Every material Form 8-K Sensient Technologies has filed with the SEC since July 26, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Sensient Technologies expanded its board from nine to ten members and elected Ernest Chan and Philip Yu as directors, effective December 2, 2026. One seat fills the vacancy left by the September 2026 death of Essie Whitelaw, and the other is a newly created seat. Board additions are routine governance steps and the filing does not report any financial effect.
Board increased from nine to ten members; Ernest Chan and Philip Yu elected effective December 2, 2026
One seat fills the vacancy created when Essie Whitelaw passed away in September 2026
Both will serve on the Scientific Advisory Committee and receive standard non-employee director pay, including a pro rata 2026 cash retainer
Sensient Technologies reported third-quarter 2026 revenue of $455.8 million, up 10.6%, and diluted earnings per share of $1.13, up from 87 cents a year earlier. The company raised the low end of its 2026 GAAP diluted EPS guidance to between $4.15 and $4.20, while its local currency revenue and adjusted EBITDA growth outlooks were unchanged.
Q3 revenue $455.8 million vs. $412.1 million a year earlier; operating income $72.4 million, up 25.5%
Q3 diluted EPS $1.13 vs. 87 cents; the prior year included $3.3 million of Portfolio Optimization Plan costs, none in 2026
2026 GAAP diluted EPS guidance now $4.15 to $4.20, up from $4.10 to $4.20
Conference call scheduled for 8:30 a.m. CDT on October 30, 2026
Sensient Technologies and its subsidiary Sensient Receivables entered into an amended trade receivables securitization program on August 31, 2026, adding PNC Bank as a purchaser and administrative agent. The facility limit rises from $105 million to $115 million, and the termination date moves to August 30, 2027. The filing describes a financing agreement and does not report any results or changes to earnings.
Facility limit increased from $105 million to $115 million
Termination date extended to August 30, 2027
PNC Bank added as a purchaser and administrative agent; Wells Fargo Bank remains a purchaser
Amendment dated August 31, 2026, filed as Exhibit 10.1
Sensient reported second-quarter 2026 reported revenue of $462.1 million, up 11.6%, and diluted EPS of $1.20, up 36.4% from 88 cents a year earlier. The company raised its 2026 GAAP diluted EPS guidance to between $4.10 and $4.20 from $3.70 to $3.90, and said local currency adjusted EBITDA growth is now expected in the mid-teen to high teen range.
Q2 2026 reported revenue $462.1 million, up 11.6%; local currency revenue up 9.9%
Q2 2026 reported operating income $76.7 million, up 32.9%; net earnings $51.4 million, up 36.6%
2026 GAAP diluted EPS guidance raised to $4.10 to $4.20 from $3.70 to $3.90
Q2 2026 results included $4.3 million of one-time tariff refunds in the Color Group
Sensient Technologies entered a Credit Agreement on June 18, 2026, providing an unsecured delayed-draw term loan of up to $400 million, drawable in up to five advances over fifteen months. Proceeds will refinance existing debt and fund working capital and general corporate purposes. The filing also sets covenants requiring a net leverage ratio of no more than 3.50 to 1.00 and an interest coverage ratio of at least 3.00 to 1.00.
Facility: unsecured delayed-draw term loan of up to $400 million, drawn in up to five advances over fifteen months after closing
Maturity: all amounts due five years from the closing date
Pricing: Term SOFR or Daily Simple SOFR plus 1.625%-2.000%, or Base Rate plus 0.625%-1.000%, depending on Net Leverage Ratio
Covenants: net leverage ratio of no more than 3.50 to 1.00 and interest coverage ratio of at least 3.00 to 1.00; CoBank, ACB is administrative agent
Sensient Technologies reported first-quarter 2026 revenue of $435.8 million, up 11.1% from a year earlier, and diluted earnings per share of $1.04, up from 81 cents. The company raised its 2026 GAAP diluted EPS guidance to $3.70 to $3.90 from $3.60 to $3.80, which benefits shareholders if the results hold.
Q1 2026 revenue rose 11.1% to $435.8 million; local currency revenue rose 7.2%.
Operating income rose 24.7% to $66.7 million; Q1 2025 included $2.9 million of Portfolio Optimization Plan costs.
2026 GAAP diluted EPS guidance raised to $3.70 to $3.90 from $3.60 to $3.80.
Net cash used in operating activities was $13.6 million in Q1 2026, compared with $9.0 million a year earlier.
Sensient Technologies reported fourth-quarter 2025 results on February 13, 2026. Revenue rose while operating income and earnings per share fell, and the company gave 2026 guidance of GAAP diluted EPS between $3.60 and $3.80. Shareholders get a mixed picture: sales grew, but Portfolio Optimization Plan costs and a one-time charge weighed on profit.
Q4 2025 revenue was $393.4 million, up 4.5% from $376.4 million; on a local currency basis, revenue rose 2.0%.
Q4 2025 operating income fell 9.1% to $38.2 million, including $6.3 million of Portfolio Optimization Plan costs.
Q4 2025 diluted EPS was 60 cents, down from 71 cents; full-year 2025 revenue was $1.61 billion, up 3.5%.
2026 outlook: GAAP diluted EPS between $3.60 and $3.80; local currency revenue growth of mid-single-digit to double-digit.
Sensient Technologies reported third-quarter 2025 revenue of $412.1 million, up 5.0% from a year earlier, with reported operating income up 14.2% to $57.7 million. The company raised its 2025 local currency adjusted EBITDA growth outlook to double digits from high single digits, while GAAP diluted EPS guidance of $3.13 to $3.23 was unchanged.
Q3 2025 revenue $412.1 million, up 5.0% from $392.6 million; up 3.5% in local currency
Q3 diluted EPS 87 cents versus 77 cents, up 13.0%; Portfolio Optimization Plan costs were $3.3 million pre-tax
2025 local currency adjusted EBITDA outlook raised to double-digit growth from high single-digit growth
GAAP diluted EPS guidance unchanged at $3.13 to $3.23, including about 28 cents of Portfolio Optimization Plan costs
Michael C. Geraghty, President of the Color Group, notified Sensient that he intends to retire effective March 31, 2026, and will then join the Scientific Advisory Committee and advise the CEO. Steven B. Morris, current President of the Flavors & Extracts Group, will succeed him, and Gregory T. Till will take over Morris's role effective January 1, 2026, pending work authorization.
Michael C. Geraghty, President, Color Group, intends to retire effective March 31, 2026; notice given September 15, 2025
Steven B. Morris, President, Flavors & Extracts Group since January 2024, will succeed Geraghty upon his retirement
Gregory T. Till, General Manager, Food Colors Europe, will succeed Morris as President, Flavors & Extracts Group effective January 1, 2026, pending work authorization
Sensient Technologies reported second-quarter 2025 revenue of $414.2 million, up 2.7%, and diluted EPS of 88 cents, up from 73 cents a year earlier. The company raised the low end of its 2025 local currency adjusted EBITDA growth outlook, while GAAP diluted EPS guidance of $3.13 to $3.23 was unchanged.
Q2 2025 revenue was $414.2 million, up 2.7% from $403.5 million; operating income rose 16.2% to $57.7 million.
Diluted EPS was 88 cents versus 73 cents in Q2 2024, including $3.3 million of Portfolio Optimization Plan costs.
2025 local currency adjusted EBITDA growth outlook is now high single-digit, up from mid-single-digit to high single-digit.
2025 GAAP diluted EPS guidance remains between $3.13 and $3.23, including about 20 cents of Portfolio Optimization Plan costs.
Sensient Technologies and its subsidiary Sensient Receivables LLC amended their trade receivables securitization program with Wells Fargo Bank on June 30, 2025. The amendment raises the facility limit from $85 million to $105 million and extends the termination date to August 31, 2026.
Facility limit increased from $85 million to $105 million
Program termination date extended to August 31, 2026
Amendment No. 12 to the Receivables Purchase Agreement dated June 30, 2025, filed as Exhibit 10.1
Sensient Technologies entered a Fourth Amended and Restated Credit Agreement on June 13, 2025, providing a $400 million senior unsecured revolving credit facility that extends maturity from May 2026 to June 2030. The company also amended its PNC Bank loan agreement to extend its maturity to June 30, 2027. The filing says proceeds will refinance existing debt and fund working capital and general corporate needs.
Revolving commitment increases from $350 million to $400 million, with incremental commitment rising from $100 million to $150 million.
Maturity of the revolving facility extends from May 2026 to June 2030.
Borrowing rates are set at 1.00% to 1.50% above SOFR, EURIBOR or SONIA, depending on the Net Leverage Ratio.
Covenants require a Net Leverage Ratio of no more than 3.50 to 1.00 and an interest charge coverage ratio of at least 3.00 to 1.00.
Sensient reported first-quarter 2025 revenue up 2.0% to $392.3 million and reported earnings per share up 11.0% to 81 cents, with operating income up 8.3% to $53.5 million. The company raised its full-year 2025 GAAP diluted EPS guidance to between $3.13 and $3.23 from $3.05 to $3.15, and reaffirmed its other 2025 guidance metrics.
Q1 2025 revenue $392.3 million, up 2.0% reported and 4.1% in local currency
Q1 2025 diluted EPS 81 cents (GAAP) versus 73 cents a year earlier; adjusted diluted EPS 86 cents
2025 GAAP diluted EPS guidance raised to $3.13-$3.23 from $3.05-$3.15; includes about 15 cents of Portfolio Optimization Plan costs
Net debt to credit adjusted EBITDA was 2.5x at March 31, 2025, versus 2.6x a year earlier; operating cash flow was negative $9.0 million
Sensient Technologies reported fourth-quarter 2024 revenue of $376.4 million, up 7.8%, and diluted earnings per share of 71 cents, compared with a loss of 14 cents a year earlier. For the full year, revenue rose 6.9% to $1.56 billion and diluted EPS was $2.94, up from $2.21. The company guided 2025 GAAP diluted EPS to between $3.05 and $3.15.
Q4 2024 revenue rose 7.8% to $376.4 million; operating income was $42.0 million versus $8.1 million a year earlier
Q4 2024 diluted EPS was 71 cents versus a loss of 14 cents; adjusted diluted EPS was 65 cents versus 51 cents
Full-year 2024 diluted EPS was $2.94, up 33.0%; full-year revenue was $1.56 billion, up 6.9%
2025 outlook: GAAP diluted EPS of $3.05 to $3.15 and mid-single-digit local currency revenue growth, including about 13 cents of Portfolio Optimization Plan costs
Sensient reported third-quarter 2024 revenue of $392.6 million, up 7.9%, and operating income of $50.5 million, up 13.4%. The company raised its 2024 local currency revenue and adjusted EBITDA growth outlook to high single-digit from mid-to-high single-digit, while its GAAP diluted EPS guidance of $2.77 to $2.87 was unchanged.
Q3 diluted EPS was 77 cents, up from 75 cents a year earlier; net earnings were $32.7 million, up 3.6%
Q3 operating income included $1.2 million of Portfolio Optimization Plan costs
Updated 2024 guidance: local currency revenue and adjusted EBITDA growth of high single digits, up from mid-to-high single digits; GAAP diluted EPS unchanged at $2.77 to $2.87
Nine-month net earnings fell 4.7% to $94.6 million
Sensient Technologies and its subsidiary Sensient Receivables entered into Amendment No. 11 to a receivables purchase agreement with Wells Fargo on August 30, 2024. The amendment extends the termination date of the trade receivables securitization program to August 29, 2025, and allows up to 10% of eligible receivables to have terms longer than 120 days from the invoice date if owed by specified customers. The filing describes this as a routine update to an existing financing arrangement and does not disclose dollar amounts.
Amendment No. 11 dated August 30, 2024 among Sensient Receivables LLC, Sensient Technologies Corporation and Wells Fargo Bank, National Association
Termination date of the receivables securitization program extended to August 29, 2025
Up to 10% of eligible receivables may have terms exceeding 120 days from invoice date if owed by specified customers
Sensient reported second-quarter 2024 revenue of $403.5 million, up 7.8%, but operating income fell 3.7% to $49.7 million and diluted EPS fell 9.9% to 73 cents. The company raised its local currency revenue and adjusted EBITDA growth outlook, but narrowed its GAAP diluted EPS guidance lower by 3 cents at both ends to $2.77 to $2.87.
Revenue rose 7.8% to $403.5 million from $374.3 million a year earlier; operating income fell 3.7% to $49.7 million.
Diluted EPS was 73 cents versus 81 cents a year earlier, including $1.8 million of Portfolio Optimization Plan costs in the quarter.
Local currency revenue and adjusted EBITDA growth outlook raised to mid-to-high single digits from mid-single digits.
GAAP diluted EPS guidance lowered to between $2.77 and $2.87 from between $2.80 and $2.90; the company also posted an updated investor presentation on July 26, 2024.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Sensient Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →