Kosta Tasoulis's questions to Sensata Technologies Holding PLC (ST) leadership • Q2 2025
Question
Kosta Tasoulis asked newly appointed CFO Andrew Lynch about his key priorities and inquired how cost optimization efforts, such as component standardization, would impact inventory levels and working capital.
Answer
CFO Andrew Lynch stated his primary focus is enabling the CEO's transformation pillars, particularly through better analytics and rigor in capital allocation. He and CEO Stephan von Schuckmann explained that inventory reduction will be driven by both unit cost reduction and carrying less inventory through better demand planning and benchmarking.