Pulling SEC filings + quote and writing the call…

SENSIENT TECHNOLOGIES CORP
Next earnings Jul 24, 2026 · consensus $1.05 EPS, $454M rev
Last earnings +24.1% on 2026-04-24
A steady specialty-ingredients maker with a real natural-colors tailwind — but 36x earnings for mid-single-digit growth is full.
Revenue (FY2025) $1.61B · FY2025
Middling fundamentals and a rich price (~55% above fair value) leave little margin of safety — a wait-and-see.
Sensient Technologies is a specialty ingredients company making food and beverage colors, flavors, extracts and personal-care/pharma ingredients. It is a steady, mid-single-digit grower: FY2025 revenue rose 3.5% to $1.61B, operating income grew 8.1% to $207M (a 12.8% operating margin), and net income increased 7.9% to $134M, lifting diluted EPS 7.5% to $3.16. The track record is consistent rather than spectacular — revenue has climbed from $1.38B in FY2021 to $1.61B — and the company pays a reliable dividend ($69.6M).
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.38B | $1.44B | $1.46B | $1.56B | $1.61B |
| Gross profit | — | — | — | — | — |
| Operating income | $170M | $197M | $155M | $192M | $207M |
| Net income | $119M | $141M | $93.4M | $125M | $134M |
| Diluted EPS | $2.81 | $3.34 | $2.21 | $2.94 | $3.16 |
| Net margin | 8.6% | 9.8% | 6.4% | 8.0% | 8.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000310142, latest 10-Q filed 2026-05-05) · EODHD · analysis by claude-code · as of 6/21/2026, 9:03:03 PM.
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Last 90 days: 0 open-market buys · 4 sales
| 2026-05-18 | Hoang Thierry VP, Asia Pacific Group | Sell | 400.00 @ $115.19 | $46.1K |
| 2026-05-04 | Hoang Thierry VP, Asia Pacific Group | Sell | 439.00 @ $114.15 | $50.1K |
| 2026-04-30 | Morris Steven B President, Color Group | Sell | 200.00 @ $114.58 | $22.9K |
| 2026-04-30 | Winder Pte. Ltd. 10% owner | Sell | 2.13M @ $109.69 | $233M |
| 2026-04-23 | LANDRY DONALD W Director | Award | 1.12K | |
| 2026-04-23 | LANDRY DONALD W Director | Tax | 674.00 @ $99.23 | $66.9K |
| 2026-04-23 | Bruggeman Brett W Director | Award | 1.12K | |
| 2026-04-23 | Bruggeman Brett W Director | Tax | 283.00 @ $99.23 | $28.1K |
| 2026-04-23 | Carleone Joseph Director | Award | 1.12K | |
| 2026-04-23 | Ferruzzi Mario Director | Award | 1.12K | |
| 2026-04-23 | Ferruzzi Mario Director | Tax | 674.00 @ $99.23 | $66.9K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1043 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.