Ingredion (INGR)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-11-05
$97.42+0.06%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-11-05
QuarterlyIQ Insights · INGR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer staples on a research-validated quality screen. As of 2026-11-04.
The screen ranks INGR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We have also commenced the integration planning work for the pending acquisition of Tate & Lyle, which, when completed, will establish Ingredion as a more comprehensive global leader in ingredient so…
Stated in 1 of 3 supplied quarters. Management reported: “Delivering significant financial benefits and value creation under a prudent financial structure • The integration is expected to deliver significant run-rate net cost synergies of approximately $130 million, which are expected to be fully realized by the end of 2030.” “Ingredion remains committed to maintaining a strong investment-grade credit profile and expects to reduce leverage to approximately 2.5x net debt-to- adjusted EBITDA within approximately 18 months following completion of the transaction.”
“We have also commenced the integration planning work for the pending acquisition of Tate & Lyle, which, when completed, will establish Ingredion as a more comprehensive global leader in ingredient so…”
“Looking ahead, we are focused on continued operational execution across our Food & Industrial Ingredients businesses and accelerating the growth of our Texture & Healthful Solutions portfolio.
Stated in 3 of 3 supplied quarters. Management reported: ““Looking ahead, we are focused on continued operational execution across our Food & Industrial Ingredients businesses and accelerating the growth of our Texture & Healthful Solutions portfolio.” “The Company still expects full-year 2026 net sales to be flat to up low single digits, reflecting volume growth and favorable foreign exchange, partially offset by lower price mix as well as the impact of the previously mentioned sale of its majority stake in the Pakistan business.”
The 2026 full-year outlook further assumes the following: Texture & Healthful Solutions operating income is now expected to be up mid-to-high single-digits, driven by sales volume growth, partially o…
Stated in 2 of 3 supplied quarters. Management reported: “We remain focused on strengthening operational reliability, and we expect performance to improve sequentially throughout the second quarter; we are targeting a return to normal operations in the second half of the year.”” “Reported operating income is expected to be down low double digits, with adjusted operating income now expected to be down mid-single digits for full-year 2026, which reflects the second half impact from the sale of the majority stake in the Pakistan business.”
Cash from operations for the full year 2026 is now expected to be in the range of $700 million to $800 million.
Stated in 3 of 3 supplied quarters. Management reported: “Cash from operations for the full year 2026 is now expected to be in the range of $700 million to $800 million.” “Capital expenditures for the full year are now expected to be approximately $450 to $490 million.”
“Cash from operations for the full year 2026 is now expected to be in the range of $700 million to $800 million.”
Execute the planned closure and exit of the Cabo, Brazil manufacturing facility as part of network optimization and cost management.
Over the trailing year it converted 1.06x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 58% for the rest of the cohort, n=2069).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-05.
““Looking ahead, we are focused on continued operational execution across our Food & Industrial Ingredients businesses and accelerating the growth of our Texture & Healthful Solutions portfolio.”
“The 2026 full-year outlook further assumes the following: Texture & Healthful Solutions operating income is now expected to be up low single-digits, driven by sales volume growth, partially offset by…”
““As we enter 2026, we are well-positioned to build on our current Texture & Healthful Solutions momentum and we anticipate F&II-U.S./CAN will overcome the operational setbacks that meaningfully impac…”
“The 2026 full-year outlook further assumes the following: Texture & Healthful Solutions operating income is now expected to be up mid-to-high single-digits, driven by sales volume growth, partially o…”
“We remain focused on strengthening operational reliability, and we expect performance to improve sequentially throughout the second quarter; we are targeting a return to normal operations in the seco…”
“Cash from operations for full-year 2026 is expected to now be in the range of $725 million to $825 million reflecting our updated outlook.”
“Supported by strong cash generation and a healthy balance sheet, we will continue to demonstrate disciplined capital allocation to create long-term value for shareholders.””