INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) Earnings History

INTERNATIONAL FLAVORS & FRAGRANCES INC - Q4 FY2025 EarningsMissed

Filed at: Feb 11, 2026, 4:24 PM EST|Read from source

EXECUTIVE SUMMARY

IFF reported solid financial results for FY2025, meeting its commitments despite a challenging environment, and advanced its strategic priorities including portfolio optimization through divestitures and the launch of a sale process for the Food Ingredients segment. The company is focused on profitable growth in 2026, driven by innovation and reinvestment, while navigating macroeconomic uncertainty.

POSITIVE HIGHLIGHTS

  • •

    Full year 2025 reported net sales of $10.89 billion, a decrease of (5)% compared to the prior year, but on a comparable currency neutral basis, sales increased 2%.

    neutral
  • •

    Full year 2025 adjusted operating EBITDA was $2.086 billion, and on a comparable currency neutral basis, increased 7%, led by volume growth, productivity gains and favorable net pricing.

    positive
  • •

    Fourth quarter 2025 comparable currency neutral sales increased 1% and comparable currency neutral adjusted operating EBITDA increased 7% led by productivity gains.

    positive
  • •

    Taste segment comparable currency neutral adjusted operating EBITDA grew 10% for the full year and 17% in Q4, driven by favorable net pricing, volume growth and productivity gains.

    positive
  • •

    Health & Biosciences segment comparable currency neutral adjusted operating EBITDA grew 7% for the full year and 20% in Q4, led by volume growth and productivity gains.

    positive

CONCERNS & RISKS

  • •

    Reported net sales for the full year 2025 decreased by (5)% to $10.89 billion, and by (7)% to $2.59 billion in Q4, compared to the prior year periods.

    negative
  • •

    Reported net loss for the full year 2025 was $(372) million, or $(1.46) per diluted share, a significant decline from a net income of $263 million in the prior year.

    negative
  • •

    Food Ingredients segment comparable currency neutral sales decreased (3)% for the full year and (4)% in Q4, impacted by softness in Protein Solutions and proactive exit of low margin business.

    attention
  • •

    Food Ingredients segment comparable currency neutral adjusted operating EBITDA declined (11)% in Q4, as productivity gains were more than offset by lower volumes and unfavorable net price.

    negative
  • •

    Pharma Solutions segment reported sales decreased (65)% for both the full year and Q4, reflecting the divestiture of the business.

    negative
  • •

    Full year 2025 free cash flow was $256 million, a decrease from $1.07 billion in the prior year.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$2.59B
-6.6%
Prior year: $2.77B
Annual (YTD)
$10.89B
N/A
Prior year: $11.48B
Net Income
Quarterly
$18.00M
0.0%
Prior year: $18.00M
EPS (Diluted)
Quarterly
$0.07
-130.4%
Prior year: $-0.23
Operating Income
Quarterly
$97.00M
-23.6%
Prior year: $127.00M
Annual (YTD)
$-382.00M
N/A
Prior year: $766.00M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
34.4%
Prior Year
35.4%
YoY Change
-98 bps
Operating Margin
Current Quarter
3.8%
Prior Year
4.6%
YoY Change
-83 bps
Net Margin
Current Quarter
0.7%
Prior Year
-2.2%
YoY Change
+285 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Taste
0.0%
N/A
CC: +4.0%
Food Ingredients
0.0%
N/A
CC: -3.0%
Health & Biosciences
0.0%
N/A
CC: +3.0%
Scent
0.0%
N/A
CC: +3.0%
Pharma Solutions
0.0%
N/A
CC: +12.0%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Taste
N/A———+4.0%
Food Ingredients
N/A———-3.0%
Health & Biosciences
N/A———+3.0%
Scent
N/A———+3.0%
Pharma Solutions
N/A———+12.0%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

Sales
$10500000.0B—$10800000.0B
Mid-point: $10650000.0B
"Expected comparable currency neutral sales growth between 1% to 4%."
Adjusted Operating EBITDA
2,050,000,000—2,150,000,000
Mid-point: 2,100,000,000
"Expected comparable currency neutral adjusted operating EBITDA to grow 3% to 8% year-over-year."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

FY2025
Impairment of goodwill related to the Food Ingredients reporting unit.
Included in 'Loss before taxes' reconciliation.
+$1,153M
$4.48 per share
FY2025
Gain on extinguishment of debt.
Included in 'Loss before taxes' reconciliation.
$488M
$1.45 per share
FY2025
Loss on assets classified as held for sale of the Soy, Concentrates and Lecithin disposal group.
Included in 'Loss before taxes' reconciliation.
+$115M
$0.34 per share
FY2025
Divestiture and Integration Related Costs.
Included in 'Loss before taxes' reconciliation.
+$125M
$0.31 per share
FY2025
Restructuring and Other Charges (IFF Productivity Program).
Included in 'Loss before taxes' reconciliation.
+$70M
$0.21 per share
FY2025
Strategic Initiatives Costs.
Included in 'Loss before taxes' reconciliation.
+$35M
$0.11 per share
FY2025
Regulatory Costs.
Included in 'Loss before taxes' reconciliation.
+$106M
$0.34 per share
FY2025
Entity Realignment Costs.
Included in 'Loss before taxes' reconciliation.
+$8M
$0.02 per share
Total Impact
+$1,124M$4.32 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

IFF delivered a solid 2025 performance, meeting the full-year financial commitments we set at the start of the year, despite a challenging operating environment.

— INTERNATIONAL FLAVORS & FRAGRANCES INC, Q4 FY2025 2025 Earnings Call

We invested in R&D, commercial capabilities, and capacity expansion to better serve customers, advance our innovation pipeline, and support future profitable growth.

— INTERNATIONAL FLAVORS & FRAGRANCES INC, Q4 FY2025 2025 Earnings Call

Through several divestitures and the recent launch of a sale process for our Food Ingredients segment, we sharpened our strategic focus and improved our financial flexibility, allowing us to direct resources to our highest-value businesses.

— INTERNATIONAL FLAVORS & FRAGRANCES INC, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.