Sensata Technologies (NYSE:ST) Announces Earnings Results, Beats Estimates By $0.05 EPS

Sensata Technologies (NYSE:ST) announced its earnings results on Wednesday. The scientific and technical instruments company reported $0.98 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.05, Zacks reports. The company had revenue of $990.60 million for the quarter, compared to analysts’ expectations of $970.39 million. Sensata Technologies had a return on equity of 18.97% and a net margin of 2.37%.Sensata Technologies’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same period last year, the firm earned $0.87 EPS. Sensata Technologies updated its Q3 2026 guidance to 0.930-0.970 EPS.

Here are the key takeaways from Sensata Technologies’ conference call:

• Positive Sentiment: Sensata reported strong Q2 results, with revenue up 5% to $991 million, organic growth of 4.4%, adjusted operating margin expanding 50 basis points to 19.5%, and adjusted EPS rising 12.6% to $0.98.
• Positive Sentiment: Free cash flow increased 61% year over year to $186 million, enabling $406 million of debt retirement and reducing net leverage to 2.4x adjusted EBITDA—two quarters ahead of its target to fall below 2.5x in 2026.
• Positive Sentiment: All three segments delivered organic growth, led by 10.9% growth in Aerospace, Defense and Commercial Equipment and automotive outgrowth of global production. Sensata also cited accelerating opportunities in India, HVAC leak detection, and data centers, including five hyperscaler platform concept wins year to date.
• Neutral Sentiment: Management expects Q3 revenue of $957 million to $987 million and adjusted EPS of $0.93 to $0.97, reflecting typical automotive seasonality and approximately $10 million of tariff costs; the outlook does not include potential tariff refunds.
• Negative Sentiment: Industrials operating margin fell 100 basis points to 27.1% as Sensata invested approximately $1.5 million more year over year in data-center growth initiatives, while China automotive production mix remained challenging and the company did not outgrow the Chinese market in Q2.

Sensata Technologies Price Performance

ST traded down $1.07 during trading on Friday, hitting $46.92. 661,512 shares of the company traded hands, compared to its average volume of 2,020,765. The company has a market cap of $6.82 billion, a PE ratio of 78.28, a P/E/G ratio of 1.32 and a beta of 1.27. The stock’s 50-day simple moving average is $47.93 and its two-hundred day simple moving average is $41.37. Sensata Technologies has a 1 year low of $28.16 and a 1 year high of $53.89. The company has a current ratio of 2.75, a quick ratio of 1.95 and a debt-to-equity ratio of 1.00.

Sensata Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Investors of record on Wednesday, August 12th will be paid a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, August 12th. Sensata Technologies’s dividend payout ratio (DPR) is presently 154.84%.

Insider Buying and Selling

In other Sensata Technologies news, EVP David K. Stott sold 6,335 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $47.40, for a total value of $300,279.00. Following the sale, the executive vice president owned 39,687 shares in the company, valued at $1,881,163.80. The trade was a 13.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.65% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Sensata Technologies

Several large investors have recently made changes to their positions in the company. Janus Henderson Group PLC boosted its stake in Sensata Technologies by 2.3% during the fourth quarter. Janus Henderson Group PLC now owns 10,289,698 shares of the scientific and technical instruments company’s stock valued at $342,544,000 after buying an additional 230,113 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Sensata Technologies by 3.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 7,266,103 shares of the scientific and technical instruments company’s stock worth $241,884,000 after acquiring an additional 242,865 shares in the last quarter. Woodline Partners LP raised its holdings in shares of Sensata Technologies by 165.4% during the 3rd quarter. Woodline Partners LP now owns 4,975,745 shares of the scientific and technical instruments company’s stock worth $152,009,000 after acquiring an additional 3,100,927 shares in the last quarter. Barrow Hanley Mewhinney & Strauss LLC boosted its position in shares of Sensata Technologies by 28.7% during the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 4,313,603 shares of the scientific and technical instruments company’s stock valued at $143,600,000 after acquiring an additional 961,457 shares during the last quarter. Finally, Boston Partners grew its holdings in shares of Sensata Technologies by 1.1% in the third quarter. Boston Partners now owns 2,824,838 shares of the scientific and technical instruments company’s stock valued at $86,606,000 after purchasing an additional 29,664 shares in the last quarter. 99.42% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ST. Oppenheimer raised their price objective on Sensata Technologies from $55.00 to $58.00 and gave the stock an “outperform” rating in a research note on Friday. Weiss Ratings raised shares of Sensata Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, June 30th. Bank of America lifted their price target on shares of Sensata Technologies from $46.00 to $48.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. UBS Group reiterated a “buy” rating and issued a $57.00 price target on shares of Sensata Technologies in a research report on Tuesday, June 2nd. Finally, Truist Financial upgraded shares of Sensata Technologies from a “hold” rating to a “buy” rating and raised their price objective for the company from $43.00 to $58.00 in a research report on Wednesday, May 13th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $48.90.

Sensata Technologies Company Profile

Sensata Technologies Holdings N.V. is a global industrial technology company specializing in the design, development and manufacture of sensors and electrical protection solutions. The company’s product portfolio includes pressure, temperature, position, speed, current and magnetic sensors, as well as circuit breakers and other protection devices. Sensata’s offerings serve a wide array of end markets, with a particularly strong presence in automotive original equipment manufacturers (OEMs), industrial automation, heating, ventilation and air conditioning (HVAC), commercial aerospace and renewable energy sectors.

Headquartered in Attleboro, Massachusetts, Sensata operates a network of manufacturing and engineering facilities across North America, Europe, Asia Pacific and Latin America.