International Flavors & Fragrances (IFF)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
$86.35-0.13%
Close 2026-09-04 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · IFF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 20.0% |
| Our one-year growth estimate | diamond | -20.2% |
Growth built into the price is above our model estimate.
The price assumes 40.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 40 industry peers · Company calendar date is not available
IFF — dividend update
Dated 2026-08-04
is being furnished and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of such section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act. Cautionary Statement Under The Private Securities Litigation Reform Act of 1995 This Current Report on Form 8-K contains “forward-looking statements”…
Why it matters: Updates on the share repurchase program show management's trust in IFF's long-term value.
Supportive ifThe $500 million share repurchase was finished in the second half of 2026.
Worry ifThere are no updates on the share repurchase program or delays.
Why it matters: Progress on the share repurchase shows management believes in IFF's value.
Supportive ifIFF will do the $500 million accelerated share repurchase in the second half of 2026.
Worry ifNo share repurchase activity occurs in the second half of 2026.
Why it matters: Stable or growing sales show IFF's strength in tough times.
Watch forQ3 sales growth exceeds 2% year-over-year, the growth reported in Q2 2026.
Also watch forQ3 sales growth falls below 2% year-over-year.
Why it matters: The new debt terms will affect IFF's money management and spending plans.
Watch forThe $1 billion loan has good terms. This will help IFF manage its finances.
Also watch forThe loan terms suggest high costs or bad conditions. This could hurt finances.
Why it matters: Growth in adjusted operating EBITDA shows they manage costs well. It also shows better operations.
Supportive ifAdjusted operating EBITDA grew by 3% to 8% from last year in 2026.
Worry ifAdjusted operating EBITDA grew by less than 3% from last year in 2026.
Why it matters: Higher EBITDA growth means more profit. It also shows better efficiency.
Supportive ifAdjusted EBITDA growth reported above 8% year over year for Q2 2026.
Worry ifAdjusted EBITDA growth is below 3% compared to last year.
Why it matters: Changes in sector performance could impact IFF's growth and market position.
Watch forSector revenue growth turns positive after being in a declining phase.
Also watch forSector revenue growth is still negative, showing ongoing decline.
Why it matters: Strong cash flow helps IFF invest and manage debt well.
Supportive ifCash flow from operations exceeds $850 million in Q2 2026.
Worry ifCash flow from operations falls below $850 million in Q2 2026.
Why it matters: Updates on the share repurchase program show management's trust in future cash flow.
Supportive ifManagement updates on the $2.5 billion share buyback program. This includes a $500 million buyback.
Worry ifNo updates or delays in the share repurchase program.
Why it matters: Reducing debt will help IFF have more financial freedom and stability.
Supportive ifIFF has a big plan to reduce debt after selling Food Ingredients.
Worry ifNo announcements of debt reduction plans or increased debt levels.
Why it matters: How IFF uses the proceeds will impact its financial flexibility and growth potential. Investors will want to see a focus on debt reduction and reinvestment.
Watch forIFF shares a clear plan. It focuses on paying off debt and smart investments.
Also watch forIFF fails to provide a detailed plan or focuses on low-return investments.
Why it matters: Stronger sales growth shows IFF's innovation strategy is working. It also shows market demand is high.
Supportive ifQ2 2026 sales growth is over 4%. This shows strong demand and good innovation.
Worry ifSales growth is below 1%. This shows there are still problems in the market.
Why it matters: Strong sales growth in Taste would show that IFF's innovation strategy is working.
Supportive ifTaste segment sales grow above 5% year-over-year in Q3 2026.
Worry ifTaste segment sales growth falls below 2% year-over-year in Q3 2026.
Why it matters: Closing this sale will shift IFF's focus to higher-growth segments, boosting long-term value.
Supportive ifThe divestiture of the Food Ingredients business closes by mid-2027 as planned.
Worry ifThe sale has delays or regulatory issues. The closing date is now after mid-2027.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$127 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $286 loss on $10,000 · 2.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,925 loss on $10,000 · 19.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.