Ingredion Q4 Earnings Miss Expectations with Lower Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy INGR?
Source: seekingalpha
- Earnings Performance: Ingredion reported a Q4 non-GAAP EPS of $2.53, missing expectations by $0.08, indicating pressure on profitability that could undermine investor confidence.
- Revenue Decline: The company’s Q4 revenue of $1.76 billion, down 2.2% year-over-year, fell short of market expectations, reflecting weak demand amid macroeconomic uncertainties that negatively impacted performance.
- Cautious Future Outlook: Ingredion expects its 2026 reported and adjusted EPS to range between $11.00 and $11.80, below the consensus of $11.38, suggesting a lack of confidence in future growth that may affect stock performance.
- Potential Market Reaction Risks: Given the disappointing results, investors may adopt a cautious stance towards Ingredion's future performance, potentially leading to increased stock price volatility and impacting the company's positioning in health-focused food trends.
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Analyst Views on INGR
Wall Street analysts forecast INGR stock price to rise
4 Analyst Rating
1 Buy
3 Hold
0 Sell
Hold
Current: 117.210
Low
119.00
Averages
125.50
High
136.00
Current: 117.210
Low
119.00
Averages
125.50
High
136.00
About INGR
Ingredion Incorporated is a global ingredient solutions provider serving customers in nearly 120 countries. The Company turns grains, fruits, vegetables and other plant-based materials into value-added ingredient solutions for the food, beverage, animal nutrition, brewing and industrial markets. Its segments include Texture & Healthful Solutions (T&HS), Food & Industrial Ingredients - Latin America (F&II - LATAM) and Food & Industrial Ingredients - U.S./Canada (F&II - U.S./Canada). Its product lines include starches and sweeteners, animal feed products and edible corn oil. Its starch-based products include both food-grade and industrial starches, as well as biomaterials and non-GMO (genetically modified organism) products. Its sweetener products include glucose syrups, high maltose syrups, high fructose corn syrup, caramel color, dextrose, polyols, maltodextrins, glucose and syrup solids, high-intensity sweeteners, and various non-GMO products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ingredion (INGR.US) Officer Plans to Sell $3.98 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Zallie James P. intends to sell 33,597 shares of its common stock on February 11.
- Market Value: The total market value of the shares to be sold is approximately $3.98 million.
See More
INGREDION NAMES JAMES P. ZALLIE, PRESIDENT AND CEO, AS CHAIRMAN OF THE BOARD
- Leadership Announcement: James P. Zallie has been appointed as the Chairman of the Board.
- Role Clarification: The announcement highlights Zallie's dual role as both President and CEO.
See More
Ingredion Reports Mixed Q4 2025 Earnings Results
- Sales Decline: Ingredion reported net sales of $1.8 billion in Q4 2025, a 2% decrease year-over-year, reflecting ongoing challenges in the Food and Industrial Ingredients sector, particularly in the soft beverage sweetener market.
- Slight Margin Decrease: The gross margin for Q4 2025 was 24.5%, slightly lower than expected due to rising manufacturing costs, although the full-year gross margin improved to 25.3%, indicating overall profitability enhancement.
- Operating Income Growth: The company reported operating income of $1.016 billion for the full year 2025, with an adjusted figure of $1.028 billion, showcasing strong performance in the Texture and Healthful Solutions segment, which drove a 4.5% year-over-year increase in earnings per share.
- Strategic Investments and Cost Savings: Ingredion achieved $59 million in Cost2Compete savings in 2025, exceeding the $50 million target, while also investing in a starch modernization project in Indianapolis and expanding a blending center in Maryland, further enhancing production capabilities.
See More
Ingredion Reports Q4 2025 Earnings with Strategic Insights and Challenges
- Performance Highlights: Ingredion reported full-year net sales of $7.2 billion for 2025, down 3% year-over-year, yet gross profit increased by 2% with a gross margin rise to 25.3%, indicating resilience amid challenges.
- Growth Drivers: The company achieved its seventh consecutive quarter of volume growth in Texture and Healthful Solutions, up 4%, driven by strong demand for clean label ingredients, particularly in the Asia Pacific and U.S./Canada markets.
- Strategic Investments: The completion of a starch modernization project at the Indianapolis facility and the expansion of the Belcamp blending center are expected to increase revenue potential by $30 million annually, enhancing the competitiveness of customized solutions.
- Future Outlook: For 2026, net sales are anticipated to grow modestly, with adjusted EPS expected to range between $11 and $11.80, despite operational challenges at the Argo facility and rising manufacturing costs.
See More
Ingredion Q4 Earnings Miss Expectations with Lower Revenue
- Earnings Performance: Ingredion reported a Q4 non-GAAP EPS of $2.53, missing expectations by $0.08, indicating pressure on profitability that could undermine investor confidence.
- Revenue Decline: The company’s Q4 revenue of $1.76 billion, down 2.2% year-over-year, fell short of market expectations, reflecting weak demand amid macroeconomic uncertainties that negatively impacted performance.
- Cautious Future Outlook: Ingredion expects its 2026 reported and adjusted EPS to range between $11.00 and $11.80, below the consensus of $11.38, suggesting a lack of confidence in future growth that may affect stock performance.
- Potential Market Reaction Risks: Given the disappointing results, investors may adopt a cautious stance towards Ingredion's future performance, potentially leading to increased stock price volatility and impacting the company's positioning in health-focused food trends.
See More
Ingredion Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement: Ingredion (INGR) is scheduled to release its Q4 earnings on February 3rd before market open, with consensus EPS estimate at $2.61, reflecting a 0.8% year-over-year decline, and revenue estimate at $1.79 billion, down 0.6% year-over-year, indicating challenges in the current economic environment.
- Historical Performance Review: Over the past two years, Ingredion has beaten EPS estimates 88% of the time, yet has failed to surpass revenue estimates, suggesting strong profitability but difficulties in revenue growth, which may concern investors.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen three upward revisions and two downward, while revenue estimates have faced no upward revisions and four downward adjustments, reflecting a cautious market outlook on Ingredion's future performance that could impact investor confidence.
- Market Reaction: Following the Q3 earnings report, Barclays downgraded Ingredion's rating, indicating market concerns about its growth potential, while Palm Valley Capital Fund purchased Ingredion shares in Q4, suggesting that some investors remain optimistic about its long-term prospects.
See More
Ingredion (INGR.US) Officer Plans to Sell $3.98 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Zallie James P. intends to sell 33,597 shares of its common stock on February 11.
- Market Value: The total market value of the shares to be sold is approximately $3.98 million.
See More
INGREDION NAMES JAMES P. ZALLIE, PRESIDENT AND CEO, AS CHAIRMAN OF THE BOARD
- Leadership Announcement: James P. Zallie has been appointed as the Chairman of the Board.
- Role Clarification: The announcement highlights Zallie's dual role as both President and CEO.
See More
Ingredion Reports Mixed Q4 2025 Earnings Results
- Sales Decline: Ingredion reported net sales of $1.8 billion in Q4 2025, a 2% decrease year-over-year, reflecting ongoing challenges in the Food and Industrial Ingredients sector, particularly in the soft beverage sweetener market.
- Slight Margin Decrease: The gross margin for Q4 2025 was 24.5%, slightly lower than expected due to rising manufacturing costs, although the full-year gross margin improved to 25.3%, indicating overall profitability enhancement.
- Operating Income Growth: The company reported operating income of $1.016 billion for the full year 2025, with an adjusted figure of $1.028 billion, showcasing strong performance in the Texture and Healthful Solutions segment, which drove a 4.5% year-over-year increase in earnings per share.
- Strategic Investments and Cost Savings: Ingredion achieved $59 million in Cost2Compete savings in 2025, exceeding the $50 million target, while also investing in a starch modernization project in Indianapolis and expanding a blending center in Maryland, further enhancing production capabilities.
See More
Ingredion Reports Q4 2025 Earnings with Strategic Insights and Challenges
- Performance Highlights: Ingredion reported full-year net sales of $7.2 billion for 2025, down 3% year-over-year, yet gross profit increased by 2% with a gross margin rise to 25.3%, indicating resilience amid challenges.
- Growth Drivers: The company achieved its seventh consecutive quarter of volume growth in Texture and Healthful Solutions, up 4%, driven by strong demand for clean label ingredients, particularly in the Asia Pacific and U.S./Canada markets.
- Strategic Investments: The completion of a starch modernization project at the Indianapolis facility and the expansion of the Belcamp blending center are expected to increase revenue potential by $30 million annually, enhancing the competitiveness of customized solutions.
- Future Outlook: For 2026, net sales are anticipated to grow modestly, with adjusted EPS expected to range between $11 and $11.80, despite operational challenges at the Argo facility and rising manufacturing costs.
See More
Ingredion Q4 Earnings Miss Expectations with Lower Revenue
- Earnings Performance: Ingredion reported a Q4 non-GAAP EPS of $2.53, missing expectations by $0.08, indicating pressure on profitability that could undermine investor confidence.
- Revenue Decline: The company’s Q4 revenue of $1.76 billion, down 2.2% year-over-year, fell short of market expectations, reflecting weak demand amid macroeconomic uncertainties that negatively impacted performance.
- Cautious Future Outlook: Ingredion expects its 2026 reported and adjusted EPS to range between $11.00 and $11.80, below the consensus of $11.38, suggesting a lack of confidence in future growth that may affect stock performance.
- Potential Market Reaction Risks: Given the disappointing results, investors may adopt a cautious stance towards Ingredion's future performance, potentially leading to increased stock price volatility and impacting the company's positioning in health-focused food trends.
See More
Ingredion Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement: Ingredion (INGR) is scheduled to release its Q4 earnings on February 3rd before market open, with consensus EPS estimate at $2.61, reflecting a 0.8% year-over-year decline, and revenue estimate at $1.79 billion, down 0.6% year-over-year, indicating challenges in the current economic environment.
- Historical Performance Review: Over the past two years, Ingredion has beaten EPS estimates 88% of the time, yet has failed to surpass revenue estimates, suggesting strong profitability but difficulties in revenue growth, which may concern investors.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen three upward revisions and two downward, while revenue estimates have faced no upward revisions and four downward adjustments, reflecting a cautious market outlook on Ingredion's future performance that could impact investor confidence.
- Market Reaction: Following the Q3 earnings report, Barclays downgraded Ingredion's rating, indicating market concerns about its growth potential, while Palm Valley Capital Fund purchased Ingredion shares in Q4, suggesting that some investors remain optimistic about its long-term prospects.
See More
