IF

International Flavors & Fragrances Inc.

IFF · International Flavors & Fragrances Inc. · Materials

Up next day
4/12
33%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±6.5%
typical swing on earnings
Price when beating
+0.7%
avg over 8 beats
Biggest single move
+17.2%
'26.3 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 3 of 8 beats (38%)
Moves in line with results — fairly predictable
Avg +0.7% on a beat, -2.7% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Materials sector avg (34 peers)
This
-0.4%
Sector
-0.1%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 3After close
'26.9 expectedEst. EPS $0.80
Quarter ended 6/2026
Reported 2026-08-04
Next-day move
+8.9%
After 5 days +5.1%
vs Consensus$1.12$0.82-26.6% miss
Missed by -26.6% but stock +8.9%
EPS
$0.82
YoY -29%
Revenue
$2.0B
YoY -29%
Next-Q guidance
N/A
Price around earnings
Rose despite missvs market +9.1%p2.9x normal — unusual surge+16% run-up before

Earnings trend · last 12 quarters

EPS$0.82YoY -29%
'23.9'26.6
Revenue$2.0BYoY -29%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
4x33%
Good earnings ignored
good · down ↓
4x33%
← Weak earningsStrong earnings →

Weak earnings, price down — reacts honestly to earnings · 4 of 12q (33%)

Community · IFF

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