センシエントテクノロジーズの適時開示・決算・その他

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

July 24, 2026

(Date of Report/Date of earliest event reported)

SENSIENT TECHNOLOGIES CORPORATION

(Exact name of registrant as specified in its charter)

Wisconsin	001-07626	39-0561070
(State or other jurisdiction of incorporation)	(Commission File Number)	(IRS Employer Identification No.)

777 East Wisconsin Avenue

Milwaukee, Wisconsin 53202-5304

(Address and zip code of principal executive offices)

(414) 271-6755

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common stock, par value $0.10 per share	SXT	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02

Results of Operations and Financial Condition.

Sensient Technologies Corporation (the “Company”) issued a press release on July 24, 2026, disclosing its results of operations for its quarter ended June 30, 2026, and its financial condition at that date. The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in this Item 2.02 (including Exhibit 99.1) is intended to be furnished under Item 2.02 of Form 8-K and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act.

Item 7.01

Regulation FD Disclosure.

On July 24, 2026, the Company also posted an updated investor presentation for its quarter ended June 30, 2026, on the “Investor Information” section of its website. A copy of the investor presentation is furnished as Exhibit 99.2 to this Current Report on Form 8-K.

The information contained in this Item 7.01 (including Exhibit 99.2) is intended to be furnished under Item 7.01 of Form 8-K and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act.

Item 9.01

Financial Statements and Exhibits.

(d)

Exhibits. The following exhibits are furnished with this Current Report on Form 8-K:

EXHIBIT INDEX

Exhibit Number	Description
99.1	Sensient Technologies Corporation Earnings Press Release for the Quarter Ended June 30, 2026.
99.2	Sensient Technologies Corporation Investor Presentation – Q2 2026.
104	Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	SENSIENT TECHNOLOGIES CORPORATION

	By:	/s/ John J. Manning

	Name:	John J. Manning

	Title:	Senior Vice President, General Counsel, and Secretary

	Date:	July 24, 2026

EX-99.1 2 ef20078569_ex99-1.htm EXHIBIT 99.1

Exhibit 99.1

Contact:

David Plautz

(414) 347-3706

investor.relations@sensient.com

Sensient Technologies Corporation

Reports Results for the Quarter Ended June 30, 2026

MILWAUKEE— July 24, 2026 — Sensient Technologies Corporation (NYSE: SXT), a leading provider of flavors and colors for the food, pharmaceutical, and personal care markets, today reported financial results for the second quarter ended June 30, 2026.

Second Quarter Consolidated Results

•

Reported revenue increased 11.6% to $462.1 million in the second quarter of 2026 versus last year’s second quarter results of $414.2 million. On a local currency basis⁽¹⁾, revenue increased 9.9%.

•

Reported operating income increased 32.9% to $76.7 million compared to $57.7 million recorded in last year’s second quarter. In the second quarter of 2025, the Company recorded $3.3 million of costs related to its Portfolio Optimization Plan versus no costs recorded in the second quarter of 2026. Local currency adjusted operating income⁽¹⁾ and local currency adjusted EBITDA⁽¹⁾were up 23.4% and 20.8%, respectively, in the second quarter.

•

Reported earnings per share increased 36.4% to $1.20 in the second quarter of 2026 compared to 88 cents in the second quarter of 2025. Local currency adjusted diluted EPS⁽¹⁾ increased 25.5% in the second quarter.

“Sensient continued to build on an outstanding first quarter. We are entering the second half of the year with great momentum and confidence in the future. By executing on our strategy, we are poised to take advantage of opportunities in the market and deliver long-term value for our shareholders. I remain very confident about our performance in 2026 and beyond,” said Paul Manning, Sensient’s Chairman, President, and Chief Executive Officer.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 2

Second Quarter Group Results
Revenue	Reported Quarter			Local Currency⁽¹⁾ Quarter
Flavors & Extracts		4.9	%		3.8	%
Color		20.6	%		17.6	%
Asia Pacific		11.3	%		12.3	%
Total Revenue		11.6	%		9.9	%

Operating Income	Reported Quarter			Local Currency Adjusted⁽¹⁾ Quarter
Flavors & Extracts		6.8	%		6.1	%
Color		40.1	%		36.8	%
Asia Pacific		22.6	%		23.8	%
Total Operating Income		32.9	%		23.4	%

The Flavors & Extracts Group reported second quarter 2026 revenue of $213.2 million, an increase of $9.9 million versus the prior year’s second quarter. The Group’s revenue increase was driven primarily by higher prices and volume growth. Segment operating income was $30.4 million in the second quarter of 2026, an increase of $1.9 million compared to the prior year’s second quarter.

The Color Group reported revenue of $216.1 million in the second quarter of 2026, an increase of $36.9 million compared to the prior year’s second quarter. The Group’s revenue increase was driven by strong volume growth and higher prices across the Group. Segment operating income was $54.5 million in the second quarter of 2026, an increase of $15.6 million compared to the prior year’s second quarter results.

The Asia Pacific Group reported revenue of $47.6 million in the second quarter of 2026, an increase of $4.8 million compared to the prior year’s second quarter. The Group’s revenue increase was driven by strong volume growth and higher prices across the Group. Segment operating income was $11.0 million in the quarter, an increase of $2.0 million compared to the prior year’s second quarter.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 3

Corporate & Other reported operating expenses were $19.2 million in the second quarter of 2026, compared to $18.7 million of operating expenses reported in the prior year’s second quarter. Local currency adjusted operating expenses⁽¹⁾ for Corporate & Other increased $3.9 million compared to the prior year’s second quarter. The higher operating expenses were primarily due to higher performance-based compensation costs in the second quarter.

2026 OUTLOOK


Metric	Current Guidance	Prior Guidance

Local Currency Revenue⁽¹⁾	High Single-Digit to Low Double-Digit Growth	High Single-Digit to Double-Digit Growth

Local Currency Adjusted EBITDA⁽¹⁾	Mid-Teen to High Teen Growth	High Single-Digit to Double-Digit Growth

Diluted EPS (GAAP)	Between $4.10 and $4.20*	Between $3.70 and $3.90

Local Currency Adjusted Diluted EPS⁽¹⁾	Mid-Teen to High Teen Growth	High Single-Digit to Double-Digit Growth

*Based on current exchange rates, foreign currency impact is expected to be immaterial for the remainder of the year.

The Company’s guidance is based on current conditions and economic and market trends in the markets in which the Company operates and is subject to various risks and uncertainties as described below.

⁽¹⁾

Please refer to “Reconciliation of Non-GAAP Amounts” at the end of this release for more information regarding our non-GAAP financial measures.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 4

USE OF NON-GAAP FINANCIAL MEASURES

The Company’s non-GAAP financial measures eliminate the impact of certain items, which, depending on the measure, include: currency movements, depreciation and amortization, Portfolio Optimization Plan costs, and non-cash share-based compensation. These measures are provided to enhance the overall understanding of the Company’s performance when viewed together with the GAAP results. Refer to “Reconciliation of Non-GAAP Amounts” at the end of this release.

CONFERENCE CALL

The Company will host a conference call to discuss its 2026 second quarter financial results at 8:30 a.m. CDT on Friday, July 24, 2026. To participate in the conference call, contact Chorus Call Inc. at (844) 492-3726 or (412) 317-1078, and ask to join the Sensient Technologies Corporation conference call. Alternatively, the call can be accessed by using the webcast link that is available on the Investor Information section of the Company’s web site at www.sensient.com.

A replay of the call will be available one hour after the end of the conference call through July 31, 2026 by calling (855) 669-9658 and using access code 9277298. An audio replay and written transcript of the call will also be posted on the Investor Information section of the Company’s web site at www.sensient.com on or after July 28, 2026.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 5

This release contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws including in the quote from our Chairman, President, and Chief Executive Officer and under “2026 Outlook” above. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors concerning the Company’s operations and business environment. Important factors that could cause actual results to differ materially from those suggested by these forward-looking statements and that could adversely affect the Company’s future financial performance include the following: the Company’s ability to manage general business, economic, and capital market conditions, including actions taken by customers in response to such market conditions, and the impact of recessions and economic downturns; the impact of macroeconomic and geopolitical volatility, including inflation and shortages impacting the availability and cost of raw materials, energy, and other supplies, disruptions and delays in the Company’s supply chain, and the conflicts between Russia and Ukraine and in the Middle East; industry, regulatory, legal, and economic factors related to the Company’s domestic and international business; the effects of tariffs, trade barriers, and disputes; the availability and cost of labor, logistics, and transportation; the pace and nature of new product introductions by the Company and the Company’s customers; the Company’s ability to anticipate and respond to changing consumer preferences, changing technologies, and changing regulations; the Company’s ability to successfully implement its growth strategies; the outcome of the Company’s various productivity-improvement and cost-reduction efforts, acquisition and divestiture activities, and Portfolio Optimization Plan; growth in markets for products in which the Company competes; industry and customer acceptance of price increases; actions by competitors; the Company’s ability to enhance its innovation efforts and drive cost efficiencies; currency exchange rate fluctuations; and other factors included in “Risk Factors” in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and in other documents that the Company files with the SEC. The risks and uncertainties identified above are not the only risks the Company faces. Additional risks and uncertainties not presently known to the Company or that it currently believes to be immaterial also may adversely affect the Company. Should any known or unknown risks and uncertainties develop into actual events, these developments could have material adverse effects on our business, financial condition, and results of operations. This release contains time-sensitive information that reflects management’s best analysis only as of the date of this release. Except to the extent required by applicable laws, the Company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any projected results expressed or implied herein will not be realized.

ABOUT SENSIENT TECHNOLOGIES

Sensient Technologies Corporation is a leading global manufacturer and marketer of colors, flavors, and other specialty ingredients. Sensient uses advanced technologies and robust global supply chain capabilities to develop specialized solutions for food and beverages, as well as products that serve the pharmaceutical, nutraceutical, and personal care industries. Sensient’s customers range in size from small entrepreneurial businesses to major international manufacturers representing some of the world’s best-known brands. Sensient is headquartered in Milwaukee, Wisconsin.

www.sensient.com

- MORE -

Sensient Technologies Corporation

(In thousands, except percentages and per share amounts)

(Unaudited)

Page 6

Consolidated Statements of Earnings	Three Months Ended June 30,							Six Months Ended June 30,

	2026		2025		% Change			2026		2025		% Change

Revenue	$	462,081	$	414,230		11.6	%	$	897,915	$	806,555		11.3	%

Cost of products sold		289,282		271,398		6.6	%		572,428		531,946		7.6	%
Selling and administrative expenses		96,099		85,126		12.9	%		182,059		163,373		11.4	%

Operating income		76,700		57,706		32.9	%		143,428		111,236		28.9	%
Interest expense		8,174		7,391					16,076		14,732

Earnings before income taxes		68,526		50,315					127,352		96,504
Income taxes		17,167		12,728					31,823		24,455

Net earnings	$	51,359	$	37,587		36.6	%	$	95,529	$	72,049		32.6	%

Earnings per share of common stock:
Basic	$	1.21	$	0.89				$	2.26	$	1.71

Diluted	$	1.20	$	0.88				$	2.24	$	1.69

Average common shares outstanding:
Basic		42,350		42,246					42,323		42,221

Diluted		42,756		42,575					42,714		42,522

Results by Segment	Three Months Ended June 30,										Six Months Ended June 30,

Revenue		2026			2025		% Change				2026			2025		% Change
Flavors & Extracts	$	213,179		$	203,251			4.9	%	$	415,004		$	396,932			4.6	%
Color		216,137			179,282			20.6	%		414,313			347,032			19.4	%
Asia Pacific		47,589			42,744			11.3	%		92,844			84,645			9.7	%
Intersegment elimination		(14,824	)		(11,047	)					(24,246	)		(22,054	)

Consolidated	$	462,081		$	414,230			11.6	%	$	897,915		$	806,555			11.3	%

Operating Income

Flavors & Extracts	$	30,431		$	28,506			6.8	%	$	57,181		$	53,495			6.9	%
Color		54,514			38,922			40.1	%		96,579			73,774			30.9	%
Asia Pacific		10,960			8,943			22.6	%		22,140			18,385			20.4	%
Corporate & Other		(19,205	)		(18,665	)					(32,472	)		(34,418	)

Consolidated	$	76,700		$	57,706			32.9	%	$	143,428		$	111,236			28.9	%

- MORE -

Sensient Technologies Corporation

(In thousands)

(Unaudited)

Page 7

Consolidated Condensed Balance Sheets	June 30, 2026		December 31, 2025

Cash and cash equivalents	$	31,019	$	36,533
Trade accounts receivable		376,503		305,380
Inventories		719,094		678,220
Prepaid expenses and other current assets		57,041		59,717
Fixed assets held for sale		-		1,598
Total Current Assets		1,183,657		1,081,448

Goodwill & intangible assets (net)		444,599		449,827
Property, plant, and equipment (net)		574,707		539,296
Other assets		168,140		173,566

Total Assets	$	2,371,103	$	2,244,137

Trade accounts payable	$	145,300	$	138,344
Short-term borrowings		397		352
Other current liabilities		123,924		124,887
Total Current Liabilities		269,621		263,583

Long-term debt		763,499		709,232
Accrued employee and retiree benefits		24,737		24,045
Other liabilities		53,318		53,763
Shareholders' Equity		1,259,928		1,193,514

Total Liabilities and Shareholders' Equity	$	2,371,103	$	2,244,137

- MORE -

Sensient Technologies Corporation

(In thousands, except per share amounts)

(Unaudited)

Page 8

Consolidated Statements of Cash Flows
Six Months Ended June 30,
	2026			2025
Cash flows from operating activities:
Net earnings	$	95,529		$	72,049
Adjustments to arrive at net cash provided by operating activities:
Depreciation and amortization		31,428			30,334
Share-based compensation expense		9,380			6,639
Net (gain) loss on assets		(149	)		76
Portfolio Optimization Plan costs		-			1,274
Deferred income taxes		3,320			2,711
Changes in operating assets and liabilities:
Trade accounts receivable		(72,244	)		(30,293	)
Inventories		(42,811	)		(548	)
Prepaid expenses and other assets		(181	)		(11,028	)
Trade accounts payable and other accrued expenses		8,131			(17,578	)
Accrued salaries, wages, and withholdings		(4,071	)		(15,129	)
Income taxes		4,425			(937	)
Other liabilities		2,090			1,734

Net cash provided by operating activities		34,847			39,304

Cash flows from investing activities:
Acquisition of property, plant, and equipment		(67,513	)		(38,035	)
Proceeds from sale of assets		2,019			56
Acquisition of new business		-			(4,867	)
Other investing activities		(282	)		1,354

Net cash used in investing activities		(65,776	)		(41,492	)

Cash flows from financing activities:
Proceeds from additional borrowings		150,719			106,484
Debt payments		(87,897	)		(43,148	)
Dividends paid		(34,867	)		(34,700	)
Other financing activities		(4,411	)		(2,648	)

Net cash provided by financing activities		23,544			25,988

Effect of exchange rate changes on cash and cash equivalents		1,871			6,260

Net (decrease) increase in cash and cash equivalents		(5,514	)		30,060
Cash and cash equivalents at beginning of period		36,533			26,626
Cash and cash equivalents at end of period	$	31,019		$	56,686

Supplemental Information
Six Months Ended June 30,	2026		2025

Dividends paid per share	$	0.82	$	0.82

- MORE -

Sensient Technologies Corporation	Page 9
(In thousands, except percentages and per share amounts)
(Unaudited)

Reconciliation of Non-GAAP Amounts

The Company's results for the three and six months ended June 30, 2026 and 2025 include adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which, in each case, exclude Portfolio Optimization Plan costs.

	Three Months Ended June 30,								Six Months Ended June 30,
	2026		2025			% Change			2026		2025			% Change
Operating income (GAAP)	$	76,700	$	57,706			32.9	%	$	143,428	$	111,236			28.9	%
Portfolio Optimization Plan costs – Cost of products sold		-		1,789						-		3,603
Portfolio Optimization Plan costs – Selling and administrative expenses		-		1,550						-		2,600
Adjusted operating income	$	76,700	$	61,045			25.6	%	$	143,428	$	117,439			22.1	%

Net earnings (GAAP)	$	51,359	$	37,587			36.6	%	$	95,529	$	72,049			32.6	%
Portfolio Optimization Plan costs, before tax		-		3,339						-		6,203
Tax impact of Portfolio Optimization Plan costs⁽¹⁾		-		(815	)					-		(1,517	)
Adjusted net earnings	$	51,359	$	40,111			28.0	%	$	95,529	$	76,735			24.5	%

Diluted earnings per share (GAAP)	$	1.20	$	0.88			36.4	%	$	2.24	$	1.69			32.5	%
Portfolio Optimization Plan costs, net of tax		-		0.06						-		0.11
Adjusted diluted earnings per share	$	1.20	$	0.94			27.7	%	$	2.24	$	1.80			24.4	%

Note: Earnings per share calculations may not foot due to rounding differences.

⁽¹⁾ Tax impact adjustments were determined based on the nature of the underlying non-GAAP adjustments and their relevant jurisdictional tax rates.

Results by Segment	Three Months Ended June 30,
						Adjusted								Adjusted
Operating Income		2026			Adjustments⁽²⁾		2026			2025			Adjustments⁽²⁾		2025

Flavors & Extracts	$	30,431		$	-	$	30,431		$	28,506		$	-	$	28,506
Color		54,514			-		54,514			38,922			-		38,922
Asia Pacific		10,960			-		10,960			8,943			-		8,943
Corporate & Other		(19,205	)		-		(19,205	)		(18,665	)		3,339		(15,326	)

Consolidated	$	76,700		$	-	$	76,700		$	57,706		$	3,339	$	61,045

Results by Segment	Six Months Ended June 30,
						Adjusted								Adjusted
Operating Income		2026			Adjustments⁽²⁾		2026			2025		Adjustments⁽²⁾			2025

Flavors & Extracts	$	57,181		$	-	$	57,181		$	53,495		$	-	$	53,495
Color		96,579			-		96,579			73,774			-		73,774
Asia Pacific		22,140			-		22,140			18,385			-		18,385
Corporate & Other		(32,472	)		-		(32,472	)		(34,418	)		6,203		(28,215	)

Consolidated	$	143,428		$	-	$	143,428		$	111,236		$	6,203	$	117,439

⁽²⁾ Adjustments consist of Portfolio Optimization Plan costs.

- MORE -

Sensient Technologies Corporation	Page 10
(In thousands, except percentages and per share amounts)
(Unaudited)

Reconciliation of Non-GAAP Amounts - Continued

The following table summarizes the percentage change in the 2026 results compared to the 2025 results for the corresponding periods.

	Three Months Ended June 30, 2026
Revenue	Total			Foreign Exchange Rates			Adjustments⁽³⁾			Local Currency Adjusted
Flavors & Extracts		4.9	%		1.1	%		N/A			3.8	%
Color		20.6	%		3.0	%		N/A			17.6	%
Asia Pacific		11.3	%		(1.0	%)		N/A			12.3	%
Total Revenue		11.6	%		1.7	%		N/A			9.9	%

Operating Income
Flavors & Extracts		6.8	%		0.7	%		0.0	%		6.1	%
Color		40.1	%		3.3	%		0.0	%		36.8	%
Asia Pacific		22.6	%		(1.2	%)		0.0	%		23.8	%
Corporate & Other		2.9	%		0.0	%		(22.4	%)		25.3	%
Total Operating Income		32.9	%		2.3	%		7.2	%		23.4	%
Diluted Earnings Per Share		36.4	%		3.4	%		7.5	%		25.5	%
Adjusted EBITDA		22.7	%		1.9	%		N/A			20.8	%

	Six Months Ended June 30, 2026
Revenue	Total			Foreign Exchange Rates			Adjustments⁽³⁾			Local Currency Adjusted
Flavors & Extracts		4.6	%		1.8	%		N/A			2.8	%
Color		19.4	%		4.3	%		N/A			15.1	%
Asia Pacific		9.7	%		1.2	%		N/A			8.5	%
Total Revenue		11.3	%		2.7	%		N/A			8.6	%

Operating Income
Flavors & Extracts		6.9	%		1.3	%		0.0	%		5.6	%
Color		30.9	%		5.3	%		0.0	%		25.6	%
Asia Pacific		20.4	%		1.4	%		0.0	%		19.0	%
Corporate & Other		(5.7	%)		0.0	%		(20.8	%)		15.1	%
Total Operating Income		28.9	%		4.3	%		6.6	%		18.0	%
Diluted Earnings Per Share		32.5	%		4.7	%		7.8	%		20.0	%
Adjusted EBITDA		19.3	%		3.5	%		N/A			15.8	%

⁽³⁾ Adjustments consist of Portfolio Optimization Plan costs.

- MORE -

Sensient Technologies Corporation	Page 11
(In thousands, except percentages)
(Unaudited)

Reconciliation of Non-GAAP Amounts - Continued

The following table summarizes the reconciliation between Operating Income (GAAP) and Adjusted EBITDA for the three months and six months ended June 30, 2026 and 2025.

	Three Months Ended June 30,							Six Months Ended June 30,

	2026		2025		% Change			2026		2025		% Change
Operating income (GAAP)	$	76,700	$	57,706		32.9	%	$	143,428	$	111,236		28.9	%
Depreciation and amortization		15,890		15,260					31,428		30,334
Share-based compensation expense		5,604		3,739					9,380		6,639
Portfolio Optimization Plan costs, before tax		-		3,339					-		6,203
Adjusted EBITDA	$	98,194	$	80,044		22.7	%	$	184,236	$	154,412		19.3	%

The following table summarizes the reconciliation between Debt (GAAP) and Net Debt, and Operating Income (GAAP) and Credit Adjusted EBITDA for the trailing twelve months ended June 30, 2026 and 2025.

	June 30,
Debt	2026			2025
Short-term borrowings	$	397		$	26,280
Long-term debt		763,499			710,119
Credit Agreement adjustments⁽⁴⁾		(17,174	)		(43,393	)
Net Debt	$	746,722		$	693,006

Operating income (GAAP)	$	239,320		$	203,752
Depreciation and amortization		62,192			60,938
Share-based compensation expense		16,687			11,812
Portfolio Optimization Plan costs, before tax		9,603			8,270
Other non-operating gains⁽⁵⁾		(1,100	)		(816	)
Credit Adjusted EBITDA	$	326,702		$	283,956

Net Debt to Credit Adjusted EBITDA		2.3x			2.4x

⁽⁴⁾ Adjustments include cash and cash equivalents, as described in the Company's Fourth Amended and Restated Credit Agreement (Credit Agreement), and certain letters of credit and hedge contracts.

⁽⁵⁾ Adjustments consist of certain financing transaction costs, certain non-financing interest items, and gains and losses related to certain non-cash, non-operating, and/or non-recurring items as described in the Credit Agreement.

We have included each of these non-GAAP measures in order to provide additional information regarding our underlying operating results and comparable period-over-period performance. Such information is supplemental to information presented in accordance with GAAP and is not intended to represent a presentation in accordance with GAAP. These non-GAAP measures should not be considered in isolation. Rather, they should be considered together with GAAP measures and the rest of the information included in this release and our SEC filings. Management internally reviews each of these non-GAAP measures to evaluate performance on a comparative period-to-period basis and to gain additional insight into underlying operating and performance trends, and we believe the information can be beneficial to investors for the same purposes. These non-GAAP measures may not be comparable to similarly titled measures used by other companies.

EX-99.2 3 ef20078569_ex99-2.htm EXHIBIT 99.2

Exhibit 99.2

Sensient Technologies Corporation Second Quarter 2026 Earnings Call July 24, 2026

2 Non-GAAP Financial Measures Within this document, the Company reports certain non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Plan costs, (2) percentage changes in revenue, operating income, and diluted earnings per share on an adjusted local currency basis, which eliminate the effects that result from translating its international operations into U.S. dollars and restructuring and other costs, including the Portfolio Optimization Plan costs, and (3) adjusted EBITDA and adjusted EBITDA Margin (which exclude Portfolio Optimization Plan costs and non-cash share based compensation expense). The Company has included each of these non-GAAP measures in order to provide additional information regarding our underlying operating results and comparable year-over-year performance. Such information is supplemental to information presented in accordance with GAAP and is not intended to represent a presentation in accordance with GAAP. These non-GAAP measures should not be considered in isolation. Rather, they should be considered together with GAAP measures and the rest of the information included in this report. Management internally reviews each of these non-GAAP measures to evaluate performance on a comparative period-to-period basis and to gain additional insight into underlying operating and performance trends, and the Company believes the information can be beneficial to investors for the same purposes. These non-GAAP measures may not be comparable to similarly titled measures used by other companies.

3 Forward Looking Statements This presentation contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws including under “2026 Financial Outlook” and “Consolidated Full Year 2026 Outlook”. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors concerning the Company’s operations and business environment. Important factors that could cause actual results to differ materially from those suggested by these forward-looking statements and that could adversely affect the Company’s future financial performance include the following: the Company’s ability to manage general business, economic, and capital market conditions, including actions taken by customers in response to such market conditions, and the impact of recessions and economic downturns; the impact of macroeconomic and geopolitical volatility, including inflation and shortages impacting the availability and cost of raw materials, energy, and other supplies, disruptions and delays in the Company’s supply chain, and the conflicts between Russia and Ukraine and in the Middle East; industry, regulatory, legal, and economic factors related to the Company’s domestic and international business; the effects of tariffs, trade barriers, and disputes; the availability and cost of labor, logistics, and transportation; the pace and nature of new product introductions by the Company and the Company’s customers; the Company’s ability to anticipate and respond to changing consumer preferences, changing technologies, and changing regulations; the Company’s ability to successfully implement its growth strategies; the outcome of the Company’s various productivity-improvement and cost-reduction efforts, acquisition and divestiture activities, and Portfolio Optimization Plan; growth in markets for products in which the Company competes; industry and customer acceptance of price increases; actions by competitors; the Company’s ability to enhance its innovation efforts and drive cost efficiencies; currency exchange rate fluctuations; and other factors included in “Risk Factors” in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and in other documents that the Company files with the SEC. The risks and uncertainties identified above are not the only risks the Company faces. Additional risks and uncertainties not presently known to the Company or that it currently believes to be immaterial also may adversely affect the Company. Should any known or unknown risks and uncertainties develop into actual events, these developments could have material adverse effects on our business, financial condition, and results of operations. This presentation contains time-sensitive information that reflects management’s best analysis only as of the date of this presentation. Except to the extent required by applicable laws, the Company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any projected results expressed or implied herein will not be realized.

Quarterly Results & Business Update 4

5 Q2 2026 Consolidated Results (1) See appendix for our GAAP to Non-GAAP reconciliations.

6 Local Currency1 Results Commentary Color Group Performance Revenue Strong growth in the quarter driven by new sales wins and favorable pricing across the Group Operating Results Strong operating leverage in the quarter primarily due to volume growth in the Food & Pharmaceutical and Personal Care product lines and favorable pricing Adjusted EBITDA Margin1 for the Group was 28.3% in Q2 2026, up 320 bps from Q2 2025 Q2 2026 results included $4.3 million of one-time tariff refunds, which contributed 200 bps to the Adjusted EBITDA Margin1 (1) See appendix for our GAAP to Non-GAAP reconciliations.

7 Flavors & Extracts Group Performance Revenue Growth in the quarter due to strong volume growth in the Agricultural Ingredients product line and favorable pricing Operating Results Favorable operating leverage in the quarter primarily due to favorable pricing Adjusted EBITDA Margin1 for the Group was 18.1% in Q2 2026, up 30 bps from Q2 2025 Q2 2026 results included $0.5 million of one-time tariff refunds, which contributed 30 bps to the Adjusted EBITDA Margin1 (1) See appendix for our GAAP to Non-GAAP reconciliations. Local Currency1 Results Commentary

8 Asia Pacific Group Performance Revenue Growth in the quarter driven by new sales wins across the Group and favorable prices Operating Results Strong operating leverage in the quarter due to volume growth across the Group and favorable prices Adjusted EBITDA Margin1 for the Group was 24.4% in Q2 2026, up 210 bps from Q2 2025 (1) See appendix for our GAAP to Non-GAAP reconciliations. Local Currency1 Results Commentary

(1) Represents outlook as of our earnings release provided on July 24, 2026, and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information required for such reconciliation, such as the impact of translating our international operations into U.S. Dollars, is not available without unreasonable efforts and we are not able to determine the probable significance of such items. 9 Business Outlook1 Consolidated Full Year 2026 Outlook Local Currency Revenue2 Growth rate of high single to low double-digits Local Currency Adjusted EBITDA2 Growth rate of mid-teen to high teen Local Currency Adjusted EPS2 Growth rate of mid-teen to high teen

2026 Natural Color Highlights 10 A multinational portfolio of bright pink, natural color solutions and novel technologies to replace Red 3 Ideal for: Confections Dairy Bakery Processed Foods Beverages Wet Pet Food Cost-effective, natural color alternatives to Red 3 High performance portfolio with stability across a wide range of product applications Kosher and Halal options Spirulina-based technology with enhanced heat-stability Ideal for: Confections Bakery Ingredients Gelatin Superior bright sky-blue color performance and heat stability Concentrated solutions to mitigate impact to texture and flavor Kosher, Halal, and Non-GMO Red 3 Replacement Portfolio

Financial Update & Outlook 11

12 (1) See appendix for our GAAP to Non-GAAP reconciliations. Q2 2026 Financial Review Local currency revenue1 increased 9.9% Q2 2025 results included $3.3 million of Portfolio Optimization Plan costs (approximately 6 cents per share) Adjusted EBITDA Margin1 increased 200 bps in the quarter Consolidated Commentary (dollars in thousands) Q2 2025 Q2 2026 Local Currency Growth1 Revenue $ 414,230 $462,081 +9.9% Operating Income (GAAP) Operating Margin $ 57,706 13.9% $ 76,700 16.6% Adjusted Operating Income1 Adjusted Operating Margin1 $ 61,045 14.7% $ 76,700 16.6% +23.4% Diluted EPS (GAAP) $ 0.88 $ 1.20 Adjusted Diluted EPS1 $ 0.94 $ 1.20 +25.5% Adjusted EBITDA1 Adjusted EBITDA Margin1 $ 80,044 19.3% $ 98,194 21.3% +20.8%

13 2026 Cash Flow and Debt Metrics Q2 2025 YTD Q2 2026 YTD Cash Flow from Operations $ 39.3 million $ 34.8 million Capital Expenditures $ 38.0 million $ 67.5 million Total Debt $ 736.4 million $ 763.9 million Net debt to credit adjusted EBITDA1 2.4x 2.3x Cash flow provided by operating activities was $34.8 million in Q2 2026 compared to $39.3 million in Q2 2025 Net debt to credit adjusted EBITDA1 was 2.3x in Q2 2026, down from 2.4x in Q2 2025 Commentary (1) See appendix for our GAAP to Non-GAAP reconciliations.

14 2026 Financial Outlook1 (1) Represents outlook as of our earnings release provided on July 24, 2026, and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information required for such reconciliation, such as the impact of translating our international operations into U.S. Dollars, is not available without unreasonable efforts and we are not able to determine the probable significance of such items. (3) The impact of foreign exchange rates is expected to be immaterial for the remainder of 2026. (4) Interest expense assumes no USD borrowing rate reductions for 2026. Metric Current Guidance Prior Guidance Local Currency Revenue2 High single to low double-digit growth High single to double-digit growth Local Currency Adjusted EBITDA2 Mid-teen to high teen growth High single to double-digit growth Diluted EPS (GAAP) 3 $4.10 to $4.20 $3.70 to $3.90 Local Currency Adjusted Diluted EPS2 Mid-teen to high teen growth High single to double-digit growth Capital Expenditures $150 to $170 million $150 to $170 million Adjusted Effective Tax Rate ~ 25% ~ 25% Interest Expense4 ~ $35 million ~ $36 million