# Sensient Technologies Corporation (SXT)

> Source: Nexqual · https://nexqual.com/SXT · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Sensient Technologies Corporation (SXT), nexqual.com/SXT" · informational, not investment advice.

**Price:** USD 130.94 (-0.95% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 132.19 · day 130.79–132.88 · 52w 82.6–138.82 · market cap $5.57B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $1.70B, net income $158M (9.3% margin), free cash flow $4.5M (SEC filings).
- Valuation: P/E 35.3x (avg 28.0x at the last 3 fiscal year-ends), EV/EBITDA 20.9x, net debt $733M.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $234M; 5 not under a Rule 10b5-1 plan ($234M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +38.3% vs S&P 500 +14.9%; 5Y +51.0% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 1.09, revenue estimate $459M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.38B | $1.44B | $1.46B | $1.56B | $1.61B | $1.70B |
| Gross profit | $455M | $489M | $460M | $507M | $539M | — |
| Operating income | $170M | $197M | $155M | $192M | $207M | $239M |
| Net income | $119M | $141M | $93.4M | $125M | $134M | $158M |
| EPS (diluted) | $2.81 | $3.34 | $2.21 | $2.94 | $3.16 | — |
| Free cash flow | $84.4M | -$67.3M | $81.8M | $97.9M | $38.4M | $4.5M |
| Gross margin | 32.9% | 34.0% | 31.6% | 32.6% | 33.5% | — |
| Operating margin | 12.3% | 13.7% | 10.6% | 12.3% | 12.8% | 14.0% |
| Net margin | 8.6% | 9.8% | 6.4% | 8.0% | 8.3% | 9.3% |
| Revenue growth | +3.6% | +4.1% | +1.4% | +6.9% | +3.5% | — |
| Cash + short-term investments | $25.7M | $20.9M | $28.9M | $26.6M | $36.5M | — |
| Total debt | $503M | $631M | $645M | $614M | $709M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 35.3x · P/S 3.3x · EV/EBITDA 20.9x · EV/Sales 3.7x · P/FCF 1243.5x · P/B 4.4x · FCF yield 0.08% · Earnings yield 2.83% · Dividend yield (paid, TTM) 1.25% · Net debt $733M · EV $6.31B
P/E at fiscal year-ends: Dec 2025 29.8x, Dec 2024 24.2x, Dec 2023 29.9x.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-05 | Ferruzzi Mario | Director | 1,200 | $155K | 13.7% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-18 | Hoang Thierry | VP, Asia Pacific Group | 400 | $46K | 2.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-04 | Hoang Thierry | VP, Asia Pacific Group | 439 | $50K | 3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-30 | Morris Steven B | President, Color Group | 200 | $23K | 2.5% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-04-30 | Winder Pte. Ltd. |  | 2,127,566 | $233M | 33.7% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-30 | UBS | Target raised | Buy | $155 → $157 |
| 2026-07-27 | UBS | Target raised | Buy | $143 → $155 |
| 2026-07-27 | Baird | Target raised | Outperform | $125 → $140 |
| 2026-07-08 | Rothschild & Co | Initiated | Neutral | $125 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +38.3% | +51.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +38.4% | +8.6% |
| Volatility (annualized) | 38.6% | 30.5% |
| Max drawdown | -18.9% (Feb 2026→Mar 2026) | -46.2% (Nov 2021→Oct 2023) |

## Peers (Specialty Chemicals)
BCPC (Balchem Corporation) USD 173.23 +1.43% · EMN (Eastman Chemical Company) USD 65.31 +2.85% · AXTA (Axalta Coating Systems Ltd.) USD 35.05 +0.20% · NEU (NewMarket Corp) USD 876.33 -0.98% · ESI (Element Solutions Inc.) USD 33.11 -8.89% · WLK (Westlake Corporation) USD 64.14 +5.42%

## More
Full page: https://nexqual.com/SXT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name SXT in their own reports (relationship from SXT's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| supplier | TOMI Environmental Solutions, Inc. (TOMZ) | 10-K 2026-03-31 | "In food safety, our customers include Nestle, Sensient Technologies Corporation, Mayorga Organics, Lakeview Farms, LLC, Batory Foods, Danone, and Perdue." |

## Revenue by business segment (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY | Operating income | Op. margin |
|---|---|---|---|---|---|
| Color | $216.1M | 46.8% | +20.6% | $54.5M | 25.2% |
| Flavors & Extracts | $213.2M | 46.1% | +4.9% | $30.4M | 14.3% |
| Asia Pacific | $47.6M | 10.3% | +11.3% | $11.0M | 23.0% |
| Total revenue | $462.1M | 100% | — | $76.7M | 16.6% |
The lines above cover 103.2% of total revenue.

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Flavors Extracts Flavor Ingredients | $146.6M | 31.7% | +3.4% |
| Agricultural Ingredients | $66.6M | 14.4% | +8.2% |
| Total revenue | $462.1M | 100% | — |
The lines above cover 46.1% of total revenue.

## Revenue by region (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| North America | $271.3M | 58.7% | +14.6% |
| Europe | $89.8M | 19.4% | +6.9% |
| Asia Pacific | $69.8M | 15.1% | +11.0% |
| All Other Segments | $31.2M | 6.8% | +1.8% |
| Total revenue | $462.1M | 100% | — |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.09 | $1.05 | +3.9% | $459.0M | 3 |
| Next quarter (ends 2026-12-31) | $0.88 | $0.83 | +5.5% | $449.4M | 3 |
| Current fiscal year (ends 2026-12-31) | $4.18 | $3.95 | +5.9% | $1.80B | 5 |
| Next fiscal year (ends 2027-12-31) | $4.99 | $4.75 | +5.2% | $2.05B | 5 |