IFF
International Flavors & Fragrances Inc.Evidence as of 2026-09-03Overview · International Flavors & Fragrances Inc.
International Flavors & Fragrances Inc., together with its subsidiaries, manufactures and sells cosmetic active and natural health ingredients for use in various consumer products in Europe, Africa, the Middle East, Greater Asia, North America, and Latin America. It operates through four segments: Nourish, Scent, Health & Biosciences, and Pharma Solutions. The Nourish segment offers natural and plant-based specialty…
Management team
- Ms. Deborah Borg · EVP & Chief People and Culture OfficerFind on LinkedIn
- Mr. Yuvraj Arora · President of Taste Division & Chief Commercial OfficerFind on LinkedIn
- Dr. Jennifer Amy Johnson Ph.D. · Executive VP, General Counsel & Corporate SecretaryFind on LinkedIn
- Mr. Jon Erik Fyrwald · CEO & DirectorFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.2 of a possible +2; confidence high). Reported operating results weakened between fiscal Q1 2026 (ended 2026-04-28) and fiscal Q2 2026 (ended 2026-07-31): revenue fell from $ 2,741,000,000 to $ 1,954,000,000, gross profit declined from $ 1,018,000,000 to $ 853,000,000, operating income dropped from $ 273,000,000 to $ 158,000,000, and net income moved from $ 169,000,000 to $ 50,000,000 with diluted EPS falling from $ 0.66 to $ 0.20.
Valuation and balance-sheet items reported alongside those results show a market price of 86.94 (as of 2026-09-02), trailing EPS of 3.35 (trailing P/E 25.95), trailing EBITDA $ 1,835,000,000 with EV/EBITDA 14.85, and trailing free cash flow of -$ 27,000,000 (FCF per share -0.1051). Cash and cash equivalents were $ 569,000,000 as of 2026-06-30 versus reported long-term debt of $ 5,637,000,000 (debt reported as of 2025-12-31).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue fell from $2,741,000,000 in fiscal Q1 2026, ended 31 March 2026, to $1,954,000,000 in fiscal Q2 2026, ended 30 June 2026.
XBRL companyfacts · 0000051253-26-000017Gross profit decreased from $1,018,000,000 in fiscal Q1 2026, ended 31 March 2026, to $853,000,000 in fiscal Q2 2026, ended 30 June 2026.
XBRL companyfacts · 0000051253-26-000017Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the company appears as a holding in the ETF with symbol IVV.
ETF constituents · market dataThe reported weight in that ETF is 0.03 percent of the fund.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple recent headlines frame IFF as having built momentum and facing valuation questions, with articles titled "International Flavors (NYSE:IFF) Faces Tougher Valuation Test As Momentum Builds" and "International Flavors & Fragrances (IFF) Gains Momentum, Is The 9% Discount Enough?", both published 2 September 2026.
News · kalkinemedia.com · 2026-09-02Separate articles report new institutional positions disclosed in 13F filings: Rakuten Investment Management took a $3.17 million position (published 31 August 2026) and Manning & Napier Advisors took a $3.38 million position (published 25 August 2026).
News · thelincolnianonline.com · 2026-08-31Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The market price used in this analysis is 86.94 as of 2026-09-02.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month EPS is 3.35, producing a trailing P/E of 25.95.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The quarterly drops in revenue, gross profit, operating income, and net income (fundamentals-0 through fundamentals-3) are clear short-term headwinds, but multiple signals point to a more constructive read when taken together. Management repurchased stock (fundamentals-5) and the share count edged down modestly (fundamentals-4), indicating capital return and potential confidence in underlying value. Debt levels remained essentially stable quarter-to-quarter and cash ticked up slightly (fundamentals-6 and fundamentals-7), which weakens the bear narrative that leverage is rapidly accelerating. Institutional activity and media coverage (news-0 through news-3) show new and increased positions from sizeable investors and renewed market attention, while valuation multiples such as trailing P/E and EV/EBITDA (valuation-1 and valuation-2) present context that some market participants may view as reasonable relative to the revenue/profit pullback.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.42
21 surviving claims rest on 8 distinct sources; the heaviest analyst carries 38% of them, and 100% of what the desk raised survived the debate.
The surviving read is relatively concentrated: a small set of sources underpins many claims and a single analyst supplied a large share of those points, so the read carries moderate fragility — useful for situational awareness but it shouldn’t be treated as broadly corroborated. The fact that everything raised by the desk survived the debate raises the risk of correlated errors (unchallenged assumptions or source overlap) rather than independent confirmation.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.4 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on IFF Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.