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Sensata turns $144.2M profit in Q3 after seeing red a year ago. 10/28/2026 ATTLEBORO - Sensata Technologies Holdings PLC on Tuesday reported a profit of $144.2 million in the third quarter of 2026, compared with a $162.5 million deficit a year prior. The company reported a profit of 78 cents per diluted share, compared to a loss of $1.12 per diluted share a year ago. The maker of To continue reading this article. Become a Providence Business News subscriber and get immediate access to all of our premier content and much more. * Critical RI business news and analysis updated daily. * 1 year of print (26 issues). * Unlimited access to all subscriber only content on our website, on any device. * Free email alerts. * Annual Book of Lists Print Edition. * All special issues produced during subscription term.

What Sensata Technologies (ST) said on its Q3 earnings call. Sensata Technologies (NYSE:ST) reported third-quarter 2026 results above its guidance ranges, supported by broad-based organic growth, margin expansion and strong cash generation. The quarter included a $24 million customer termination payment tied to an electric-vehicle program cancellation, though management said underlying results met or exceeded the midpoints of its outlook without that benefit. Revenue totaled $1.004 billion, up 8% from $932 million in the prior-year quarter, or 7% on an organic basis. Excluding the termination payment, revenue would have been $980 million, representing 5% reported growth and 4% organic growth. Adjusted operating income rose to $215 million from $180 million a year earlier, while adjusted operating margin expanded to 21.5% from 19.3%. Without the termination payment, adjusted operating income would have been $191 million and margin would have been 19.5%, an increase of 20 basis points from the prior year. Adjusted earnings per share increased 27% year over year to $1.13, marking the company's fourth consecutive quarter of double-digit adjusted EPS growth. Free cash flow rose 46% to $198 million, and free-cash-flow conversion reached 119% of adjusted net income. Cash flow and balance sheet progress. Chief Executive Officer Stephan von Schuckmann said the company's transformation has focused not only on margins and debt reduction, but also on improving cash conversion and capital allocation. Sensata said its year-to-date free cash flow was $489 million, nearly matching its record full-year 2025 free cash flow of $490 million. The company expects full-year 2026 free-cash-flow conversion to exceed 100% of adjusted net income, supported by a shorter cash conversion cycle and improved capital expenditure efficiency. Sensata ended the quarter with $553 million in cash and an undrawn $650 million revolving credit facility. It repurchased approximately $33 million of debt in the open market during the quarter, reducing net leverage to 2.1 times trailing 12-month adjusted EBITDA. Net debt declined from $2.6 billion at the end of 2024 to $1.9 billion as of September 2026, according to management. Chief Financial Officer Andrew Lynch said Sensata has proactively retired nearly 80% of its nearest-term debt maturity due in 2029. The company expects interest savings to contribute approximately $0.10 in year-over-year adjusted EPS growth in 2026. Segment performance. * Automotive: Revenue increased 4% on a reported basis and 3% organically to $556 million, despite global light-vehicle production declining 2%. Automotive operating margin was 28.4%; excluding the termination payment, margin was 25.2%, up 150 basis points year over year. * Industrials: Revenue rose 13% reported and 12% organically to $210 million. Segment operating margin increased 160 basis points to 28.8%, reflecting volume growth and operating leverage. * Aerospace, Defense and Commercial Equipment: Revenue grew approximately 13% to $238 million, its third straight quarter of double-digit organic growth. Segment operating margin was 26.7%, compared with 27.4% a year earlier, as growth investments and product mix modestly affected profitability. Management said automotive pricing discipline, productivity actions and cost management helped offset inflationary pressures. Lynch said price remained a net headwind of roughly 1.5% in automotive during the quarter, compared with a typical headwind near 2%, as the company either designed out costs or recovered them through customer pricing. Sensata expects global vehicle production to decline 4% year over year in the fourth quarter, largely because of China, and expects its automotive revenue to decline by about 3%, implying approximately 1% outgrowth. Management said China remains challenging because multinational original equipment manufacturers are losing local market share and pricing pressure remains intense, though it expects growth in other global automotive regions to support its broader outgrowth strategy. Data center and product-growth initiatives. Management highlighted data centers as a major long-term growth opportunity. Sensata's data center revenue across its industrial and aerospace, defense and commercial equipment businesses was $27 million in 2025 and is expected to reach $48 million in 2026, a 76% increase. The company said current data center growth has largely come from existing products and an expanded commercial presence. It has secured seven design wins spanning six hyperscale customers, including one in China, up from five wins reported in the previous quarter. Management expects those programs to begin ramping in mid-2027. Von Schuckmann said the company's opportunities include thermal management, electrical protection and power management as data centers shift toward liquid cooling and higher-voltage architectures. Sensata recently introduced its FL Series ultrasonic flow sensor for liquid-cooling applications and expects initial shipments by mid-2027, subject to customer timing. The company also sees opportunities for its Dynapower business in data center power applications, including inverters, converters and rectifiers used for power and peak management. Management said Dynapower revenue is not included in its $48 million data center revenue outlook. Fourth-quarter outlook. For the fourth quarter, Sensata forecast revenue of $942 million to $972 million, adjusted operating income of $185 million to $192 million, adjusted operating margin of 19.6% to 19.8%, and adjusted EPS of $0.95 to $0.99. At the midpoint, the outlook implies roughly 5% year-over-year revenue growth and 10% adjusted EPS growth. Lynch said the revenue outlook reflects softer automotive production expectations and changing market conditions in China. He also noted that first-quarter revenue is not expected to rise sequentially from the fourth quarter because of automotive production seasonality, particularly a projected sequential decline in Chinese vehicle production. Sensata expects first-quarter operating margin to expand modestly year over year and continues to target 20 basis points of full-year margin expansion in 2027. About Sensata Technologies (NYSE:ST). Sensata Technologies Holding plc (NYSE: ST) is a global developer and manufacturer of sensing, control and protection solutions. The company supplies components that help monitor conditions, improve safety and efficiency, and support automated decision-making in vehicles, industrial equipment and other systems. Its products include pressure, temperature, position, speed, force, current and fluid-level sensors, along with circuit breakers, controls and other protection devices. Sensata's technologies are used in applications such as automotive systems, heavy-duty vehicles, industrial machinery, heating and air-conditioning equipment, aerospace and defense, energy infrastructure, and data centers. Sensata serves original equipment manufacturers and other industrial customers across North America, Europe, Asia and additional international markets.

Sensata Technologies (NYSE:ST) stock price target lowered at UBS Group. October 28, 2026 Key points. * UBS lowered Sensata Technologies' price target from $54 to $51 but maintained a "Buy" rating, implying roughly 24.7% potential upside from the current price. * Sensata reported a third-quarter earnings beat, with EPS of $1.13 versus the $0.96 estimate and revenue of approximately $1.0 billion, up 7.7% year over year. * Despite the strong quarterly results, weak fourth-quarter revenue guidance weighed on investor sentiment. Analysts' consensus rating remains "Hold," with an average price target of $48.40. * MarketBeat previews top five stocks to own in November. Sensata Technologies (NYSE:ST - Get Free Report) had its price target lowered by analysts at UBS Group from $54.00 to $51.00 in a research note issued on Wednesday, Benzinga reports. The brokerage currently has a "buy" rating on the scientific and technical instruments company's stock. UBS Group's target price points to a potential upside of 24.69% from the company's current price. ST has been the topic of a number of other reports. Weiss Ratings lowered Sensata Technologies from a "hold (c)" rating to a "hold (c-)" rating in a report on Thursday, July 30th. Wall Street Zen downgraded Sensata Technologies from a "strong-buy" rating to a "buy" rating in a report on Sunday, September 20th. Barclays raised their price target on Sensata Technologies from $53.00 to $55.00 and gave the company an "equal weight" rating in a report on Monday, August 3rd. Truist Financial reduced their price objective on shares of Sensata Technologies from $58.00 to $57.00 and set a "buy" rating for the company in a research report on Wednesday. Finally, Oppenheimer upped their price objective on shares of Sensata Technologies from $55.00 to $58.00 and gave the company an "outperform" rating in a report on Friday, July 31st. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $48.40. Sensata Technologies stock performance. Shares of Sensata Technologies stock traded down $1.42 during trading on Wednesday, hitting $40.90. 3,197,476 shares of the stock were exchanged, compared to its average volume of 1,827,600. The company has a current ratio of 2.29, a quick ratio of 1.58 and a debt-to-equity ratio of 0.83. The company has a fifty day moving average price of $42.00 and a 200-day moving average price of $41.77. The stock has a market capitalization of $5.95 billion, a price-to-earnings ratio of 68.17, a price-to-earnings-growth ratio of 1.22 and a beta of 1.25. Sensata Technologies has a 1-year low of $28.16 and a 1-year high of $53.89. Discover more MarketBeat All Access MarketBeat Research Tools Sensata Technologies (NYSE:ST - Get Free Report) last posted its quarterly earnings results on Tuesday, October 27th. The scientific and technical instruments company reported $1.13 EPS for the quarter, topping analysts' consensus estimates of $0.96 by $0.17. The business had revenue of $1 billion during the quarter, compared to analysts' expectations of $972.97 million. Sensata Technologies had a return on equity of 18.68% and a net margin of 2.37%. Sensata Technologies's quarterly revenue was up 7.7% on a year-over-year basis. During the same quarter last year, the company posted $0.89 earnings per share. As a group, equities analysts predict that Sensata Technologies will post 3.77 EPS for the current fiscal year. Institutional trading of Sensata Technologies. Large investors have recently bought and sold shares of the business. Janus Henderson Group PLC grew its stake in Sensata Technologies by 1.1% in the first quarter. Janus Henderson Group PLC now owns 10,402,517 shares of the scientific and technical instruments company's stock valued at $366,376,000 after acquiring an additional 112,819 shares during the period. Dimensional Fund Advisors LP increased its holdings in Sensata Technologies by 1.7% during the first quarter. Dimensional Fund Advisors LP now owns 7,391,230 shares of the scientific and technical instruments company's stock worth $260,302,000 after buying an additional 125,127 shares during the last quarter. Quantinno Capital Management LP raised its holdings in shares of Sensata Technologies by 45.5% in the 1st quarter. Quantinno Capital Management LP now owns 2,402,063 shares of the scientific and technical instruments company's stock worth $84,601,000 after purchasing an additional 750,646 shares during the period. Bank of America Corp DE raised its stake in shares of Sensata Technologies by 5.7% in the first quarter. Bank of America Corp DE now owns 1,766,285 shares of the scientific and technical instruments company's stock valued at $62,209,000 after buying an additional 95,874 shares during the period. Finally, Bank of New York Mellon Corp lifted its holdings in Sensata Technologies by 29.8% during the first quarter. Bank of New York Mellon Corp now owns 1,356,087 shares of the scientific and technical instruments company's stock valued at $47,761,000 after purchasing an additional 311,424 shares during the last quarter. 99.42% of the stock is currently owned by institutional investors and hedge funds. Sensata Technologies news roundup. Here are the key news stories impacting Sensata Technologies this week: * Sensata reported third-quarter adjusted earnings of $1.13 per share, beating the $0.96 consensus estimate, while revenue reached approximately $1.0 billion versus expectations of $972.97 million. Revenue increased 7.7% year over year and EPS rose from $0.89 in the prior-year quarter. * Truist Financial maintained a Buy rating and lowered its price target modestly from $58 to $57. The revised target still implies substantial upside from recent trading levels, signaling that the analyst views the pullback as an opportunity despite near-term concerns. * Zacks identified ST as a strong value stock, which could attract investors focused on valuation following the recent weakness. * The stock crossed above its 200-day moving average, a technical signal that may support bullish momentum, although traders are assessing whether the move can hold after the earnings-related volatility. * Management's fourth-quarter revenue guidance was viewed as weak, prompting concern about slower near-term demand and limiting the market's reaction to the third-quarter beat. About Sensata Technologies. Sensata Technologies Holding plc NYSE: ST is a global developer and manufacturer of sensing, control and protection solutions. The company supplies components that help monitor conditions, improve safety and efficiency, and support automated decision-making in vehicles, industrial equipment and other systems. Its products include pressure, temperature, position, speed, force, current and fluid-level sensors, along with circuit breakers, controls and other protection devices. Sensata's technologies are used in applications such as automotive systems, heavy-duty vehicles, industrial machinery, heating and air-conditioning equipment, aerospace and defense, energy infrastructure, and data centers. Sensata serves original equipment manufacturers and other industrial customers across North America, Europe, Asia and additional international markets. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. 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