Sensata Technologies Holding plc is a global enterprise specializing in the design, production, and distribution of sensing devices, integrated sensor solutions, control ...
예상 EPS $0.96 · 매출 $974.53M · 7 명의 애널리스트
예상 EPS $0.97
예상 EPS $0.97 · 매출 $971.88M · 6 명의 애널리스트
예상 EPS $3.76 · 매출 $3.87B · 7 명의 애널리스트
$0.48 주당
$0.48 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $3.7B | -5.9% | +6.0% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $31.3M | -75.6% | +17.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +27.1% | +7.8% | -0.5% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +13.9% | +27.7% | +10.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +0.8% | -74.1% | +10.6% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $490.3M | +24.8% | +78.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +13.2% | +32.5% | +68.2% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 104.9% | -6.9% | -17.2% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 2.57x | -9.7% | -16.7% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $6.8B | -5.5% | -3.4% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 0.21 vs 3.41 | -93.8% | 0.70 vs 0.96 | -26.8% |
| 매출 서프라이즈 | $3.7B vs $3.7B | +0.2% | $990.6M vs $974.5M | +1.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Jul 21, 2026 | Lynch Andrew Charles | officer: EVP & Chief Financial Officer | Ordinary Shares, par value EUR 0.01 per share | D | 1,388 | $46.51 |
| Jul 1, 2026 | Lynch Andrew Charles | officer: EVP & Chief Financial Officer | Ordinary Shares, par value EUR 0.01 per share | A | 1,364 | — |
| Jul 1, 2026 | Lynch Andrew Charles | officer: EVP & Chief Financial Officer | Ordinary Shares, par value EUR 0.01 per share | D | 903 | $46.55 |
| Jun 12, 2026 | Caljouw Lynne J | officer: EVP, Chief HR Officer | Ordinary Shares, par value EUR 0.01 per share | D | 2,723 | $50.35 |
| Jun 9, 2026 | ZIDE STEPHEN M | director | Ordinary Shares, par value EUR 0.01 per share | A | 3,827 | — |
Operator : Good afternoon, and welcome to the Sensata Technologies Second Quarter 2026 Earnings Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Mr. James Entwistle, Senior Director of Investor Relations. Please go ahead. James Entwistle : Thank you, operator, and good afternoon, everyone. I'm James Entwistle, Senior Director of Investor Relations for Sensata, and I would like to welcome you to Sensata's Second Quarter 2026 Earnings Conference Call. Joining me on today's call are Stephan Von Schuckmann, Sensata's Chief Executive Officer; and Andrew Lynch, Sensata's Chief Financial Officer. In addition to the financial results press release we issued earlier today, we will reference a slide presentation during today's conference call. A PDF of this presentation can be downloaded from Sensata's Investor Relations website. This conference call is being recorded, and we will post a replay on our Investor Relations website shortly after today's call concludes. As we begin, I would like to reference Sensata's safe harbor statement on Slide 2. During this conference call, we will make forward-looking statements regarding future events or the financial performance of the company that involve certain risks and uncertainties. The company's actual results may differ materially from the projections described in those statements. Factors that might cause such differences include, but are not limited to, those discussed in our Forms 10-Q and 10-K as well as other filings with the SEC. We encourage you to review our GAAP financial statements in addition to today's presentation. Much of the information that we will discuss during today's call will relate to non-GAAP financial measures. Our GAAP and non-GAAP financials, including reconciliations, are included in our earnings release, in the appendices of our presentation materials and in our SEC filings. Stephan will begin today's call with comments on the overall business. Andrew will then cover our detailed results for the second quarter of 2026 and our financial outlook for the third quarter. Stephan will then return for closing remarks. After that, we will take your questions. Now I would like to turn the call over to Sensata's Chief Executive Officer, Stephan Von Schuckmann. Stephan Von Schuckmann : Thank you, James, and good afternoon, everyone. Let's begin on Slide 3, and I'll share a few highlights from the quarter. We are pleased to report exceptionally strong Q2 results with each of our key metrics exceeding expectations and demonstrating accelerating financial performance, both sequentially and year-over-year. Revenue grew 5% or 4.4% organically with organic growth in all 3 segments. Q2 is the fourth consecutive quarter of organic growth. Adjusted operating margin expanded 50 basis points year-over-year to 19.5% and adjusted earnings per share came in at $0.98, a year-over-year increase of over 12%. Free cash flow continues to …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Stephan Von Schuckmann | Chief Executive Officer & Director | USD 5,220,110 | Male | 1974 | Active |
Lynne J. Caljouw | Executive Vice President & Chief Human Resources Officer | USD 1,772,017 | Female | 1974 | Active |
Andrew Charles Lynch | Chief Financial Officer & Executive Vice President | USD 1,335,536 | Male | 1988 | Active |
Patrick Norton Hertzke | Executive VP and Chief Growth & Transformation Officer | USD 1,017,971 | Male | 1983 | Active |
Brian J. Wilkie | Executive Vice President and President of Aerospace, Defense & Commercial Equipment | USD 872,328 | Male | 1976 | Active |
James Entwistle | Senior Director of Investor Relations | — | Male | — | Active |
David K. Stott | Secretary, Executive Vice President & General Counsel | — | Male | 1983 | Active |
Nicolas Bardot | Executive Vice President & Chief Operating Officer | — | Male | 1972 | Active |
Richard W. Siedel Jr. | Vice President, Principal Accounting Officer & Chief Accounting Officer | — | Male | 1980 | Active |
Alice Martins McIntosh | Executive Vice President & President of Industrials | — | Female | 1982 | Active |
Sensata's broad Q2 beat, margin gains and stronger cash flow support its 2026 growth story, while Q3 guidance tests resilience amid softer auto output.
Sensata's broad-based growth, margin gains and stronger cash flow support the case, but heavy debt and cyclical risks may limit upside after the rally.
Arkadios Wealth Advisors purchased a new stake in Sensata Technologies Holding N.V. (NYSE: ST) during the first quarter, according to its most recent disclosure with the SEC. The firm purchased 30,103 shares of the scientific and technical instruments company's stock, valued at approximately $1,060,000. Several other institutional investors also recently bought and sold
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Sensata Technologies NYSE: ST reported second-quarter 2026 results that exceeded its expectations, with revenue, adjusted operating income and adjusted earnings per share all rising from a year earlier. Chief Executive Officer Stephan von Schuckmann said the company recorded its fourth consecutive quarter of organic growth, with growth across each of its three operating segments.
