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

Sensata Technologies (NYSE:ST) released its earnings results on Wednesday. The scientific and technical instruments company reported $0.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.05, Zacks reports. The firm had revenue of $990.60 million for the quarter, compared to the consensus estimate of $970.39 million. Sensata Technologies had a return on equity of 18.23% and a net margin of 1.28%.The firm’s revenue was up 5.0% on a year-over-year basis. During the same period in the prior 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 Stock Performance

Shares of NYSE ST traded up $1.68 during trading on Thursday, reaching $47.68. 814,204 shares of the company traded hands, compared to its average volume of 2,008,176. The stock has a market cap of $6.93 billion, a P/E ratio of 153.79, a PEG ratio of 1.34 and a beta of 1.27. The firm’s fifty day simple moving average is $47.92 and its 200 day simple moving average is $41.29. 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 has a 12-month low of $28.16 and a 12-month high of $53.89.

Sensata Technologies Announces Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ST. The Goldman Sachs Group increased their price objective on Sensata Technologies from $48.00 to $60.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. UBS Group restated a “buy” rating and issued a $57.00 price objective on shares of Sensata Technologies in a research note on Tuesday, June 2nd. Oppenheimer lifted their target price on Sensata Technologies from $50.00 to $55.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Wall Street Zen lowered Sensata Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Truist Financial upgraded shares of Sensata Technologies from a “hold” rating to a “buy” rating and increased their price target for the stock from $43.00 to $58.00 in a report on Wednesday, May 13th. Four investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $48.60.

Insider Activity at Sensata Technologies

In related news, EVP David K. Stott sold 6,335 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $47.40, for a total transaction of $300,279.00. Following the sale, the executive vice president directly owned 39,687 shares of the company’s stock, valued at $1,881,163.80. This trade represents a 13.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.65% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Woodline Partners LP grew its stake 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 purchasing an additional 3,100,927 shares during the period. Barrow Hanley Mewhinney & Strauss LLC lifted its stake in shares of Sensata Technologies by 28.7% in 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 purchasing an additional 961,457 shares during the period. First Trust Advisors LP acquired a new position in shares of Sensata Technologies in the 2nd quarter valued at $21,786,000. Balyasny Asset Management L.P. boosted its holdings in Sensata Technologies by 215.9% during the second quarter. Balyasny Asset Management L.P. now owns 821,001 shares of the scientific and technical instruments company’s stock worth $24,720,000 after buying an additional 561,083 shares in the last quarter. Finally, Sei Investments Co. boosted its holdings in Sensata Technologies by 61.5% during the second quarter. Sei Investments Co. now owns 1,241,264 shares of the scientific and technical instruments company’s stock worth $37,372,000 after buying an additional 472,617 shares in the last quarter. 99.42% of the stock is owned by institutional investors and hedge funds.

Sensata Technologies News Roundup

Here are the key news stories impacting Sensata Technologies this week:

• Positive Sentiment: Sensata reported second-quarter adjusted earnings of $0.98 per share, above the $0.93 consensus estimate and up from $0.87 a year earlier. Revenue rose 5% year over year to $990.6 million, exceeding expectations of approximately $970.4 million. Sensata Technologies Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management said inventory levels are improving, a potentially favorable sign for customer demand and production efficiency. The earnings call also outlined a potential 1.5- to 2.5-times expansion in Sensata’s serviceable addressable market for data-center applications, strengthening the company’s longer-term growth narrative. Sensata expects Q3 2026 EPS guidance and data-center market expansion
• Neutral Sentiment: For the third quarter, Sensata projected adjusted EPS of $0.93-$0.97, broadly in line with the $0.95 consensus estimate. The company expects revenue of $957 million-$987 million, which brackets but is slightly below the $969.8 million analyst estimate at the midpoint. Sensata Technologies Q2 2026 Earnings Call Transcript
• Negative Sentiment: The quarterly earnings beat was accompanied by a relatively cautious near-term revenue outlook, with the guidance midpoint below analysts’ expectations. That could limit additional upside if demand does not accelerate beyond the company’s current projections. Sensata Tops Q2 Earnings and Revenue Estimates

About Sensata Technologies

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.