SENSIENT TECHNOLOGIES CORP (SXT) Form 10-Q — Aug 4, 2026

$SXTForm 10-QFiled Aug 4, 2026, 12:33 PM ET0001140361-26-031094Original filing

Sensient Technologies' Q2 2026 revenue rose 11.6% year over year to $462.1 million, with diluted EPS up 36.4% to $1.20 and operating margin expanding to 16.6% from 13.9%. Gross margin improved to 37.4% from 34.5%, helped by higher volumes, pricing, and roughly $4.8 million of tariff refunds received in the period. The Color segment drove the upside, with revenue up about 21% to $216.1 million and operating income up about 40% to $54.5 million on natural colors conversion volumes, while Flavors & Extracts grew roughly 5% and Asia Pacific about 11%. First-half revenue was $897.9 million with diluted EPS of $2.24, up 32.5%.

Key figures

Eps: $1.20 diluted (Q2 2026) vs $0.88 prior year; $2.24 (H1 2026) vs $1.69
Revenue: $462.1 million (Q2 2026); $897.9 million (H1 2026)
Net Income: $51.4 million (Q2 2026); $95.5 million (H1 2026)
Total Debt: $763.7 million carrying value of long-term debt at June 30, 2026 (vs $709.5 million at December 31, 2025)
Debt Amount: €65 million euro senior notes issued March 27, 2026; $400 million unsecured delayed-draw term loan facility (undrawn as of June 30, 2026)
Revenue Yoy: +11.6% (Q2 2026 vs Q2 2025); +11.3% (H1 2026 vs H1 2025)
Total Assets: $2.37 billion at June 30, 2026
Cash Position: $31.0 million at June 30, 2026
Interest Rate: 4.00% (euro senior notes)
Maturity Date: March 2030 (euro senior notes); term loan due five years from closing
Shares Outstanding: 42562811
Capex h1 2026: $67.5 million vs $38.0 million prior year
Gross margin q2: 37.4% vs 34.5% prior year
Adjusted ebitda q2: $98.2 million, +22.7% YoY
Dividend per share: $0.41 quarterly, payable September 1, 2026
Operating income q2: $76.7 million, +32.9% YoY
Operating margin q2: 16.6% vs 13.9% prior year
Ieepa tariff refunds: ~$5 million received to date, including interest; no further refunds anticipated
Adjusted diluted eps q2: $1.20 vs $0.94, +27.7%
Asia pacific q2 revenue: $47.6 million, +11% YoY
Buyback shares remaining: 1732981
Color segment q2 revenue: $216.1 million, +21% YoY
Flavors extracts q2 revenue: $213.2 million, +5% YoY
Operating cash flow h1 2026: $34.8 million vs $39.3 million prior year
Color segment q2 operating income: $54.5 million, +40% YoY
Portfolio optimization total cost: ~$50 million, completed, with ~$8 million expected annual savings

Price after filing

1 day: +2.4%7 days: +3.7%30 days: +6.9%

Close on the filing date to close N calendar days later (from $127.16). Historical, not a forecast.

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