Foreign exchangenegative · 5 filings
“The decrease was primarily due to decreased foreign exchange losses, partially offset by increased pension-related benefit.”10-Q · Aug 4, 2026 ↗
International Flavors & Fragrances Inc.
IFF
Market read
International Flavors & Fragrances Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company-0.5% todayVolume comparison unavailable
Market group0 of 6 activeBroad Domestic Cyclicals · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Taste sales increased on a comparable currency-neutral basis, driven by volume and price increases in Flavors.
Invalidation: The isolated read changes if IFF's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Taste sales increased on a comparable currency-neutral basis, driven by volume and price increases in Flavors.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations616
Usable filing statements189
Verified relationships1
Evidence supporting the case
- Pricing and mix has repeated favorable evidence across 4 filings.
Evidence challenging the case
- Latest annual revenue changed -5.2% year over year.
- Operating margin changed -10.2 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
- Supply chain and availability has repeated adverse evidence across 4 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Oct 1, 2026
83.076m+14.5%12m+35.0%24m-20.7%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$11.7B+129.3%$1.10—
2022-12-31$12.4B+6.7%$-7.32+4.9%
2023-12-31$11.5B-7.7%$-10.14+0.0%
2024-12-31$11.5B+0.0%$1.04+0.4%
2025-12-31$10.9B-5.2%$-1.41+0.0%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsnegative · 5 filings
“This reflects how the CODM reviews Segment results.”10-Q · Aug 4, 2026 ↗
Pricing and mixpositive · 4 filings
“On a comparable currency neutral basis, Taste sales increased 4% in 2026 compared to the prior year period primarily driven by volume and price increases in the Flavors business unit.”10-Q · Aug 4, 2026 ↗
Supply chain and availabilitynegative · 4 filings
“Accordingly, the change in the value of the debt that is attributable to foreign exchange movements 19 Table of Contents is recorded in Other comprehensive income (“OCI”) as a component of foreign currency translation adjustments in the accompanying Consolida…”10-Q · May 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.0× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
83.07-0.5% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for IFF. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for IFF. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind IFF
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
DDDuPont de Nemours, Inc.supplierFeb 27, 2026 ▾
“Fyrwald began his career at DuPont starting in 1981.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
IFF is currently a Leader in the organic co-movement group Broad Domestic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for IFF; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.