Sensata Technologies Holding plc is a global enterprise specializing in the design, production, and distribution of sensing devices, integrated sensor solutions, control ...
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Est. EPS $0.96 · Revenue $974.53M · 7 analysts
Est. EPS $0.97 · Revenue $971.88M · 6 analysts
Est. EPS $3.76 · Revenue $3.87B · 7 analysts
Est. EPS $0.93 · Revenue $970.15M · 2 analysts
$0.48 per share
$0.48 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.7B | -5.9% | +6.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $31.3M | -75.6% | +17.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +27.1% | +7.8% | -0.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +13.9% | +27.7% | +10.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +0.8% | -74.1% | +10.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $490.3M | +24.8% | +78.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +13.2% | +32.5% | +68.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 104.9% | -6.9% | -17.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.57x | -9.7% | -16.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $6.8B | -5.5% | -3.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.21 vs 3.41 | -93.8% | 0.70 vs 0.96 | -26.8% |
| Revenue Surprise | $3.7B vs $3.7B | +0.2% | $990.6M vs $974.5M | +1.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
