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Sensient Technologies Corporation
NYSE: SXT Materials Chemicals 🔎 Screen
🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High | BRS 76 Ready View all →
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$5.5B
Market Cap
29.7
P/E
1.60
PEG
9.3%
ROCE
11.9%
ROE
0.63
D/E
13.8%
OPM
-6.4%
% from 52W High
72
α RS
🔍 SXT is showing a near-52W-high setup because it's within 6.4% of its 52-week high, it matches 2 of 39 tracked screener presets, and RS Rating is 72. The main caution: deleveraging's Backtest win rate is only 44%. Net: Mixed signal stack, not a recommendation. ? 52W High Conviction RS Rating Backtest
Sources
6.4% from 52W high · Conviction 2/39 · RS Rating 72 · Backtest win rate 44%
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🌏 Global Investor Returns
Currency-adjusted total returns for SXT including FX impact
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📈 Price History
Ratio Health
Excellent
Good
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By Category
📊 Sector Averages
About

Sensient Technologies Corporation, together with its subsidiaries, manufactures and markets colors, flavors, and other specialty ingredients worldwide. It operates in three segments: Flavors & Extracts, Color, and Asia Pacific. The Flavors & Extracts segment develops, manufactures, and supplies flavor systems for the food, beverage, and personal care industries under the Sensient Flavors and Sensient Agricultural Ingredients brands. This segment produces flavor, extract, and essential oil products; Agricultural Ingredients, such as dehydrated garlic, onion, and other agricultural ingredients for food processors; systems products, including flavor-delivery systems, taste modulation systems, and compounded and blended products; and selected ingredient products, such as natural and synthetic flavors, natural extracts, and essential oils. The Color segment develops, manufactures, and supplies colors. This segment provides natural and synthetic color systems for the food, beverage, pharmaceutical, and nutraceutical sectors; colors and other ingredients, such as active ingredients, solubilizers, and surface-treated pigments for personal care; pharmaceutical and nutraceutical excipients, including colors, flavors, and coatings; and technical colors for industrial applications under the Sensient Food Colors, Sensient Pharmaceutical, Sensient Beauty, and Sensient Specialty Markets brand names. The Asia Pacific segment markets its products in the Pacific Rim and India under the Sensient name. In addition, the company produces and distributes chili powder, paprika, chili pepper, and parsley products. Sensient Technologies Corporation was incorporated in 1882 and is headquartered in Milwaukee, Wisconsin.

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📈 Growth Pattern
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⭐ Superinvestors Holding SXT
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 44.1K $3.8M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED Sensient Q1 2026: 7% revenue growth, 10% EBITDA growth, Color Group up 12.3%.
Revenue & Profitability
First quarter 2026 revenue was $435.8 million, up from $392.3 million in Q1 2025. GAAP operating income was $66.7 million versus $53.5 million; adjusted local currency operating income grew 12.2%. Local currency adjusted EBITDA grew 10.4%, and adjusted EPS grew 14% in local currency. Interest expense was $7.9 million and the adjusted tax rate was 24.9%.
Outlook
Management expects full-year 2026 local currency revenue growth of high-single to double digits, with accelerated revenue and EBITDA in the second half. The natural color conversion in the U.S., driven by Walmart's January 2027 deadline and broader regulatory trends, remains the largest single opportunity. Despite a sluggish overall food market, the company sees strong momentum and no slowdown in conversion activity.
Growth Drivers
Primary growth drivers are natural color conversions in the U.S., which generated approximately $20 million in invoiced sales over the last nine months toward the $1 billion goal. The Color Group achieved 12.3% local currency revenue growth, with half from base business and half from conversions. Asia Pacific rebounded 4.7% on new wins, and Flavors & Extracts posted 1.7% growth, with expectations for strengthening revenue throughout 2026.
Balance Sheet & CapEx
Capital expenditures were $29 million in Q1 2026, with full-year guidance of $150-$170 million. Over the next few years, Sensient expects to spend $225-$250 million specifically on natural color capacity. Natural color working capital is also expected to increase, and net debt to adjusted EBITDA is forecast to rise into the upper 2x range later in the year.
Margins
Color Group adjusted EBITDA margin was 24.4% in Q1, flat year-over-year, and management expects flattish margins for the full year as investments balance revenue build. Flavors & Extracts margin rose 30 bps to 17.2%, and Asia Pacific margin increased 220 bps to 26.1%. Profit leverage in Color Group Q2 and Q3 is expected to mirror Q1, with improvement anticipated as natural color revenue scales.
Key Risks
Risks include the ongoing war in Iran, which impacts fuel and commodity prices (though no direct Middle East operations), and potential supply chain disruptions. Tariffs and geopolitical uncertainty are monitored. Customer launch timing is unpredictable, and the company faces increased interest expense and leverage. Raw material inflation, especially for synthetic colors and logistics, may require pricing actions.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-24
Q2 2026 saw double-digit revenue and profit growth, led by natural color conversions and strong segment performance. Guidance was raised for the year, with continued investment in capacity and innovation to support accelerating global demand for natural colors.
Q1 2026 Q1 2026 2026-04-24
Q1 2026 delivered strong growth with revenue up 7%, adjusted EBITDA up 10%, and adjusted EPS up 14% year-over-year, led by robust Color Group performance and momentum in natural color conversions. Guidance for 2026 was raised, with continued investment in capacity and supply chain resilience.
Q4 2025 Q4 2025 2026-02-13
2025 saw solid revenue and profit growth, with all segments improving margins despite Q4 disruptions. Major investments in natural color technologies are expected to drive double-digit Color Group growth and strong company-wide gains in 2026, though profit leverage will be challenged in H1.
Q3 2025 Q3 2025 2025-10-31
Q3 2025 saw strong double-digit growth in adjusted EBITDA and EPS, led by the Color Group and robust new business wins, despite flat consumer markets. Full-year guidance was raised, with significant capital investments planned to support the U.S. shift to natural colors and regulatory-driven opportunities.
Q2 2025 Q2 2025 2025-07-25
Q2 2025 delivered strong adjusted EBITDA and EPS growth, led by Color and Asia Pacific segments, with raised guidance for EBITDA and capital expenditures to support natural color demand. Major revenue inflection is expected in 2027 as regulatory deadlines drive synthetic-to-natural color conversion.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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