New Risk • Jun 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change). Announcement • Apr 25
Sensient Technologies Corporation Updates Earnings Guidance for the Fiscal Year 2026 Sensient Technologies Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects diluted EPS (GAAP) to be Between $3.70 and $3.90 compared to previous diluted EPS (GAAP) guidance of between $3.60 and $3.80. Announcement • Apr 24
Sensient Technologies Corporation Declares Regular Quarterly Cash Dividend, Payable on June 1, 2026 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on June 1, 2026, to shareholders of record on May 11, 2026. Announcement • Mar 12
Sensient Technologies Corporation, Annual General Meeting, Apr 23, 2026 Sensient Technologies Corporation, Annual General Meeting, Apr 23, 2026. Location: westin milwaukee, 550 north van buren street, milwaukee, wisconsin United States Announcement • Feb 13
Sensient Technologies Corporation Provides Earnings Guidance for the Fiscal Year 2026 Sensient Technologies Corporation provided earnings guidance for the fiscal year 2026. For the year, the company expects local currency revenue in Mid-Single-Digit to Double-Digit Growth and diluted EPS (GAAP) to be between $3.60 and $3.80. Announcement • Jan 17
Sensient Technologies Corporation Declares Regular Quarterly Cash Dividend, Payable on March 2, 2026 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on March 2, 2026, to shareholders of record on February 3, 2026. Announcement • Sep 20
Sensient Technologies Corporation Announces Executive Changes On September 15, 2025, Michael C. Geraghty, President, Color Group of Sensient Technologies Corporation notified the Company that he intends to retire from his position effective March 31, 2026. Following his retirement, Mr. Geraghty will be appointed as a member of the Company’s Scientific Advisory Committee and serve as an advisor to the Chief Executive Officer. Steven B. Morris, the Company’s current President, Flavors & Extracts Group, will succeed Mr. Geraghty upon Mr. Geraghty’s retirement. Mr. Morris joined the Company in June 2007, and has previously served as Sales Director (2007-2012) and General Manager (2012-2017) of Food Colors US, during which time his oversight progressively expanded from the United States to North America and ultimately all of the Americas. Mr. Morris next served as the General Manager, Sweet & Beverage Flavors North America in the Flavors & Extracts Group (2017- 2023). Mr. Morris became President, Flavors & Extracts Group in January 2024. Prior to joining the Company, Mr. Morris held various commercial leadership roles at DuPont (Solae) and operations management roles at Unilever. Gregory T. untill will succeed Mr. Morris as the Company’s President, Flavors & Extracts Group, effective January 1, 2026 (pending work authorization). Mr. untill is currently the General Manager, Food Colors Europe. He joined the Company in 2019 as the General Manager, Sensient South Africa, and served there until his promotion to his current position in May 2023. Prior to joining the Company, Mr. untill was Managing Director of Kerry Sub-Saharan Africa and Senior Vice President of Rheinmetall Denel. Announcement • Mar 13
Sensient Technologies Corporation, Annual General Meeting, Apr 24, 2025 Sensient Technologies Corporation, Annual General Meeting, Apr 24, 2025. Location: westin milwaukee, 550 north van buren street, milwaukee, United States Announcement • Feb 15
Sensient Technologies Corporation Provides Earnings Guidance for the Year 2025 Sensient Technologies Corporation provided earnings guidance for the year 2025. For the year, the company expects local currency revenue to be mid-single-digit growth. Diluted EPS (GAAP) to be between $3.05 and $3.15. Announcement • Jan 18
Sensient Technologies Corporation Declares Quarterly Cash Dividend on Common Stock, Payable on March 3, 2025 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on March 3, 2025, to shareholders of record on February 4, 2025. New Risk • Nov 12
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €429k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Profit margins are more than 30% lower than last year (5.8% net profit margin). Significant insider selling over the past 3 months (€429k sold). Recent Insider Transactions • Nov 12
President of Color Group recently sold €300k worth of stock On the 6th of November, Michael Geraghty sold around 4k shares on-market at roughly €74.99 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €571k more than they bought in the last 12 months. Declared Dividend • Oct 28
Third quarter dividend of US$0.41 announced Shareholders will receive a dividend of US$0.41. Ex-date: 4th November 2024 Payment date: 2nd December 2024 Dividend yield will be 2.2%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Oct 27
Sensient Technologies Corporation Revises Earnings Guidance for the Year 2024 Sensient Technologies Corporation revised earnings guidance for the year 2024. For the year, the company expects revenue to be High Single-Digit Growth compared to prior guidance of Mid-to High Single-Digit Growth. The company expects Diluted EPS (GAAP) to be between $2.77 and $2.87 compared to prior guidance of between $2.77 and $2.87. Reported Earnings • Oct 26
Third quarter 2024 earnings released: EPS: US$0.78 (vs US$0.75 in 3Q 2023) Third quarter 2024 results: EPS: US$0.78 (up from US$0.75 in 3Q 2023). Revenue: US$392.6m (up 7.9% from 3Q 2023). Net income: US$32.7m (up 3.6% from 3Q 2023). Profit margin: 8.3% (down from 8.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Announcement • Oct 25
Sensient Technologies Corporation Declares Regular Quarterly Cash Dividend, Payable on December 2, 2024 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on December 2, 2024, to shareholders of record on November 4, 2024. Declared Dividend • Jul 29
Second quarter dividend of US$0.41 announced Shareholders will receive a dividend of US$0.41. Ex-date: 5th August 2024 Payment date: 3rd September 2024 Dividend yield will be 2.2%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jul 28
Second quarter 2024 earnings released: EPS: US$0.73 (vs US$0.81 in 2Q 2023) Second quarter 2024 results: EPS: US$0.73 (down from US$0.81 in 2Q 2023). Revenue: US$403.5m (up 7.8% from 2Q 2023). Net income: US$30.9m (down 9.1% from 2Q 2023). Profit margin: 7.7% (down from 9.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Announcement • Jul 26
Sensient Technologies Corporation Declares Regular Quarterly Cash Dividend, Payable on September 3, 2024 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on September 3, 2024, to shareholders of record on August 5, 2024. Declared Dividend • Apr 29
First quarter dividend of US$0.41 announced Shareholders will receive a dividend of US$0.41. Ex-date: 3rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: US$0.73 (vs US$0.80 in 1Q 2023) First quarter 2024 results: EPS: US$0.73 (down from US$0.80 in 1Q 2023). Revenue: US$384.7m (up 4.2% from 1Q 2023). Net income: US$30.9m (down 8.1% from 1Q 2023). Profit margin: 8.0% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year. Announcement • Mar 14
Sensient Technologies Corporation, Annual General Meeting, Apr 25, 2024 Sensient Technologies Corporation, Annual General Meeting, Apr 25, 2024, at 08:00 Central Standard Time. Location: e Westin Milwaukee, 550 North Van Buren Street, Milwaukee Wisconsin United States Agenda: To elect ten directors nominated by the Board of Directors of the company as described in the proxy statement; to consider and give an advisory vote to approve the compensation of the company’s named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the proxy statement; to consider and ratify the appointment of Ernst & Young LLP, certified public accountants, as the independent auditors of the Company for 2024; and to transact such other business matters. Reported Earnings • Feb 26
Full year 2023 earnings released: EPS: US$2.22 (vs US$3.36 in FY 2022) Full year 2023 results: EPS: US$2.22 (down from US$3.36 in FY 2022). Revenue: US$1.46b (up 1.4% from FY 2022). Net income: US$93.4m (down 34% from FY 2022). Profit margin: 6.4% (down from 9.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year. Reported Earnings • Feb 09
Full year 2023 earnings released: EPS: US$2.22 (vs US$3.36 in FY 2022) Full year 2023 results: EPS: US$2.22 (down from US$3.36 in FY 2022). Revenue: US$1.46b (up 1.4% from FY 2022). Net income: US$93.4m (down 34% from FY 2022). Profit margin: 6.4% (down from 9.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Declared Dividend • Jan 29
Third quarter dividend of US$0.41 announced Shareholders will receive a dividend of US$0.41. Ex-date: 5th February 2024 Payment date: 1st March 2024 Dividend yield will be 2.7%, which is lower than the industry average of 6.0%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jan 20
Sensient Technologies Corporation Declares Regular Quarterly Cash Dividend, Payable on March 1, 2024 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on March 1, 2024, to shareholders of record on February 6, 2024. Upcoming Dividend • Oct 27
Upcoming dividend of US$0.41 per share at 2.9% yield Eligible shareholders must have bought the stock before 03 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.5%). Announcement • Oct 22
Sensient Technologies Corporation Revises Earnings Guidance for the Year 2023 Sensient Technologies Corporation revised earnings guidance for the year 2023. For the year, the company expects GAAP diluted earnings per share to be down low double digits compared to 2022 reported GAAP diluted earnings per share of $3.34 and also on a local currency basis compared to 2022 adjusted diluted earnings per share of $3.29. The Company’s previous 2023 full year GAAP diluted earnings per share guidance was for GAAP diluted earnings per share to be down high single digits compared to 2022 reported GAAP diluted earnings per share and on a local currency basis compared to 2022 adjusted diluted earnings per share. The Company now expects 2023 revenue to grow at a low single-digit rate on a local currency basis compared to the Company’s 2022 revenue. The Company’s previous 2023 revenue guidance was for a mid-single-digit growth rate on a local currency basis compared to the Company’s 2022 revenue. The Company expects its 2023 diluted earnings per share to be impacted by higher interest rates and a higher tax rate. Based on current exchange rates, the Company expects foreign exchange rates to be modestly favorable for the full year. Announcement • Oct 20
Sensient Technologies Corporation Declares Regular Quarterly Cash Dividend, Payable on December 1, 2023 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on December 1, 2023, to shareholders of record on November 6, 2023. Announcement • Jul 28
Sensient Technologies Corporation Announces Management Changes Sensient Technologies Corporation announced that Craig Mitchell has informed the company that he intends to retire from his position as President, Flavors & Extracts Group, effective January 1, 2024. Sensient has appointed Steve Morris, currently the General Manager, Sweet & Beverage Flavors North America, to succeed Mr. Mitchell upon his retirement. Steve Morris joined Sensient’s Color Group in June 2007 and served as Sales Director of Food Colors US. He served as General Manager, Food Colors from October 2012 through August 2017, during which time his oversight progressively expanded from the US to North America, and ultimately to the Americas. Mr. Morris has held his current role as General Manager, Sweet & Beverage Flavors North America since August 2017. Prior to joining Sensient, Mr. Morris held various commercial leadership roles at DuPont (Solae) and operations management roles at Unilever. Steve holds a Bachelor of Science in Chemical Engineering from Iowa State University and an MBA from Washington University’s Olin School of Business. Mr. Morris was born and raised in Iowa and is married with three adult children. Over the upcoming months, Mr. Mitchell and Mr. Morris will work together to ensure a smooth transition. Upcoming Dividend • Jul 28
Upcoming dividend of US$0.41 per share at 2.5% yield Eligible shareholders must have bought the stock before 04 August 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%). Board Change • Jul 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director & Member of Scientific Advisory Committee Sharad Jain was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 21
Second quarter 2023 earnings released: EPS: US$0.81 (vs US$0.92 in 2Q 2022) Second quarter 2023 results: EPS: US$0.81 (down from US$0.92 in 2Q 2022). Revenue: US$374.3m (flat on 2Q 2022). Net income: US$34.0m (down 12% from 2Q 2022). Profit margin: 9.1% (down from 10% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Jun 25
Sensient Technologies Corporation(NYSE:SXT) dropped from Russell 2000 Value-Defensive Index Sensient Technologies Corporation(NYSE:SXT) dropped from Russell 2000 Value-Defensive Index Reported Earnings • Apr 30
First quarter 2023 earnings released: EPS: US$0.80 (vs US$0.89 in 1Q 2022) First quarter 2023 results: EPS: US$0.80 (down from US$0.89 in 1Q 2022). Revenue: US$369.0m (up 3.8% from 1Q 2022). Net income: US$33.7m (down 9.2% from 1Q 2022). Profit margin: 9.1% (down from 10% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 12
Full year 2022 earnings released: EPS: US$3.36 (vs US$2.82 in FY 2021) Full year 2022 results: EPS: US$3.36 (up from US$2.82 in FY 2021). Revenue: US$1.44b (up 4.1% from FY 2021). Net income: US$140.9m (up 19% from FY 2021). Profit margin: 9.8% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Feb 11
Sensient Technologies Corporation Provides Earnings Guidance for the Full Year 2023 Sensient Technologies Corporation provides earnings guidance for the full year 2023. For the year, the company expects revenue to grow at a mid-single digit rate on a local currency basis compared to the Company’s 2022 revenue. GAAP diluted earnings per share to be flat to low-single digit growth compared to 2022 reported GAAP diluted earnings per share of $3.34. Buying Opportunity • Feb 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 2.1%. The fair value is estimated to be €87.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 9.3% per annum over the same time period. Buying Opportunity • Jan 26
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.1%. The fair value is estimated to be €82.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 9.3% per annum over the same time period. Announcement • Jan 21
Sensient Technologies Corporation Declares Quarterly Dividend, Payable on March 1, 2023 The Board of Directors of Sensient Technologies Corporation declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on March 1, 2023, to shareholders of record on February 7, 2023. Announcement • Dec 10
Sensient Technologies Corporation Announces Retirement of Dr. Elaine R. Wedral from Its Board of Directors Sensient Technologies Corporation announced that current director Dr. Elaine R. Wedral will not seek reelection and will retire from the Company’s Board of Directors following the end of her current term expiring at the 2023 annual meeting of shareholders. The Company also announced that the Board of Directors intends to nominate Kathleen Da Cunha to stand for election at the 2023 annual meeting of the shareholders. Ms. Da Cunha has extensive experience in the food and beverage and personal care markets. She currently serves as the Senior Vice President of Research and Development and Strategy at Ruiz Foods. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director & Member of Scientific Advisory Committee Scott Morrison was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Upcoming Dividend • Oct 28
Upcoming dividend of US$0.41 per share Eligible shareholders must have bought the stock before 04 November 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.7%). Reported Earnings • Oct 22
Third quarter 2022 earnings released: EPS: US$0.86 (vs US$0.81 in 3Q 2021) Third quarter 2022 results: EPS: US$0.86 (up from US$0.81 in 3Q 2021). Revenue: US$361.1m (up 4.9% from 3Q 2021). Net income: US$36.0m (up 6.3% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Oct 22
Sensient Technologies Corporation Reaffirms Earnings Guidance for the Year 2022 Sensient Technologies Corporation reaffirmed earnings guidance for the year 2022. The company is reconfirming its expectation for 2022 full year GAAP diluted earnings per share to grow at a high-teen growth rate compared to the Company’s 2021 reported GAAP diluted earnings per share of $2.81. The Company continues to expect 2022 revenue to grow at a high single-digit rate in local currency compared to the Company’s 2021 adjusted revenue. The Company continues to expect its 2022 diluted earnings per share to grow at a high single- to double-digit rate in local currency compared to the Company’s 2021 adjusted diluted earnings per share of $3.13. The Company expects full year 2022 earnings per share reported on a U.S. dollar basis to be impacted by foreign currency headwinds of approximately twenty cents based on current exchange rates. Announcement • Oct 21
Sensient Technologies Corporation Declares a Regular Quarterly Cash Dividend, Payable on December 1, 2022 The Board of Directors of Sensient Technologies Corporation declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on December 1, 2022, to shareholders of record on November 7, 2022. Announcement • Oct 06
Sensient Technologies Corporation (NYSE:SXT) acquired Endemix Dogal Maddeler A.S. Sensient Technologies Corporation (NYSE:SXT) acquired Endemix Dogal Maddeler A.S. on October 4, 2022. Endemix team will join Sensient.
Sensient Technologies Corporation (NYSE:SXT) completed the acquisition of Endemix Dogal Maddeler A.S. on October 4, 2022. Reported Earnings • Jul 23
Second quarter 2022 earnings released: EPS: US$0.92 (vs US$0.62 in 2Q 2021) Second quarter 2022 results: EPS: US$0.92 (up from US$0.62 in 2Q 2021). Revenue: US$371.7m (up 11% from 2Q 2021). Net income: US$38.6m (up 49% from 2Q 2021). Profit margin: 10% (up from 7.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year. Announcement • Jul 22
Sensient Technologies Corporation Declares Quarterly Cash Dividend, Payable on September 1, 2022 The Board of Directors of Sensient Technologies Corporation has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on September 1, 2022, to shareholders of record on August 1, 2022. Buying Opportunity • Jun 18
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 2.1%. The fair value is estimated to be €90.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 11% per annum over the same time period. Announcement • May 02
Sensient Technologies Corporation Provides Earnings Guidance for the Year 2022 Sensient Technologies Corporation provided earnings guidance for the year 2022. The company now expects 2022 full year GAAP diluted earnings per share to grow at a high-teen growth rate compared to the company’s 2021 reported GAAP diluted earnings per share of $2.81. The Company’s previous 2022 GAAP diluted earnings per share guidance was for a mid-teen growth rate. The full year 2022 guidance does not include any material divestiture & other related costs, operational improvement plan costs, or results of divested businesses. The company now expects 2022 revenue to grow at a mid-to-high single-digit rate in local currency compared to the Company’s 2021 adjusted revenue(2). The Company’s previous 2022 revenue guidance was for a mid-single-digit growth rate in local currency. Reported Earnings • May 01
First quarter 2022 earnings released: EPS: US$0.89 (vs US$0.75 in 1Q 2021) First quarter 2022 results: EPS: US$0.89 (up from US$0.75 in 1Q 2021). Revenue: US$355.5m (down 1.2% from 1Q 2021). Net income: US$37.1m (up 17% from 1Q 2021). Profit margin: 10% (up from 8.8% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Independent Director & Member of Scientific Advisory Committee Scott Morrison was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Buying Opportunity • Mar 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be US$90.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10% per annum over the last 3 years. Buying Opportunity • Mar 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be US$89.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10% per annum over the last 3 years. Announcement • Feb 12
Sensient Technologies Corporation Provides Earnings Guidance for the Year of 2022 Sensient Technologies Corporation provided earnings guidance for the year of 2022. The company expects 2022 full year GAAP diluted earnings per share to grow at a mid-teen growth rate compared to the Company’s 2021 reported GAAP diluted earnings per share of $2.81. The Company expects 2022 local currency revenue to grow at a mid-single-digit rate compared to the Company’s 2021 adjusted revenue. The Company expects 2022 local currency diluted earnings per share to grow at a high single-digit rate compared to the Company’s 2021 adjusted diluted earnings per share of $3.13. Reported Earnings • Feb 12
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$2.82 (up from US$2.59 in FY 2020). Revenue: US$1.38b (up 3.6% from FY 2020). Net income: US$118.7m (up 8.5% from FY 2020). Profit margin: 8.6% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Buying Opportunity • Feb 12
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be US$90.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10% per annum over the last 3 years. Buying Opportunity • Jan 26
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 6.7%. The fair value is estimated to be US$95.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14% per annum over the last 3 years. Upcoming Dividend • Jan 25
Upcoming dividend of US$0.41 per share Eligible shareholders must have bought the stock before 01 February 2022. Payment date: 01 March 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.7%). Board Change • Dec 06
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director & Member of Scientific Advisory Committee Scott Morrison was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. 
