Subtext

International Flavors & Fragrances Inc. IFF

SectorMaterials
Transcripts71
Date range2007-08-07 – 2025-05-07
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-31-15+0+15+312007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Overall: +14.82007 Q3 · Overall: +11.12007 Q4 · Overall: +14.52008 Q1 · Overall: +2.72008 Q2 · Overall: +6.72008 Q3 · Overall: +1.92008 Q4 · Overall: +8.02009 Q1 · Overall: +6.42009 Q2 · Overall: +8.12009 Q3 · Overall: +20.52009 Q4 · Overall: +24.02010 Q1 · Overall: +26.92010 Q2 · Overall: +20.52010 Q4 · Overall: +18.62011 Q1 · Overall: +17.72011 Q2 · Overall: +12.42011 Q3 · Overall: +9.02011 Q4 · Overall: +15.82012 Q1 · Overall: +11.22012 Q2 · Overall: +13.52012 Q3 · Overall: +21.32012 Q4 · Overall: +23.62013 Q1 · Overall: +24.32013 Q2 · Overall: +22.62013 Q3 · Overall: +22.12013 Q4 · Overall: +24.52014 Q1 · Overall: +26.52014 Q2 · Overall: +13.02014 Q3 · Overall: +18.22014 Q4 · Overall: +22.22015 Q1 · Overall: +17.12015 Q2 · Overall: +19.32015 Q3 · Overall: +24.42015 Q4 · Overall: +10.42016 Q1 · Overall: +16.32016 Q2 · Overall: +18.42016 Q3 · Overall: +14.12016 Q4 · Overall: +21.92017 Q1 · Overall: +6.82017 Q2 · Overall: +13.62017 Q3 · Overall: +19.42017 Q4 · Overall: +10.72018 Q1 · Overall: +11.52018 Q2 · Overall: +14.32018 Q3 · Overall: +12.72018 Q4 · Overall: +10.72019 Q1 · Overall: +11.32019 Q2 · Overall: +10.42019 Q3 · Overall: +14.32019 Q4 · Overall: +12.02020 Q1 · Overall: +8.92020 Q2 · Overall: +7.62020 Q3 · Overall: -1.02020 Q4 · Overall: +11.82021 Q1 · Overall: +10.32021 Q2 · Overall: +15.72021 Q3 · Overall: +15.32021 Q4 · Overall: +13.62022 Q1 · Overall: +14.82022 Q2 · Overall: +14.32022 Q3 · Overall: +6.32022 Q4 · Overall: +10.02023 Q1 · Overall: +11.12023 Q2 · Overall: +13.02023 Q3 · Overall: +14.02023 Q4 · Overall: +20.32024 Q1 · Overall: +14.32024 Q2 · Overall: +20.42024 Q3 · Overall: +19.62024 Q4 · Overall: +19.42025 Q1 · Overall: +9.8
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-50-25+0+25+502007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · CEO: +30.12007 Q3 · CEO: +24.52007 Q4 · CEO: +19.32008 Q1 · CEO: +6.12008 Q2 · CEO: +5.52008 Q3 · CEO: +3.92008 Q4 · CEO: +13.12009 Q1 · CEO: +13.92009 Q2 · CEO: +3.82010 Q1 · CEO: +32.42010 Q2 · CEO: +28.82010 Q4 · CEO: +29.62011 Q1 · CEO: +28.02011 Q2 · CEO: +21.62011 Q3 · CEO: +14.42011 Q4 · CEO: +26.82012 Q1 · CEO: +15.12012 Q2 · CEO: +23.22012 Q3 · CEO: +26.32012 Q4 · CEO: +32.52013 Q1 · CEO: +28.12013 Q2 · CEO: +32.92013 Q3 · CEO: +26.92013 Q4 · CEO: +40.02014 Q1 · CEO: +38.92014 Q2 · CEO: +21.72014 Q3 · CEO: +33.52014 Q4 · CEO: +36.82015 Q1 · CEO: +37.92015 Q2 · CEO: +36.92015 Q3 · CEO: +36.42015 Q4 · CEO: +23.42016 Q1 · CEO: +21.12016 Q2 · CEO: +26.22016 Q3 · CEO: +27.12016 Q4 · CEO: +34.22017 Q1 · CEO: +24.52017 Q2 · CEO: +23.42017 Q3 · CEO: +42.32017 Q4 · CEO: +25.52018 Q2 · CEO: +28.32018 Q3 · CEO: +34.92018 Q4 · CEO: +24.52019 Q1 · CEO: +32.92019 Q2 · CEO: +23.22019 Q3 · CEO: +28.12019 Q4 · CEO: +20.42020 Q1 · CEO: +17.22020 Q2 · CEO: +14.82021 Q2 · CEO: +29.72021 Q3 · CEO: +28.22021 Q4 · CEO: +16.82022 Q1 · CEO: +29.12022 Q2 · CEO: +36.02022 Q3 · CEO: +17.62023 Q1 · CEO: +21.62023 Q2 · CEO: +24.62023 Q3 · CEO: +34.22023 Q4 · CEO: +43.32024 Q2 · CEO: +40.72024 Q3 · CEO: +39.42024 Q4 · CEO: +40.72025 Q1 · CEO: +21.32007 Q2 · CFO: +28.62007 Q3 · CFO: +7.82007 Q4 · CFO: +13.22008 Q1 · CFO: +9.12008 Q2 · CFO: +11.02008 Q3 · CFO: +2.32008 Q4 · CFO: +5.02009 Q1 · CFO: -3.02009 Q2 · CFO: +14.12009 Q3 · CFO: +23.62009 Q4 · CFO: +23.42010 Q1 · CFO: +29.52010 Q2 · CFO: +17.02010 Q4 · CFO: +24.32011 Q1 · CFO: +10.12011 Q2 · CFO: +8.82011 Q3 · CFO: +9.92011 Q4 · CFO: +7.32012 Q1 · CFO: +11.62012 Q2 · CFO: +9.22012 Q3 · CFO: +23.52012 Q4 · CFO: +24.92013 Q1 · CFO: +16.92013 Q2 · CFO: +19.42013 Q3 · CFO: +16.52013 Q4 · CFO: +19.82014 Q1 · CFO: +22.12014 Q2 · CFO: +17.82014 Q3 · CFO: +10.92014 Q4 · CFO: +6.02015 Q1 · CFO: +10.92015 Q2 · CFO: +23.42015 Q3 · CFO: +21.72015 Q4 · CFO: +5.42016 Q1 · CFO: +24.22016 Q2 · CFO: +22.22017 Q4 · CFO: +9.02018 Q4 · CFO: +5.92019 Q1 · CFO: +6.02019 Q2 · CFO: +4.52019 Q3 · CFO: +10.62019 Q4 · CFO: +13.02020 Q1 · CFO: -2.62020 Q2 · CFO: +2.12021 Q2 · CFO: +8.42021 Q3 · CFO: +11.22021 Q4 · CFO: +19.62022 Q1 · CFO: +10.52022 Q2 · CFO: +4.52022 Q3 · CFO: +3.52024 Q4 · CFO: +16.22025 Q1 · CFO: +9.6
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-63-32+0+32+632007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Prepared remarks: +25.62007 Q3 · Prepared remarks: +11.52007 Q4 · Prepared remarks: +16.62008 Q1 · Prepared remarks: +1.32008 Q2 · Prepared remarks: +13.32008 Q3 · Prepared remarks: +5.52008 Q4 · Prepared remarks: +14.42009 Q1 · Prepared remarks: +1.22009 Q2 · Prepared remarks: +9.62009 Q3 · Prepared remarks: +31.72009 Q4 · Prepared remarks: +25.82010 Q1 · Prepared remarks: +37.02010 Q2 · Prepared remarks: +30.02010 Q4 · Prepared remarks: +34.42011 Q1 · Prepared remarks: +28.82011 Q2 · Prepared remarks: +21.82011 Q3 · Prepared remarks: +20.82011 Q4 · Prepared remarks: +28.12012 Q1 · Prepared remarks: +16.32012 Q2 · Prepared remarks: +19.62012 Q3 · Prepared remarks: +25.82012 Q4 · Prepared remarks: +30.22013 Q1 · Prepared remarks: +24.92013 Q2 · Prepared remarks: +28.32013 Q3 · Prepared remarks: +28.32013 Q4 · Prepared remarks: +31.32014 Q1 · Prepared remarks: +36.72014 Q2 · Prepared remarks: +22.52014 Q3 · Prepared remarks: +25.32014 Q4 · Prepared remarks: +37.12015 Q1 · Prepared remarks: +27.72015 Q2 · Prepared remarks: +29.32015 Q3 · Prepared remarks: +29.82015 Q4 · Prepared remarks: +22.02016 Q1 · Prepared remarks: +31.12016 Q2 · Prepared remarks: +28.32016 Q3 · Prepared remarks: +25.92016 Q4 · Prepared remarks: +36.02017 Q1 · Prepared remarks: +21.42017 Q2 · Prepared remarks: +23.52017 Q3 · Prepared remarks: +30.02017 Q4 · Prepared remarks: +18.82018 Q1 · Prepared remarks: +44.62018 Q2 · Prepared remarks: +27.92018 Q3 · Prepared remarks: +26.52018 Q4 · Prepared remarks: +17.62019 Q1 · Prepared remarks: +19.82019 Q2 · Prepared remarks: +21.92019 Q3 · Prepared remarks: +20.22019 Q4 · Prepared remarks: +24.82020 Q1 · Prepared remarks: +14.72020 Q2 · Prepared remarks: +10.72020 Q3 · Prepared remarks: -1.12020 Q4 · Prepared remarks: +26.72021 Q1 · Prepared remarks: +40.32021 Q2 · Prepared remarks: +26.92021 Q3 · Prepared remarks: +22.82021 Q4 · Prepared remarks: +26.72022 Q1 · Prepared remarks: +27.52022 Q2 · Prepared remarks: +27.02022 Q3 · Prepared remarks: +24.82022 Q4 · Prepared remarks: +23.12023 Q1 · Prepared remarks: +16.42023 Q2 · Prepared remarks: +26.22023 Q3 · Prepared remarks: +31.52023 Q4 · Prepared remarks: +32.92024 Q1 · Prepared remarks: +55.02024 Q2 · Prepared remarks: +37.62024 Q3 · Prepared remarks: +29.62024 Q4 · Prepared remarks: +36.02025 Q1 · Prepared remarks: +18.12007 Q2 · Q&A responses: +7.52007 Q4 · Q&A responses: +11.42008 Q1 · Q&A responses: +6.42008 Q2 · Q&A responses: +3.02008 Q3 · Q&A responses: +0.82008 Q4 · Q&A responses: +3.72009 Q1 · Q&A responses: +17.22009 Q3 · Q&A responses: +13.52010 Q1 · Q&A responses: +22.42010 Q2 · Q&A responses: +19.02010 Q4 · Q&A responses: +11.42011 Q1 · Q&A responses: +10.62011 Q2 · Q&A responses: +11.12011 Q3 · Q&A responses: +2.92011 Q4 · Q&A responses: +4.82012 Q1 · Q&A responses: +10.62012 Q2 · Q&A responses: +8.82012 Q3 · Q&A responses: +17.62012 Q4 · Q&A responses: +19.92013 Q1 · Q&A responses: +0.02013 Q2 · Q&A responses: +17.42013 Q3 · Q&A responses: +9.42013 Q4 · Q&A responses: +19.62014 Q1 · Q&A responses: +9.62014 Q2 · Q&A responses: +7.22014 Q3 · Q&A responses: +16.12014 Q4 · Q&A responses: +11.52015 Q1 · Q&A responses: +16.52015 Q2 · Q&A responses: +14.22015 Q3 · Q&A responses: +21.82015 Q4 · Q&A responses: -0.52016 Q1 · Q&A responses: +8.52016 Q2 · Q&A responses: +15.92016 Q3 · Q&A responses: +8.42016 Q4 · Q&A responses: +16.52017 Q1 · Q&A responses: +3.92017 Q2 · Q&A responses: +12.42017 Q3 · Q&A responses: +18.22017 Q4 · Q&A responses: +11.72018 Q1 · Q&A responses: +19.72018 Q2 · Q&A responses: +11.02018 Q3 · Q&A responses: +9.22018 Q4 · Q&A responses: +9.02019 Q1 · Q&A responses: +13.92019 Q2 · Q&A responses: +4.82019 Q3 · Q&A responses: +13.22019 Q4 · Q&A responses: +6.42020 Q1 · Q&A responses: -7.22020 Q2 · Q&A responses: +8.12020 Q4 · Q&A responses: +7.22021 Q1 · Q&A responses: +11.82021 Q2 · Q&A responses: +12.32021 Q3 · Q&A responses: +11.62021 Q4 · Q&A responses: +2.62022 Q1 · Q&A responses: +10.42022 Q2 · Q&A responses: +5.72022 Q3 · Q&A responses: -1.12022 Q4 · Q&A responses: +2.92023 Q1 · Q&A responses: +12.92023 Q2 · Q&A responses: +12.72023 Q3 · Q&A responses: +10.22023 Q4 · Q&A responses: +24.42024 Q1 · Q&A responses: +20.12024 Q2 · Q&A responses: +21.52024 Q3 · Q&A responses: +24.62024 Q4 · Q&A responses: +21.82025 Q1 · Q&A responses: +14.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$3.62$5.26$6.902007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $5.082014 Q2: $5.272014 Q3: $5.382014 Q4: $5.472015 Q1: $5.652015 Q2: $5.552015 Q3: $5.582015 Q4: $5.682016 Q1: $5.522016 Q2: $5.712016 Q3: $5.882016 Q4: $5.932017 Q1: $5.922017 Q2: $6.002017 Q3: $6.112017 Q4: $6.282018 Q1: $6.422018 Q2: $6.552018 Q3: $6.602018 Q4: $6.602019 Q1: $6.552019 Q2: $6.672019 Q3: $6.562019 Q4: $6.542020 Q1: $6.382020 Q2: $6.122020 Q3: $6.132020 Q4: $6.142021 Q1: $6.032021 Q2: $6.282021 Q3: $6.412021 Q4: $6.192022 Q1: $6.002022 Q2: $6.132022 Q3: $6.182022 Q4: $5.822023 Q1: $5.102023 Q2: $5.142023 Q3: $4.172023 Q4: $4.102024 Q1: $3.852024 Q2: $4.212024 Q3: $4.55

Forward P/E

14.4919.8025.102007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 18.262014 Q2: 19.532014 Q3: 18.482014 Q4: 18.372015 Q1: 20.912015 Q2: 20.102015 Q3: 19.302015 Q4: 21.292016 Q1: 20.202016 Q2: 22.082016 Q3: 22.882016 Q4: 19.972017 Q1: 21.622017 Q2: 22.732017 Q3: 23.432017 Q4: 24.372018 Q1: 21.692018 Q2: 18.852018 Q3: 20.832018 Q4: 19.902019 Q1: 19.162019 Q2: 22.332019 Q3: 18.762019 Q4: 18.732020 Q1: 17.012020 Q2: 21.022020 Q3: 20.282020 Q4: 18.262021 Q1: 22.852021 Q2: 23.472021 Q3: 22.522021 Q4: 23.432022 Q1: 20.852022 Q2: 18.982022 Q3: 17.472022 Q4: 18.152023 Q1: 16.212023 Q2: 15.222023 Q3: 16.192023 Q4: 19.202024 Q1: 21.472024 Q2: 22.862024 Q3: 22.71

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -13.5 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↓ -5.1 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↑ +2.2 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↓ -14.0 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +5.9 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -4.3 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -8.7 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +4.0 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +3.8 fwd EPS ↓ -0.36 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↑ +6.2 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-07+9.8——View →
2024 Q42025-02-19+19.4——View →
2024 Q32024-11-06+19.6$4.5522.7View →
2024 Q22024-08-07+20.4$4.2122.9View →
2024 Q12024-05-07+14.3$3.8521.5View →
2023 Q42024-02-21+20.3$4.1019.2View →
2023 Q32023-11-07+14.0$4.1716.2View →
2023 Q22023-08-08+13.0$5.1415.2View →