IFF stock holds in the mid-$80s after a mixed quarter
Published on 08/25/2026 at 16:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Shares balance weak quarter data
International Flavors & Fragrances Inc. (US4595061015) stock is trading in the mid-$80s after the company reported $1.95 billion in revenue for the quarter ended August 4, 2026, alongside $0.82 in EPS. The same update showed a market cap of $21.89 billion and a consensus FY2026 EPS view of $3.08.
The quarter mattered because revenue fell short of the $2.62 billion estimate by a wide margin, while EPS missed the $1.07 consensus by $0.25. Revenue still rose 1.8% from the same quarter a year earlier, which keeps the comparison mixed rather than cleanly negative.
Consensus stays positive
Analyst expectations still point to $3.08 in EPS for the current fiscal year, which frames the stock's mid-$80s level against a valuation that remains far from cheap. The latest market snapshot also put the shares at $85.79, up $1.51, or 1.79%, with an after-hours print of $85.78.
That gap between the quote and the consensus target zone matters because the stock's market value is already close to $21.89 billion, so further rerating depends more on earnings delivery than on simple multiple expansion.
Product demand remains broad
IFF's portfolio still centers on flavors, fragrances, food ingredients and other specialty inputs used across consumer goods, personal care and pharmaceuticals. That mix gives the business multiple revenue streams, but it also leaves results sensitive to volume trends and customer restocking.
The quarter's 2.78% net margin and 7.11% return on equity show that profitability remains modest for a company of this size.
Market level and timing
As of August 25, 2026, the shares were quoted at $85.79, with the latest update showing a market cap of $21.89 billion. For investors, the key near-term test is whether the next reporting cycle can narrow the gap between the $1.95 billion revenue print and the $2.62 billion estimate.
Price action stays tied to execution. The current setup leaves little room for another miss.
More on IFF stock
International Flavors & Fragrances sells ingredients and solutions that touch flavors, scents and formulations across packaged food, household and personal-care products. Its scale makes it a core supplier rather than a consumer brand, which is why earnings quality and margin direction matter more than product headlines.
IFF shares at a glance
IFF shares last traded at $85.79 as of August 25, 2026. The stock's market cap stood at $21.89 billion, while the latest quarter showed $1.95 billion in revenue and $0.82 in EPS.
Company data
Company: International Flavors & Fragrances Inc.
ISIN: US4595061015
Ticker: IFF
Exchange: NYSE
Market cap: $21.89 billion
Sector / Industry: Materials - Specialty chemicals
Index membership: S&P 500
