IFF at a glance
International Flavors & Fragrances (IFF, SEC CIK 51253) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), International Flavors & Fragrances (IFF) reported revenue of $10.9 billion (down 5.2% from FY2024) and a net loss of $361.0 million. Diluted EPS was -$1.41.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding International Flavors & Fragrances (IFF) shares worth $8.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Teles de Mendonca Ana Paula on August 17, 2026 of 5,718 shares at $83.19 per share.
- In the last 90 days, IFF insiders reported 0 open-market purchases ($0) and 3 open-market sales ($1.3M) on Form 4, a net sale of $1.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $10.9B
- −5.2% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$1.3M
- 13F holders
- 37 funds
- $8.1B · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core model: leading creator/manufacturer of flavors, food ingredients, biotechnology-derived ingredients (enzymes, cultures, probiotics), and scents; $10.89B FY2025 sales
- Structural change: former Nourish segment split into two new segments; Taste and Food Ingredients, effective January 1, 2025
- Portfolio divestiture: Pharma Solutions segment fully exited via two divestitures completed May 1 and May 9, 2025, narrowing focus to four core segments
- ~21,500 employees globally as of December 31, 2025, with ~3,000 dedicated to R&D; U.S. represents 28% of sales, no single country exceeds 10%
- EcoVadis Gold sustainability rating placing IFF in top 5% of assessed companies; CDP Climate A-list designation for tenth time since 2015
Risk Factors
- Antitrust investigations ongoing in multiple countries + class action lawsuits in U.S. and Canada; enforcement could bring significant fines and business restrictions
- Total debt ~$5.994B as of Dec 31, 2025; dividend cut ~50% in Feb 2024 to accelerate deleveraging
- Goodwill impairment charge of $1.153B recorded in Food Ingredients segment following 2025 segment restructuring; $14.3B intangible assets/goodwill remain at risk
- Reliance on limited suppliers/regions for essential oils, botanical extracts, and petroleum-based chemicals; tariffs, U.S.-China tensions, and Russia-Ukraine war strain margins
- ~72% of 2025 net sales outside U.S.; currency volatility and OECD Pillar Two 15% minimum tax (applicable to IFF given scale) add cross-border tax and FX exposure
Management Discussion & Analysis
- Revenue $10.89B in 2025, down 5% reported vs $11.484B in 2024; comparable currency neutral basis up 2%, with ~$757M drag from divestitures
- Gross margin 36.2% vs 35.9% in 2024; operating margin swung to -3.5% vs 6.7% in 2024, driven by $1.153B Food Ingredients goodwill impairment
- Best segment: Health & Biosciences, EBITDA margin 26.7% vs 26.2%; worst: Food Ingredients, sales -3% and $1.153B goodwill impairment recorded
- Operating cash flow $850M (7.8% of sales) vs $1.07B in 2024; $2.0B Senior Notes repurchased; dividends $409M ($1.60/share); buybacks $38M; capex guided ~6% of sales in 2026
- Key risks: ongoing Food Ingredients division sale process, tariffs/trade disruptions, FX exposure, Health & Biosciences goodwill headroom thin at 9% above carrying value
AI summary of the IFF 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1.954B, up 2% YoY from $1.919B; currency-neutral comparable growth 6%
- Operating margin 8.1% vs 7.4%; gross margin 43.7% vs 42.9%
- Best segment Scent: sales $665M, up 10%; weakest growth Taste: sales $688M, up 5%
- Near-term headwinds: regulatory costs, incentive compensation, divestiture-related portfolio changes, and currency exposure
Risk Factors
- No material changes to 2025 Form 10-K risk factors disclosed
- Financial risk: $2.5 billion repurchase authorization, including $500 million accelerated repurchase
- Liquidity risk: $2.0 billion remaining repurchases depend on Food Ingredients divestiture closing
- Debt risk: New term loan credit agreement dated June 23, 2026
AI summary of the IFF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, furnished in Exhibit 99.1
- Management webcast scheduled August 5, 2026, at 9:00 a.m. ET
Item 8.01: Other Events
- IFF agreed to sell its Food Ingredients business to CVC Capital Partners funds
- IFF retaining approximately 10% minority interest preserves future value participation and commercial collaboration
Item 7.01: Regulation FD Disclosure
- Forward-looking outlook covers sales, adjusted operating EBITDA, cash flow, pricing, productivity and capital allocation
- Pending Food Ingredients disposal represents a key portfolio-optimization execution milestone
Item EX-99.1: Item EX-99.1
- Q1 2026 net sales $1,906M, down from $2,050M, reflecting discontinued Food Ingredients and SCL operations
- Continuing-operations net income $155M, versus $68M, with diluted EPS $0.60 versus $0.26
Item 1.01: Entry into a Material Definitive Agreement
- $1.0B senior unsecured delayed-draw facility refinancing €800M 1.800% notes due September 25, 2026
- Single borrowing available through September 25, 2026, maturing December 31, 2027
AI summaries of IFF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IFF
Don't miss the next IFF filing
- Alerts as it files. A push when IFF files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IFF, by share count.
- Ask anything. An AI agent that reads every IFF filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Teles de Mendonca Ana Paula | Sell | Aug 17, 2026 | 5,718 | $83.19 |
| Birenkrant Marc | Sell | Aug 7, 2026 | 1,000 | $85.00 |
| DeVeau Michael | Sell | Aug 6, 2026 | 8,825 | $85.55 |
| FRIBOURG PAUL J | Buy | Jun 1, 2026 | 260,000 | $74.28 |
| FRIBOURG PAUL J | Buy | Jun 1, 2026 | 13,500 | $74.49 |
| Borg Deborah | F | May 4, 2026 | 713 | $70.09 |
| Borg Deborah | M | May 4, 2026 | 1,768 | - |
| Borg Deborah | M | May 4, 2026 | 1,768 | $70.09 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $11.5B | $10.9B |
| Gross Profit | - | $4.1B | $3.9B |
| Operating Income | - | $766.0M | -$382.0M |
| Net Income | - | $243.0M | -$361.0M |
| Gross Margin | - | 35.9% | 36.2% |
| Op. Margin | - | 6.7% | -3.5% |
| Net Margin | - | 2.1% | -3.3% |
| Balance Sheet | |||
| Total Assets | $31.0B | $28.7B | $25.5B |
| Equity | - | $13.9B | $14.2B |
| ROE | - | 1.8% | -2.6% |
| Per Share | |||
| EPS | - | $0.95 | $-1.41 |
| Cash Flow | |||
| Operating CF | - | $1.1B | $850.0M |
| CapEx | $503.0M | $463.0M | $594.0M |
Source: XBRL data in International Flavors & Fragrances (IFF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IFF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $8.10B |
| Q1 2026 | 35 | $7.10B |
| Q4 2025 | 32 | $6.83B |
| Q3 2025 | 36 | $5.86B |
| Q2 2025 | 33 | $6.90B |
| Q1 2025 | 30 | $5.15B |
| Q4 2024 | 26 | $5.15B |
| Q3 2024 | 25 | $3.14B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 254 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IFF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
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IFF SEC filings: frequently asked questions
Are IFF insiders buying or selling?
In the last 90 days, International Flavors & Fragrances (IFF) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $1.3 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IFF stock?
As of June 30, 2026, the largest International Flavors & Fragrances (IFF) holders among the 13F filers tracked by SignalX were BlackRock ($1.8 billion), Vanguard Capital Management LLC ($1.3 billion), State Street Corp ($982.4 million), Vanguard Portfolio Management LLC ($919.6 million), Invesco Ltd ($744.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IFF's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), International Flavors & Fragrances (IFF) reported revenue of $10.9 billion (down 5.2% from FY2024) and a net loss of $361.0 million. Diluted EPS was -$1.41. The figures come from the XBRL data in the 10-K.
What are the main risks in IFF's latest 10-K?
In the 10-K filed February 27, 2026, International Flavors & Fragrances (IFF) flagged: Antitrust investigations ongoing in multiple countries + class action lawsuits in U.S. and Canada; enforcement could bring significant fines and business restrictions. Total debt ~$5.994B as of Dec 31, 2025; dividend cut ~50% in Feb 2024 to accelerate deleveraging. (AI summary of the Risk Factors section.)
What did IFF report in its latest 8-K?
International Flavors & Fragrances (IFF) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Q2 2026 results for quarter ended June 30, 2026, furnished in Exhibit 99.1.
What are the latest IFF SEC filings?
International Flavors & Fragrances (IFF) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on August 19, 2026.
What is IFF's SEC CIK number?
International Flavors & Fragrances (IFF)'s SEC Central Index Key (CIK) is 51253. EDGAR lists every IFF filing under that number.
Ask anything about IFF
The research agent reads IFF's filings, financials, insider trades and 13F holders, then answers with sources.