Sensient Technologies Corporation Reports Results for the Quarter Ended December 31, 2025

MILWAUKEE--( BUSINESS WIRE)--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 fourth quarter ended December 31, 2025.

Fourth Quarter Consolidated Results

“Sensient delivered strong results in 2025 driven by exceptional new sales wins. We executed on our strategy, delivered meaningful value to our customers, and strengthened our position for the opportunities ahead. I remain very confident about our performance and the momentum we have going forward,” said Paul Manning, Sensient’s Chairman, President, and Chief Executive Officer.

Fourth Quarter Group Results

-0.6%

-0.9%

-2.4%

-1.3%

10.9%

8.1%

7.0%

7.4%

-1.0%

3.5%

-1.9%

2.4%

4.5%

3.5%

2.0%

2.9%

Reported

Local Currency Adjusted (1)

Quarter

Year-to-Date

Quarter

Year-to-Date

-10.0%

3.8%

-11.6%

3.4%

12.2%

18.2%

7.2%

16.9%

2.4%

6.3%

0.6%

3.8%

-9.1%

8.1%

-0.4%

11.1%

The Flavors & Extracts Group reported fourth quarter 2025 revenue of $187.0 million, a decrease of $1.1 million versus the prior year’s fourth quarter. The Group’s revenue was unfavorably impacted by lower volumes, particularly in the agricultural ingredients product line. This decline was partially offset by higher prices. Segment operating income was $19.2 million in the fourth quarter of 2025, a decrease of $2.1 million compared to the prior year’s fourth quarter. The decrease in segment operating income was driven by the decline in the volume in the agricultural ingredients product line along with a one-time charge of approximately $3 million stemming from the impact of severe rains from atmospheric river events late in the year that disrupted the harvest and production.

The Color Group reported revenue of $175.4 million in the fourth quarter of 2025, an increase of $17.3 million compared to the prior year’s fourth quarter. The Group’s revenue increase was driven by strong volume growth and higher prices in the food and pharmaceutical product lines. Segment operating income was $29.8 million in the fourth quarter of 2025, an increase of $3.2 million compared to the prior year’s fourth quarter results.

The Asia Pacific Group reported revenue of $41.4 million in the fourth quarter of 2025, a decrease of $0.4 million compared to the prior year’s fourth quarter. Segment operating income was $8.7 million in the quarter, an increase of $0.2 million compared to the prior year’s fourth quarter.

Corporate & Other reported operating expenses were $19.5 million in the fourth quarter of 2025, compared to $14.4 million of operating expenses reported in the prior year’s fourth quarter. The higher operating expenses were primarily due to higher Portfolio Optimization Plan costs in the quarter. Local currency adjusted operating expenses (1) for Corporate & Other decreased $0.3 million compared to the prior year’s fourth quarter, primarily due to lower performance-based compensation costs recorded in 2025.

2026 OUTLOOK

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.

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 2025 fourth quarter financial results at 8:30 a.m. CST on Friday, February 13, 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 February 20, 2026 by calling (855) 669-9658 and using access code 4128932. 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 February 18, 2026.

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

Sensient Technologies Corporation

Three Months Ended December 31,

Year Ended December 31,

2025

2024

% Change

2025

2024

% Change

393,447

376,420

4.5

1,612,111

1,557,228

3.5

270,098

257,002

5.1

1,072,811

1,050,135

2.2

85,163

77,422

10.0

332,172

315,514

5.3

38,186

41,996

(9.1

207,128

191,579

8.1

7,521

6,387

29,581

28,781

30,665

35,609

177,547

162,798

5,181

5,505

43,058

38,132

25,484

30,104

(15.3

134,489

124,666

7.9

0.60

0.71

3.18

2.96

0.60

0.71

3.16

2.94

42,254

42,163

42,236

42,145

42,669

42,454

42,595

42,396

Three Months Ended December 31,

Year Ended December 31,

Revenue

2025

2024

% Change

2025

2024

% Change

187,041

188,114

(0.6

786,943

793,698

(0.9

175,407

158,134

10.9

700,595

647,939

8.1

41,429

41,861

(1.0

168,156

162,525

3.5

(10,430

)

(11,689

)

(43,583

)

(46,934

)

393,447

376,420

4.5

1,612,111

1,557,228

3.5

19,208

21,345

(10.0

100,741

97,094

3.8

29,771

26,542

12.2

141,279

119,529

18.2

8,696

8,495

2.4

36,622

34,458

6.3

(19,489

)

(14,386

)

(71,514

)

(59,502

)

38,186

41,996

(9.1

207,128

191,579

8.1

Sensient Technologies Corporation

December 31,

2025

2024

36,533

26,626

305,380

290,087

678,220

600,302

59,717

44,871

1,598

1,081,448

961,886

449,827

423,658

539,296

491,587

173,566

146,663

2,244,137

2,023,794

138,344

139,052

352

19,848

124,887

111,739

263,583

270,639

709,232

613,523

24,045

24,499

53,763

54,147

1,193,514

1,060,986

2,244,137

2,023,794

Sensient Technologies Corporation

2025

2024

134,489

124,666

61,098

60,329

13,946

10,084

289

(140

)

5,273

1,415

(2,705

)

(18,598

)

(1,106

)

(29,638

)

(62,226

)

(18,295

)

(19,036

)

(5,407

)

(1,445

)

8,995

(5,093

)

22,518

1,839

(810

)

2,503

2,032

127,826

157,151

(89,409

)

(59,212

)

496

339

(4,867

)

1,098

(336

)

(92,682

)

(59,209

)

216,485

159,321

(177,592

)

(167,073

)

(69,614

)

(69,399

)

(4,314

)

(4,395

)

(35,035

)

(81,546

)

9,798

(18,704

)

9,907

(2,308

)

26,626

28,934

36,533

26,626

2025

2024

1.64

Sensient Technologies Corporation

Three Months Ended December 31,

Year Ended December 31,

2025

2024

% Change

2025

2024

% Change

38,186

41,996

(9.1

207,128

191,579

8.1

3,279

839

7,531

1,362

3,001

8,275

5,269

44,466

42,852

3.8

222,934

198,210

12.5

25,484

30,104

(15.3

134,489

124,666

7.9

6,280

856

15,806

6,631

(1,133

)

(3,570

)

(2,001

)

(4,156

)

30,631

27,390

11.8

148,294

127,141

16.6

0.60

0.71

(15.5

3.16

2.94

7.5

0.12

(0.06

)

0.32

0.06

0.72

0.65

10.8

3.48

3.00

16.0

(1) Tax impact adjustments were determined based on the nature of the underlying non-GAAP adjustments and their relevant jurisdictional tax rates.

Three Months Ended December 31,

Adjusted

2025

Adjustments (2)

2025

2024

Adjustments (2)

2024

19,208

21,345

29,771

26,542

8,696

8,495

(19,489

)

6,280

(13,209

)

(14,386

)

856

(13,530

)

38,186

6,280

44,466

41,996

856

42,852

Year Ended December 31,

Adjusted

2025

Adjustments (2)

2025

2024

Adjustments (2)

2024

100,741

97,094

141,279

119,529

36,622

34,458

(71,514

)

15,806

(55,708

)

(59,502

)

6,631

(52,871

)

207,128

15,806

222,934

191,579

6,631

198,210

(2) Adjustments consist of Portfolio Optimization Plan costs.

Sensient Technologies Corporation

(0.6

1.8

N/A

(2.4

10.9

3.9

N/A

7.0

(1.0

0.9

N/A

(1.9

4.5

2.5

N/A

2.0

(10.0

1.6

0.0

(11.6

12.2

5.0

0.0

7.2

2.4

1.8

0.0

0.6

35.5

0.0

37.9

(2.4

(9.1

4.2

(12.9

(0.4

(15.5

4.2

(25.9

6.2

3.2

3.4

N/A

(0.2

(0.9

0.4

N/A

(1.3

8.1

0.7

N/A

7.4

3.5

1.1

N/A

2.4

3.5

0.6

N/A

2.9

3.8

0.4

0.0

3.4

18.2

1.3

0.0

16.9

6.3

2.5

0.0

3.8

20.2

0.0

14.8

5.4

8.1

1.4

(4.4

11.1

7.5

1.4

(8.6

14.7

10.9

1.1

N/A

9.8

(3) Adjustments consist of Portfolio Optimization Plan costs.

Sensient Technologies Corporation

Three Months Ended December 31,

Year Ended December 31,

2025

2024

% Change

2025

2024

% Change

38,186

41,996

(9.1

207,128

191,579

8.1

15,208

15,144

61,098

60,329

3,362

3,104

13,946

10,084

6,280

856

15,806

6,631

63,036

61,100

3.2

297,978

268,623

10.9

Year Ended December 31,

2025

2024

352

19,848

709,232

613,523

(22,544

)

(13,129

)

687,040

620,242

207,128

191,579

61,098

60,329

13,946

10,084

15,806

6,631

(1,048

)

(905

)

296,930

267,718

Category: Earnings

Source: Sensient Technologies Corporation