International Flavors & Fragrances Inc IFF

Revenue Intelligence Report • 34 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

International Flavors & Fragrances Inc's latest quarterly revenue is $2.0B for the period ending 2026-06-30. The model projects $12.1B across the next four quarters (+21.4% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 9.8%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$12.1B
+21.4% YoY
R&D Multiplier
$90.49 per $1
SG&A Multiplier
$6.69 per $1
Training Fit
4.0% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $2.15B vs the actual $1.95B — an error of 9.8%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

IFF Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30		 $2.15B $1.95B $1.92B–$2.38B +11.8% ✓ In range
Q3 FY2026
Period end 2026-09-30		 $2.85B $2.52B–$3.17B +5.7%
Q4 FY2026
Period end 2026-12-31		 $3.05B $2.65B–$3.45B +17.9%
Q1 FY2027
Period end 2027-03-31		 $3.26B $2.80B–$3.72B +18.9%
Q2 FY2027
Period end 2027-06-30		 $2.96B $2.44B–$3.47B +51.4%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture International Flavors & Fragrances Inc's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.9954 -0.5% In line with trend 8
FQ2 (Apr–Jun) 0.9953 -0.5% In line with trend 7
FQ3 (Jul–Sep) 1.0316 +3.2% +3.2% above trend 7
FQ4 (Oct–Dec) 0.984 -1.6% In line with trend 7

Spending and Revenue

IFF Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 34 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 1.0539x • R&D elasticity: -0.0972x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 34 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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