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Sensata Technologies Holding plc

Sensata Technologies Holding plc

NYSE•ST
CEO: Mr. Brian K. Roberts CPA
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 2010-03-11
Sensata Technologies Holding plc develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States and internationally. It operates in two segments, Performance Sensing and Sensing Solutions. The Performance Sensing segment offers pressure, temperature, and position sensors, high-voltage solutions, and other solutions used in mission-critical systems and applications, such as tire pressure monitoring, thermal management, electrical protection, regenerative braking, powertrain for engine/transmission, and exhaust management for automobiles, on-road trucks, and off-road equipment customers. The Sensing Solutions segment provides application-specific sensor and electrical protection products, such as pressure, temperature, and position sensors; motor and compressor protectors; high-voltage contactors; solid state relays; bimetal electromechanical controls; power inverters; charge controllers; battery management systems; operator controls; and power conversion systems. It serves automotive, on-road truck, construction, and original equipment manufacturers in agriculture, control, appliance, medical, energy and charging infrastructure, data/telecom, and aerospace and defense industries, as well as systems integrators, aerospace, and motor and compressor distributors. Sensata Technologies Holding plc was founded in 1916 and is headquartered in Attleboro, Massachusetts.
Contact Information
529 Pleasant Street, Attleboro, MA, 02703, United States
508-236-3800
www.sensata.com
Market Cap
$5.06B
P/E (TTM)
-195.0
43
Dividend Yield
1.4%
52W High
$36.25
52W Low
$17.32
52W Range
92%
Rank51Top 58.4%
3.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$931.98M-5.19%
4-Quarter Trend

EPS

-$1.10+547.06%
4-Quarter Trend

FCF

$128.44M+35.74%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Decline Moderates 9M 2025 Net Revenue $2.79B USD, down 7.9% reported; organic revenue decreased only 1.0% excluding disposals.
Operating Income Jumps 9M 2025 Operating Income $137.4M USD, an 81.9% increase versus $75.5M prior period, driven by cost actions.
Strong Operating Cash Flow Net cash provided by operating activities totaled $420.0M USD for nine months, up from $380.8M last year.
Goodwill Impairment Recorded Q3 2025 included $225.7M non-cash goodwill impairment charge for Dynapower unit due to revised outlook.

Risk Factors

Goodwill Impairment Risk Dynapower goodwill impairment of $225.7M recorded; remaining $4.1M goodwill may face future impairment if cash flows lag.
Internal Control Weaknesses Material weaknesses existed in internal controls as of December 31, 2024, related to personnel and reconciliation processes.
Cybersecurity Incident Impact Ransomware incident in April 2025 temporarily impacted operations, though financial results were not materially affected this quarter.
High Leverage Ratio Gross leverage ratio stands at 3.9x as of September 30, 2025, limiting future financing flexibility for highly leveraged entity.

Outlook

Debt Tender Offer Announced Cash tender offer commenced in October 2025 for up to $350M aggregate principal amount of outstanding Senior Notes.
Credit Facility Amended Revolving Credit Facility commitments reduced to $650.0M USD, maturity extended to September 2030 via Fourteenth Amendment.
Remediation Plan Execution Executing remediation plan for internal controls, including hiring new personnel and implementing global system enhancements.
Favorable Tax Legislation Adoption of One Big Beautiful Bill Act in July 2025 is expected to have favorable overall impacts on financial statements.

Peer Comparison

Revenue (TTM)

Avnet, Inc.AVT
$22.50B
-2.3%
Plexus Corp.PLXS
$4.03B
+1.8%
Sensata Technologies Holding plcST
$3.70B
-8.0%

Gross Margin (Latest Quarter)

Qualys, Inc.QLYS
83.6%
+2.4pp
Box, Inc.BOX
79.5%
-0.3pp
Novanta Inc.NOVT
44.8%
+0.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
QLYS$5.54B29.137.6%5.3%
BMI$5.45B39.221.1%0.0%
ESE$5.27B17.722.1%8.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.8%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 10, 2026
|
EPS:$0.86
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 3, 2025|
    Revenue: $931.98M-5.2%
    |
    EPS: $-1.10+547.1%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 29, 2025|
    Revenue: $942.62M-9.0%
    |
    EPS: $0.41-14.6%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $916.28M-9.0%
    |
    EPS: $0.47-7.8%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 28, 2025|
    Revenue: $3.94B-3.3%
    |
    EPS: $0.85+3407.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 4, 2024|
    Revenue: $983.03M-2.2%
    |
    EPS: $-0.17-141.5%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 29, 2024|
    Revenue: $1.04B-2.8%
    |
    EPS: $0.48+50.0%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: Apr 29, 2024|
    Revenue: $1.01B+0.2%
    |
    EPS: $0.51-10.5%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $4.07B-0.1%
    |
    EPS: $-0.03-101.3%
    Miss