revenue growth
—
FY 2021
management framework
SENSIENT TECHNOLOGIES CORPORATION
Last · NYSE$132.85+0.30 (+0.23%)close · yahoo · 17h ago
Market cap$5.66B42.6M sh
P/E · TTM35.8fwd 26.6 · eps 3.71
Beta0.83vs S&P 500
Div yield1.24%annual · TTM
52w range
$82.60$138.82
Volume348.0Ksession
| Revenue | $1.7B |
|---|---|
| Operating income | $143.4M |
| Net income | $95.5M |
| Free cash flow | $-32.7M |
| Operating margin | 8.4% |
| Net margin | 5.6% |
| Return on equity | 7.6% |
| Period | TTM 2026-06-30 |
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OpenFilings analyst
Our analyst
Agentic read of the latest earnings call — recommendation updates when we process a new transcript. Research synthesis, not investment advice.
Strong BuyBuyHoldSellStrong Sell
Strong Insurance franchise and recurring-data moat are offset by weak Financial Services, normalizing margins, and unresolved Energy execution risk.
Hold: Verisk delivered Q1 revenue of $726 million (+5.3%), organic constant-currency growth of 3.4%, adjusted EPS of $1.23 (+5.1%), and a 47.6% adjusted EBITDA margin.
Insurance was strong and subscription adoption remains encouraging, but Financial Services revenue fell 12.8% with adjusted EBITDA down 74%, while analysts challenged whether Energy can achieve the company’s long-term growth targets; the recovery case is not yet sufficiently proven.
Themes
- Insurance Growth
- Financial Services Reset
- Energy Transition
- Lens Platform
- Subscription Revenue
- Cloud Migration
Near term
Financial Services is expected to post a similar revenue and profit performance in Q2 as contract transitions continue for two more quarters.
Margin comparisons will become more difficult as travel, incentive compensation, and headcount expenses normalize; management expects margins to decline from 2020 levels while remaining above pre-pandemic levels.
Catastrophe-bond issuance has improved since Q1, which could provide a near-term benefit to Insurance results.
Energy’s sales and consulting pipelines and Lens adoption are improving, but management still acknowledged pandemic and cyclical risks.
Longer term
The core thesis depends on returning to the long-term model of 7% organic constant-currency revenue growth, with EBITDA growing faster through operating leverage; management did not provide a firm timetable.
Insurance’s integrated data, analytics, and workflow position remains differentiated, with Verisk integrated into major platforms such as Duck Creek and Guidewire and 29 insurers newly contributing to the ISO Statistical Database.
Platform-to-analytic environments, FAST, Sequel, Lens, and virtual claims tools could deepen customer integration and shift revenue toward longer-duration subscriptions.
Cloud migration should reduce infrastructure capital intensity over time, although internal software-development investment will offset part of the benefit.
Energy transition, renewables, emissions analytics, and Lens are potential growth avenues, but analysts highlighted that Energy has historically struggled to deliver consistent growth and management offered no quantitative proof of a reset.
Financial Services may become more sustainable through its subscription transition, but management is still evaluating its long-term profitability and growth profile.
Red flags
Financial Services adjusted EBITDA fell 74% on a 12.8% revenue decline, and management asked investors for patience while it evaluates the segment’s sustainable economics.
Management could not quantify the amount of expenses returning after pandemic-era savings, creating risk that normalized compensation, travel, and hiring will absorb much of the recovery.
An analyst explicitly challenged Energy’s record: it achieved 7% growth only once in five years and was flat or declining in other years; management reiterated an aspiration to meet or exceed company targets without providing segment-level targets.
Insurance organic growth decelerated to 6% as industry consolidation and lower catastrophe-bond issuance offset otherwise solid demand.
The company faces overlap and potential competitive pressure from software platforms such as Duck Creek and Guidewire, even though management characterized the relationship as primarily complementary.
Forward outlook
OpenFilings analyst view from primary-source filings and earnings calls — not investment advice.
Upcoming earnings
1:30 PM UTC+1
Period
Sep 2026
Est. EPS
$1.09
Est. revenue
459.0M
Earnings transcripts
- Issuer IR
Q2 2026 earnings call transcript
SENSIENT TECHNOLOGIES CORPORATION
- Issuer webcastAudio
Audio File
SENSIENT TECHNOLOGIES CORPORATION
- Issuer IR
Q2 2026 earnings call transcript
SENSIENT TECHNOLOGIES CORPORATION
- Issuer webcastAudio
Audio File
SENSIENT TECHNOLOGIES CORPORATION
- Issuer webcastAudio
Audio File
SENSIENT TECHNOLOGIES CORPORATION
- Issuer IR
Q2 2023 earnings call transcript
SENSIENT TECHNOLOGIES CORPORATION
Documents
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