Sensient Technologies (SXT)

NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-23

$132.65+1.31%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Sensient Technologies’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	448.13M
EPS	—	0.876
FY 2026 · Annual
Revenue	—	1.8B
EPS	$4.1–$4.2GAAP	4.184
FY 2027 · Annual
Revenue	—	2.05B
EPS	—	4.994

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Achieve high single-digit to double-digit EBITDA growth	A supporting condition in Sensient Technologies's published investment case. The stated target is >=9% EBITDA growth.	Intact	EBITDA growth falls below 6% in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Increase EPS to $3.7-$3.9 in 2026	A primary condition in Sensient Technologies's published investment case. The stated target is EPS between $3.7 and $3.9.	Intact	EPS guidance falls below $3.5 for FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 4 quarters. Management raised 2026 EPS guidance from $3.60-$3.80 to $4.10-$4.20 during 2026, reflecting confidence. Diluted EPS grew from $1.69 in 2025-Q2 to $2.24 in 2026-Q2, showing progress consistent with raised guidance. Delivery assessment Oct 24, 2026
Achieve high single-digit to double-digit revenue growth	A primary condition in Sensient Technologies's published investment case. The stated target is >=9% YoY revenue growth.	Intact	YoY revenue growth falls below 7% in FY26	Revenue growth: 11.55% FY2026-Q2; GAAP. Published target: >=9% YoY revenue growth. Target period is not explicitly aligned with this observation. Source published Aug 4, 202611.551795 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 7b44b729-e959-4363-adfe-554ec578a105. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Revenue grew from $393.4 million in 2025-Q4 to $462.1 million in 2026-Q2, an 11.6% increase year-over-year in the latest quarter. Management consistently emphasized high single-digit to low double-digit revenue growth, and the financials show delivering growth above 10% in recent quarters. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

$4.71 → Unavailable · observed estimates

FY2027 revenueUnavailable

$1.98B → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$4.71	$1,983,737,480	5 / 5
2026-07-25	$4.71	$1,983,769,970	5 / 5
2026-07-26	Unavailable	Unavailable	3 / 3
2026-07-27	$4.72	$1,987,169,970	5 / 5
2026-07-28	$4.72	$1,987,169,970	5 / 5
2026-07-29	$4.90	$2,035,094,280	5 / 5
2026-07-30	Unavailable	Unavailable	3 / 3
2026-07-31	Unavailable	Unavailable	3 / 3
2026-08-01	Unavailable	Unavailable	3 / 3
2026-08-02	Unavailable	Unavailable	3 / 3
2026-08-03	Unavailable	Unavailable	3 / 3
2026-08-04	Unavailable	Unavailable	3 / 3
2026-08-05	$4.90	$2,035,094,280	5 / 5
2026-08-06	$4.90	$2,035,094,280	5 / 5
2026-08-08	Unavailable	Unavailable	3 / 3
2026-08-09	Unavailable	Unavailable	3 / 3
2026-08-10	$4.90	$2,035,094,280	5 / 5
2026-08-12	$4.96	$2,039,474,280	5 / 5
2026-08-13	$4.96	$2,039,474,280	5 / 5
2026-08-14	Unavailable	Unavailable	3 / 3
2026-08-15	Unavailable	Unavailable	3 / 3
2026-08-16	Unavailable	Unavailable	3 / 3
2026-08-17	Unavailable	Unavailable	3 / 3
2026-08-18	Unavailable	Unavailable	3 / 3
2026-08-19	Unavailable	Unavailable	3 / 3
2026-08-20	Unavailable	Unavailable	3 / 3
2026-08-21	Unavailable	Unavailable	3 / 3
2026-08-22	Unavailable	Unavailable	3 / 3
2026-08-23	Unavailable	Unavailable	3 / 3
2026-08-24	Unavailable	Unavailable	3 / 3
2026-08-25	Unavailable	Unavailable	3 / 3
2026-08-26	Unavailable	Unavailable	3 / 3
2026-08-27	Unavailable	Unavailable	3 / 3
2026-08-28	Unavailable	Unavailable	3 / 3
2026-08-29	Unavailable	Unavailable	3 / 3
2026-08-30	Unavailable	Unavailable	3 / 3
2026-08-31	Unavailable	Unavailable	3 / 3
2026-09-01	Unavailable	Unavailable	3 / 3
2026-09-02	Unavailable	Unavailable	3 / 3
2026-09-03	Unavailable	Unavailable	3 / 3
2026-09-04	Unavailable	Unavailable	3 / 3
2026-09-05	Unavailable	Unavailable	3 / 3
2026-09-06	Unavailable	Unavailable	3 / 3
2026-09-07	Unavailable	Unavailable	3 / 3
2026-09-08	Unavailable	Unavailable	3 / 3
2026-09-09	Unavailable	Unavailable	3 / 3
2026-09-10	Unavailable	Unavailable	3 / 3
2026-09-11	Unavailable	Unavailable	3 / 3
2026-09-12	Unavailable	Unavailable	3 / 3
2026-09-13	Unavailable	Unavailable	3 / 3
2026-09-14	Unavailable	Unavailable	3 / 3
2026-09-15	Unavailable	Unavailable	3 / 3
2026-09-16	Unavailable	Unavailable	3 / 3
2026-09-17	Unavailable	Unavailable	3 / 3
2026-09-18	Unavailable	Unavailable	3 / 3
2026-09-19	Unavailable	Unavailable	3 / 3
2026-09-20	Unavailable	Unavailable	3 / 3
2026-09-21	Unavailable	Unavailable	3 / 3
2026-09-22	Unavailable	Unavailable	3 / 3
2026-09-23	Unavailable	Unavailable	3 / 3
2026-09-24	Unavailable	Unavailable	3 / 3
2026-09-25	Unavailable	Unavailable	3 / 3
2026-09-26	Unavailable	Unavailable	3 / 3
2026-09-27	Unavailable	Unavailable	3 / 3
2026-09-28	Unavailable	Unavailable	3 / 3
2026-09-29	Unavailable	Unavailable	3 / 3
2026-09-30	Unavailable	Unavailable	3 / 3
2026-10-01	Unavailable	Unavailable	3 / 3
2026-10-02	Unavailable	Unavailable	3 / 3
2026-10-03	Unavailable	Unavailable	3 / 3
2026-10-04	Unavailable	Unavailable	2 / 3
2026-10-05	Unavailable	Unavailable	3 / 3
2026-10-06	Unavailable	Unavailable	3 / 3
2026-10-07	Unavailable	Unavailable	3 / 3
2026-10-08	Unavailable	Unavailable	3 / 3
2026-10-09	Unavailable	Unavailable	3 / 3
2026-10-10	Unavailable	Unavailable	3 / 3
2026-10-11	Unavailable	Unavailable	3 / 3
2026-10-12	Unavailable	Unavailable	3 / 3
2026-10-13	Unavailable	Unavailable	3 / 3
2026-10-14	Unavailable	Unavailable	3 / 3
2026-10-15	Unavailable	Unavailable	3 / 3
2026-10-16	Unavailable	Unavailable	3 / 3
2026-10-17	Unavailable	Unavailable	3 / 3
2026-10-18	Unavailable	Unavailable	3 / 3
2026-10-19	Unavailable	Unavailable	3 / 3
2026-10-20	Unavailable	Unavailable	3 / 3
2026-10-21	Unavailable	Unavailable	3 / 3
2026-10-22	Unavailable	Unavailable	3 / 3
2026-10-23	Unavailable	Unavailable	3 / 3
2026-10-24	Unavailable	Unavailable	3 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	3	1
2026-06-01	3	1
2026-07-01	3	2
2026-08-01	3	2
2026-09-01	3	2
2026-10-01	3	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

UBSSep 30 · prior Jul 27

$155.00 → $157.00+1.3%

$0$86.35$172.70

1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Achieve high single-digit to double-digit EBITDA growthDirect metric needs a verified mapping
Increase EPS to $3.7-$3.9 in 2026Direct metric needs a verified mapping
Achieve high single-digit to double-digit revenue growthRevenue growth: 11.55%

Next proof point

Oct 30, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.9%Typical daily move · historical

Downside history

-18.9%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Sensient Technologies outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

SXT is a growth-oriented materials company whose thesis depends on sustained revenue and earnings progress. The long-term thesis remains intact, with recent performance supporting it, though earnings quality is fragile and management execution is neutral.

What's priced into Sensient Technologies

The valuation is expensive versus peers, with a reported premium of about 2.1 times. The model flags the expectations gap as unjustified, but confidence in that assessment is low, so the market’s exact assumptions are uncertain.

What the fundamentals likely do

Near term, results have been strong: latest-quarter revenue grew 11.6% year over year, diluted EPS increased, and adjusted EBITDA growth reached 20.8%. Management has raised 2026 EPS guidance and remains on track with stated growth priorities, but industry misses and a deep miss in SXT’s recent history leave risk of a guidance cut.

What Sensient Technologies hinges on

Over the next few quarters, the thesis depends on SXT sustaining revenue growth and delivering against its raised 2026 EPS guidance without a guidance cut. Sector bellwethers such as LIN, SHW, and ECL are also swing factors: continued strong results could support the sector backdrop, while misses or lower guidance could remove that support.