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Sep 30, 2025
IFF Q3 2025 Earnings Report
IFF reported its Q3 2025 results with a revenue decline but improved profitability through operational discipline.
Key Takeaways
IFF delivered $2.69 billion in revenue with adjusted EPS of $1.05. Despite a revenue drop, net income remained positive at $40 million. Adjusted EBITDA was $519 million, showing solid productivity gains, especially in the Scent and Taste segments.
Revenue for Q3 2025 was $2.69 billion, down 8% YoY.
Adjusted EPS was $1.05, while reported EPS was $0.16.
Net income was $40 million despite continued sales pressure in Food Ingredients.
Scent and Taste segments performed well with mid-single-digit growth.
Revenue by Segment
Forward Guidance
IFF reaffirmed its full year 2025 guidance, expecting comparable currency neutral sales growth of 1–4% and adjusted EBITDA growth of 5–10%, though it noted challenges from FX and divestitures.
Positive Outlook
- Full-year sales expected between $10.6B and $10.9B
- Adjusted operating EBITDA expected between $2B and $2.15B
- Positive outlook on productivity gains and pricing discipline
- Continued execution on strategic portfolio optimization
- Expectations to hit the midpoint of EBITDA growth range
Challenges Ahead
- Foreign exchange expected to have 1% adverse impact on sales
- 3% adverse impact from FX on adjusted EBITDA
- 7% adverse impact to sales from Pharma Solutions divestiture
- 8% adverse impact to EBITDA from Pharma Solutions divestiture
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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