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Sensient (SXT) investor relations material
Sensient Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Q3 2025 revenue grew 5.0% year-over-year to $412.1 million, with local currency revenue up 3.5%.
Adjusted EBITDA increased 16.3% to $80.5 million, and adjusted diluted EPS rose 20% to $0.96.
Color Group led performance with 9.9% revenue growth and 26.6% operating profit growth; Flavors and Extracts Group saw 6.1% growth in key product lines.
Portfolio Optimization Plan costs were $3.3 million in Q3 2025, impacting GAAP results.
Strategic focus on U.S. conversion from synthetic to natural colors, the largest opportunity in company history.
Financial highlights
Q3 2025 revenue was $412.1 million, up from $392.6 million in Q3 2024.
Adjusted operating income was $61 million, up 18% year-over-year; GAAP operating income rose 14.2% to $57.7 million.
Adjusted EBITDA margin improved 190 bps to 19.5%.
Cash flow from operations was $44 million; capital expenditures were $20 million in Q3 2025.
Net debt to credit adjusted EBITDA was 2.3x as of September 30, 2025.
Outlook and guidance
Full-year 2025 local currency revenue growth expected at mid-single digits.
Local currency adjusted EBITDA and EPS now expected to grow at double-digit rates for 2025.
2025 GAAP EPS expected between $3.13 and $3.23, including $0.28 of Portfolio Optimization Plan costs.
Capital expenditures for 2025 expected to be around $100 million; at least $150 million anticipated for 2026 to support natural color conversion.
Long-term consolidated local currency revenue expected to grow at a mid-single-digit rate, with potential upside from accelerated natural color conversions.
POP plan completion timeline & benefits?
Flavors & Extracts: Ag ingredients strategy?
Drivers of upgraded 2025 EBITDA/EPS outlook?
What is the expected ramp-up for natural color revenue?
How does Certasure impact natural color market share?
How will F&E and APAC overcome volume headwinds?
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Frequently asked questions
Sensient Technologies Corporation, develops, manufactures, and markets colors, flavors, and other specialty ingredients primarily in the United States and Canada. It serves food and beverage, pharmaceutical, cosmetics and home products industries; and institutional market customers. Sensient Technologies Corporation has strategic collaboration agreements with partners to develop new products or optimize processes by creating customized solutions for specific customer applications.
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