NYSE$SXT

Sensient Technologies Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Sensient's first quarter results reflected a mix of revenue performance across its segments, with overall revenue slightly decreased but operating income significantly increased, leading to higher earnings per share. The company also raised its 2022 guidance based on these strong results and a favorable outlook.

Sensient Technologies Corporation reported consolidated revenue of $355.5 million, a slight decrease of 1.2% compared to the previous year. However, operating income increased by 12.6% to $52.8 million, and diluted earnings per share rose by 17.3% to $0.88. The company has raised its 2022 full year GAAP diluted earnings per share and revenue growth expectations.

  • Consolidated revenue decreased slightly by 1.2% to $355.5 million.
  • Operating income increased by 12.6% to $52.8 million.
  • Diluted earnings per share increased by 17.3% to $0.88.
  • The company raised its 2022 full year GAAP diluted earnings per share and revenue growth expectations.

Headline financials

Total Revenue

$356M

Previous: $360M-1.2%
EPS (adj)

$0.88

Previous: $0.77+14.3%
Total Revenue Change

-1.2%

Previous: 2.6%-146.2%
Flavors & Extracts Revenue Change

-9.1%

Previous: 7.7%-218.2%
Color Revenue Change

9.4%

Previous: -5.4%+274.1%
Asia Pacific Revenue Change

7.8%

Previous: 11.1%-29.7%
Capital Expenditures

-$12.7M

Previous: -$14.2M+10.6%
Free Cash Flow

$24.3M

Previous: $17.4M+39.7%
Net Income

$37.1M

Previous: $31.7M+17.1%
Operating Income

$52.8M

Previous: $46.9M+12.6%
Gross Profit

$125M

Previous: $116M+8.0%
Cash & Equivalents

$32.2M

Previous: $28M+14.9%
Total Assets

$1.79B

Previous: $1.72B+3.9%
Stock-Based Comp

$4.16M

Previous: $2.11M+97.0%

Revenue & EPS history

Sensient · Revenue · Quarterly

$356M

Q1 2022-1.2%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Sensient · $368M total across 3 segments · Q1 2022

  • Flavors & Extracts
    $183M-9.1%
  • Color
    $148M+9.4%
  • Asia Pacific
    $36.5M+7.8%

Forward guidance

Sensient expects 2022 full year GAAP diluted earnings per share to grow at a high-teen growth rate and revenue to grow at a mid-to-high single-digit rate in local currency. Earnings per share are expected to be impacted by approximately twelve cents of foreign currency headwinds.

Tailwinds

  • Expects 2022 full year GAAP diluted earnings per share to grow at a high-teen growth rate compared to 2021.
  • Expects 2022 revenue to grow at a mid-to-high single-digit rate in local currency compared to 2021.
  • Expects 2022 adjusted EBITDA and diluted earnings per share to grow at a high single- to double-digit rate in local currency compared to 2021.
  • Previous 2022 GAAP diluted earnings per share guidance was for a mid-teen growth rate.
  • Previous 2022 revenue guidance was for a mid-single-digit growth rate in local currency.

Headwinds

  • Earnings per share reported on a U.S. dollar basis to be impacted by approximately twelve cents of foreign currency headwinds.
  • Full impacts of the ongoing COVID-19 pandemic remain uncertain.
  • Guidance is based upon current trends, current tax law, and the effects of COVID-19 to date.
  • Uncertain impacts of the ongoing conflict between Russia and Ukraine on our supply chain, input costs, including energy and transportation, and generally on economic conditions
  • Availability and cost of raw materials, energy, and other supplies, the availability and cost of labor, logistics, and transportation

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 2022

Historical avgQ1 2022

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro