NYSE$IFF

International Flavors & Fragra · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

IFF's financial performance was impacted by COVID-19, with sales down but some segments showing resilience.

IFF reported a 7% decrease in sales to $1.20 billion for the second quarter of 2020, impacted by COVID-19 related pressures, particularly in Fine Fragrance and Food Service. Despite the sales decline, the company highlighted robust cash flow and announced an increase in the quarterly dividend, reflecting confidence in the business's long-term strategy.

  • Second quarter sales totaled $1.20 billion, a 7% decrease compared to 2019, with currency neutral sales down 4%.
  • Reported operating profit decreased by 40% to $119.4 million.
  • Adjusted EPS excluding amortization was $1.36 per diluted share, compared to $1.61 in the year-ago period.
  • The Board of Directors authorized a 3% increase in the quarterly dividend to $0.77 per share.

Headline financials

Total Revenue

$1.2B

Previous: $1.29B-7.2%
EPS (adj)

$1.36

Previous: $1.61-15.5%
Capital Expenditures

-$80M

Previous: -$119M+32.8%
Free Cash Flow

$6.17M

Previous: $19.8M-68.8%
Net Income

$86.2M

Previous: $139M-37.9%
Operating Income

$119M

Previous: $200M-40.3%
Gross Profit

$482M

Previous: $546M-11.8%
Cash & Equivalents

$497M

Previous: $427M+16.6%
Total Assets

$13B

Previous: $13.3B-2.7%
Stock-Based Comp

$9.98M

Previous: $10.7M-6.7%

Revenue & EPS history

IFF · Revenue · Quarterly

$1.2B

Q2 2020-7.2%vs Q2 2019
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

IFF · $1.2B total across 2 segments · Q2 2020

  • Taste
    $748M
  • Scent
    $450M

Forward guidance

Due to the uncertainty surrounding the COVID-19 pandemic, the company's full year financial results cannot be reasonably estimated at this time.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-0.6%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-1.3%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+11.0%

Q1 2026

Best reaction

-19.5%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.0%+10.4%+3.4%
Q4 2025+5.9%+7.5%-9.6%
Q3 2025+4.0%+2.1%+9.3%
Q1 2025-7.0%-3.6%-2.9%
Q4 2024-5.2%-7.9%-10.0%
Q3 2024-11.5%-6.8%-10.1%
Q2 2024-0.4%+1.7%+8.5%
Q1 2024+8.9%+12.2%+13.2%
Q4 2023-5.4%-0.9%+2.6%
Q3 2023-1.5%-1.3%+4.1%
Q2 2023-19.5%-20.2%-11.8%
Q1 2023-6.4%-13.8%-15.8%
Q4 2022-19.1%-0.0%-4.7%
Q3 2022-3.6%+6.0%+14.0%
Q2 2022-5.2%-1.9%-10.7%
Q1 2022+2.7%+8.2%+8.8%
Q4 2021+5.8%+2.1%-8.4%
Q3 2021+6.6%+6.3%+3.2%
Q2 2021+2.2%+5.8%+2.1%
Q1 2021-5.3%-3.6%+0.4%
Q4 2020+6.9%+4.8%+5.4%
Q3 2020+3.6%+3.3%+6.1%
Q2 2020-1.2%-2.9%-3.8%
Q1 2020-0.8%-4.6%-0.7%
Q4 2019-0.9%-1.5%-21.0%
Q3 2019+10.4%+9.1%+15.0%
Q2 2019-17.3%-14.8%-22.2%
Q1 2019-3.5%-2.7%+0.9%
Q4 2018-9.1%-9.5%-14.6%
Q3 2018+1.9%-0.1%-5.3%
Q2 2018+0.1%-1.3%-3.1%
Q1 2018-11.0%-10.2%-11.6%
Q4 2017+0.7%-0.9%-3.0%
Q3 2017+1.1%-1.0%+3.7%
Q2 2017+3.6%+0.4%+4.3%
Q1 2017-7.4%-6.1%-1.0%
Q4 2016+5.2%+3.8%+12.0%
Q3 2016-2.0%-8.0%-3.1%
Q2 2016+1.8%+1.2%+4.0%
Q1 2016+6.5%
Q4 2015-14.0%
Q3 2015+0.4%
Q2 2015-1.9%
Q1 2015-5.5%
Q4 2014+9.3%
Q3 2014-0.7%
Q2 2014-3.8%
Q1 2014+2.2%
Q4 2013+4.1%
Q3 2013+3.8%
Q2 2013+0.5%
Q1 2013+2.0%
Q4 2012+3.4%
Q3 2012-3.0%
Q2 2012+8.0%
Q1 2012-1.8%
Q4 2011-1.0%
Q3 2011-12.2%
Q2 2011+0.9%
Q1 2010+1.8%
Q1 2011+0.9%
Q4 2010+1.8%
Q3 2010+4.9%
Q3 2009+4.9%
Q2 2009+2.1%
Q4 2009+2.1%
Q4 2008+2.1%
Q2 2010+2.1%

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