Sensata Technologies Holding plc (ST) Earnings
Sensata Technologies Holding plc is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $0.92. ST has beaten EPS estimates in 11 of its last 12 reported quarters (average surprise +4.2% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 28, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Transformation journey: Defined excellence, in acceleration phase, priorities include retaining execution and margin resilience, compounding value, and fulfilling growth mandate. • First quarter results: Revenue and adjusted operating income at high end of guidance, exceeded adjusted EPS and free cash flow expectations. Free cash flow $105 million, 83% conversion. • Segments: Automotive delivered market outgrowth, aerospace defense and commercial equipment was star performer with double-digit organic growth, industrial had modest organic growth. • Data center opportunities: Increased conviction in data center business, products specced by two hyperscalers, flow sensor advanced to customer validation
Guidance
• Second quarter guidance: Revenue $950 million - $980 million, adjusted operating income $182 million - $190 million, adjusted operating margin 19.2% - 19.4%, adjusted net income $131 million - $139 million, adjusted earnings per share 89 cents - 95 cents. • Tariff costs: Approximately $8 million in second quarter, ~$4 million lower than prior run rate. • Margin outlook: Current consensus estimates for adjusted operating margin expansion ~30 bps per quarter in back half if end market demand holds up, prepared to defend 19% annual margin floor if demand deteriorates
Segment performance
Automotive segment: Revenue of $525 million in the quarter, -1% YoY reported, 1% organic growth YoY and 4% outgrowth against a market that decreased by 3%. Operating margin 23.5%, +70 bps YoY. Industrial segment: Revenue of $184 million, -1% YoY reported, 1% organic growth YoY. Operating margin 27.1%, +100 bps YoY. Aerospace, Defense, and Commercial Equipment segment: Revenue of $226 million, +15% YoY or ~17% organic. Operating margin 28.1%, +260 bps YoY
Risks & headwinds
• Geopolitical events and oil prices pose end market demand risks for automotive. • Precious metals inflation of over 100% was a headwind in first quarter. • Volatility in end markets and supply chain challenges
Analyst Q&A
Q: On auto content outgrowth by region and if 2% auto production decline is the right outgrowth to think about.
A: IHS forecast 91 million vehicles in 2026, 2% down from 2025. Geopolitical tensions and China test cost subsidies influence. Automotive segment winning business in each region, including China, Southeast Asia, Japan, South Korea.
Q: 60 - 80 bps of operating margin expansion sequentially, drivers.
A: Operating margins didn't expand sequentially, less contraction than past years due to stronger productivity start.
Q: Actions to navigate supply chain and geopolitical volatility.
A: Prepared with playbook, think in scenarios, designed into mission critical applications.
Q: Data center market incremental revenue and margins in 2027.
A: AI leads to data center changes, Sensata has right to win, share more progress later, not seeing significant need to invest to intersect trend.
Q: China automotive content and outgrowth opportunity.
A: Shift to local OEMs, strong on electrification and contactor side, expect underlying content growth in high single digits in China.
Q: HVAC side performance and margin.
A: HVAC business ~25% of industrials, net organic growth 1% due to new content, expect to outgrow market with new content.
Q: CapEx trend.
A: Targeting 3 - 3.5% range, lower need due to factory automation, expect to normalize to that range.
Q: Tariffs impact and refunds.
A: No meaningful direct impact from metal tariff changes, run rate ~$8 million per quarter, following government process for refunds.
Q: Precious metal inflation impact.
A: ~$40 million paid in tariffs last year, working on structurally mitigating via negotiations, VAVE activities, and customer discussions.
Q: Data center market structure and share.
A: Architecture change creates new opportunity, not taking share from others, focusing on getting products spec'd in