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

Posted by Francis Steltz on Jul 29th, 2026

Sensata Technologies (NYSE:ST – Get Free Report) released its quarterly earnings data on Wednesday. The scientific and technical instruments company reported $0.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.05, Zacks reports. The company had revenue of $990.60 million for the quarter, compared to analyst estimates of $970.77 million. Sensata Technologies had a return on equity of 18.23% and a net margin of 1.28%. 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

NYSE:ST traded down $0.71 during midday trading on Wednesday, hitting $46.02. The company had a trading volume of 3,865,228 shares, compared to its average volume of 2,017,642. Sensata Technologies has a 52-week low of $28.16 and a 52-week high of $53.89. The stock’s fifty day moving average price is $47.92 and its 200-day moving average price is $41.29. The company has a market capitalization of $6.69 billion, a PE ratio of 148.44, a P/E/G ratio of 1.33 and a beta of 1.27. The company has a quick ratio of 1.95, a current ratio of 2.75 and a debt-to-equity ratio of 1.00.

Sensata Technologies Dividend Announcement

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 given a $0.12 dividend. The ex-dividend date is Wednesday, August 12th. This represents a $0.48 annualized dividend and a yield of 1.0%. Sensata Technologies’s payout ratio is 154.84%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ST. Bank of America upped their price target on Sensata Technologies from $46.00 to $48.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Wells Fargo & Company boosted their price objective on shares of Sensata Technologies from $48.00 to $49.00 and gave the company an “equal weight” rating in a research note on Thursday, June 25th. Weiss Ratings raised shares of Sensata Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, June 30th. Barclays cut shares of Sensata Technologies from an “overweight” rating to an “equal weight” rating and increased their target price for the stock from $49.00 to $53.00 in a research note on Friday, May 29th. Finally, The Goldman Sachs Group raised their price target on shares of Sensata Technologies from $48.00 to $60.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Four investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $48.60.

Read Our Latest Report on ST

Insiders Place Their Bets

In related news, EVP David K. Stott sold 6,335 shares of Sensata Technologies 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 transaction, the executive vice president owned 39,687 shares in the company, valued at $1,881,163.80. This trade represents 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 owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of ST. CIBC Private Wealth Group LLC lifted its stake in shares of Sensata Technologies by 700.0% in the 4th quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock valued at $28,000 after acquiring an additional 728 shares during the last quarter. EFG International AG bought a new position in Sensata Technologies during the 4th quarter worth approximately $33,000. Parallel Advisors LLC increased its stake in Sensata Technologies by 62.7% in the 4th quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock worth $36,000 after purchasing an additional 413 shares during the period. Atlas Capital Advisors Inc. bought a new stake in Sensata Technologies in the fourth quarter valued at approximately $36,000. Finally, EverSource Wealth Advisors LLC lifted its position in Sensata Technologies by 244.4% in the second quarter. EverSource Wealth Advisors LLC now owns 1,178 shares of the scientific and technical instruments company’s stock valued at $35,000 after purchasing an additional 836 shares during the last quarter. 99.42% of the stock is owned by institutional investors.

About Sensata Technologies

(Get Free Report)

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.