Ashley (for Wamsi Mohan)'s questions to Sensata Technologies Holding PLC (ST) leadership • Q2 2025
Question
An analyst from Bank of America asked if Sensata observed any pull-forward of customer demand that may have impacted Q2 results, particularly within the automotive sector.
Answer
CFO Andrew Lynch stated there was no pull-forward of demand. He explained that while OEMs consumed inventory early in the quarter due to USMCA compliance ramp-ups, they replenished it later, resulting in a normal quarter. He added that the Q3 order book is solid and channel partners are not indicating any pull-ahead activity.