Costa Dasolis's questions to Sensata Technologies Holding PLC (ST) leadership • Q1 2025
Question
Costa Dasolis asked about remaining levers for free cash flow improvement and how Sensata's manufacturing footprint compares to competitors, particularly regarding USMCA compliance.
Answer
CEO Stephan Von Schuckmann and CFO Brian Roberts emphasized that free cash flow improvement is a continuous process with significant opportunity remaining in inventory management. Mr. Von Schuckmann described the manufacturing footprint as competitive and noted the key opportunity is not the footprint itself, but improving productivity within each facility by benchmarking against best-in-class peers.