International Flavors & Fragrances Inc. (IFF) is preparing to announce its fiscal fourth-quarter 2025 earnings results. Analysts expect the company to report earnings per share of $0.84, which would represent a 13.4% decrease from the $0.97 reported in the same quarter last year.
Shares of the New York-based specialty ingredients company have declined 15.9% over the past 52 weeks. This performance trails the broader S&P 500 Index, which returned 16.7% over the same period, and the State Street Materials Select Sector SPDR ETF, which gained 12.5%.
The stock's drop has been attributed to ongoing worries about the pace of the company's turnaround efforts. Operational issues including lower demand, volume softness, and elevated costs for raw materials and manufacturing have squeezed margins.
For the full 2025 fiscal year, analysts project an EPS of $4.28, slightly down from $4.31 in fiscal 2024. Forecasts for fiscal 2026 anticipate growth, with EPS expected to rise 6.1% year-over-year to $4.54.
In the third quarter of 2025, IFF reported revenue of approximately $2.7 billion, an 8% decline compared to the year-ago quarter. Despite surpassing Wall Street's earnings expectations in each of the last four quarters, revenue decreases and a cautious market outlook on the company's recovery have contributed to investor concern.
Analyst sentiment remains cautiously optimistic. Among 20 analysts covering the stock, 12 recommend a "Strong Buy," two suggest a "Moderate Buy," and six advise a "Hold." The consensus rating is "Moderate Buy." The average price target is $81.02, implying a potential 14.4% increase from current levels.