Earnings summaries and quarterly performance for Sensata Technologies Holding.
Executive leadership at Sensata Technologies Holding.
Stephan von Schuckmann
Detailed
Chief Executive Officer
CEO
AL
Andrew Lynch
Detailed
Executive Vice President and Chief Financial Officer
BW
Brian Wilkie
Detailed
Executive Vice President, Performance Sensing, Vehicle Business Unit
DS
David Stott
Detailed
Senior Vice President, General Counsel
GV
George Verras
Detailed
Executive Vice President and Chief Technology Officer
LC
Lynne Caljouw
Detailed
Executive Vice President and Chief Human Resources Officer
Board of directors at Sensata Technologies Holding.
AT
Andrew Teich
Detailed
Chairman of the Board
CS
Constance Skidmore
Detailed
Director
DB
Daniel Black
Detailed
Director
JA
John Absmeier
Detailed
Director
JM
John Mirshekari
Detailed
Director
JV
Jugal Vijayvargiya
Detailed
Director
LB
Lorraine Bolsinger
Detailed
Director
MS
Martha Sullivan
Detailed
Director
PE
Phillip Eyler
Detailed
Director
SZ
Stephen Zide
Detailed
Director
SS
Steven Sonnenberg
Detailed
Director
Research analysts who have asked questions during Sensata Technologies Holding earnings calls.
JG
Joseph Giordano
TD Cowen
8 questions for ST
Also covers: ABLZF, AME, APH +22 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
8 questions for ST
Also covers: APH, APTV, AUR +24 more
Luke Junk
Robert W. Baird & Co.
7 questions for ST
Also covers: ALSN, APH, BB +11 more
Shreyas Patil
Wolfe Research, LLC
7 questions for ST
Also covers: APTV, MBLY, MGA +3 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
6 questions for ST
Also covers: AAPL, ANET, APH +33 more
JS
Joseph Spak
UBS Group AG
5 questions for ST
Also covers: ADNT, APH, APTV +17 more
Kosta Tasoulis
Wells Fargo Securities
5 questions for ST
Christopher Glynn
Oppenheimer & Co. Inc.
4 questions for ST
Also covers: AIT, AME, AYI +17 more
GH
Guy Hardwick
Freedom Capital Markets
4 questions for ST
Also covers: APH, CGNX, GWW +9 more
WM
Wamsi Mohan
Bank of America Merrill Lynch
4 questions for ST
Also covers: AAPL, APH, AVT +13 more
William Stein
Truist Securities
4 questions for ST
Also covers: ADI, APH, ARW +14 more
SF
Steven Fox
Fox Research
3 questions for ST
Also covers: AMKR, APH, BDC +23 more
AN
Ashley Nguyen
Bank of America
2 questions for ST
JS
Joe Spak
UBS Group AG
2 questions for ST
Also covers: ADNT, APH, APTV +12 more
Robert Jamieson
Vertical Research Partners
2 questions for ST
Also covers: AME, BDC, KEYS +4 more
RJ
Rob Jamieson
TD Cowen
2 questions for ST
Also covers: BDC, IEX, KEYS +1 more
Amit Daryanani
Evercore
1 question for ST
Also covers: AAPL, AKAM, ANET +24 more
CD
Costa Dasolis
Wells Fargo
1 question for ST
M
MP
JPMorgan Chase & Co.
1 question for ST
Also covers: SMCI
RJ
Robert Jameson
Vertical Research
1 question for ST
ZW
Zachary Walljasper
UBS
1 question for ST
Also covers: CARG, TDY
Recent press releases and 8-K filings for ST.
Sensata Technologies Reports Strong Q4 and Full-Year 2025 Results, Announces Strategic Reorganization
ST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Sensata Technologies reported Q4 2025 revenue of $918 million, an increase of 1% year-over-year, with 4% organic growth, and achieved an Adjusted Operating Margin of 19.6%, expanding by 30 basis points year-over-year. For the full year 2025, revenue was $3.70 billion, with an Adjusted Operating Margin of 19.0%.
- The company generated a record Free Cash Flow of $490 million in 2025, representing a 97% conversion rate of adjusted net income, and reduced net leverage to 2.7x trailing twelve months Adjusted EBITDA as of December 31, 2025.
- Sensata reorganized its business into three distinct operating segments: Automotive (approximately 57% of 2025 revenue), Industrials (approximately 21%), and Aerospace, Defense, and Commercial Equipment (approximately 22%), with all segments delivering year-over-year organic revenue growth in Q4 2025.
- For 2026, the company expects low single-digit year-over-year revenue growth, targets margin expansion of at least 20 basis points (maintaining a 19% margin floor), and aims for Free Cash Flow conversion in the high 80s.
Feb 19, 2026, 10:00 PM
Sensata Technologies Reports Strong Q4 2025 Results and Announces New Segment Structure
ST
Earnings
Guidance Update
New Projects/Investments
- Sensata Technologies reported Q4 2025 revenue of $918 million, an increase of approximately 1% year-over-year, driven by 4% organic growth, marking the first quarterly revenue increase since Q1 2024.
- For the full year 2025, the company achieved record free cash flow of $490 million at a 97% conversion rate, reduced net leverage to 2.7 times, and returned $191 million to shareholders.
- The company reorganized into three operating segments: Automotive (57% of 2025 revenue), Industrials (21%), and Aerospace, Defense, and Commercial Equipment (22%), with all segments delivering year-over-year organic revenue growth in Q4 2025.
- For Q1 2026, Sensata Technologies expects revenue between $917 million and $937 million and adjusted earnings per share between $0.81 and $0.85.
- Strategic growth areas include data centers, where the company is leveraging existing products and developing new ones, and A2L gas leak detection sensors, which generated $70 million in 2025 revenue.
Feb 19, 2026, 10:00 PM
Sensata Technologies Holding Reports Strong Q4 and Full Year 2025 Results, Highlights Transformation Progress
ST
Earnings
Revenue Acceleration/Inflection
Share Buyback
- Sensata Technologies Holding achieved its transformation objectives in 2025, marked by expanded adjusted operating margins each quarter and a return to year-over-year revenue growth in Q4 2025.
- For Q4 2025, the company reported $918 million in revenue with 4% organic growth and an adjusted operating margin of 19.6%. Full-year 2025 revenue was $3.7 billion with flat organic growth and an adjusted operating margin of 19.0%.
- The company significantly strengthened its balance sheet, reducing its net leverage ratio to 2.7x by year-end 2025 from 3.0x in the prior year, and generated record free cash flow of $490 million.
- Sensata returned $191 million to shareholders in 2025, comprising $121 million in share repurchases and $70 million in dividends.
Feb 19, 2026, 10:00 PM
Sensata Technologies Reports Strong Q4 2025 Results and Provides 2026 Outlook
ST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Sensata Technologies reported Q4 2025 revenue of $918 million, exceeding the midpoint of its guidance, and an adjusted operating margin of 19.6%, representing 30 basis points of year-over-year expansion. This marked the first year-over-year quarterly revenue increase since Q1 2024, with organic revenue increasing approximately 4% year-over-year.
- For the full year 2025, the company delivered record free cash flow of $490 million, a 25% increase compared to 2024, and reduced its net leverage from 3.0x to 2.7x.
- The company provided Q1 2026 revenue guidance of $917 million to $937 million and adjusted earnings per share guidance of $0.81 to $0.85.
- For the full year 2026, Sensata expects low single-digit year-over-year revenue growth and targets margin expansion of at least 20 basis points, reiterating an annual margin floor of 19%.
- Sensata completed a reorganization of its reporting segments to Automotive, Industrials, and Aerospace, Defense, and Commercial Equipment, with all segments delivering year-over-year organic revenue growth in Q4 2025.
Feb 19, 2026, 10:00 PM
Sensata Technologies Reports Q4 and Full Year 2025 Financial Results
ST
Earnings
Guidance Update
Share Buyback
- Sensata Technologies reported Q4 2025 revenue of $917.9 million, an increase of 1.1% year-over-year, with adjusted diluted EPS of $0.88, up from $0.74 in Q4 2024.
- For the full year 2025, the company achieved net cash provided by operating activities of $621.5 million and free cash flow of $490.2 million.
- CEO Stephan von Schuckmann highlighted that the company delivered on its transformation objectives, expanding margins, dramatically improving free cash flow, strengthening the balance sheet, and returning to year-over-year revenue growth in Q4 2025.
- Sensata Technologies provided Q1 2026 guidance for GAAP diluted EPS between $0.60 and $0.63 and non-GAAP diluted EPS between $0.81 and $0.85.
Feb 19, 2026, 9:11 PM
Sensata Technologies Reports Q4 and Full Year 2025 Financial Results
ST
Earnings
Guidance Update
Share Buyback
- Sensata Technologies reported Q4 2025 revenue of $917.9 million, an increase of 1.1% year-over-year, and adjusted EPS of $0.88, an 18.9% increase compared to Q4 2024. For the full year 2025, revenue was $3,704.5 million, a 5.8% decrease from 2024, with adjusted EPS of $3.42, a 0.6% decrease.
- The company generated $151.8 million in free cash flow in Q4 2025 and $490.2 million for the full year 2025. During the full year, Sensata returned approximately $191.0 million to shareholders, including $70.4 million through quarterly dividends and $120.6 million of repurchased shares.
- For Q1 2026, Sensata Technologies expects revenue to be between $917 million and $937 million and adjusted EPS to be between $0.81 and $0.85.
- CEO Stephan von Schuckmann noted that the company delivered on its transformation objectives for the first year, expanding margins sequentially, dramatically improving free cash flow, strengthening the balance sheet, and returning to year-over-year revenue growth in Q4 2025.
Feb 19, 2026, 9:05 PM
Teniz Capital Identifies Kazatomprom as Irreplaceable in Uranium Market Amid Structural Deficit
ST
- Teniz Capital Investment Banking's new market analysis, "The Uranium Renaissance," concludes that the uranium sector has entered a "long-duration structural bull market" due to insurmountable supply constraints.
- The report identifies National Atomic Company Kazatomprom (LSE: KAP) as a "systemically critical asset" that controls approximately 40% of global production and has no comparable global alternative for the next two decades.
- Teniz Capital projects that uranium prices could threefold or fourfold increase in the next few years, driven by a critical disconnect between supply and demand, with a supply deficit in the 2030s being "programmed" due to the 10-15 year development time for new deposits.
- Kazatomprom holds the industry's largest resource base and controls over 65% of global reserves suitable for In-Situ Recovery (ISR), which is the world's lowest-cost extraction method.
Jan 29, 2026, 12:34 PM
BCD Power IC Market Projected to Reach USD 6.50 Billion by 2033
ST
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- The BCD Power IC Market was valued at USD 3.70 Billion in 2025 and is projected to reach USD 6.50 Billion by 2033, growing at a CAGR of 7.34% from 2026-2033.
- Market growth is primarily driven by the increasing demand for efficient power management solutions in consumer electronics, automotive, industrial, and telecommunications industries, especially with the rapid expansion of electric vehicles (EVs) and hybrid electric vehicles (HEVs).
- In 2025, Automotive Electronics dominated the market by application with 34.97%, and Asia Pacific held the largest regional share at 36.97%.
- Leading market players mentioned include STMicroelectronics, Texas Instruments, Infineon Technologies, and NXP Semiconductors.
- Recent developments include STMicroelectronics unveiling GaNSPIN GaN-based power ICs in November 2025 and Texas Instruments introducing advanced power-management devices in March 2025.
Jan 19, 2026, 1:00 PM
STMicroelectronics Secures €1 Billion EIB Credit Line
ST
New Projects/Investments
Debt Issuance
- STMicroelectronics and the European Investment Bank (EIB) have announced a €1 billion credit line, with a €500 million financing agreement signed as the first tranche.
- This financing aims to strengthen Europe's semiconductor industry by supporting ST's investments in innovative semiconductor technologies and devices in Italy and France.
- The funds will be primarily allocated to high-volume manufacturing capabilities (60%) and research and development (40%).
- This agreement is the ninth between EIB and ST, bringing the total financing provided to approximately €4.2 billion since 1994.
Dec 11, 2025, 7:00 AM
Sensata Technologies Announces Q3 2025 Results and Q4 2025 Guidance
ST
Earnings
Guidance Update
Management Change
- Sensata Technologies exceeded expectations in Q3 2025, reporting $932 million in revenue, an adjusted operating margin of 19.3%, and adjusted EPS of $0.89.
- The company generated $136.2 million in Free Cash Flow with a 105% conversion rate and reduced its net leverage to 2.9x.
- Both reporting segments achieved year-over-year organic growth, contributing to an overall +3% organic growth for the quarter.
- For Q4 2025, Sensata Technologies provided guidance for revenue between $890 million and $920 million, and adjusted EPS between $0.83 and $0.87.
- The company announced new leadership appointments, including Nicolas Bardot as Chief Operations Officer, Patrick Hertzke as Chief Growth & Transformation Officer, and Jackie Chen as EVP, President of Sensata China.
Oct 28, 2025, 9:00 PM
Quarterly earnings call transcripts for Sensata Technologies Holding.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more