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Sensata Technologies Holding NV Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.84 |
| EPS actual | $0.86 |
| EPS Surprise | 2.38% |
| Revenue estimate | 928.847M |
| Revenue actual | 934.8M |
| Revenue Surprise | 0.641% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.86 |
| EPS actual | $0.88 |
| EPS Surprise | 2.33% |
| Revenue estimate | 911.923M |
| Revenue actual | 917.9M |
| Revenue Surprise | 0.655% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.85 |
| EPS actual | $0.89 |
| EPS Surprise | 4.58% |
| Revenue estimate | 921.066M |
| Revenue actual | 931.978M |
| Revenue Surprise | 1.18% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.84 |
| EPS actual | $0.87 |
| EPS Surprise | 3.57% |
| Revenue estimate | 918.83M |
| Revenue actual | 942.62M |
| Revenue Surprise | 2.59% |
Last 4 Quarters for Sensata Technologies Holding NV
Below you can see how ST performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $32.50 |
| EPS estimate | $0.84 |
| EPS actual | $0.87 |
| EPS surprise | 3.57% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $33.01 |
| Jul 24, 2025 | $32.49 |
| Jul 25, 2025 | $32.75 |
| Jul 28, 2025 | $32.93 |
| Jul 29, 2025 | $32.50 |
| Jul 30, 2025 | $31.34 |
| Jul 31, 2025 | $30.76 |
| Aug 01, 2025 | $29.93 |
| Aug 04, 2025 | $30.15 |
| 4 days before | -1.54% |
| 4 days after | -7.23% |
| On release day | -3.57% |
| Change in period | -8.66% |
| Release date | Oct 28, 2025 |
| Price on release | $30.85 |
| EPS estimate | $0.85 |
| EPS actual | $0.89 |
| EPS surprise | 4.58% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $31.60 |
| Oct 23, 2025 | $32.25 |
| Oct 24, 2025 | $31.88 |
| Oct 27, 2025 | $31.60 |
| Oct 28, 2025 | $30.85 |
| Oct 29, 2025 | $32.64 |
| Oct 30, 2025 | $32.46 |
| Oct 31, 2025 | $31.83 |
| Nov 03, 2025 | $31.83 |
| 4 days before | -2.37% |
| 4 days after | 3.18% |
| On release day | 5.80% |
| Change in period | 0.728% |
| Release date | Feb 19, 2026 |
| Price on release | $36.16 |
| EPS estimate | $0.86 |
| EPS actual | $0.88 |
| EPS surprise | 2.33% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $36.11 |
| Feb 13, 2026 | $36.88 |
| Feb 17, 2026 | $36.87 |
| Feb 18, 2026 | $36.64 |
| Feb 19, 2026 | $36.16 |
| Feb 20, 2026 | $38.34 |
| Feb 23, 2026 | $37.02 |
| Feb 24, 2026 | $38.36 |
| Feb 25, 2026 | $37.86 |
| 4 days before | 0.138% |
| 4 days after | 4.70% |
| On release day | 6.03% |
| Change in period | 4.85% |
| Release date | Apr 28, 2026 |
| Price on release | $41.54 |
| EPS estimate | $0.84 |
| EPS actual | $0.86 |
| EPS surprise | 2.38% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $40.90 |
| Apr 23, 2026 | $41.86 |
| Apr 24, 2026 | $41.69 |
| Apr 27, 2026 | $42.25 |
| Apr 28, 2026 | $41.54 |
| Apr 29, 2026 | $39.57 |
| Apr 30, 2026 | $41.64 |
| May 01, 2026 | $42.19 |
| May 04, 2026 | $41.13 |
| 4 days before | 1.56% |
| 4 days after | -0.99% |
| On release day | -4.74% |
| Change in period | 0.562% |
Sensata Technologies Holding NV Earnings Call Transcript Summary of Q1 2026
Sensata reported a strong Q1 2026 driven by its ongoing transformation and operational initiatives. Key financials: revenue $935M (+3% reported, +4% organic), adjusted operating margin 18.6% (up 30 bps YoY), adjusted EPS $0.86, and record Q1 free cash flow of $105M (83% conversion). Net leverage improved to 2.65x TTM adjusted EBITDA and Sensata returned $43M to shareholders (dividend + $25M buybacks). All three segments delivered organic growth: Automotive outgrew production (~4% outgrowth) with traction across regions and new EV contactor wins; Aerospace, Defense & Commercial Equipment showed double-digit organic growth and significant operating leverage; Industrials posted modest organic growth, driven by share gains despite HVAC softness. Management reiterated focus on margin resilience and deleveraging, outlined a medium‑term growth opportunity in data centers (notably 800V liquid-cooling architectures) where Sensata is already spec'd by two hyperscalers, and emphasized scenario planning for geopolitical and input-cost risks (tariffs, precious metals). Guidance for Q2 2026: revenue $950M–$980M, adjusted operating income $182M–$190M, adjusted EPS $0.89–$0.95. Management continues to prioritize deleveraging, productivity, portfolio optimization, and targeted growth initiatives while keeping a 1-quarter guidance cadence due to market volatility.
