Form 8-K

8-K — SENSIENT TECHNOLOGIES CORP

Accession: 0001140361-26-016575

Filed: 2026-04-24

Period: 2026-04-24

CIK: 0000310142

SIC: 2860 (INDUSTRIAL ORGANIC CHEMICALS)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — ef20071195_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (ef20071195_ex99-1.htm)

EX-99.2 — EXHIBIT 99.2 (ef20071195_ex99-2.htm)

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8-K

8-K (Primary)

Filename: ef20071195_8k.htm · Sequence: 1

false000031014200003101422026-04-242026-04-24

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

April 24, 2026

(Date of Report/Date of earliest event reported)

SENSIENT TECHNOLOGIES CORPORATION

(Exact name of registrant as specified in its charter)

Wisconsin

001-07626

39-0561070

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

777 East Wisconsin Avenue

Milwaukee, Wisconsin 53202-5304

(Address and zip code of principal executive offices)

(414) 271-6755

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of

the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised

financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02

Results of Operations and Financial Condition.

Sensient Technologies Corporation (the “Company”) issued a press release on April 24, 2026, disclosing its results of operations for its quarter ended March 31, 2026, and

its financial condition at that date. The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in this Item 2.02 (including Exhibit 99.1) is intended to be furnished under Item 2.02 of Form 8-K and shall not be deemed “filed” for

purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or other

document filed under the Securities Act of 1933, as amended, or the Exchange Act.

Item 7.01

Regulation FD Disclosure.

On April 24, 2026, the Company also posted an updated investor presentation for its quarter ended March 31, 2026, on the “Investor Information” section

of its website. A copy of the investor presentation is furnished as Exhibit 99.2 to this Current Report on Form 8-K.

The information contained in this Item 7.01 (including Exhibit 99.2) is intended to be furnished under Item 7.01 of Form 8-K and shall not be deemed

“filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or other document filed under the Securities Act

of 1933, as amended, or the Exchange Act.

Item 9.01

Financial Statements and Exhibits.

(d)

Exhibits. The following exhibits are furnished with this Current Report on

Form 8-K:

EXHIBIT INDEX

Exhibit

Number

Description

99.1

Sensient Technologies Corporation Earnings Press Release for the Quarter Ended March 31, 2026.

99.2

Sensient Technologies Corporation Investor Presentation – Q1 2026.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly

authorized.

SENSIENT TECHNOLOGIES CORPORATION

By:

/s/ John J. Manning

Name:

John J. Manning

Title:

Senior Vice President, General

Counsel, and Secretary

Date:

April 24, 2026

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: ef20071195_ex99-1.htm · Sequence: 2

Exhibit 99.1

Contact:

David Plautz

(414) 347-3706

investor.relations@sensient.com

Sensient Technologies Corporation

Reports Results for the Quarter Ended March 31, 2026

MILWAUKEE— April 24, 2026 — Sensient Technologies Corporation (NYSE: SXT), a leading provider of flavors and colors

for the food, pharmaceutical, and personal care markets, today reported financial results for the first quarter ended March 31, 2026.

First Quarter Consolidated Results

•

Reported revenue increased 11.1% to $435.8 million in the first quarter of 2026 versus last year’s first quarter results of $392.3 million. On a local currency basis(1),

revenue increased 7.2%.

•

Reported operating income increased 24.7% to $66.7 million compared to $53.5 million recorded in last year’s first quarter. In the first quarter of 2025, the Company recorded $2.9

million of costs related to its Portfolio Optimization Plan versus no costs recorded in the first quarter of 2026. Local currency adjusted operating income(1) and local currency adjusted EBITDA(1) were up 12.2% and

10.4%, respectively, in the first quarter.

•

Reported earnings per share increased 28.4% to $1.04 in the first quarter of 2026 compared to 81 cents in the first quarter of 2025. Local currency adjusted diluted EPS(1)

increased 14.0% in the first quarter.

“Sensient delivered strong results to start off the year. We executed on our strategy

and continue to strengthen our position for the opportunities ahead, particularly in the area of natural colors. I remain very confident about our performance and am pleased to increase our guidance for 2026,”

said Paul Manning, Sensient’s Chairman, President, and Chief Executive Officer.

Sensient Technologies Corporation

Earnings Release – Quarter Ended March 31, 2026

April 24, 2026

Page 2

First Quarter Group Results

Revenue

Reported

Quarter

Local Currency(1)

Quarter

Flavors & Extracts

4.2

1.7

Color

18.1

12.3

Asia Pacific

8.0

4.7

Total Revenue

11.1

7.2

Operating Income

Reported

Quarter

Local Currency

Adjusted(1)

Quarter

Flavors & Extracts

7.0

5.1

Color

20.7

13.2

Asia Pacific

18.4

14.5

Total Operating Income

24.7

12.2

The Flavors & Extracts Group reported first quarter 2026 revenue of $201.8 million, an increase of $8.1 million versus the prior year’s first

quarter. The Group’s revenue increase was driven primarily by higher prices and volume growth. Segment operating income was $26.8 million in the first quarter of 2026, an increase of $1.8 million compared to the prior year’s first quarter.

The Color Group reported revenue of $198.2 million in the first quarter of 2026, an increase of $30.4 million compared to the prior year’s first

quarter. The Group’s revenue increase was driven by strong volume growth and higher prices across the Group. Segment operating income was $42.1 million in the first quarter of 2026, an increase of $7.2 million compared to the prior year’s first

quarter results.

The Asia Pacific Group reported revenue of $45.3 million in the first quarter of 2026, an increase of $3.4 million compared to the prior year’s first

quarter. The Group’s revenue increase was driven by strong volume growth and higher prices across the Group. Segment operating income was $11.2 million in the quarter, an increase of $1.7 million compared to the prior year’s first quarter.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended March 31, 2026

April 24, 2026

Page 3

Corporate & Other reported operating expenses were $13.3 million in the first quarter of 2026, compared to $15.8 million of operating expenses

reported in the prior year’s first quarter. The lower operating expenses were primarily due to Portfolio Optimization Plan costs in the prior year’s first quarter. Local currency adjusted operating expenses(1) for Corporate & Other

increased $0.4 million compared to the prior year’s first quarter.

2026 OUTLOOK

Metric

Current Guidance

Prior Guidance

Local Currency Revenue(1)

High Single-Digit to Double-Digit Growth

Mid-Single-Digit to Double-Digit Growth

Local Currency Adjusted EBITDA(1)

High Single-Digit to Double-Digit Growth

Mid-Single-Digit to Double-Digit Growth

Diluted EPS (GAAP)

Between $3.70 and $3.90*

Between $3.60 and $3.80*

Local Currency Adjusted Diluted EPS(1)

High Single-Digit to Double-Digit Growth

Mid-Single-Digit to High Single-Digit Growth

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

The Company’s guidance is based on current conditions and economic and market trends in the markets in which the Company operates and is subject to

various risks and uncertainties as described below.

(1)

Please refer to “Reconciliation of Non-GAAP Amounts” at the end of this release for more information

regarding our non-GAAP financial measures.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended March 31, 2026

April 24, 2026

Page 4

USE OF NON-GAAP FINANCIAL MEASURES

The Company’s non-GAAP financial measures eliminate the impact of certain items, which, depending on the measure, include: currency movements,

depreciation and amortization, Portfolio Optimization Plan costs, and non-cash share-based compensation. These measures are provided to enhance the overall understanding of the Company’s performance when viewed together with the GAAP results. Refer

to “Reconciliation of Non-GAAP Amounts” at the end of this release.

CONFERENCE CALL

The Company will host a conference call to discuss its 2026 first quarter financial results at 8:30 a.m. CDT on Friday,

April 24, 2026. To participate in the conference call, contact Chorus Call Inc. at (844) 492-3726 or (412) 317-1078, and ask to join the Sensient Technologies Corporation conference call. Alternatively, the call can be accessed by using the webcast

link that is available on the Investor Information section of the Company’s web site at www.sensient.com.

A replay of the call will be available one hour after the end of the conference call through May 1, 2026 by calling (855) 669-9658 and using access

code 1602690. An audio replay and written transcript of the call will also be posted on the Investor Information section of the Company’s web site at www.sensient.com on or after April 28,

2026.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended March 31, 2026

April 24, 2026

Page 5

This release contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws

including in the quote from our Chairman, President, and Chief Executive Officer and under “2026 Outlook” above. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, and other

factors concerning the Company’s operations and business environment. Important factors that could cause actual results to differ materially from those suggested by these forward-looking statements and that could adversely affect the Company’s future

financial performance include the following: the Company’s ability to manage general business, economic, and capital market conditions, including actions taken by customers in response to such market conditions, and the impact of recessions and

economic downturns; the impact of macroeconomic and geopolitical volatility, including inflation and shortages impacting the availability and cost of raw materials, energy, and other supplies, disruptions and delays in the Company’s supply chain, and

the conflicts between Russia and Ukraine and in the Middle East; industry, regulatory, legal, and economic factors related to the Company’s domestic and international business; the effects of tariffs, trade barriers, and disputes; the availability

and cost of labor, logistics, and transportation; the pace and nature of new product introductions by the Company and the Company’s customers; the Company’s ability to anticipate and respond to changing consumer preferences, changing technologies,

and changing regulations; the Company’s ability to successfully implement its growth strategies; the outcome of the Company’s various productivity-improvement and cost-reduction efforts, acquisition and divestiture activities, and Portfolio

Optimization Plan; growth in markets for products in which the Company competes; industry and customer acceptance of price increases; actions by competitors; the Company’s ability to enhance its innovation efforts and drive cost efficiencies;

currency exchange rate fluctuations; and other factors included in “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and in other documents that the Company files with the SEC. The risks and

uncertainties identified above are not the only risks the Company faces. Additional risks and uncertainties not presently known to the Company or that it currently believes to be immaterial also may adversely affect the Company. Should any known or

unknown risks and uncertainties develop into actual events, these developments could have material adverse effects on our business, financial condition, and results of operations. This release contains time-sensitive information that reflects

management’s best analysis only as of the date of this release. Except to the extent required by applicable laws, the Company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it

clear that any projected results expressed or implied herein will not be realized.

ABOUT SENSIENT TECHNOLOGIES

Sensient Technologies Corporation is a leading global manufacturer and marketer of colors, flavors, and other specialty ingredients. Sensient uses

advanced technologies and robust global supply chain capabilities to develop specialized solutions for food and beverages, as well as products that serve the pharmaceutical, nutraceutical, and personal care industries. Sensient’s customers range in

size from small entrepreneurial businesses to major international manufacturers representing some of the world’s best-known brands. Sensient is headquartered in Milwaukee, Wisconsin.

www.sensient.com

- MORE -

Sensient Technologies Corporation

(In thousands, except percentages and per share amounts)

(Unaudited)

Page 6

Consolidated Statements of Earnings

Three Months Ended March 31,

2026

2025

% Change

Revenue

435,834

392,325

11.1

Cost of products sold

283,146

260,548

8.7

Selling and administrative expenses

85,960

78,247

9.9

Operating income

66,728

53,530

24.7

Interest expense

7,902

7,341

Earnings before income taxes

58,826

46,189

Income taxes

14,656

11,727

Net earnings

44,170

34,462

28.2

Earnings per share of common stock:

Basic

1.04

0.82

Diluted

1.04

0.81

Average common shares outstanding:

Basic

42,294

42,197

Diluted

42,671

42,469

Results by Segment

Three Months Ended March 31,

Revenue

2026

2025

% Change

Flavors & Extracts

201,825

193,681

4.2

Color

198,176

167,750

18.1

Asia Pacific

45,255

41,901

8.0

Intersegment elimination

(9,422

)

(11,007

)

Consolidated

435,834

392,325

11.1

Operating Income

Flavors & Extracts

26,750

24,989

7.0

Color

42,065

34,852

20.7

Asia Pacific

11,180

9,442

18.4

Corporate & Other

(13,267

)

(15,753

)

Consolidated

66,728

53,530

24.7

- MORE -

Sensient Technologies Corporation

(In thousands)

(Unaudited)

Page 7

Consolidated Condensed Balance Sheets

March 31,

2026

December 31,

2025

Cash and cash equivalents

38,542

36,533

Trade accounts receivable

342,295

305,380

Inventories

681,730

678,220

Prepaid expenses and other current assets

58,971

59,717

Fixed assets held for sale

1,598

Total Current Assets

1,121,538

1,081,448

Goodwill & intangible assets (net)

446,282

449,827

Property, plant, and equipment (net)

550,555

539,296

Other assets

169,213

173,566

Total Assets

2,287,588

2,244,137

Trade accounts payable

114,222

138,344

Short-term borrowings

232

352

Other current liabilities

109,259

124,887

Total Current Liabilities

223,713

263,583

Long-term debt

767,558

709,232

Accrued employee and retiree benefits

24,163

24,045

Other liabilities

53,273

53,763

Shareholders’ Equity

1,218,881

1,193,514

Total Liabilities and Shareholders’ Equity

2,287,588

2,244,137

- MORE -

Sensient Technologies Corporation

(In thousands, except per share amounts)

(Unaudited)

Page 8

Consolidated Statements of Cash Flows

Three Months Ended March 31,

2026

2025

Cash flows from operating activities:

Net earnings

44,170

34,462

Adjustments to arrive at net cash provided by operating activities:

Depreciation and amortization

15,538

15,074

Share-based compensation expense

3,776

2,900

Net (gain) loss on assets

(305

)

Portfolio Optimization Plan costs

831

Deferred income taxes

1,897

1,282

Changes in operating assets and liabilities:

Trade accounts receivable

(37,718

)

(20,780

)

Inventories

(5,360

)

7,202

Prepaid expenses and other assets

(270

)

(8,064

)

Trade accounts payable and other accrued expenses

(22,837

)

(25,859

)

Accrued salaries, wages, and withholdings

(15,273

)

(21,665

)

Income taxes

2,562

4,989

Other liabilities

203

604

Net cash used in operating activities

(13,617

)

(8,978

)

Cash flows from investing activities:

Acquisition of property, plant, and equipment

(28,737

)

(16,854

)

Proceeds from sale of assets

2,016

Acquisition of new business

(4,349

)

Other investing activities

(200

)

(88

)

Net cash used in investing activities

(26,921

)

(21,284

)

Cash flows from financing activities:

Proceeds from additional borrowings

140,139

66,449

Debt payments

(76,867

)

(10,771

)

Dividends paid

(17,426

)

(17,376

)

Other financing activities

(3,447

)

(2,341

)

Net cash provided by financing activities

42,399

35,961

Effect of exchange rate changes on cash and cash equivalents

148

249

Net increase in cash and cash equivalents

2,009

5,948

Cash and cash equivalents at beginning of period

36,533

26,626

Cash and cash equivalents at end of period

38,542

32,574

Supplemental Information

Three Months Ended March 31,

2026

2025

Dividends paid per share

0.41

- MORE -

Sensient Technologies Corporation

(In thousands, except percentages and per share amounts)

(Unaudited)

Page 9

Reconciliation of Non-GAAP Amounts

The Company’s results for the three months ended March 31, 2026 and 2025 include adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share,

which, in each case, exclude Portfolio Optimization Plan costs.

Three Months Ended March 31,

2026

2025

% Change

Operating income (GAAP)

66,728

53,530

24.7

Portfolio Optimization Plan costs – Cost of products sold

1,814

Portfolio Optimization Plan costs – Selling and administrative expenses

1,050

Adjusted operating income

66,728

56,394

18.3

Net earnings (GAAP)

44,170

34,462

28.2

Portfolio Optimization Plan costs, before tax

2,864

Tax impact of Portfolio Optimization Plan costs(1)

(702

)

Adjusted net earnings

44,170

36,624

20.6

Diluted earnings per share (GAAP)

1.04

0.81

28.4

Portfolio Optimization Plan costs, net of tax

0.05

Adjusted diluted earnings per share

1.04

0.86

20.9

Note: Earnings per share calculations may not foot due to rounding differences.

(1)

Tax impact adjustments were determined based on the nature of the underlying non-GAAP

adjustments and their relevant jurisdictional tax rates.

Results by Segment

Three Months Ended March 31,

Operating Income

2026

Adjustments(2)

Adjusted

2026

2025

Adjustments(2)

Adjusted

2025

Flavors & Extracts

26,750

24,989

Color

42,065

34,852

Asia Pacific

11,180

9,442

Corporate & Other

(13,267

)

(13,267

)

(15,753

)

2,864

(12,889

)

Consolidated

66,728

53,530

2,864

56,394

(2)

Adjustments consist of Portfolio Optimization Plan costs.

The following table summarizes the percentage change in the 2026 results compared to the 2025 results for the corresponding periods.

Three Months Ended March 31, 2026

Revenue

Total

Foreign Exchange Rates

Adjustments(3)

Local Currency Adjusted

Flavors & Extracts

4.2

2.5

N/A

1.7

Color

18.1

5.8

N/A

12.3

Asia Pacific

8.0

3.3

N/A

4.7

Total Revenue

11.1

3.9

N/A

7.2

Operating Income

Flavors & Extracts

7.0

1.9

0.0

5.1

Color

20.7

7.5

0.0

13.2

Asia Pacific

18.4

3.9

0.0

14.5

Corporate & Other

(15.8

0.0

(18.7

2.9

Total Operating Income

24.7

6.5

6.0

12.2

Diluted Earnings Per Share

28.4

7.4

7.0

14.0

Adjusted EBITDA

15.7

5.3

N/A

10.4

(3)

Adjustments consist of Portfolio Optimization Plan costs.

- MORE -

Sensient Technologies Corporation

(In thousands, except percentages)

(Unaudited)

Page 10

Reconciliation of Non-GAAP Amounts - Continued

The following table summarizes the reconciliation between Operating Income (GAAP) and Adjusted EBITDA for the three months ended March 31, 2026 and 2025.

Three Months Ended March 31,

2026

2025

% Change

Operating income (GAAP)

66,728

53,530

24.7

Depreciation and amortization

15,538

15,074

Share-based compensation expense

3,776

2,900

Portfolio Optimization Plan costs, before tax

2,864

Adjusted EBITDA

86,042

74,368

15.7

The following table summarizes the reconciliation between Debt (GAAP) and Net Debt, and Operating Income (GAAP) and Credit Adjusted EBITDA for the trailing twelve months ended March 31,

2026 and 2025.

March 31,

Debt

2026

2025

Short-term borrowings

232

18,575

Long-term debt

767,558

683,266

Credit Agreement adjustments(4)

(20,780

)

(21,165

)

Net Debt

747,010

680,676

Operating income (GAAP)

220,326

195,703

Depreciation and amortization

61,562

60,694

Share-based compensation expense

14,822

10,989

Portfolio Optimization Plan costs, before tax

12,942

6,683

Other non-operating gains(5)

(1,170

)

(871

)

Credit Adjusted EBITDA

308,482

273,198

Net Debt to Credit Adjusted EBITDA

2.4x

2.5x

(4)

Adjustments include cash and cash equivalents, as described in the Company’s Fourth Amended and

Restated Credit Agreement (Credit Agreement), and certain letters of credit and hedge contracts.

(5)

Adjustments consist of certain financing transaction costs, certain non-financing interest

items, and gains and losses related to certain non-cash, non-operating, and/or non-recurring items as described in the Credit Agreement.

We have included each of these non-GAAP measures in order to provide additional information regarding our underlying operating results and comparable period-over-period

performance. Such information is supplemental to information presented in accordance with GAAP and is not intended to represent a presentation in accordance with GAAP. These non-GAAP measures should not be considered in isolation. Rather, they should

be considered together with GAAP measures and the rest of the information included in this release and our SEC filings. Management internally reviews each of these non-GAAP measures to evaluate performance on a comparative period-to-period basis and

to gain additional insight into underlying operating and performance trends, and we believe the information can be beneficial to investors for the same purposes. These non-GAAP measures may not be comparable to similarly titled measures used by other

companies.

EX-99.2 — EXHIBIT 99.2

EX-99.2

Filename: ef20071195_ex99-2.htm · Sequence: 3

Exhibit 99.2

Sensient Technologies Corporation First Quarter 2026 Earnings Call April 24,

2026

2 Non-GAAP Financial Measures Within this document, the Company reports certain

non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Plan costs, (2) percentage

changes in revenue, operating income, and diluted earnings per share on an adjusted local currency basis, which eliminate the effects that result from translating its international operations into U.S. dollars and restructuring and other costs,

including the Portfolio Optimization Plan costs, and (3) adjusted EBITDA and adjusted EBITDA Margin (which exclude Portfolio Optimization Plan costs and non-cash share based compensation expense). The Company has included each of these non-GAAP

measures in order to provide additional information regarding our underlying operating results and comparable year-over-year performance. Such information is supplemental to information presented in accordance with GAAP and is not intended to

represent a presentation in accordance with GAAP. These non-GAAP measures should not be considered in isolation. Rather, they should be considered together with GAAP measures and the rest of the information included in this report. Management

internally reviews each of these non-GAAP measures to evaluate performance on a comparative period-to-period basis and to gain additional insight into underlying operating and performance trends, and the Company believes the information can be

beneficial to investors for the same purposes. These non-GAAP measures may not be comparable to similarly titled measures used by other companies.

3 Forward Looking Statements This presentation contains statements that may

constitute “forward-looking statements” within the meaning of Federal securities laws including under “2026 Financial Outlook” and “Consolidated Full Year 2026 Outlook”. Such forward-looking statements are not guarantees of future performance

and involve known and unknown risks, uncertainties, and other factors concerning the Company’s operations and business environment. Important factors that could cause actual results to differ materially from those suggested by these

forward-looking statements and that could adversely affect the Company’s future financial performance include the following: the Company’s ability to manage general business, economic, and capital market conditions, including actions taken by

customers in response to such market conditions, and the impact of recessions and economic downturns; the impact of macroeconomic and geopolitical volatility, including inflation and shortages impacting the availability and cost of raw

materials, energy, and other supplies, disruptions and delays in the Company’s supply chain, and the conflicts between Russia and Ukraine and in the Middle East; industry, regulatory, legal, and economic factors related to the Company’s

domestic and international business; the effects of tariffs, trade barriers, and disputes; the availability and cost of labor, logistics, and transportation; the pace and nature of new product introductions by the Company and the Company’s

customers; the Company’s ability to anticipate and respond to changing consumer preferences, changing technologies, and changing regulations; the Company’s ability to successfully implement its growth strategies; the outcome of the Company’s

various productivity-improvement and cost-reduction efforts, acquisition and divestiture activities, and Portfolio Optimization Plan; growth in markets for products in which the Company competes; industry and customer acceptance of price

increases; actions by competitors; the Company’s ability to enhance its innovation efforts and drive cost efficiencies; currency exchange rate fluctuations; and other factors included in “Risk Factors” in the Company's Annual Report on Form

10-K for the year ended December 31, 2025, and in other documents that the Company files with the SEC. The risks and uncertainties identified above are not the only risks the Company faces. Additional risks and uncertainties not presently known

to the Company or that it currently believes to be immaterial also may adversely affect the Company. Should any known or unknown risks and uncertainties develop into actual events, these developments could have material adverse effects on our

business, financial condition, and results of operations. This presentation contains time-sensitive information that reflects management’s best analysis only as of the date of this presentation. Except to the extent required by applicable laws,

the Company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any projected results expressed or implied herein will not be realized.

Quarterly Results & Business Update 4

5 Q1 2026 Consolidated Results (1) See appendix for our GAAP to Non-GAAP

reconciliations.

6 Local Currency1 Results Commentary Color Group Performance Revenue Strong

growth in the quarter driven by new sales wins and favorable pricing across the Group Operating Results Strong operating leverage in the quarter primarily due to volume growth in the Food and Pharmaceutical product lines and favorable

pricing Adjusted EBITDA Margin1 for the Group was 24.4% in Q1 2026, flat to Q1 2025, even with increased investments in natural colors (1) See appendix for our GAAP to Non-GAAP reconciliations.

7 Flavors & Extracts Group Performance Revenue Growth in the quarter due to

new and defensible flavor wins and favorable pricing Operating Results Favorable operating leverage in the quarter primarily due to favorable pricing and volume growth in the Flavors, Extracts, and Flavor Ingredients product line Adjusted

EBITDA Margin1 for the Group was 17.2% in Q1 2026, up 30 bps from Q1 2025 (1) See appendix for our GAAP to Non-GAAP reconciliations. Local Currency1 Results Commentary

8 Asia Pacific Group Performance Revenue Growth in the quarter driven by

favorable prices and new sales wins across the Group Operating Results Strong operating leverage in the quarter due to favorable prices and volume growth across the Group Adjusted EBITDA Margin1 for the Group was 26.1% in Q1 2026, up 220

bps from Q1 2025 (1) See appendix for our GAAP to Non-GAAP reconciliations. Local Currency1 Results Commentary

(1) Represents outlook as of our earnings release provided on April 24, 2026, and

does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information required for such reconciliation,

such as the impact of translating our international operations into U.S. Dollars, is not available without unreasonable efforts and we are not able to determine the probable significance of such items. 9 Business Outlook1 Consolidated Full

Year 2026 Outlook Local Currency Revenue2 Growth rate of high single to double-digits Local Currency Adjusted EBITDA2 Growth rate of high single to double-digits Local Currency Adjusted EPS2 Growth rate of high single to double-digits

2026 Natural Color Highlights 10 The industry’s only global suite of simple

ingredient alternatives to titanium dioxide Ideal for: Bakery Goods Confections Dairy Dry Grocery Pet Food Beverages Label-friendly alternatives to titanium dioxide Designed to effectively match titanium dioxide

performance Stability across a wide range of product applications Kosher and Halal Vibrant, heat-stable natural colors for harsh heat extrusion Ideal for: Cereal Pet Food Confections Snacks Superior color performance and stability in

extreme high heat and pressure in extrusion Concentrated solutions to mitigate impact to texture and flavor Available in every color Kosher, Halal, and Non-GMO

Financial Update & Outlook 11

12 (1) See appendix for our GAAP to Non-GAAP reconciliations. Q1 2026 Financial

Review Local currency revenue1 increased 7.2% Q1 2025 results included $2.9 million of Portfolio Optimization Plan costs (approximately 5 cents per share) Adjusted EBITDA Margin1 increased 70 bps in the quarter due to strong volume

growth Consolidated Commentary (dollars in thousands) Q1 2025 Q1 2026 Local Currency Growth1 Revenue $ 392,325 $435,834 +7.2% Operating Income (GAAP) Operating Margin $ 53,530 13.6% $ 66,728 15.3% Adjusted Operating Income1

Adjusted Operating Margin1 $ 56,394 14.4% $ 66,728 15.3% +12.2% Diluted EPS (GAAP) $ 0.81 $ 1.04 Adjusted Diluted EPS1 $ 0.86 $ 1.04 +14.0% Adjusted EBITDA1 Adjusted EBITDA Margin1 $ 74,368 19.0% $ 86,042 19.7% +10.4%

13 2026 Cash Flow and Debt Metrics Q1 2025 YTD Q1 2026 YTD Cash Flow from

Operations ($ 9.0 million) ($ 13.6 million) Capital Expenditures $ 16.9 million $ 28.7 million Total Debt $ 701.8 million $ 767.8 million Net debt to credit adjusted EBITDA1 2.5x 2.4x Cash flow used in operating activities was $13.6

million in Q1 2026 compared to $9.0 million in Q1 2025 primarily due to higher use of cash for working capital Net debt to credit adjusted EBITDA1 was 2.4x in Q1 2026, down from 2.5x in Q1 2025 Commentary (1) See appendix for our GAAP to

Non-GAAP reconciliations.

14 2026 Financial Outlook1 (1) Represents outlook as of our earnings release

provided on April 24, 2026, and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information

required for such reconciliation, such as the impact of translating our international operations into U.S. Dollars, is not available without unreasonable efforts and we are not able to determine the probable significance of such items. (3) The

impact of foreign exchange rates is expected to be immaterial for 2026. (4) Interest expense assumes no USD borrowing rate reductions for 2026. Metric Current Guidance Prior Guidance Local Currency Revenue2 High single to double-digit

growth Mid-single to double-digit growth Local Currency Adjusted EBITDA2 High single to double-digit growth Mid-single to double-digit growth Diluted EPS (GAAP) 3 $3.70 to $3.90 $3.60 to $3.80 Local Currency Adjusted Diluted EPS2 High

single to double-digit growth Mid- to high single-digit growth Capital Expenditures $150 to $170 million $150 to $170 million Adjusted Effective Tax Rate ~ 25% ~ 25% Interest Expense4 ~ $36 million ~ $36 million

16 Appendix1 (1) Amounts in thousands, except percentages and per share

amounts.

17 Non-GAAP Financial Measures

18 Non-GAAP Financial Measures

19 Non-GAAP Financial Measures

20 Non-GAAP Financial Measures

21 Non-GAAP Financial Measures

22 Non-GAAP Financial Measures

23 Non-GAAP Financial Measures

24 Non-GAAP Financial Measures

25 Non-GAAP Financial Measures

26 Non-GAAP Financial Measures

27 Non-GAAP Financial Measures

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