Inferra AI / Company / ST
Sensata Technologies Holding Plc
ST · Industrials
Last earnings Oct 27, 2026
Key results
Revenuequarter
$917.9 million
Revenue Revenue was $917.9 million, an increase of $10.2 million, or 1.1%, compared to $907.7 million in the fourth quarter of 2024.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
On an organic basis, revenue increased $31.8 million or 3.5% compared to the fourth quarter of 2024, which primarily reflected previously disclosed divestitures and product lifecycle management actions.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Operating incomequarter
$100.1 million
Operating Income Operating income was $100.1 million, or 10.9% of revenue, an increase of $26.4 million compared to operating income of $73.8 million, or 8.1% of revenue, in the fourth quarter of 2024.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Adjusted operating incomequarter
$179.7 million
Adjusted operating income was $179.7 million, or 19.6% of revenue, an increase of $4.8 million, or 2.7%, compared to adjusted operating income of $174.9 million, or 19.3% of revenue, in the fourth quarter of 2024.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Tariff pass-through revenue of approximately $14.8 million was approximately 30 basis points dilutive to adjusted operating income margin in the fourth quarter of 2025.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
EPSquarter
$0.43
Earnings per share Earnings per share was $0.43, an increase of $0.39 compared to earnings per share of $0.04 in the fourth quarter of 2024.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Adjusted earnings per share was $0.88, an increase of $0.14, or 18.9%, compared to adjusted earnings per share of $0.74 in the fourth quarter of 2024.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Free cash flowquarter
$151.8 million
Free cash flow was $151.8 million in the fourth quarter of 2025, representing a free cash flow conversion rate of 117%.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
AI analysis
Q4 2025 · reported Feb 19, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Headline figures
| Metric | Q4 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $917.9 million | — | $907.7 million |
| Operating income | $100.1 million | — | — |
| Adjusted operating income | $179.7 million | — | — |
| EPS | $0.43 | — | — |
| Free cash flow | $151.8 million | — | — |
Guidance · company-stated
“of $0.81 to $0.85”
“$917”
“$168”
“18.4 %”
“$118”
Guidance stated in the release's Business Outlook table for the first quarter of 2026; no direction stated — figures as stated in the table.
Cash flow & capex
Capital allocation
In the quarter, Sensata returned approximately $17.5 million to shareholders in quarterly dividends of $0.12 per share paid on November 26, 2025.
Event summary
With our Q4 and Full Year 2025 results, I am pleased to report that we delivered on our objectives for the first year of our transformation journey
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
adjusted EPS: “adjusted EPS of $0.81 to $0.85”
Revenue: “Revenue $917”
Operating Income: “Operating Income $168”
Operating Margin: “Operating Margin 18.4 %”
Adjusted Net Income: “Adjusted Net Income $118”
adjusted EPS (“the first quarter of 2026”)
“adjusted EPS of $0.81 to $0.85”
Revenue (“the first quarter of 2026”)
“Revenue $917”
Operating Income (“the first quarter of 2026”)
“Operating Income $168”
Operating Margin (“the first quarter of 2026”)
“Operating Margin 18.4 %”
Adjusted Net Income (“the first quarter of 2026”)
“Adjusted Net Income $118”
Guidance stated in the release's Business Outlook table for the first quarter of 2026; no direction stated — figures as stated in the table.
Capital allocation
In the quarter, Sensata returned approximately $17.5 million to shareholders in quarterly dividends of $0.12 per share paid on November 26, 2025.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
For the twelve months ended December 31, 2025, Sensata returned approximately $191.0 million to shareholders including $70.4 million through its quarterly dividend, and $120.6 million of repurchased shares.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
The non-GAAP financial measures referenced by Sensata in this release include adjusted net income, adjusted earnings per share ( EPS ), adjusted operating income, adjusted operating margin, free cash flow, organic revenue growth, market outgrowth, adjusted corporate and other expenses, adjusted earnings before interest, taxes, depreciation and amortization ( EBITDA ), net debt, and gross and net leverage ratio.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
We believe free cash flow is useful to management and investors as a measure of cash generated by business operations that will be used to repay scheduled debt maturities and can be used to, among other things, fund acquisitions, repurchase ordinary shares, or accelerate the repayment of debt obligations.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Gross leverage ratio is defined as gross debt (total debt and finance lease obligations) divided by last twelve months ( LTM ) adjusted EBITDA.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Net debt is defined as total debt, finance lease, and other financing obligations less cash and cash equivalents.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Strategy & priorities
We use these non-GAAP financial measures internally to make operating and strategic decisions, including the preparation of our annual operating plan, evaluation of our overall business performance, and as a factor in determining compensation for certain employees.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Forward-looking statements involve, among other things, expectations, projections, and assumptions about future financial and operating results, objectives, business and market outlook, trends, priorities, growth, shareholder value, capital expenditures, cash flows, demand for products and services, share repurchases, and Sensata s strategic initiatives, including 5 those relating to acquisitions and dispositions and the impact of such transactions on our strategic and operational plans and financial results.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
During the fourth quarter of 2025, we realigned our business as a result of organizational changes that better allocate our resources to support changes to our business strategy.
SEC original ↗Sensata Technologies Holding Plc — 10-Q Quarterly report10-QJul 29, 2026
The amendments included in the five matters addressed in this ASU are intended to better reflect those strategies in financial reporting by enabling entities to achieve and maintain hedge accounting for highly effective economic hedges of forecasted transactions.
SEC original ↗Sensata Technologies Holding Plc — 10-Q Quarterly report10-QJul 29, 2026
The Transformation Plan, consisting of leadership transitions, involuntary reductions-in-force, site closures, and other cost-savings initiatives, was commenced to competitively reposition ourselves to capture growth from evolving market conditions.
SEC original ↗Sensata Technologies Holding Plc — 10-Q Quarterly report10-QJul 29, 2026
Risks & headwinds
Tariff pass-through revenue of approximately $14.8 million was approximately 30 basis points dilutive to adjusted operating income margin in the fourth quarter of 2025.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Tariff pass-through revenue of approximately $40.8 million was approximately 20 basis points dilutive to adjusted operating income margin in the full year of 2025.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Guidance For the first quarter of 2026, Sensata expects revenue of $917 to $937 million, inclusive of recovery of tariff costs, and adjusted EPS of $0.81 to $0.85.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Operating Margin 18.4 % - 18.6 % 18.3 % 10 - 30 bps Adjusted Net Income $118 - $125 $117 1 % - 7 % Adjusted EPS $0.81 - $0.85 $0.78 4 % - 9 % Revenue includes approximately $12 million related to expected tariff recovery from customers.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Adjusted Operating Income, Adjusted Net Income, and Adjusted EPS are not expected to be impacted by tariffs, as $12 million of expected tariff revenue would be offset by $12 million in expected related tariff expense.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Adjusted Operating Margin, excluding the dilutive impact of tariff revenue and related expense, is expected to be in the range of 18.6% - 18.8%.
SEC original ↗Sensata Technologies Holding Plc — Earnings release (8-K exhibit)EX-99Feb 19, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documentsEarnings releases
12 documentsPresentations
0 documentsNo presentations for Sensata Technologies Holding Plc are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Sensata Technologies Holding Plc are held in this edition of the library.
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