IFF
International Flavors & FragrancesNYSEMaterialsSpecialty ChemicalsSnapshot 2026-05-08
As of May 8, 2026, IFF has a composite score of 11.9 and a signal label of "mild_favorable." This change reflects an increase in the company momentum score, which rose by 33.6 points to 19.7. The current scores indicate medium confidence and elevated risk, with key drivers including macroeconomic factors such as growth, inflation, labor, and rates. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.07
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.17 → $1.12 (-4.2% / 30d). 0 raised, 6 cut, 10 covering analysts.
0 upgrades, 0 downgrades / 30d, 8 maintained. 79% of analysts rate Buy.
4 PT revisions / 30d. Avg target 7.6% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
9 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Optimize portfolio through divestituresgrowthmixed65% progress
2/11: “CEO: 'We launched a sale process for our Food Ingredients segment to sharpen our strategic focus.'”
Why this status
Stated in 2 of last 2 quarters. The company has initiated the sale process for its Food Ingredients segment to focus on core areas. While the divestiture is ongoing, the financials show a decrease in Food Ingredients sales by 3% in 2025, indicating limited progress in optimizing the portfolio so far.
- 2.Drive financial performance with innovationgrowthmixed65% progress
2/11: “CEO: 'We are continuing to serve our customers with leading innovation to grow profitably.'”
Why this status
Stated in 2 of last 2 quarters. Revenue grew from $2.69B in 2025-Q3 to $3.13B in 2025-Q4, indicating some progress in leveraging innovation for growth. However, the overall annual revenue decreased by 5% in 2025, suggesting limited impact on financial performance so far.
- 3.Improve financial flexibilitycapital allocationmixed57% progress
2/11: “CEO: 'We sharpened our strategic focus and improved our financial flexibility.'”
Why this status
Newly stated in 2025-Q4. Cash flow from operations was $850M for full year 2025, reflecting efforts to improve financial flexibility. However, the net income was negative, indicating challenges in achieving financial stability despite strategic focus adjustments.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 59%; 252d 33%.
Drawdown — Max 1y −24%. Bad day move −3%.
Beta to sector ETF (XLB) — 0.05 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 45/100, drawdown 52/100, beta 5/100, earnings vol —.
via XLB
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- score change · company_momentum_scoreseverity 56
Company momentum rose by 33.6 points (from -13.9 to 19.7).
- label change · signal_labelseverity 20
Signal changed from 'mixed' to 'mild_favorable'.
As of 2026-05-08, IFF's company momentum score increased by 33.6 points, rising from -13.9 to 19.7. The signal label changed from "mixed" to "mild_favorable." These changes indicate an upward shift in momentum and a more favorable signal. The overall context remains provisional.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Optimize portfolio through divestitures
GrowthIFF is focusing on optimizing its portfolio by divesting non-core segments, including the Food Ingredients segment.
MixedStated in 2 of last 2 quarters. The company has initiated the sale process for its Food Ingredients segment to focus on core areas. While the divestiture is ongoing, the financials show a decrease in Food Ingredients sales by 3% in 2025, indicating limited progress in optimizing the portfolio so far.
65%CEO/CFO:“CEO: 'We launched a sale process for our Food Ingredients segment to sharpen our strategic focus.'”Press releaseSource dated 2026-02-11Stated 2 of last 8 quartersFirst seen 2026-02-11Show history (2)
- 2025-Q4Press release
“CEO: 'We launched a sale process for our Food Ingredients segment.'”
- 2025-Q3Earnings call
“CEO: 'We are optimizing our portfolio through divestitures.'”
- #2
Drive financial performance with innovation
GrowthIFF aims to enhance financial performance by leveraging leading innovation to grow profitably with customers.
MixedStated in 2 of last 2 quarters. Revenue grew from $2.69B in 2025-Q3 to $3.13B in 2025-Q4, indicating some progress in leveraging innovation for growth. However, the overall annual revenue decreased by 5% in 2025, suggesting limited impact on financial performance so far.
65%CEO/CFO:“CEO: 'We are continuing to serve our customers with leading innovation to grow profitably.'”Press releaseSource dated 2026-02-11Stated 2 of last 8 quartersFirst seen 2026-02-11Show history (2)
- 2025-Q4Press release
“CEO: 'We are continuing to serve our customers with leading innovation.'”
- 2025-Q3Earnings call
“CEO: 'Innovation is key to our growth strategy.'”
- #3
Improve financial flexibility
Capital allocationIFF is working to improve financial flexibility by directing resources to high-value businesses.
MixedNewly stated in 2025-Q4. Cash flow from operations was $850M for full year 2025, reflecting efforts to improve financial flexibility. However, the net income was negative, indicating challenges in achieving financial stability despite strategic focus adjustments.
Cash flow from operations was $850M for full year 202557%CEO/CFO:“CEO: 'We sharpened our strategic focus and improved our financial flexibility.'”Press releaseSource dated 2026-02-11Stated 1 of last 8 quartersFirst seen 2026-02-11Show history (1)
- 2025-Q4Press release
“CEO: 'We sharpened our strategic focus and improved our financial flexibility.'”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
P/E over the last 5 years
0 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
IFF International Flavors & Fragrances | +12 | — | elevated |
LIN Linde plc | +24 | inexpensive | moderate |
NEM Newmont | +17 | inexpensive | elevated |
FCX Freeport-McMoRan | +6.4 | — | elevated |
SHW Sherwin-Williams | +18 | inexpensive | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If materials sector trend rises from +0.10 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently REAFFIRMED as of 2026-05-05)+4.0 pts
- If next-quarter guidance is cut (currently REAFFIRMED as of 2026-05-05)-8.0 pts
- If materials sector trend falls from +0.10 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-3.5 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-053d agoItem 2.02
Results of Operations and Financial Condition Attached and being furnished hereby as Exhibit 99.1 is a copy of a press release of International Flavors & Fragrances Inc. (“IFF” or the “Company”), dated May 5, 2026, reporting IFF’s financial results for the quarter ended March 31, 2026. A live webcast to discuss the Company’s first quarter 2026 financial results will be held on May 6, 2026, at 9:00 a.m. ET. The webcast and accompanying slide presentation may be accessed on the Company’s IR web…
earnings preannouncement—score 61 - 2026-02-112mo agoItem 2.02
Results of Operations and Financial Condition Attached and being furnished hereby as Exhibit 99.1 is a copy of a press release of International Flavors & Fragrances Inc. (“IFF” or the “Company”), dated February 11, 2026 , reporting IFF’s financial results for the quarter and fiscal year ended December 31, 2025. A live webcast to discuss the Company’s fourth quarter and full year 2025 financial results and outlook for 2026 will be held on February 12, 2026, at 9:00 a.m. ET. The webcast and acc…
earnings preannouncementneutralscore 9 - 2025-10-226mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Pursuant to the previously disclosed Cooperation Agreement between International Flavors & Fragrances Inc. (the “Company”) and certain persons and entities collectively referred to as the Icahn Group (the “Icahn Group”), dated February 1, 2023 (the “Cooperation Agreement”), Icahn Capital LP (“Icahn Capital”) has requested that Mr. Brett Icahn repla…
executive changeneutralscore 1 - 2025-08-079mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 7, 2025, International Flavors & Fragrances Inc. (the “Company”) announced the appointment of Marc Birenkrant as Controller & Chief Accounting Officer of the Company, effective August 10, 2025. Mr. Birenkrant has over 30 years of experience in finance and accounting and has been employed by IFF since 2008. Mr. Birenkrant has served in var…
executive changeneutralscore 0 - 2025-07-309mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On July 29, 2025, International Flavors & Fragrances Inc. (the “Company”) announced that Mr. Jesus Mantas and Mr. Paul Fribourg have been appointed to the board of directors of the Company (the “Board”), effective July 29, 2025 (the “Effective Date”). As of the Effective Date, Mr. Mantas has been named to the Board’s Audit Committee and Innovation…
executive changeneutralscore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.