Sensient Technologies

SXT

Market cap $4.03B

We remain patient and opportunistic, raising cash to capitalize on future volatility and focusing on stocks meeting our 10 Principles of Value Investing™. We initiated a position in Applied Materials, leveraging semiconductor industry weakness, and see secular tailwinds and potential for multiple expansion to the low $300s. Sensient Technologies delivered strong results on natural color demand, but with valuation now higher, the risk-reward is less compelling than at initial purchase.

Sensient Technologies has seen a sharp share price rally, driven by hopes for regulatory tailwinds and healthier food trends, despite modest operational improvements. Recent earnings and sales growth are solid but not spectacular, with valuation multiples now stretched to 33-34x earnings after the stock's 50% surge. The business could benefit from stricter regulations on artificial ingredients, but the impact and timing remain uncertain, making me cautious at current levels.

Sensient Posts 22% Profit Gain in Q2

Sensient Technologies Corporation (NYSE:SXT ) Q2 2025 Earnings Conference Call July 25, 2025 9:30 AM ET Company Participants Paul Manning - Chairman, CEO, President & Member of Scientific Advisory Committee Tobin Tornehl - VP & CFO Conference Call Participants David Paul Green - Boldhaven Management LLP Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Lawrence Scott Solow - CJS Securities, Inc. Nicola Tang - BNP Paribas Exane, Research Division Operator Good morning, and welcome to the Sensient Technologies Corporation 2025 Second Quarter Earnings Conference Call.

As of July 25, 2025, two stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

MILWAUKEE--(BUSINESS WIRE)--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, 2025. Second Quarter Consolidated Results Reported revenue increased 2.7% to $414.2 million in the second quarter of 2025 versus last year's second quarter results of $403.5 million. On a local currency basis(1), revenue increased 2.1%. Reported operating.

MILWAUKEE--(BUSINESS WIRE)--The Board of Directors of Sensient Technologies Corporation (NYSE: SXT) has declared a regular quarterly cash dividend on its common stock of $0.41 per share. The cash dividend will be paid on September 2, 2025, to shareholders of record on August 4, 2025. 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.

MILWAUKEE--(BUSINESS WIRE)--Sensient Technologies Corporation (NYSE: SXT) will hold its earnings call and webcast to discuss 2025 second quarter results at 8:30 a.m. CDT on Friday, July 25, 2025. Investors may access the live webcast on the Company's web site at investor.sensient.com. Alternatively, investors may join the conference call by contacting Chorus Call Inc. at (844) 492-3726 or (412) 317-1078. A webcast replay will be available on the Company's web site following the call. The call t.

As of April 30, 2025, two stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Sensient Technologies Corporation (NYSE:SXT ) Q1 2025 Earnings Conference Call April 25, 2025 9:30 AM ET Company Participants Tobin Tornehl - Vice President and Chief Financial Officer Paul Manning - Chairman, President and Chief Executive Officer Conference Call Participants Ghansham Panjabi - Baird Nicola Tang - BNP Paribas David Green - Boldhaven Operator Good morning, everyone, and welcome to the Sensient Technologies Corporation 2025 First Quarter Earnings Conference Call. All participants will be in listen-only mode.