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Dec 31, 2025
IFF Q4 2025 Earnings Report
IFF reported solid top and bottom-line performance and advanced strategic priorities in Q4 2025.
Key Takeaways
IFF delivered a solid fourth quarter performance in 2025, with reported net sales of $2.59 billion and adjusted operating EBITDA of $437 million. The company saw comparable currency neutral sales increase by 1% and adjusted operating EBITDA increase by 7%, driven by productivity gains. Strategic initiatives included the launch of a sale process for the Food Ingredients segment.
Reported net sales for the fourth quarter were $2.59 billion, a decrease of (7)% compared to the prior year period.
Adjusted operating EBITDA for the fourth quarter was $437 million, with a margin of 16.9%.
Comparable currency neutral sales increased 1% versus the prior year period, against a strong 6% year ago comparable.
Adjusted EPS excluding amortization was $0.80 per diluted share for the fourth quarter.
Revenue by Segment
Forward Guidance
For the full year 2026, IFF expects sales to be in the range of $10.5 billion to $10.8 billion and adjusted operating EBITDA to be in the range of $2.05 billion to $2.15 billion. The company anticipates comparable currency neutral sales growth of 1% to 4% and adjusted operating EBITDA growth of 3% to 8% year-over-year.
Positive Outlook
- Comparable currency neutral sales growth expected to be between 1% to 4%.
- Comparable currency neutral adjusted operating EBITDA expected to grow at a faster rate than sales, growing 3% to 8% year-over-year.
- Foreign exchange is expected to have an approximately 1% positive impact to sales growth.
- Strong pipeline and benefits of reinvestment actions are encouraging.
- Confidence in ability to deliver on priorities and create long-term value for shareholders.
Challenges Ahead
- Macroeconomic uncertainty persists.
- Divestitures are expected to have an approximately 5% adverse impact to both sales and adjusted operating EBITDA growth.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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