ST · Sensata Technologies Holding plc
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Sensata delivered Q2 revenue of $990.6M (+5.0% YoY, +4.4% organic) with adjusted EPS of $0.98 (+12.6% YoY), exceeding the high end of guidance by $0.03, while net leverage fell to 2.4x two quarters ahead of target after retiring $406M of debt; Q3 guidance of $0.93-$0.97 adjusted EPS includes approximately $10M of tariff costs/pass-through.
- + Q2 adjusted EPS of $0.98 beat the high end of guidance by $0.03 and grew 12.6% YoY
- + Q2 free cash flow of $186.4M rose 61.4% YoY with year-to-date conversion of 108%
- + Aerospace, Defense & Commercial Equipment segment delivered second consecutive quarter of double-digit growth (+11.5% YoY, +10.9% organic) with operating margin up 340 bps
- + Data center business secured five hyperscaler platform concept wins YTD with $1.5-2.5x SAM expansion expected per megawatt
- − Industrial segment operating margin contracted 100 bps YoY (27.1% vs 28.1%) due to reinvestment in data center growth
- − Q3 guidance includes approximately $10M of tariff costs and associated pass-through revenues, excluding any IEFA tariff refunds
- − China auto business did not outgrow the market this quarter amid softening domestic demand and shifting OEM share
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Scientific & Technical Instruments — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ST
this stock
Sensata Technologies Holding plc
|
$6.11B | +26.0% | -5.8% | 67.7 | 4.3% |
|
KEYS
Keysight Technologies, Inc.
|
$57.03B | +64.9% | +8.0% | 45.9 | 1.7% |
|
COHR
Coherent Corp.
|
$56.47B | +71.9% | +19.2% | 70.0 | 5.5% |
|
GRMN
Garmin Ltd
|
$53.10B | +35.1% | +15.1% | 30.7 | 1.6% |
|
TDY
Teledyne Technologies Inc
|
$27.97B | +18.2% | -4.6% | 29.2 | 2.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ST | -3.9% | +0.1% | +20.6% | +2.2% | +26.0% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -3.5% | +0.2% | +0.5% | +2.9% | +14.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.