NYSE$SXT

Sensient Technologies Corp · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Sensient Technologies Corporation reported its Q1 2021 results, with revenue and operating income increasing.

Sensient Technologies Corporation reported a revenue increase of 2.6% and a significant rise in operating income by 35.7% for the first quarter of 2021. Diluted earnings per share increased to 75 cents, compared to 49 cents in the previous year. The Flavors & Extracts and Asia Pacific groups showed strong revenue and profit growth, while the Personal Care segment was negatively impacted by the COVID-19 pandemic. The company completed the divestiture of its Fragrances product line in April.

  • Consolidated revenue increased by 2.6% to $359.7 million compared to the previous year.
  • Operating income rose by 35.7% to $46.9 million.
  • Diluted earnings per share increased to $0.75, up from $0.49 year-over-year.
  • Flavors & Extracts and Asia Pacific groups reported strong revenue and profit growth.

Headline financials

Total Revenue

$360M

Previous: $351M+2.6%
EPS (adj)

$0.77

Previous: $0.72+6.9%
Total Revenue Change

2.6%

Previous: 0.9%+188.9%
Flavors & Extracts Revenue Change

7.7%

Previous: 1.6%+381.2%
Color Revenue Change

-5.4%

Previous: -0.3%-1700.0%
Asia Pacific Revenue Change

11.1%

Previous: 6.8%+63.2%
Capital Expenditures

-$14.2M

Previous: -$9.41M-51.4%
Free Cash Flow

$17.4M

Previous: $11.4M+53.4%
Net Income

$31.7M

Previous: $20.8M+52.4%
Operating Income

$46.9M

Previous: $34.6M+35.7%
Gross Profit

$116M

Previous: $112M+3.3%
Cash & Equivalents

$28M

Previous: $23.1M+21.3%
Total Assets

$1.72B

Previous: $1.69B+1.7%
Stock-Based Comp

$2.11M

Previous: $1.18M+79.5%

Revenue & EPS history

Sensient · Revenue · Quarterly

$360M

Q1 2021+2.6%vs Q1 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Sensient · $370M total across 3 segments · Q1 2021

  • Flavors & Extracts
    $201M+7.7%
  • Color
    $136M-5.4%
  • Asia Pacific
    $33.8M+11.1%

Forward guidance

Sensient reconfirmed its 2021 guidance for GAAP diluted earnings per share to grow at a mid to high single digit growth rate compared to 2020. The company expects adjusted local currency revenue to grow at a low to mid-single digit rate and adjusted local currency EBITDA to grow at a mid-single digit rate.

Tailwinds

  • Reconfirming 2021 guidance for GAAP diluted earnings per share growth.
  • Expects adjusted local currency revenue to grow at a low to mid-single digit rate.
  • Anticipates adjusted local currency EBITDA to grow at a mid-single digit rate.
  • Expects earnings per share reported on a U.S. dollar basis to benefit by approximately ten cents based on current exchange rates.
  • Guidance is based upon current trends, current tax law, and the effects of COVID-19 to date.

Headwinds

  • Full impacts of the ongoing COVID-19 pandemic remain uncertain.
  • Guidance includes approximately 30 cents per share of estimated divestiture & other related costs.
  • Guidance includes the results of the operations to be divested.
  • Guidance includes the operational improvement plan costs.
  • The company's guidance is based upon current trends and effects of COVID-19 to date, which are subject to change.

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 Q1 2021

Historical avgQ1 2021

-0.2%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.3%

Avg return

30 days after

49%

34 / 69 earnings

Positive

+24.6%

Q1 2026

Best reaction

-16.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+24.6%+21.5%+15.2%
Q4 2025-5.0%-6.4%-9.0%
Q3 2025+2.8%+7.1%+8.6%
Q2 2025-4.3%-5.7%-11.9%
Q1 2025+13.5%+17.2%+17.2%
Q4 2024-7.5%-9.0%-4.8%
Q3 2024+2.2%-0.3%+1.5%
Q2 2024-2.8%-3.1%-6.4%
Q1 2024+4.4%+5.8%+8.4%
Q4 2023-4.2%-3.0%+8.9%
Q3 2023+1.0%-1.2%+8.1%
Q2 2023-7.3%-5.1%-15.6%
Q1 2023+2.8%+2.4%-1.6%
Q4 2022+6.0%+9.1%-3.3%
Q3 2022-6.6%-1.8%+4.2%
Q2 2022-1.0%+1.1%+2.6%
Q1 2022+0.6%+3.1%+3.1%
Q4 2021-3.8%-2.8%-9.7%
Q3 2021+4.9%+4.4%+10.8%
Q2 2021+6.0%+5.5%+5.8%
Q1 2021+2.2%+1.4%+6.6%
Q4 2020-3.0%-0.9%+3.8%
Q3 2020+7.5%+8.8%+14.2%
Q2 2020-3.5%-4.0%-2.7%
Q1 2020+2.2%-0.4%+7.2%
Q4 2019-10.4%-9.0%-25.7%
Q3 2019-9.2%-7.1%-5.6%
Q2 2019-2.9%-0.7%-6.1%
Q1 2019+1.3%+4.1%-3.5%
Q4 2018+1.3%+3.1%+6.5%
Q3 2018-16.1%-17.5%-13.9%
Q2 2018-7.6%-7.9%-4.2%
Q1 2018+1.1%-0.8%+1.7%
Q4 2017-1.1%+0.8%+8.5%
Q3 2017+0.6%-1.7%-4.1%
Q2 2017-7.2%-7.1%-11.3%
Q1 2017+1.5%-0.4%-2.1%
Q4 2016+2.0%+2.5%+2.5%
Q3 2016+1.2%+2.0%+5.3%
Q2 2016+6.2%+4.0%+3.4%
Q1 2016+1.1%
Q4 2015-6.6%
Q3 2015-0.2%
Q2 2015-2.6%
Q1 2015+1.9%
Q4 2014+0.4%
Q3 2014+1.6%
Q2 2014+2.9%
Q1 2014-0.7%
Q4 2013+0.3%
Q3 2013+7.3%
Q2 2013-1.0%
Q1 2013+3.2%
Q4 2012-1.7%
Q3 2012-5.2%
Q2 2012-3.6%
Q1 2012+0.9%
Q4 2011-0.3%
Q3 2011-3.8%
Q2 2011-2.9%
Q1 2010+3.1%
Q1 2011+1.0%
Q4 2010+0.6%
Q3 2010-1.2%
Q3 2009-1.2%
Q2 2009-0.2%
Q2 2010-0.2%
Q4 2008-0.2%
Q4 2009-0.2%

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