NYSE$SXT

Sensient Technologies Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Sensient reported strong revenue growth and profitability improvements in Q4 2024.

Sensient Technologies saw a 7.8% YoY revenue increase in Q4 2024, driven by strong volume growth, particularly in the Color segment. Operating income surged due to higher sales and lower restructuring costs, and adjusted EPS grew by 27.5%.

  • Total revenue increased by 7.8% YoY to $376,420,000.
  • Operating income saw a significant rise of 420.8% YoY to $41,996,000.
  • Color segment led growth with an 11.8% YoY revenue increase.
  • Adjusted EPS improved 27.5% YoY to $0.65.

Headline financials

Total Revenue

$376M

Previous: $349M+7.8%
EPS (adj)

$0.65

Previous: $0.51+27.5%
Net Income

$30.1M

Previous: -$5.83M+616.1%
Operating Income

$42M

Previous: $8.06M+420.8%

Revenue & EPS history

Sensient · Revenue · Quarterly

$376M

Q4 2024+7.8%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Sensient · $373M total across 3 segments · Q3 2023

  • Flavors & Extracts
    $191M+2.1%
  • Color
    $145M-4.3%
  • Asia Pacific
    $36.8M+4.4%

Forward guidance

Sensient expects mid-single-digit revenue growth in 2025, driven by strong demand in natural colors and flavors, along with strategic cost efficiencies.

Tailwinds

  • Mid-single-digit revenue growth expected.
  • High single-digit to double-digit adjusted EPS growth projected.
  • Continued strong demand for natural colors and flavors.
  • Operational efficiencies expected to support margin expansion.
  • Product innovation and market expansion initiatives ongoing.

Headwinds

  • Foreign currency headwinds could impact earnings.
  • Uncertainty in macroeconomic conditions remains a risk.
  • Inflationary pressures on raw materials and logistics costs.
  • Higher performance-based compensation expenses projected.
  • Potential supply chain disruptions in key markets.

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 Q4 2024

Historical avgQ4 2024

-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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