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
6 questions for ST
Also covers: ABLZF, AME, APH +21 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
6 questions for ST
Also covers: APH, APTV, AUR +22 more
Luke Junk
Robert W. Baird & Co.
5 questions for ST
Also covers: ALSN, APH, BB +10 more
Shreyas Patil
Wolfe Research, LLC
5 questions for ST
Also covers: APTV, MBLY, MGA +3 more
Christopher Glynn
Oppenheimer & Co. Inc.
4 questions for ST
Also covers: AIT, AME, AYI +15 more
GH
Guy Hardwick
Freedom Capital Markets
4 questions for ST
Also covers: APH, MANH, PI +6 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
4 questions for ST
Also covers: AAPL, ANET, APH +32 more
William Stein
Truist Securities
4 questions for ST
Also covers: ADI, APH, ARW +14 more
JS
Joseph Spak
UBS Group AG
3 questions for ST
Also covers: ADNT, APH, APTV +16 more
Kosta Tasoulis
Wells Fargo Securities
3 questions for ST
AN
Ashley Nguyen
Bank of America
2 questions for ST
JS
Joe Spak
UBS Group AG
2 questions for ST
Also covers: APH, APTV, DAN +3 more
RJ
Rob Jamieson
TD Cowen
2 questions for ST
Also covers: IEX, KEYS, ZBRA
WM
Wamsi Mohan
Bank of America Merrill Lynch
2 questions for ST
Also covers: AAPL, APH, AVT +13 more
Amit Daryanani
Evercore
1 question for ST
Also covers: AAPL, AKAM, ANET +22 more
CD
Costa Dasolis
Wells Fargo
1 question for ST
M
MP
JPMorgan Chase & Co.
1 question for ST
Also covers: SMCI
Robert Jamieson
Vertical Research Partners
1 question for ST
Also covers: AME, BDC, KEYS +4 more
SF
Steven Fox
Fox Research
1 question for ST
Also covers: AMKR, APH, BDC +23 more
ZW
Zachary Walljasper
UBS
1 question for ST
Also covers: CARG
Recent press releases and 8-K filings for ST.
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
Sensata Technologies Reports Q3 2025 Results, Announces Debt Tender Offer, and Records Impairment Charge
ST
Earnings
Debt Issuance
Guidance Update
- Sensata Technologies reported Q3 2025 revenue of $932 million, a 5.2% year-over-year decrease, though organic revenue grew approximately 3%. Adjusted EPS was $0.89, and adjusted operating margins reached 19.3%.
- The company demonstrated strong financial performance with $136 million in free cash flow, achieving a 105% conversion rate of adjusted net income, and reduced net leverage to 2.9 times trailing 12 months Adjusted EBITDA.
- Sensata initiated cash tender offers to purchase $350 million of its long-term debt, supported by a robust cash balance of $791 million as of September 30.
- A non-cash goodwill impairment charge of approximately $226 million was recorded in Q3 2025, primarily related to the Dynapower business due to shifts in clean energy policy.
- For Q4 2025, the company provided guidance expecting revenue between $890 million and $920 million and adjusted EPS between $0.83 and $0.87.
Oct 28, 2025, 9:00 PM
Sensata Technologies Reports Strong Q3 2025 Results and Initiates Debt Tender Offers
ST
Earnings
Guidance Update
Debt Issuance
- Sensata Technologies reported strong Q3 2025 results, meeting or exceeding guidance, with adjusted operating margins and adjusted EPS expanding sequentially despite seasonally lower revenues.
- The company is focused on rapid deleveraging, commencing cash tender offers to purchase $350 million of long-term debt after achieving over 100% free cash flow conversion in Q3.
- A non-cash goodwill impairment charge was recorded in Q3 2025 for the DynaPower business due to a reevaluation following shifts in clean energy policy and an anticipated slowdown in the clean energy sector.
- For Q4 2025, Sensata expects revenue between $890 million and $920 million, adjusted operating income of $172 million to $179 million, and adjusted earnings per share of $0.83 to $0.87.
- New executive appointments, including a Chief Operations Officer and Chief Growth and Transformation Officer, were announced, alongside progress in product innovations like tire burst detection and high-efficiency EV contactors.
Oct 28, 2025, 9:00 PM
Sensata Technologies Reports Strong Q3 2025 Results, Initiates Debt Tender Offer, and Provides Q4 2025 Guidance
ST
Earnings
Guidance Update
Debt Issuance
- Sensata Technologies reported strong Q3 2025 financial results, with revenue of $932 million, adjusted EPS of $0.89, and free cash flow of $136 million.
- The company initiated a cash tender offer to purchase $350 million of its long-term debt, reducing net leverage to 2.9 times trailing 12 months adjusted EBITDA.
- A non-cash goodwill impairment charge of approximately $226 million was recorded in Q3 2025, primarily related to the DynaPower business due to changes in clean energy policy.
- Sensata provided Q4 2025 guidance, expecting revenue between $890 million and $920 million and adjusted EPS between $0.83 and $0.87.
- Key leadership appointments were announced, including Nicholas Bardot as Chief Operations Officer and Patrick Hertzke as Chief Growth and Transformation Officer.
Oct 28, 2025, 9:00 PM
Sensata Technologies Reports Q3 2025 Results, Issues Q4 Guidance, and Announces Tender Offers
ST
Earnings
Guidance Update
Debt Issuance
- Sensata Technologies reported Q3 2025 revenue of $932.0 million, a 5.2% decrease year-over-year, with organic revenue increasing 3.1%. The company recorded a loss per share of $1.12, while adjusted earnings per share remained flat at $0.89 compared to Q3 2024.
- The Q3 2025 operating loss included $259 million in charges, primarily a $225.7 million non-cash goodwill impairment related to the Dynapower business, driven by changes in clean energy policy and emissions regulations impacting electrification technology demand.
- For Q4 2025, Sensata expects revenue between $890 million and $920 million and adjusted EPS between $0.83 and $0.87.
- Sensata's subsidiaries commenced cash tender offers to purchase up to $350 million of outstanding senior notes, with an expiration date of November 26, 2025.
Oct 28, 2025, 8:14 PM
Sensata Technologies Subsidiaries Announce Cash Tender Offers for Senior Notes
ST
Debt Issuance
- Sensata Technologies Holding plc's indirect, wholly owned subsidiaries, Sensata Technologies B.V. and Sensata Technologies, Inc., have commenced cash tender offers for certain senior notes.
- The total cash consideration payable for the tender offers is up to $350,000,000.
- The tender offers include 4.000% Senior Notes due 2029, 5.875% Senior Notes due 2030, and 4.375% Senior Notes due 2030, with specific acceptance priority levels and a $300,000,000 tender cap for the 2029 Notes.
- Holders who tender their notes by the Early Tender Deadline of November 10, 2025, will receive an Early Tender Premium of $50 per $1,000 principal amount.
- The offers are set to expire on November 26, 2025, with an expected Final Settlement Date of December 1, 2025.
Oct 28, 2025, 8:10 PM
Sensata Technologies Reports Third Quarter 2025 Financial Results
ST
Earnings
Guidance Update
Share Buyback
- Sensata Technologies reported Q3 2025 revenue of $932.0 million, a 5.2% decrease compared to Q3 2024, though organic revenue increased by 3.1%.
- The company posted a Q3 2025 operating loss of $122.9 million and a loss per share of $1.12, primarily due to $259 million in charges, including a $225.7 million non-cash goodwill impairment related to the Dynapower business.
- Adjusted earnings per share for Q3 2025 was $0.89, consistent with the prior year, and free cash flow reached $136.2 million.
- For the nine months ended September 30, 2025, Sensata returned approximately $173.5 million to shareholders, including $120.6 million from share repurchases.
- The company provided Q4 2025 guidance, expecting revenue between $890 million and $920 million and adjusted EPS of $0.83 to $0.87.
Oct 28, 2025, 8:01 PM
STMicroelectronics and Tobii Begin Mass Production of Interior Sensing Technology
ST
Product Launch
New Projects/Investments
- STMicroelectronics and Tobii have commenced mass production of an advanced interior sensing system for a premium European carmaker.
- This cost-effective single-camera solution integrates Tobii's interior-sensing technology with STMicroelectronics' VD1940 image sensor, providing wide-angle, high-quality imaging in both daytime and nighttime environments.
- The system supports both Driver Monitoring System (DMS) and Occupancy Monitoring System (OMS), with STMicroelectronics rapidly expanding production capacity to meet anticipated demand.
Oct 2, 2025, 1:07 PM
Sensata Technologies Reports Strong Q2 2025 Results and Provides Q3 2025 Guidance
ST
Earnings
Guidance Update
Share Buyback
- Sensata Technologies reported strong Q2 2025 results, with revenue of approximately $943,000,000, adjusted operating income of $179,000,000 (19% margin), and adjusted earnings per share of $0.87, all exceeding guidance.
- The company generated robust free cash flow of $116,000,000 (91% conversion rate) in Q2 2025 and reduced its net leverage ratio to 3.0x trailing twelve month adjusted EBITDA. They repurchased $20,000,000 of shares in Q2, contributing to $120,000,000 in total share repurchases for the first half of 2025.
- For Q3 2025, Sensata provided guidance expecting revenue between $900,000,000 and $930,000,000, adjusted operating income of $171,000,000 to $179,000,000, and adjusted earnings per share of $0.81 to $0.87.
- The company's strategic focus includes improving operational performance, optimizing capital allocation (with continued emphasis on deleveraging), and returning to growth, targeting an organic growth rate of 2% to 4%. Key growth drivers include new business wins in the China NEV market and the HAL gas leak detection product.
- Andrew Lynch was appointed as the new Chief Financial Officer.
Jul 30, 2025, 4:55 PM
Quarterly earnings call transcripts for Sensata Technologies Holding.
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