Sensient Technologies (SXT) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Sensient Technologies published the results on October 30, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Sensient Technologies reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Sensient recorded no Portfolio Optimization Plan costs in Q3 2026, so GAAP and adjusted diluted EPS are both $1.13. The year-ago quarter carried $3.3 million of those costs before tax.
• Segment revenues are reported before an intersegment elimination, shown as its own row.

Source: Sensient Q3 2026 results, October 30, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Sensient Technologies splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Sensient Technologies's Flavors & Extracts revenue was $210 million in Q3 2026, up 3% from $203 million in Q3 2025, 46% of total revenue.
• Sensient Technologies's Color revenue was $210 million in Q3 2026, up 18% from $178 million in Q3 2025, 46% of total revenue.
• Sensient Technologies's Asia Pacific revenue was $47.3 million in Q3 2026, up 12% from $42.1 million in Q3 2025, 10% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Sensient Technologies said:

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

“Local Currency Adjusted EBITDA (1) Mid-Teen to High Teen Growth”

“Diluted EPS (GAAP) Between $4.15 and $4.20*”

“Local Currency Adjusted Diluted EPS (1) Mid-Teen to High Teen Growth”

Source: Sensient Q3 2026 release, Oct 30, 2026.

This is the company's own guidance as of Oct 30, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the SXT forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Revenue and GAAP diluted EPS, each as first reported in that quarter's release. Sensient reports in thousands; revenue is shown in millions.

We do not hold a confirmed date for Sensient Technologies's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 30, 2026

Sensient Technologies makes flavors, colors and specialty ingredients and reports three segments. In Q3 2026 Color brought in $210.3 million, up 18.1%, Flavors & Extracts $210.0 million, up 3.5%, and Asia Pacific $47.3 million, up 12.4%. After an $11.8 million intersegment elimination, revenue was $455.8 million, up 10.6%, or 10.2% in local currency. (Sensient Q3 2026 release, Oct 30, 2026)

Sensient said the Color increase came mainly from higher volumes in Food & Pharmaceutical Colors, including volumes tied to natural colors conversion activity, with foreign exchange adding about 1%. The Color Group makes natural and synthetic food and beverage colors, personal care colors and pharmaceutical colors and excipients. (Sensient Form 10-Q, Q3 2026, Oct 30, 2026; Sensient Form 10-K, 2025, Feb 13, 2026)

Flavors & Extracts includes the Agricultural Ingredients business, which produces dehydrated garlic, onion and other ingredients for food processors. In the quarter Agricultural Ingredients revenue rose on higher volumes, and Flavors, Extracts & Flavor Ingredients revenue rose on higher selling prices, partly offset by lower volumes. Asia Pacific grew on higher volumes and prices, despite foreign exchange reducing its revenue by about 2%. (Sensient Form 10-Q, Q3 2026, Oct 30, 2026; Sensient Form 10-K, 2025, Feb 13, 2026)

Sensient says it has no single customer it considers significant to the company as a whole, though sales in some product lines are concentrated with a small number of customers. (Sensient Form 10-K, 2025, Feb 13, 2026)

Sensient Technologies reported diluted EPS of $1.13 in Q3 2026, up 29.9% from 87 cents. Its adjusted measures exclude Portfolio Optimization Plan costs, and there were none this quarter, so adjusted diluted EPS was also $1.13, up 17.7% from $0.96. The year-ago quarter included $3.3 million of plan costs, worth $0.09 a share. (Sensient Q3 2026 release, Oct 30, 2026)

Operating income rose 25.5% to $72.4 million. Segment operating income was $46.1 million in Color, $30.5 million in Flavors & Extracts and $12.4 million in Asia Pacific, while Corporate & Other expenses were $16.5 million. Interest expense rose to $8.3 million from $7.3 million. (Sensient Q3 2026 release, Oct 30, 2026)

The share count barely moved: diluted average shares were 42,831 thousand, against 42,665 thousand. The effective tax rate was 24.6%, against 26.6% a year earlier, which Sensient attributed to the mix of foreign earnings and the finalization of prior-year foreign tax items. (Sensient Q3 2026 release, Oct 30, 2026; Sensient Form 10-Q, Q3 2026, Oct 30, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Sensient Technologies gives a full-year outlook in its release. For 2026 it now expects GAAP diluted EPS between $4.15 and $4.20 (prior guidance $4.10 to $4.20), and kept local currency revenue growth at high single-digit to low double-digit, local currency adjusted EBITDA growth at mid-teen to high teen and local currency adjusted diluted EPS growth at mid-teen to high teen. It expects the foreign currency impact to be immaterial for the rest of the year at current exchange rates. (Sensient Q3 2026 release, Oct 30, 2026)

A consensus figure is the average of the models published by the analysts who cover Sensient Technologies, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Sensient Technologies's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning SXT is on is SXT a buy or a sell?, what analysts expect next is on the SXT forecast, and what the company does is on the Sensient Technologies (SXT) stock page.

Every number on this page can be traced to a document Sensient Technologies published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.