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Sep 30, 2025
Sensient Q3 2025 Earnings Report
Sensient delivered strong third quarter 2025 results with higher revenue, profitability, and adjusted earnings growth across all major segments.
Key Takeaways
Sensient Technologies reported Q3 2025 revenue of $412.1 million, a 5% increase year-over-year, driven by strength in its Color and Asia Pacific segments. Operating income rose 14.2% to $57.7 million, while adjusted operating income increased 18% to $61.0 million. Net income grew 13% to $37.0 million, with diluted EPS of $0.87 and adjusted diluted EPS of $0.96. The Color Group delivered the strongest performance, supported by higher prices and volume growth in food and pharmaceutical product lines.
Total revenue increased 5% year-over-year to $412.1 million, driven by strong Color segment performance.
Operating income rose 14.2% to $57.7 million, with adjusted operating income up 18%.
Net income grew 13% to $37.0 million, and adjusted EPS increased 20% to $0.96.
Color segment revenue rose 9.9%, while Asia Pacific and Flavors & Extracts remained stable.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sensient reaffirmed its 2025 guidance, expecting mid-single-digit local currency revenue growth and double-digit adjusted EBITDA growth, supported by strong performance in Color and natural ingredient markets.
Positive Outlook
- Maintained outlook for mid-single-digit local currency revenue growth in 2025.
- Raised guidance for double-digit growth in adjusted EBITDA for FY25.
- Continued margin expansion driven by pricing discipline and efficiency gains.
- Strong cash flow generation and disciplined capital allocation.
- Tailwinds from foreign currency expected for the full year.
Challenges Ahead
- Portfolio Optimization Plan costs to continue impacting results short-term.
- Higher performance-based compensation costs increased SG&A expenses.
- Slower recovery in agricultural ingredients impacted Flavors & Extracts volumes.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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