Sensata Technologies Holding plc
- Open
- 43.05
- Day high
- 45.30
- Day low
- 42.80
- Prev close
- 44.45
- Volume
- 1.9M
- Mkt cap
- $6.6B
- P/E (TTM)
- 132.5
- EPS (TTM)
- $0.34
- P/B
- 2.3
- P/S
- 1.8
- Yield
- 0.53%
- Per share
- $0.24
- ▼Insiders net selling -$437K over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions accumulating (13F)
Sensata Technologies Holding plc (ST) is a Technology company listed on NYSE. The stock is up 43% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4).
Sensata Technologies Holding plc (ST) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 8 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ST earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $0.84 | $0.86 | +2.4% | $935M | +0.6% |
| Feb 19, 2026 | $0.86 | $0.88 | +2.3% | $918M | -1.1% |
| Jul 29, 2025 | $0.84 | $0.87 | +3.6% | $943M | +2.6% |
| May 8, 2025 | $0.72 | $0.78 | +8.3% | $916M | +0.9% |
| Oct 31, 2023 | $0.90 | $0.91 | +1.1% | $1.0B | -0.2% |
| Jul 25, 2023 | $0.95 | $0.97 | +2.1% | $1.1B | +3.2% |
| Jan 31, 2023 | $0.87 | $0.96 | +10.3% | $1.0B | +1.4% |
| Jul 26, 2022 | $0.83 | $0.83 | +0.0% | $1.0B | +1.8% |
| Feb 1, 2022 | $0.80 | $0.87 | +8.7% | $935M | +1.8% |
| Jul 27, 2021 | $0.89 | $0.95 | +6.7% | $993M | +6.4% |
| Feb 2, 2021 | $0.78 | $0.85 | +9.0% | $906M | +9.9% |
| Jul 28, 2020 | $0.16 | $0.18 | +12.5% | $577M | +28.6% |
ST insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Lynch Andrew Charlesofficer: EVP & Chief Financial Officer | Tax | 903 | $46.55 |
| Jul 2, 2026 | Lynch Andrew Charlesofficer: EVP & Chief Financial Officer | Grant | 1,364 | — |
| Jun 16, 2026 | Caljouw Lynne Jofficer: EVP, Chief HR Officer | Sell | 2,723 | $50.35 |
| Jun 11, 2026 | ZIDE STEPHEN Mdirector | Tax | 285 | $49.65 |
| Jun 11, 2026 | Absmeier John Pdirector | Grant | 3,827 | — |
| Jun 11, 2026 | Schupmann Lauriedirector | Grant | 3,827 | — |
| Jun 11, 2026 | Mirshekari Ali Johndirector | Tax | 439 | $49.65 |
| Jun 11, 2026 | Black Danieldirector | Tax | 208 | $49.65 |
| Jun 11, 2026 | TEICH ANDREW Cdirector | Grant | 3,827 | — |
| Jun 11, 2026 | Sullivan Martha N.director | Tax | 508 | $49.65 |
| Jun 11, 2026 | TEICH ANDREW Cdirector | Tax | 506 | $49.65 |
| Jun 11, 2026 | Bolsinger Lorraine Adirector | Tax | 495 | $49.65 |
| Jun 11, 2026 | ZIDE STEPHEN Mdirector | Grant | 3,827 | — |
| Jun 11, 2026 | Black Danieldirector | Grant | 3,827 | — |
| Jun 11, 2026 | Vijayvargiya Jugal K.director | Grant | 3,827 | — |
Source: ST SEC Form 4 filings, latest Jul 2, 2026. For informational purposes only — not investment advice.
See the full ST insider & 13F page →Sensata Technologies Holding plc company profile
Overview
Sensata Technologies Holding plc (NYSE:ST) is a global industrial technology company founded in 1916 and headquartered in Attleboro, Massachusetts. The company went public in 2010 and has evolved from a traditional automotive parts supplier into a diversified sensor and electrical protection solutions provider. Sensata serves multiple industries including automotive, heavy vehicle and off-road, industrial, and aerospace markets across the Americas, Europe, and Asia. The company has been navigating a strategic transformation in recent years, focusing heavily on electrification technologies while maintaining its strong position in traditional internal combustion engine applications.
Business
Sensata Technologies operates in the sensor and electrical protection solutions industry, developing and manufacturing mission-critical components that monitor, protect, and control various systems and applications. The company's products are essential safety and performance components that detect changes in pressure, temperature, position, and other physical parameters, then communicate this information to control systems or provide protection against electrical faults. The company operates through two primary business segments: Performance Sensing (approximately 70% of revenue): This segment focuses on automotive and heavy vehicle applications, manufacturing sensors and high-voltage contactors used in tire pressure monitoring systems, thermal management, electrical protection, regenerative braking, powertrain control, and exhaust management. These products are critical for vehicle safety, emissions compliance, and performance optimization. For example, tire pressure monitoring sensors alert drivers to dangerous pressure levels, while exhaust sensors help engines meet strict emissions standards. Sensing Solutions (approximately 30% of revenue): This segment serves industrial and aerospace markets with application-specific sensors and electrical protection products. Products include pressure and position sensors for industrial machinery, motor protectors for HVAC systems, power inverters for renewable energy applications, battery management systems, and Internet of Things solutions that enable remote monitoring and control of industrial equipment. The company has been significantly expanding its electrification portfolio, which has grown from less than 3% of revenue in 2019 to 17% in 2023, representing approximately $700 million in annual revenue. This includes products for electric vehicles such as battery management systems, high-voltage contactors, and thermal management solutions that are essential for safe and efficient operation of electric powertrains.
Revenue model
Sensata generates revenue primarily through direct product sales to original equipment manufacturers (OEMs) and their suppliers. The company's customers include major automotive manufacturers like Toyota, Ford, and General Motors, as well as industrial equipment manufacturers, aerospace companies, and heavy vehicle producers. Revenue is generated when these customers purchase Sensata's sensors and electrical protection components for integration into their final products. The business model benefits from several characteristics: products are typically mission-critical components that cannot be easily substituted, creating customer stickiness. Many products have long design-in cycles, providing revenue visibility once a product is selected for a particular vehicle platform or industrial application. The company also benefits from aftermarket sales for replacement parts, though this represents a smaller portion of total revenue. Several factors influence Sensata's profitability margins. Positive margin drivers include: volume growth from increased vehicle production and industrial activity, the ongoing shift to electrification which typically provides higher content per vehicle, operational efficiency improvements through automation and lean manufacturing, and the ability to pass through raw material cost increases to customers through pricing mechanisms. Negative margin pressures come from: cyclical downturns in automotive and industrial production, intense competition leading to pricing pressure, raw material cost inflation (particularly for semiconductors and metals), foreign exchange fluctuations given the company's global operations, and the need for continuous investment in research and development to stay competitive in rapidly evolving markets like electrification. The company has been actively managing these pressures by pruning low-margin products, improving operational efficiency, and focusing on higher-value applications.
Competitive moat
Sensata's competitive moat is moderate but faces increasing challenges. The company's primary advantages stem from its deep engineering expertise in sensor technologies, long-standing relationships with major OEMs, and the mission-critical nature of its products. Once a Sensata sensor is designed into a vehicle platform or industrial application, switching costs are high due to the extensive testing and validation required for safety-critical components. The company benefits from economies of scale in manufacturing and R&D, particularly in automotive applications where high volumes justify significant upfront investment in tooling and testing. Sensata's global manufacturing footprint also provides cost advantages and proximity to customers in key markets. However, the moat is not particularly deep. The sensor industry faces intense competition from both established players like Bosch, Continental, and Honeywell, as well as emerging competitors, particularly in the rapidly growing electrification segment. Many of Sensata's products, while technically sophisticated, are not irreplaceable, and customers often maintain multiple suppliers for key components. The greatest competitive threat comes from the ongoing transformation in the automotive industry. As vehicles become more software-defined and as new entrants like Tesla and Chinese EV manufacturers gain market share, traditional supplier relationships are being disrupted. These new players often prefer to work with different suppliers or develop capabilities in-house. Additionally, the shift toward electrification is creating opportunities for new competitors with specialized expertise in power electronics and battery management systems. Sensata's response has been to invest heavily in electrification technologies and to expand its presence in Asia, particularly China, but success in these efforts will be critical to maintaining its competitive position.
Risks & safety
Sensata presents a moderate margin of safety with reasonable financial stability but some cyclical risks. **Liquidity and Solvency:** - Strong cash position of $588 million with current ratio of 2.64x - Debt-to-equity ratio of 1.12x is manageable but elevated - Positive free cash flow of $393 million annually (76% conversion rate) - Net leverage reduced to under 3x, providing reasonable debt service coverage **Valuation Metrics:** - Trading at P/E of 12.9x, reasonable for current earnings - EV/EBITDA of 8.2x appears fair for a cyclical industrial company - Price-to-book of 1.27x suggests modest premium to book value - Graham number of $14.26 vs current price of $22.46 indicates potential overvaluation **Other Considerations:** - Cyclical business exposed to automotive production volatility - Ongoing CEO transition creates near-term uncertainty - Significant exposure to tariff impacts requiring active management - Strong operational cash flow generation provides financial flexibility
Recent development
Over the past few years, Sensata has undergone significant strategic transformation under evolving leadership. The company has been aggressively pivoting toward electrification, growing this segment from less than 3% of revenue in 2019 to 17% by 2023, with a target of reaching $2 billion in electrification revenue by 2026. This includes substantial investments in battery management systems, high-voltage contactors, and thermal management solutions for electric vehicles. The company has been actively pruning its portfolio, exiting approximately $200 million of low-growth, low-margin products to focus resources on higher-value opportunities. This includes the completed sale of its Insights business and elimination of underperforming product lines. Operational excellence initiatives have been a major focus, with the company implementing standardized production systems, improving inventory management, and developing more strategic procurement approaches. These efforts target 20-30 basis points of margin improvement per quarter. Geographic expansion has been another key priority, particularly in Asia where the company is pursuing wins with Chinese and Japanese OEMs in the rapidly growing EV market. The company is adapting to the shift in China where local OEMs are expected to hold nearly two-thirds of market share. Recent challenges have included managing tariff impacts (approximately $20 million quarterly exposure), recovering from a ransomware attack, and navigating CEO transitions with Jeff Cote retiring and Martha Sullivan serving as interim CEO while a permanent replacement is sought. The new CEO Stephan von Schuckmann has outlined priorities focused on returning to growth, improving operational excellence, and optimizing capital allocation.
ST company profile · for informational purposes only — not investment advice.
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