Form 8-K

8-K — SENSIENT TECHNOLOGIES CORP

Accession: 0001140361-26-029501

Filed: 2026-07-24

Period: 2026-07-24

CIK: 0000310142

SIC: 2860 (INDUSTRIAL ORGANIC CHEMICALS)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — ef20078569_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (ef20078569_ex99-1.htm)

EX-99.2 — EXHIBIT 99.2 (ef20078569_ex99-2.htm)

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8-K

8-K (Primary)

Filename: ef20078569_8k.htm · Sequence: 1

false000031014200003101422026-07-242026-07-24

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

July 24, 2026

(Date of Report/Date of earliest event reported)

SENSIENT TECHNOLOGIES CORPORATION

(Exact name of registrant as specified in its charter)

Wisconsin

001-07626

39-0561070

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

777 East Wisconsin Avenue

Milwaukee, Wisconsin 53202-5304

(Address and zip code of principal executive offices)

(414) 271-6755

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following

provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, par value $0.10 per share

SXT

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2

of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised

financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02

Results of Operations and Financial Condition.

Sensient Technologies Corporation (the “Company”) issued a press release on July 24, 2026, disclosing its results of operations for its quarter ended June 30, 2026, and

its financial condition at that date. The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in this Item 2.02 (including Exhibit 99.1) is intended to be furnished under Item 2.02 of Form 8-K and shall not be deemed “filed” for

purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or

other document filed under the Securities Act of 1933, as amended, or the Exchange Act.

Item 7.01

Regulation FD Disclosure.

On July 24, 2026, the Company also posted an updated investor presentation for its quarter ended June 30, 2026, on the “Investor Information” section

of its website. A copy of the investor presentation is furnished as Exhibit 99.2 to this Current Report on Form 8-K.

The information contained in this Item 7.01 (including Exhibit 99.2) is intended to be furnished under Item 7.01 of Form 8-K and shall not be deemed

“filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or other document filed under the Securities

Act of 1933, as amended, or the Exchange Act.

Item 9.01

Financial Statements and Exhibits.

(d)

Exhibits. The following exhibits are furnished with this Current Report

on Form 8-K:

EXHIBIT INDEX

Exhibit

Number

Description

99.1

Sensient Technologies Corporation Earnings Press Release for the Quarter Ended June 30, 2026.

99.2

Sensient Technologies Corporation Investor Presentation – Q2 2026.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto

duly authorized.

SENSIENT TECHNOLOGIES CORPORATION

By:

/s/ John J. Manning

Name:

John J. Manning

Title:

Senior Vice President, General Counsel, and Secretary

Date:

July 24, 2026

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: ef20078569_ex99-1.htm · Sequence: 2

Exhibit 99.1

Contact:

David Plautz

(414) 347-3706

investor.relations@sensient.com

Sensient Technologies Corporation

Reports Results for the Quarter Ended June 30, 2026

MILWAUKEE— July 24, 2026 — 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,

2026.

Second Quarter Consolidated Results

•

Reported revenue increased 11.6% to $462.1 million in the second quarter of 2026 versus last year’s second quarter results of $414.2 million. On a local currency basis(1), revenue increased 9.9%.

•

Reported operating income increased 32.9% to $76.7 million compared to $57.7 million recorded in last year’s second quarter. In the second quarter of 2025, the Company recorded $3.3 million of costs related to its Portfolio

Optimization Plan versus no costs recorded in the second quarter of 2026. Local currency adjusted operating income(1) and local currency adjusted EBITDA(1) were up 23.4% and 20.8%, respectively, in the second quarter.

•

Reported earnings per share increased 36.4% to $1.20 in the second quarter of 2026 compared to 88 cents in the second quarter of 2025. Local currency adjusted diluted EPS(1) increased 25.5% in the second quarter.

“Sensient continued to build on an outstanding first quarter. We are entering the second half of the year with great momentum and confidence in the future. By

executing on our strategy, we are poised to take advantage of opportunities in the market and deliver long-term value for our shareholders. I remain very confident about our performance in 2026 and beyond,”

said Paul Manning, Sensient’s Chairman, President, and Chief Executive Officer.

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Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 2

Second Quarter Group Results

Revenue

Reported

Quarter

Local

Currency(1)

Quarter

Flavors & Extracts

4.9

3.8

Color

20.6

17.6

Asia Pacific

11.3

12.3

Total Revenue

11.6

9.9

Operating Income

Reported

Quarter

Local Currency Adjusted(1)

Quarter

Flavors & Extracts

6.8

6.1

Color

40.1

36.8

Asia Pacific

22.6

23.8

Total Operating Income

32.9

23.4

The Flavors & Extracts Group reported second quarter 2026 revenue of $213.2 million, an increase of $9.9 million versus the prior year’s second quarter. The Group’s revenue increase was driven primarily by

higher prices and volume growth. Segment operating income was $30.4 million in the second quarter of 2026, an increase of $1.9 million compared to the prior year’s second quarter.

The Color Group reported revenue of $216.1 million in the second quarter of 2026, an increase of $36.9 million compared to the prior year’s second quarter. The Group’s revenue increase was driven by strong volume

growth and higher prices across the Group. Segment operating income was $54.5 million in the second quarter of 2026, an increase of $15.6 million compared to the prior year’s second quarter results.

The Asia Pacific Group reported revenue of $47.6 million in the second quarter of 2026, an increase of $4.8 million compared to the prior year’s second quarter. The Group’s revenue increase was driven by strong

volume growth and higher prices across the Group. Segment operating income was $11.0 million in the quarter, an increase of $2.0 million compared to the prior year’s second quarter.

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Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 3

Corporate & Other reported operating expenses were $19.2 million in the second quarter of 2026, compared to $18.7 million of operating expenses reported in the prior year’s second quarter. Local currency

adjusted operating expenses(1) for Corporate & Other increased $3.9 million compared to the prior year’s second quarter. The higher operating expenses were

primarily due to higher performance-based compensation costs in the second quarter.

2026 OUTLOOK

Metric

Current Guidance

Prior Guidance

Local Currency Revenue(1)

High Single-Digit to Low Double-Digit Growth

High Single-Digit to Double-Digit Growth

Local Currency Adjusted EBITDA(1)

Mid-Teen to High Teen Growth

High Single-Digit to Double-Digit Growth

Diluted EPS (GAAP)

Between $4.10 and $4.20*

Between $3.70 and $3.90

Local Currency Adjusted Diluted EPS(1)

Mid-Teen to High Teen Growth

High Single-Digit to Double-Digit Growth

*Based on current exchange rates, foreign currency impact is expected to be immaterial for the remainder of the year.

The Company’s guidance is based on current conditions and economic and market trends in the markets in which the Company operates and is subject to various risks and uncertainties as described below.

(1)

Please refer to “Reconciliation of Non-GAAP Amounts” at the end of this release for more information regarding our non-GAAP financial measures.

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Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 4

USE OF NON-GAAP FINANCIAL MEASURES

The Company’s non-GAAP financial measures eliminate the impact of certain items, which, depending on the measure, include: currency movements, depreciation and amortization, Portfolio Optimization Plan costs, and

non-cash share-based compensation. These measures are provided to enhance the overall understanding of the Company’s performance when viewed together with the GAAP results. Refer to “Reconciliation of Non-GAAP

Amounts” at the end of this release.

CONFERENCE CALL

The Company will host a conference call to discuss its 2026 second quarter financial results at 8:30 a.m. CDT on Friday, July 24, 2026. To participate in the conference call, contact

Chorus Call Inc. at (844) 492-3726 or (412) 317-1078, and ask to join the Sensient Technologies Corporation conference call. Alternatively, the call can be accessed by using the webcast link that is available on the Investor Information section

of the Company’s web site at www.sensient.com.

A replay of the call will be available one hour after the end of the conference call through July 31, 2026 by calling (855) 669-9658 and using access code 9277298. An audio replay and written transcript of the call

will also be posted on the Investor Information section of the Company’s web site at www.sensient.com on or after July 28, 2026.

- MORE -

Sensient Technologies Corporation

Earnings Release – Quarter Ended June 30, 2026

July 24, 2026

Page 5

This release contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws including in the quote from our Chairman, President, and Chief

Executive Officer and under “2026 Outlook” above. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors concerning the Company’s operations and business

environment. Important factors that could cause actual results to differ materially from those suggested by these forward-looking statements and that could adversely affect the Company’s future financial performance include the following: the

Company’s ability to manage general business, economic, and capital market conditions, including actions taken by customers in response to such market conditions, and the impact of recessions and economic downturns; the impact of macroeconomic

and geopolitical volatility, including inflation and shortages impacting the availability and cost of raw materials, energy, and other supplies, disruptions and delays in the Company’s supply chain, and the conflicts between Russia and Ukraine

and in the Middle East; industry, regulatory, legal, and economic factors related to the Company’s domestic and international business; the effects of tariffs, trade barriers, and disputes; the availability and cost of labor, logistics, and

transportation; the pace and nature of new product introductions by the Company and the Company’s customers; the Company’s ability to anticipate and respond to changing consumer preferences, changing technologies, and changing regulations; the

Company’s ability to successfully implement its growth strategies; the outcome of the Company’s various productivity-improvement and cost-reduction efforts, acquisition and divestiture activities, and Portfolio Optimization Plan; growth in

markets for products in which the Company competes; industry and customer acceptance of price increases; actions by competitors; the Company’s ability to enhance its innovation efforts and drive cost efficiencies; currency exchange rate

fluctuations; and other factors included in “Risk Factors” in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and in other documents that the Company files with the SEC. The risks and uncertainties identified above

are not the only risks the Company faces. Additional risks and uncertainties not presently known to the Company or that it currently believes to be immaterial also may adversely affect the Company. Should any known or unknown risks and

uncertainties develop into actual events, these developments could have material adverse effects on our business, financial condition, and results of operations. This release contains time-sensitive information that reflects management’s best

analysis only as of the date of this release. Except to the extent required by applicable laws, the Company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any

projected results expressed or implied herein will not be realized.

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 supply chain capabilities

to develop specialized solutions for food and beverages, as well as products that serve the pharmaceutical, nutraceutical, and personal care industries. Sensient’s customers range in size from small entrepreneurial businesses to major

international manufacturers representing some of the world’s best-known brands. Sensient is headquartered in Milwaukee, Wisconsin.

www.sensient.com

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Sensient Technologies Corporation

(In thousands, except percentages and per share amounts)

(Unaudited)

Page 6

Consolidated Statements of Earnings

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

% Change

2026

2025

% Change

Revenue

462,081

414,230

11.6

897,915

806,555

11.3

Cost of products sold

289,282

271,398

6.6

572,428

531,946

7.6

Selling and administrative expenses

96,099

85,126

12.9

182,059

163,373

11.4

Operating income

76,700

57,706

32.9

143,428

111,236

28.9

Interest expense

8,174

7,391

16,076

14,732

Earnings before income taxes

68,526

50,315

127,352

96,504

Income taxes

17,167

12,728

31,823

24,455

Net earnings

51,359

37,587

36.6

95,529

72,049

32.6

Earnings per share of common stock:

Basic

1.21

0.89

2.26

1.71

Diluted

1.20

0.88

2.24

1.69

Average common shares outstanding:

Basic

42,350

42,246

42,323

42,221

Diluted

42,756

42,575

42,714

42,522

Results by Segment

Three Months Ended June 30,

Six Months Ended June 30,

Revenue

2026

2025

% Change

2026

2025

% Change

Flavors & Extracts

213,179

203,251

4.9

415,004

396,932

4.6

Color

216,137

179,282

20.6

414,313

347,032

19.4

Asia Pacific

47,589

42,744

11.3

92,844

84,645

9.7

Intersegment elimination

(14,824

)

(11,047

)

(24,246

)

(22,054

)

Consolidated

462,081

414,230

11.6

897,915

806,555

11.3

Operating Income

Flavors & Extracts

30,431

28,506

6.8

57,181

53,495

6.9

Color

54,514

38,922

40.1

96,579

73,774

30.9

Asia Pacific

10,960

8,943

22.6

22,140

18,385

20.4

Corporate & Other

(19,205

)

(18,665

)

(32,472

)

(34,418

)

Consolidated

76,700

57,706

32.9

143,428

111,236

28.9

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Sensient Technologies Corporation

(In thousands)

(Unaudited)

Page 7

Consolidated Condensed Balance Sheets

June 30,

2026

December 31,

2025

Cash and cash equivalents

31,019

36,533

Trade accounts receivable

376,503

305,380

Inventories

719,094

678,220

Prepaid expenses and other current assets

57,041

59,717

Fixed assets held for sale

1,598

Total Current Assets

1,183,657

1,081,448

Goodwill & intangible assets (net)

444,599

449,827

Property, plant, and equipment (net)

574,707

539,296

Other assets

168,140

173,566

Total Assets

2,371,103

2,244,137

Trade accounts payable

145,300

138,344

Short-term borrowings

397

352

Other current liabilities

123,924

124,887

Total Current Liabilities

269,621

263,583

Long-term debt

763,499

709,232

Accrued employee and retiree benefits

24,737

24,045

Other liabilities

53,318

53,763

Shareholders' Equity

1,259,928

1,193,514

Total Liabilities and Shareholders' Equity

2,371,103

2,244,137

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Sensient Technologies Corporation

(In thousands, except per share amounts)

(Unaudited)

Page 8

Consolidated Statements of Cash Flows

Six Months Ended June 30,

2026

2025

Cash flows from operating activities:

Net earnings

95,529

72,049

Adjustments to arrive at net cash provided by operating activities:

Depreciation and amortization

31,428

30,334

Share-based compensation expense

9,380

6,639

Net (gain) loss on assets

(149

)

Portfolio Optimization Plan costs

1,274

Deferred income taxes

3,320

2,711

Changes in operating assets and liabilities:

Trade accounts receivable

(72,244

)

(30,293

)

Inventories

(42,811

)

(548

)

Prepaid expenses and other assets

(181

)

(11,028

)

Trade accounts payable and other accrued expenses

8,131

(17,578

)

Accrued salaries, wages, and withholdings

(4,071

)

(15,129

)

Income taxes

4,425

(937

)

Other liabilities

2,090

1,734

Net cash provided by operating activities

34,847

39,304

Cash flows from investing activities:

Acquisition of property, plant, and equipment

(67,513

)

(38,035

)

Proceeds from sale of assets

2,019

Acquisition of new business

(4,867

)

Other investing activities

(282

)

1,354

Net cash used in investing activities

(65,776

)

(41,492

)

Cash flows from financing activities:

Proceeds from additional borrowings

150,719

106,484

Debt payments

(87,897

)

(43,148

)

Dividends paid

(34,867

)

(34,700

)

Other financing activities

(4,411

)

(2,648

)

Net cash provided by financing activities

23,544

25,988

Effect of exchange rate changes on cash and cash equivalents

1,871

6,260

Net (decrease) increase in cash and cash equivalents

(5,514

)

30,060

Cash and cash equivalents at beginning of period

36,533

26,626

Cash and cash equivalents at end of period

31,019

56,686

Supplemental Information

Six Months Ended June 30,

2026

2025

Dividends paid per share

0.82

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Sensient Technologies Corporation

Page 9

(In thousands, except percentages and per share amounts)

(Unaudited)

Reconciliation of Non-GAAP Amounts

The Company's results for the three and six months ended June 30, 2026 and 2025 include adjusted operating income,

adjusted net earnings, and adjusted diluted earnings per share, which, in each case, exclude Portfolio Optimization Plan costs.

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

% Change

2026

2025

% Change

Operating income (GAAP)

76,700

57,706

32.9

143,428

111,236

28.9

Portfolio Optimization Plan costs – Cost of products sold

1,789

3,603

Portfolio Optimization Plan costs – Selling and administrative expenses

1,550

2,600

Adjusted operating income

76,700

61,045

25.6

143,428

117,439

22.1

Net earnings (GAAP)

51,359

37,587

36.6

95,529

72,049

32.6

Portfolio Optimization Plan costs, before tax

3,339

6,203

Tax impact of Portfolio Optimization Plan costs(1)

(815

)

(1,517

)

Adjusted net earnings

51,359

40,111

28.0

95,529

76,735

24.5

Diluted earnings per share (GAAP)

1.20

0.88

36.4

2.24

1.69

32.5

Portfolio Optimization Plan costs, net of tax

0.06

0.11

Adjusted diluted earnings per share

1.20

0.94

27.7

2.24

1.80

24.4

Note: Earnings per share calculations may not foot due to rounding differences.

(1) Tax impact adjustments were determined based on the nature of the underlying non-GAAP adjustments and their

relevant jurisdictional tax rates.

Results by Segment

Three Months Ended June 30,

Adjusted

Operating Income

2026

Adjustments(2)

2026

2025

Adjustments(2)

2025

Flavors & Extracts

30,431

28,506

Color

54,514

38,922

Asia Pacific

10,960

8,943

Corporate & Other

(19,205

)

(19,205

)

(18,665

)

3,339

(15,326

)

Consolidated

76,700

57,706

3,339

61,045

Results by Segment

Six Months Ended June 30,

Adjusted

Operating Income

2026

Adjustments(2)

2026

2025

Adjustments(2)

2025

Flavors & Extracts

57,181

53,495

Color

96,579

73,774

Asia Pacific

22,140

18,385

Corporate & Other

(32,472

)

(32,472

)

(34,418

)

6,203

(28,215

)

Consolidated

143,428

111,236

6,203

117,439

(2) Adjustments consist of Portfolio Optimization Plan costs.

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Sensient Technologies Corporation

Page 10

(In thousands, except percentages and per share amounts)

(Unaudited)

Reconciliation of Non-GAAP Amounts - Continued

The following table summarizes the percentage change in the 2026 results compared to the 2025 results for the

corresponding periods.

Three Months Ended June 30, 2026

Revenue

Total

Foreign

Exchange

Rates

Adjustments(3)

Local

Currency

Adjusted

Flavors & Extracts

4.9

1.1

N/A

3.8

Color

20.6

3.0

N/A

17.6

Asia Pacific

11.3

(1.0

N/A

12.3

Total Revenue

11.6

1.7

N/A

9.9

Operating Income

Flavors & Extracts

6.8

0.7

0.0

6.1

Color

40.1

3.3

0.0

36.8

Asia Pacific

22.6

(1.2

0.0

23.8

Corporate & Other

2.9

0.0

(22.4

25.3

Total Operating Income

32.9

2.3

7.2

23.4

Diluted Earnings Per Share

36.4

3.4

7.5

25.5

Adjusted EBITDA

22.7

1.9

N/A

20.8

Six Months Ended June 30, 2026

Revenue

Total

Foreign

Exchange

Rates

Adjustments(3)

Local

Currency

Adjusted

Flavors & Extracts

4.6

1.8

N/A

2.8

Color

19.4

4.3

N/A

15.1

Asia Pacific

9.7

1.2

N/A

8.5

Total Revenue

11.3

2.7

N/A

8.6

Operating Income

Flavors & Extracts

6.9

1.3

0.0

5.6

Color

30.9

5.3

0.0

25.6

Asia Pacific

20.4

1.4

0.0

19.0

Corporate & Other

(5.7

0.0

(20.8

15.1

Total Operating Income

28.9

4.3

6.6

18.0

Diluted Earnings Per Share

32.5

4.7

7.8

20.0

Adjusted EBITDA

19.3

3.5

N/A

15.8

(3) Adjustments consist of Portfolio Optimization Plan costs.

- MORE -

Sensient Technologies Corporation

Page 11

(In thousands, except percentages)

(Unaudited)

Reconciliation of Non-GAAP Amounts - Continued

The following table summarizes the reconciliation between Operating Income (GAAP) and Adjusted EBITDA for the three

months and six months ended June 30, 2026 and 2025.

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

% Change

2026

2025

% Change

Operating income (GAAP)

76,700

57,706

32.9

143,428

111,236

28.9

Depreciation and amortization

15,890

15,260

31,428

30,334

Share-based compensation expense

5,604

3,739

9,380

6,639

Portfolio Optimization Plan costs, before tax

3,339

6,203

Adjusted EBITDA

98,194

80,044

22.7

184,236

154,412

19.3

The following table summarizes the reconciliation between Debt (GAAP) and Net Debt, and Operating Income (GAAP) and Credit Adjusted EBITDA

for the trailing twelve months ended June 30, 2026 and 2025.

June 30,

Debt

2026

2025

Short-term borrowings

397

26,280

Long-term debt

763,499

710,119

Credit Agreement adjustments(4)

(17,174

)

(43,393

)

Net Debt

746,722

693,006

Operating income (GAAP)

239,320

203,752

Depreciation and amortization

62,192

60,938

Share-based compensation expense

16,687

11,812

Portfolio Optimization Plan costs, before tax

9,603

8,270

Other non-operating gains(5)

(1,100

)

(816

)

Credit Adjusted EBITDA

326,702

283,956

Net Debt to Credit Adjusted EBITDA

2.3x

2.4x

(4) Adjustments include cash and cash equivalents, as described in the Company's Fourth Amended and Restated

Credit Agreement (Credit Agreement), and certain letters of credit and hedge contracts.

(5) Adjustments consist of certain financing transaction costs, certain non-financing interest items, and gains

and losses related to certain non-cash, non-operating, and/or non-recurring items as described in the Credit Agreement.

We have included each of these non-GAAP measures in order to provide additional information regarding our underlying operating results and

comparable period-over-period performance. Such information is supplemental to information presented in accordance with GAAP and is not intended to represent a presentation in accordance with GAAP. These non-GAAP measures should not be

considered in isolation. Rather, they should be considered together with GAAP measures and the rest of the information included in this release and our SEC filings. Management internally reviews each of these non-GAAP measures to evaluate

performance on a comparative period-to-period basis and to gain additional insight into underlying operating and performance trends, and we believe the information can be beneficial to investors for the same purposes. These non-GAAP measures

may not be comparable to similarly titled measures used by other companies.

EX-99.2 — EXHIBIT 99.2

EX-99.2

Filename: ef20078569_ex99-2.htm · Sequence: 3

Exhibit 99.2

Sensient Technologies Corporation Second Quarter 2026 Earnings Call July 24,

2026

2 Non-GAAP Financial Measures Within this document, the Company reports

certain non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Plan costs, (2)

percentage changes in revenue, operating income, and diluted earnings per share on an adjusted local currency basis, which eliminate the effects that result from translating its international operations into U.S. dollars and restructuring

and other costs, including the Portfolio Optimization Plan costs, and (3) adjusted EBITDA and adjusted EBITDA Margin (which exclude Portfolio Optimization Plan costs and non-cash share based compensation expense). The Company has included

each of these non-GAAP measures in order to provide additional information regarding our underlying operating results and comparable year-over-year performance. Such information is supplemental to information presented in accordance with

GAAP and is not intended to represent a presentation in accordance with GAAP. These non-GAAP measures should not be considered in isolation. Rather, they should be considered together with GAAP measures and the rest of the information

included in this report. Management internally reviews each of these non-GAAP measures to evaluate performance on a comparative period-to-period basis and to gain additional insight into underlying operating and performance trends, and the

Company believes the information can be beneficial to investors for the same purposes. These non-GAAP measures may not be comparable to similarly titled measures used by other companies.

3 Forward Looking Statements This presentation contains statements that may

constitute “forward-looking statements” within the meaning of Federal securities laws including under “2026 Financial Outlook” and “Consolidated Full Year 2026 Outlook”. Such forward-looking statements are not guarantees of future

performance and involve known and unknown risks, uncertainties, and other factors concerning the Company’s operations and business environment. Important factors that could cause actual results to differ materially from those suggested by

these forward-looking statements and that could adversely affect the Company’s future financial performance include the following: the Company’s ability to manage general business, economic, and capital market conditions, including actions

taken by customers in response to such market conditions, and the impact of recessions and economic downturns; the impact of macroeconomic and geopolitical volatility, including inflation and shortages impacting the availability and cost of

raw materials, energy, and other supplies, disruptions and delays in the Company’s supply chain, and the conflicts between Russia and Ukraine and in the Middle East; industry, regulatory, legal, and economic factors related to the Company’s

domestic and international business; the effects of tariffs, trade barriers, and disputes; the availability and cost of labor, logistics, and transportation; the pace and nature of new product introductions by the Company and the Company’s

customers; the Company’s ability to anticipate and respond to changing consumer preferences, changing technologies, and changing regulations; the Company’s ability to successfully implement its growth strategies; the outcome of the

Company’s various productivity-improvement and cost-reduction efforts, acquisition and divestiture activities, and Portfolio Optimization Plan; growth in markets for products in which the Company competes; industry and customer acceptance

of price increases; actions by competitors; the Company’s ability to enhance its innovation efforts and drive cost efficiencies; currency exchange rate fluctuations; and other factors included in “Risk Factors” in the Company's Annual

Report on Form 10-K for the year ended December 31, 2025, and in other documents that the Company files with the SEC. The risks and uncertainties identified above are not the only risks the Company faces. Additional risks and uncertainties

not presently known to the Company or that it currently believes to be immaterial also may adversely affect the Company. Should any known or unknown risks and uncertainties develop into actual events, these developments could have material

adverse effects on our business, financial condition, and results of operations. This presentation contains time-sensitive information that reflects management’s best analysis only as of the date of this presentation. Except to the extent

required by applicable laws, the Company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any projected results expressed or implied herein will not be

realized.

Quarterly Results & Business Update 4

5 Q2 2026 Consolidated Results (1) See appendix for our GAAP to Non-GAAP

reconciliations.

6 Local Currency1 Results Commentary Color Group

Performance Revenue Strong growth in the quarter driven by new sales wins and favorable pricing across the Group Operating Results Strong operating leverage in the quarter primarily due to volume growth in the Food & Pharmaceutical

and Personal Care product lines and favorable pricing Adjusted EBITDA Margin1 for the Group was 28.3% in Q2 2026, up 320 bps from Q2 2025 Q2 2026 results included $4.3 million of one-time tariff refunds, which contributed 200 bps to the

Adjusted EBITDA Margin1 (1) See appendix for our GAAP to Non-GAAP reconciliations.

7 Flavors & Extracts Group Performance Revenue Growth in the quarter

due to strong volume growth in the Agricultural Ingredients product line and favorable pricing Operating Results Favorable operating leverage in the quarter primarily due to favorable pricing Adjusted EBITDA Margin1 for the Group was

18.1% in Q2 2026, up 30 bps from Q2 2025 Q2 2026 results included $0.5 million of one-time tariff refunds, which contributed 30 bps to the Adjusted EBITDA Margin1 (1) See appendix for our GAAP to Non-GAAP reconciliations. Local Currency1

Results Commentary

8 Asia Pacific Group Performance Revenue Growth in the quarter driven by

new sales wins across the Group and favorable prices Operating Results Strong operating leverage in the quarter due to volume growth across the Group and favorable prices Adjusted EBITDA Margin1 for the Group was 24.4% in Q2 2026, up

210 bps from Q2 2025 (1) See appendix for our GAAP to Non-GAAP reconciliations. Local Currency1 Results Commentary

(1) Represents outlook as of our earnings release provided on July 24, 2026,

and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information required for such

reconciliation, such as the impact of translating our international operations into U.S. Dollars, is not available without unreasonable efforts and we are not able to determine the probable significance of such items. 9 Business

Outlook1 Consolidated Full Year 2026 Outlook Local Currency Revenue2 Growth rate of high single to low double-digits Local Currency Adjusted EBITDA2 Growth rate of mid-teen to high teen Local Currency Adjusted EPS2 Growth rate of

mid-teen to high teen

2026 Natural Color Highlights 10 A multinational portfolio of bright

pink, natural color solutions and novel technologies to replace Red 3 Ideal for: Confections Dairy Bakery Processed Foods Beverages Wet Pet Food Cost-effective, natural color alternatives to Red 3 High performance portfolio

with stability across a wide range of product applications Kosher and Halal options Spirulina-based technology with enhanced heat-stability Ideal for: Confections Bakery Ingredients Gelatin Superior bright sky-blue color performance

and heat stability Concentrated solutions to mitigate impact to texture and flavor Kosher, Halal, and Non-GMO Red 3 Replacement Portfolio

Financial Update & Outlook 11

12 (1) See appendix for our GAAP to Non-GAAP reconciliations. Q2 2026

Financial Review Local currency revenue1 increased 9.9% Q2 2025 results included $3.3 million of Portfolio Optimization Plan costs (approximately 6 cents per share) Adjusted EBITDA Margin1 increased 200 bps in the quarter Consolidated

Commentary (dollars in thousands) Q2 2025 Q2 2026 Local Currency Growth1 Revenue $ 414,230 $462,081 +9.9% Operating Income (GAAP) Operating Margin $ 57,706 13.9% $ 76,700 16.6% Adjusted Operating Income1 Adjusted

Operating Margin1 $ 61,045 14.7% $ 76,700 16.6% +23.4% Diluted EPS (GAAP) $ 0.88 $ 1.20 Adjusted Diluted EPS1 $ 0.94 $ 1.20 +25.5% Adjusted EBITDA1 Adjusted EBITDA Margin1 $ 80,044 19.3% $ 98,194 21.3% +20.8%

13 2026 Cash Flow and Debt Metrics Q2 2025 YTD Q2 2026 YTD Cash Flow

from Operations $ 39.3 million $ 34.8 million Capital Expenditures $ 38.0 million $ 67.5 million Total Debt $ 736.4 million $ 763.9 million Net debt to credit adjusted EBITDA1 2.4x 2.3x Cash flow provided by operating activities

was $34.8 million in Q2 2026 compared to $39.3 million in Q2 2025 Net debt to credit adjusted EBITDA1 was 2.3x in Q2 2026, down from 2.4x in Q2 2025 Commentary (1) See appendix for our GAAP to Non-GAAP reconciliations.

14 2026 Financial Outlook1 (1) Represents outlook as of our earnings release

provided on July 24, 2026, and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information

required for such reconciliation, such as the impact of translating our international operations into U.S. Dollars, is not available without unreasonable efforts and we are not able to determine the probable significance of such items. (3)

The impact of foreign exchange rates is expected to be immaterial for the remainder of 2026. (4) Interest expense assumes no USD borrowing rate reductions for 2026. Metric Current Guidance Prior Guidance Local Currency Revenue2 High

single to low double-digit growth High single to double-digit growth Local Currency Adjusted EBITDA2 Mid-teen to high teen growth High single to double-digit growth Diluted EPS (GAAP) 3 $4.10 to $4.20 $3.70 to

$3.90 Local Currency Adjusted Diluted EPS2 Mid-teen to high teen growth High single to double-digit growth Capital Expenditures $150 to $170 million $150 to $170 million Adjusted Effective Tax Rate ~ 25% ~ 25% Interest Expense4 ~

$35 million ~ $36 million

16 Appendix1 (1) Amounts in thousands, except percentages and per share

amounts.

17 Non-GAAP Financial Measures

18 Non-GAAP Financial Measures

19 Non-GAAP Financial Measures

20 Non-GAAP Financial Measures

21 Non-GAAP Financial Measures

22 Non-GAAP Financial Measures

23 Non-GAAP Financial Measures

24 Non-GAAP Financial Measures

25 Non-GAAP Financial Measures

26 Non-GAAP Financial Measures

27 Non-GAAP Financial Measures

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Jul. 24, 2026

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