Jun 2026 (Q2 FY26) — Jul 29, 2026
Sensata Technologies Q2 FY26 — Strong Growth Across Segments and Accelerated Deleveraging
Read the full callSensata Technologies (ST) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Sensata Technologies earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 991 | +5.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 16.7 | +2.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 102 | +68.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 5 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net leverage target (<2.5x) | below 2.5x trailing-12-month adjusted EBITDA (clarified as a 2026 target) | Jun 2025 | in the second quarter last year, we committed that we would deleverage the company with urgency with a target of getting below 2.5x net leverage in 2026, and we delivered that 2 quarters ahead of schedule. | Achieved |
| Organic revenue growth rate target | 2% to 4% organic growth over the next 12 to 18 months | Jun 2025 | In each of the last 4 quarters, year-over-year growth accelerated. And for the last 2 quarters, we have been in mid-single-digit territory. | Revised Up |
| A2L / HL gas leak detection revenue ramp beyond $100 million | well over $100 million of revenue (originally framed as FY26) | Jun 2025 | We secured another HL gas leak detection win in North America supporting our line of sight to more than $100 million of annual HL revenue. | On Track |
1 of Sensata Technologies Holding plc's 35 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 32 more targets are in the full ledger.
Claimed
- Revenue grew 5% (4.4% organic) with organic growth in all three segments.
- Adjusted operating margin expanded 50 basis points year-over-year to 19.5%.
- Adjusted earnings per share increased over 12% year-over-year to $0.98.
- Free cash flow was $186 million, with year-to-date conversion at 108%.
- Net leverage reduced to 2.4x, two quarters ahead of schedule.
Qualified
- Industrial segment operating margin decreased 100 basis points year-over-year to 27.1% due to growth investments.
- Global auto production is expected to decrease by approximately 2% for the full year.
- China domestic auto market has softened, and the company did not outgrow in China this quarter.
Price
$40.85 +0.67% · +$0.27
Performance +30.7% 1Y
1Y: $31.25 on 17 Oct 2025 → $40.85. High $53.55 (3 Jun 2026), low $28.53 (20 Nov 2025).
- Previous close
- $40.58
- 52-week range
- $28.53 – $53.55
- One year
- +28.58%
Overview
- Symbol
- ST
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 5 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net leverage target (<2.5x) | below 2.5x trailing-12-month adjusted EBITDA (clarified as a 2026 target) | Jun 2025 | in the second quarter last year, we committed that we would deleverage the company with urgency with a target of getting below 2.5x net leverage in 2026, and we delivered that 2 quarters ahead of schedule. | Achieved |
| Organic revenue growth rate target | 2% to 4% organic growth over the next 12 to 18 months | Jun 2025 | In each of the last 4 quarters, year-over-year growth accelerated. And for the last 2 quarters, we have been in mid-single-digit territory. | Revised Up |
| A2L / HL gas leak detection revenue ramp beyond $100 million | well over $100 million of revenue (originally framed as FY26) | Jun 2025 | We secured another HL gas leak detection win in North America supporting our line of sight to more than $100 million of annual HL revenue. | On Track |
Claimed
- Revenue grew 5% (4.4% organic) with organic growth in all three segments.
- Adjusted operating margin expanded 50 basis points year-over-year to 19.5%.
- Adjusted earnings per share increased over 12% year-over-year to $0.98.
- Free cash flow was $186 million, with year-to-date conversion at 108%.
- Net leverage reduced to 2.4x, two quarters ahead of schedule.
Qualified
- Industrial segment operating margin decreased 100 basis points year-over-year to 27.1% due to growth investments.
- Global auto production is expected to decrease by approximately 2% for the full year.
- China domestic auto market has softened, and the company did not outgrow in China this quarter.
The full ledger
Open Sensata Technologies Holding plc’s full ledger
A free account opens 5 company ledgers a month. All 35 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
Sensata Technologies Q1 FY26 — Strong Q1 Results Driven by Productivity and Data Center Opportunities
Read the full callEvery analysed call
Sensata Technologies earnings calls (ST)
Financials
What the filings say
Net profit, year on year: +68% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 983 | 908 | 911 | 943 | 932 | 918 | 935 | 991 |
| Expenses | 1,182 | 834 | 789 | 805 | 1,055 | 818 | 793 | 825 |
| Operating profit | -199 | 74 | 122 | 138 | -123 | 100 | 142 | 165 |
| Operating margin | −20.3% | 8.1% | 13.4% | 14.6% | −13.2% | 10.9% | 15.2% | 16.7% |
| Interest | 39 | 38 | 38 | 38 | 38 | 36 | 34 | 33 |
| Profit before tax | -245 | 35 | 91 | 106 | -148 | 75 | 116 | 133 |
| Tax rate | 89.8% | 83.6% | 22.9% | 42.6% | −9.5% | 16.0% | 24.6% | 22.9% |
| Net profit | -25 | 6 | 70 | 61 | -163 | 63 | 87 | 102 |
| EPS ($ per share) | -0.17 | — | 0.47 | 0.41 | -1.12 | — | 0.60 | 0.70 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | — |
| Reserves | 1,341 | 1,616 | 1,778 | 2,132 | 2,383 | 2,296 | 2,340 | 2,296 |
| Total liabilities | 4,189 | 4,261 | 5,139 | 5,519 | 5,645 | 4,685 | 4,253 | 3,966 |
| Fixed assets | 787 | 831 | 804 | 821 | 841 | 886 | 822 | 777 |
| Total assets | 6,798 | 6,835 | 7,844 | 8,614 | 8,756 | 7,681 | 7,143 | 6,752 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 621 | 620 | 560 | 554 | 461 | 457 | 552 | 622 |
| Cash from investing | -238 | -209 | -182 | -882 | -591 | -165 | -19 | -96 |
| Cash from financing | -406 | -366 | 710 | 175 | -353 | -1,017 | -443 | -551 |
| Net cash flow | -23 | 44 | 1,088 | -153 | -483 | -717 | 86 | -21 |
| Capital expenditure | -160 | -161 | -107 | -144 | -150 | -185 | -159 | -131 |
| Free cash flow | 461 | 458 | 453 | 410 | 311 | 272 | 393 | 490 |
ST revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Automotive | — | — | — | — | — | — | 56% | 55% | — |
| Aerospace Defense and Commercial Equipment | — | — | — | — | — | — | 24% | 24% | — |
| Industrials | — | — | — | — | — | — | 20% | 21% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- Americas 41%
- US 40% ↑ 2 pt
- Asia and Rest Of World 32% ↑ 1 pt
- Europe 27%
- NL 23% ↓ 1 pt
- CN 18% ↓ 1 pt
- All Other Countries 16% ↓ 1 pt
- GB 3%
As ST cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
78 filings between Oct 29, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
$501.7K
1 purchase by 1 insider
Sales
$8.60M
10 sales by 3 insiders
Compensation
not trading decisions- 30
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 32
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 dispositions to the issuer, 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Mirshekari Ali John | — | $7.75M | Nov 21, 2025 |
| Caljouw Lynne J | — | $521.5K | Jun 12, 2026 |
| von Schuckmann Stephan | $501.7K | — | Mar 6, 2026 |
| Stott David K | — | $326.1K | May 20, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | McIntosh Alice Martins EVP, President of Industrials | Tax withheld | 214 | $9.1K |
| Sep 2, 2026 | Hertzke Patrick Norton EVP, Growth & Transformation | Tax withheld | 3,074 | $129.2K |
| Jul 21, 2026 | Lynch Andrew Charles EVP & Chief Financial Officer | Tax withheld | 1,388 | $64.6K |
| Jul 1, 2026 | Lynch Andrew Charles EVP & Chief Financial Officer | Tax withheld | 903 | $42.0K |
| Jul 1, 2026 | Lynch Andrew Charles EVP & Chief Financial Officer | Award | 1,364 | $0 |
| Jun 12, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Sale | 2,723 | $137.1K |
| Jun 9, 2026 | Vijayvargiya Jugal K. Director | Award | 3,827 | $0 |
| Jun 9, 2026 | ZIDE STEPHEN M Director | Award | 3,827 | $0 |
| Jun 9, 2026 | TEICH ANDREW C Director | Tax withheld | 506 | $25.1K |
| Jun 9, 2026 | Absmeier John P Director | Tax withheld | 547 | $27.2K |
| Jun 9, 2026 | Black Daniel Director | Tax withheld | 208 | $10.3K |
| Jun 9, 2026 | ZIDE STEPHEN M Director | Tax withheld | 285 | $14.2K |
| Jun 9, 2026 | TEICH ANDREW C Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Vijayvargiya Jugal K. Director | Tax withheld | 249 | $12.4K |
| Jun 9, 2026 | Schupmann Laurie Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Mirshekari Ali John Director | Tax withheld | 439 | $21.8K |
| Jun 9, 2026 | Eyler Phillip Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Skidmore Constance Ellen Director | Tax withheld | 418 | $20.8K |
| Jun 9, 2026 | Black Daniel Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Bolsinger Lorraine A Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Skidmore Constance Ellen Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Absmeier John P Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Sonnenberg Steven Alan Director | Tax withheld | 433 | $21.5K |
| Jun 9, 2026 | Bolsinger Lorraine A Director | Tax withheld | 495 | $24.6K |
| Jun 9, 2026 | Sullivan Martha N. Director | Tax withheld | 508 | $25.2K |
| Jun 9, 2026 | Sullivan Martha N. Director | Award | 3,827 | $0 |
| Jun 9, 2026 | Eyler Phillip Director | Tax withheld | 547 | $27.2K |
| Jun 1, 2026 | SIEDEL RICHARD W. JR. SVP & Chief Accounting Officer | Tax withheld | 374 | $18.4K |
| May 20, 2026 | Stott David K EVP, General Counsel | Sale | 6,335 | $300.2K |
| May 6, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Disposition to issuer | 3,714 | $164.3K |
| May 6, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Disposition to issuer | 3,226 | $145.2K |
| May 6, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Option exercise | 3,226 | $140.9K |
| Apr 7, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Sale | 2,913 | $101.1K |
| Apr 1, 2026 | McIntosh Alice Martins EVP, President of Industrials | Tax withheld | 2,024 | $71.2K |
| Apr 1, 2026 | McIntosh Alice Martins EVP, President of Industrials | Award | 2,453 | $0 |
| Apr 1, 2026 | McIntosh Alice Martins EVP, President of Industrials | Award | 12,152 | $0 |
| Apr 1, 2026 | Lynch Andrew Charles EVP & Chief Financial Officer | Award | 2,453 | $0 |
| Apr 1, 2026 | Lynch Andrew Charles EVP & Chief Financial Officer | Award | 19,188 | $0 |
| Apr 1, 2026 | von Schuckmann Stephan CEO | Award | 111,285 | $0 |
| Apr 1, 2026 | Wilkie Brian John EVP, President of A, D, & CE | Tax withheld | 8,169 | $287.4K |
| Apr 1, 2026 | Wilkie Brian John EVP, President of A, D, & CE | Award | 4,906 | $0 |
| Apr 1, 2026 | Wilkie Brian John EVP, President of A, D, & CE | Award | 14,071 | $0 |
| Apr 1, 2026 | Stott David K EVP, General Counsel | Tax withheld | 5,120 | $180.1K |
| Apr 1, 2026 | Stott David K EVP, General Counsel | Award | 4,906 | $0 |
| Apr 1, 2026 | Stott David K EVP, General Counsel | Award | 12,792 | $0 |
| Apr 1, 2026 | Lynch Andrew Charles EVP & Chief Financial Officer | Tax withheld | 3,341 | $117.5K |
| Apr 1, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Tax withheld | 9,793 | $344.5K |
| Apr 1, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Award | 7,359 | $0 |
| Apr 1, 2026 | Caljouw Lynne J EVP, Chief HR Officer | Award | 16,629 | $0 |
| Apr 1, 2026 | Bardot Nicolas EVP, Chief Operations Officer | Award | 11,513 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Sensata Technologies Holding plc
Free account. Everything above stays public.
Write why you follow Sensata Technologies Holding plc and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading