International Flavors & Fragrances (IFF)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
$87.67-4.89%
Close 2026-11-04 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
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 | 20.2% |
| Our one-year growth estimate | diamond |
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.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the US dollar and the broad stock market.
Based on historical daily prices through 2026-11-04.
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.
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.
| -24.9% |
Growth built into the price is above our model estimate.
The price assumes 45.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 25 industry peers · Company calendar date is not available
IFF — CEO transition
Dated 2026-11-03
CEO — J. Erik Fyrwald: The filing discloses the approval of transaction incentive compensation awards for executives, not a change in management positions or departures.
Why it matters: The sale brings about $3.8 billion in net cash and lets IFF focus on three other businesses. A delay or failed sale could slow debt cuts and cost savings.
Watch forRegulators approve the sale and IFF closes it by the end of Q2 2027.
Also watch forThe sale is delayed past Q2 2027, blocked by regulators, or ended.
Why it matters: The Q2 report sets a new view of IFF's continuing businesses after the sale plan. Results below the range would weaken the growth and profit case.
Watch forFull-year continuing sales reach $7.4 billion to $7.6 billion. Adjusted EBITDA reaches the range set in the Q2 release.
Also watch forIFF cuts its continuing sales or adjusted EBITDA range. Or, either result falls below its low end.
Why it matters: IFF says about $100 million of costs may remain after the sale. Cutting them can protect earnings as the business leaves.
Supportive ifWithin one year after closing, IFF reports that it has removed about two thirds of the $100 million in stranded costs.
Worry ifOne year after closing, IFF has not removed about two thirds of those costs.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$85 on $10,000 · ±0.8% | 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.