Sensata Technologies Holding plc is a global industrial technology company specializing in the development, manufacturing, and sale of sensors, sensor-rich solutions, and electrical protection components. The company provides mission-critical products that enhance efficiency, safety, and performance across various industries, including automotive, industrial, aerospace, and renewable energy. Sensata is a leader in electrification and decarbonization technologies, offering innovative solutions to meet the evolving needs of its customers.
- Performance Sensing - Develops and supplies sensors that measure physical parameters such as pressure, temperature, and position, enabling critical functionality in automotive and heavy vehicle systems.
- Sensing Solutions - Offers a diverse range of sensor-rich solutions, electrical protection components, and systems for industrial, aerospace, and renewable energy applications. Includes products like switches, fuses, battery management systems, and power conversion systems.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Brian K. Roberts Executive | Executive Vice President and Chief Financial Officer | Board Member and Audit Committee Chair at ViewRay, Inc. | Brian Roberts is the CFO of Sensata Technologies, overseeing global financial activities. He joined Sensata in November 2023. | |
George Verras Executive | Executive Vice President and Chief Technology Officer | None | George Verras is the CTO of Sensata Technologies, focusing on technology and innovation strategies. He joined Sensata's predecessor in 1994. | |
Lynne J. Caljouw Executive | Executive Vice President and Chief Administrative Officer | None | Lynne Caljouw leads the Human Resources, Communications, and Legal functions at Sensata Technologies, having joined the company in 2014. | |
Martha N. Sullivan Executive | Interim President and Chief Executive Officer | Board Member at Avery Dennison Corporation; Co-Chair of Our Sisters’ School | Martha Sullivan is the Interim President and CEO of Sensata Technologies, having served in various leadership roles since 2006, including CEO from 2013 to 2020. | |
Stephan von Schuckmann Executive | Chief Executive Officer | None | Stephan von Schuckmann is the CEO of Sensata Technologies, appointed on January 1, 2025. He has over 20 years of leadership experience in the automotive and industrial technology sectors. | |
Andrew C. Teich Board | Chairman of the Board | Lead Independent Director at Resideo Technologies | Andrew C. Teich has been the Chairman of the Board at Sensata Technologies since July 2019, with a background in technology company acquisitions and patents. | |
Constance E. Skidmore Board | Independent Director | Director at Comfort Systems USA, Inc.; Board Member at V Foundation for Cancer Research, Viz Kinect | Constance Skidmore has been an Independent Director at Sensata Technologies since 2017, with over 30 years of experience in accounting and finance. | |
Daniel L. Black Board | Independent Director | Managing Partner at The Wicks Group; Trustee at Advent Convertible Securities Fund | Daniel Black has been an Independent Director at Sensata Technologies since 2021, with a background in private equity and venture capital. | |
John P. Absmeier Board | Independent Director | CTO and Director at Woven by Toyota; Director at Voltaiq; Board Member at California Mobility Center | John Absmeier has been an Independent Director at Sensata Technologies since 2019, with expertise in the autonomous vehicle market. | |
Jugal Vijayvargiya Board | Board Member | Director at Materion Corporation | Jugal Vijayvargiya is a Board Member at Sensata Technologies, appointed in 2023. He is also the President and CEO of Materion Corporation. | |
Lorraine A. Bolsinger Board | Independent Director | None | Lorraine Bolsinger has been an Independent Director at Sensata Technologies since 2020, with extensive experience from her career at GE. | |
Phillip Eyler Board | Board Member | None | Phillip Eyler is a Board Member at Sensata Technologies, appointed in 2024. He is also the CEO of Gentherm, Inc.. | |
Stephen M. Zide Board | Director | None | Stephen Zide has been a Director at Sensata Technologies since 2010, with expertise in M&A and corporate governance. | |
Steven A. Sonnenberg Board | Independent Director | Director at Steel Dynamics, Inc.; Director at Tennant Company; Trustee at Dunwoody College of Technology | Steven Sonnenberg has been an Independent Director at Sensata Technologies since 2020, with a background in senior leadership at Emerson Electric. |
- Can you elaborate on the specific operational improvements you're implementing to achieve the anticipated margin expansion, and how much of that improvement is driven by cost efficiencies versus expected revenue growth?
- Given the exit of approximately $370 million in annual revenue through divestitures and product pruning, how do you plan to return Sensata to growth, and what specific strategies will you employ to offset this revenue loss?
- With the slowdown in EV adoption in North America and Europe and your strong incumbency in ICE platforms, how do you plan to balance growth between ICE and EV markets, and when can we expect meaningful contributions from your electrification offerings?
- Considering the 8% year-over-year decrease in Sensing Solutions revenue and ongoing weakness in industrial end markets, what are your plans to revitalize growth in this segment, and what is the expected timeline for a turnaround?
- Can you provide more details on the potential impact of recently announced tariffs on your business, especially given that 70% of your North American manufacturing is done in Mexico, and what contingency plans are in place to mitigate these risks?
Research analysts who have asked questions during Sensata Technologies Holding earnings calls.
Christopher Glynn
Oppenheimer & Co. Inc.
4 questions for ST
Joseph Giordano
TD Cowen
4 questions for ST
Mark Delaney
The Goldman Sachs Group, Inc.
4 questions for ST
Samik Chatterjee
JPMorgan Chase & Co.
4 questions for ST
Joseph Spak
UBS Group AG
3 questions for ST
Luke Junk
Robert W. Baird & Co.
3 questions for ST
Shreyas Patil
Wolfe Research, LLC
3 questions for ST
Guy Hardwick
Freedom Capital Markets
2 questions for ST
Wamsi Mohan
Bank of America Merrill Lynch
2 questions for ST
William Stein
Truist Securities
2 questions for ST
Amit Daryanani
Evercore
1 question for ST
Costa Dasolis
Wells Fargo
1 question for ST
Kosta Tasoulis
Wells Fargo Securities
1 question for ST
Robert Jamieson
Vertical Research Partners
1 question for ST
Steven Fox
Fox Research
1 question for ST
Zachary Walljasper
UBS
1 question for ST
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Dynapower Company, LLC | 2022 | Completed acquisition by Sensata Technologies for an aggregate cash purchase price of $580 million on July 12, 2022; it strategically enhances Sensata’s Clean Energy Solutions through advanced power conversion capabilities, expected to generate over $100 million in annual revenue and around 20% EBITDA margins. |
Elastic M2M | 2022 | Completed acquisition on February 11, 2022 for approximately $51.2–51.6 million in cash with additional post-closing incentive compensation potential of up to $30 million; the deal bolsters Sensata’s cloud-based IoT Insights initiative by integrating connected intelligence for operational assets and enhancing its Performance Sensing portfolio. |
Recent press releases and 8-K filings for ST.
- 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.
- 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.
- Brian Roberts resigns as CFO effective May 15, 2025, with a transition period until May 31, 2025 to ensure an orderly exit.
- Andrew Lynch is appointed Interim CFO effective May 16, 2025, bringing nearly 16 years of company experience and maintaining his existing compensation arrangements.
- Reported $911.3 million in revenue for Q1 2025, reflecting a 9.5% decline compared to Q1 2024 .
- Delivered strong adjusted performance with adjusted operating income of $166.5 million and adjusted EPS of $0.78 .
- GAAP measures showed a decrease with operating income of $122.2 million (13.4% of revenue) and EPS of $0.47, with adjusted figures also trending lower than last year .
- Generated solid cash flow with Q1 free cash flow of $87 million at a 74% conversion rate, up 26 percentage points year-over-year .
- Enhanced shareholder returns through $101 million in share repurchases and a $18 million dividend .
- Q2 guidance projects revenue of $910–$940 million and adjusted EPS of $0.80–$0.86, factoring in expected tariff recovery and sequential revenue increases with margins returning to around 19% .