Sensata Technologies Holding plc registered ordinary shares, warrants and units for future sales, but stated registration does not obligate it to offer securities; offering terms, proceeds and distribution methods would be specified in supplements.
ST · Sensata Technologies Holding plc
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Sensata Technologies Holding plc reported nine-month net revenue of $2,929.1 million and operating income of $482.3 million for the period ended September 30, 2026. Operating cash flow was $557.8 million and free cash flow was $489.3 million.
Sensata Technologies reported third-quarter revenue of $1,003.6 million, adjusted EPS of $1.13 and free cash flow of $198.3 million. Fourth-quarter 2026 guidance calls for revenue of $942 to $972 million and adjusted EPS of $0.95 to $0.99.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
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 SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted corporate and other expenses non-GAAP | -60.9M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Corporate and other expenses -74.8M
+13.3M Restructuring related and other
+0.7M Financing and other transaction costs
= Adjusted corporate and other expenses -60.9M
|
|||
| Adjusted EBITDA non-GAAP | 225.9M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 102.1M
+29.2M Interest expense, net
+30.3M Provision for income taxes
+33.5M Depreciation expense
+15.7M Amortization of intangible assets
+16.5M Restructuring related and other
-5.3M Financing and other transaction costs
+3.6M Other, net
= Adjusted EBITDA 225.9M
|
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| Adjusted EPS non-GAAP | $0.98 | the three months ended June 30, 2026 filing | — |
| Adjusted net income non-GAAP | 143.7M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net Income 102.1M
+15.9M Restructuring related and other
-5.2M Financing and other transaction costs
+15.7M Amortization of intangible assets
+1.1M Amortization of debt issuance costs
+2.5M Other, net
+11.5M Deferred taxes and other tax related
= Adjusted Net Income 143.7M
|
|||
| Adjusted operating income non-GAAP | 193.3M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Operating Income 165.4M
+17.5M Restructuring related and other
-5.3M Financing and other transaction costs
+15.7M Amortization of intangible assets
+0M Amortization of debt issuance costs
+0M Other, net
+0M Deferred taxes and other tax related
= Adjusted Operating Income 193.3M
|
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| Adjusted operating margin non-GAAP | 19.5% | the three months ended June 30, 2026 filing | — |
| Approximate Dollar Value of Shares that May Yet Be Purchased Under the Plan or Programs | 257.3M | quarter ended June 30, 2026 filing | — |
| Cash dividends | $17.5M | the three months ended June 30, 2026 filing | — |
| Organic revenue growth non-GAAP | 4.4% | the three months ended June 30, 2026 filing | — |
| Total Number of Shares Purchased | 166,910 | quarter ended June 30, 2026 filing | — |
| Weighted-Average Price Paid per Share | $35.87 | quarter ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$5.61B | +15.8% | -5.8% | 15.3 | 5.0% |
|
GRMN
Garmin Ltd
|
$54.54B | +39.5% | +15.1% | 27.2 | 1.6% |
|
KEYS
Keysight Technologies, Inc.
|
$50.68B | +46.5% | +8.0% | 40.8 | 1.3% |
|
COHR
Coherent Corp.
|
$42.97B | +18.2% | +19.2% | 45.2 | 5.1% |
|
TDY
Teledyne Technologies Inc
|
$29.64B | +26.0% | -4.6% | 29.5 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 27, 2026
- This year
- 16
Sensata Technologies Holding plc reported nine-month net revenue of $2,929.1 million and operating income of $482.3 million for the period ended September 30, 2026. Operating cash flow was $557.8 million and free cash flow was $489.3 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ST | -1.9% | -5.0% | -23.5% | -4.3% | +15.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -4.5% | -3.8% | -24.0% | -4.1% | +5.2% |
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.