4 days before | -0.97% |
| 4 days after | -2.45% |
| On release day | -2.52% |
| Change in period | -3.39% |
Sensient Technologies Earnings Call Transcript Summary of Q3 2025
Sensient reported solid Q3 2025 results with 14% local currency adjusted EBITDA growth and 18% local currency adjusted EPS growth; consolidated local currency revenue grew 3.5%. The Color Group was a standout, with ~8% revenue growth and ~24% operating profit growth, driven by momentum in natural colors. Management raised full-year guidance: now expecting double-digit local currency adjusted growth in both EBITDA and EPS (from prior high-single to double-digit ranges). Key strategic themes are accelerating conversions from synthetic to natural colors in the U.S. (management cites roughly $100 million of synthetic color revenue that could convert, historically implying ~10x revenue multiple for naturals), continued new-product wins across businesses, and pricing discipline supporting margin expansion. Sensient is investing heavily to support expected natural-color demand — capex guidance increased to ~ $100 million for 2025 and management expects at least $150 million in 2026 — funded from the balance sheet (net debt/adjusted EBITDA ~2.3x as of Sept. 30, 2025). The company will prioritize capacity and supply-chain resiliency (CertiSure quality program for botanicals) over share buybacks. Near-term headwinds: Asia Pacific volume softness, elevated crop costs in agricultural ingredients (renamed Sensient Agricultural Ingredients) with anticipated improvement starting Q4 2025, and some demand disruption from trade/tariff uncertainty. Management reiterated regulatory timing (West Virginia law effective Jan 1, 2028; Walmart committed to natural dyes in private-label by 2027) and emphasized that precise timing of individual product conversions is difficult given reformulation, testing and launch complexity.
