Ingredion (INGR)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$101.26-0.41%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
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 2026-09-04.
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 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
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.
Finalize the all-cash acquisition of Tate & Lyle to create a global leader in specialty ingredient solutions with expanded innovation and geographic reach.
Stated as a priority in 4 quarters including 2026-Q1 and 2026-Q2 and in multiple press releases and filings. The acquisition offer was accepted by Tate & Lyle shareholders on July 28, 2026, progressing integration planning. The transaction values Tate & Lyle at approximately $5.0 billion and is expected to be accretive to adjusted EPS by more than 15% in the first full fiscal year post-close. Management is delivering on this strategic growth priority with clear milestones achieved.
“Tate & Lyle’s shareholders approved our recommended all-cash offer on July 28, marking an important step toward completing the transaction.”
“Ingredion announced a recommended all-cash offer for the acquisition of Tate & Lyle PLC.”
“We have commenced the integration planning work for the pending acquisition of Tate & Lyle.”
Execute the planned closure and exit of the Cabo, Brazil manufacturing facility as part of network optimization and cost management.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2. Management committed to ceasing operations at the Cabo facility by June 30, 2026, with related impairment and restructuring charges impacting Q2 2026 financials. The closure is part of network optimization efforts. The trajectory shows execution progressing with associated costs recognized, indicating delivery on this operational priority.
Focus on accelerating sales volume growth and margin enhancement in the Texture & Healthful Solutions segment through innovation and customer demand.
Stated as a priority in 4 quarters including 2025-Q4 through 2026-Q2. Texture & Healthful Solutions segment delivered consistent volume growth, with net sales volume up 5% in 2026-Q2 and 2% in 2026-Q1. Segment operating income grew 5% in 2026-Q2 and 1% in 2026-Q1. Management's focus on innovation and customer demand is reflected in steady growth and margin improvement, indicating delivery on this growth priority.
Address operational challenges at the Argo facility to restore normal production rates and improve segment profitability.
Stated as a priority in 3 quarters including 2025-Q4 through 2026-Q2. Operational challenges at the Argo plant caused Food & Industrial Ingredients U.S./CAN operating income to decline 33% to $58M in 2026-Q2 and 64% to $34M in 2026-Q1 versus prior year. Management reports improved reliability and normalized production rates by 2026-Q2. The trajectory shows progress toward restoring operations but financial results remain impacted, indicating partial delivery.
Continue disciplined capital allocation emphasizing strong cash flow generation, dividend payments, and share repurchases.
Stated as a priority in 4 quarters including 2025-Q4 through 2026-Q2. Management paid $52 million in dividends in both 2026-Q1 and Q2 and repurchased $14 million of stock in 2026-Q1, committing to a $100 million full-year repurchase target. Cash from operations was $33 million in 2026-Q1 and increased to $90 million in 2026-Q2. The company continues disciplined capital allocation with steady dividends and share repurchases, showing delivery on this priority.
Over the trailing year it converted 1.06x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=2083).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, 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 53% of the time over the next year (vs 51% for the rest of the cohort, n=947).
Not investment advice. As of 2026-09-04.
“The announced closure of our Cabo, Brazil facility is part of network optimization opportunities.”
“Costs from the closure of our Cabo, Brazil facility contributed to adjusted operating income differences.”
“Committed to a plan to cease operations at its Cabo, Brazil manufacturing facility as of June 30, 2026.”
“Texture & Healthful Solutions delivered its ninth consecutive quarter of broad-based net sales volume growth.”
“Texture & Healthful Solutions delivered an eighth consecutive quarter of broad-based net sales volume growth.”
“Texture & Healthful Solutions delivered 4% sales volume growth driven by strong demand for clean label offerings.”
“Texture & Healthful Solutions operating income increased driven by volume growth.”
“Reliability at our Argo plant improved, with sequentially better production rates.”
“Longer-than-expected recovery at Argo facility negatively impacted results; targeting return to normal operations in second half of year.”
“Operational challenges combined with weaker sweetener demand impacted results in Food & Industrial Ingredients U.S./CAN.”
“Paid $52 million in dividends and remains committed to $100 million full-year share repurchase target.”
“Paid $52 million in dividends and repurchased $14 million of common stock.”
“Returned $435 million to shareholders in 2025 including $224 million of share repurchases.”
“Committed to continuing to return value to shareholders through dividends and share repurchases.”