ST
Sensata Technologies Holding plc33.90
-0.55-1.6%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.94BP/E (TTM)
-Basic EPS (TTM)
-0.18Dividend Yield
0.01%Recent Filings
8-K
8-K
8-K
Q3 results with impairments, tenders
Sensata Technologies reported Q3 2025 revenue of $932 million, down 5.2% year-over-year due to divestitures, yet organic growth hit 3.1% amid strong execution. A $259 million impairment charge, including $226 million non-cash goodwill hit on its Dynapower unit, stemmed from slower electrification adoption tied to shifting clean energy policies, masking adjusted operating income of $180 million. The company launched $350 million tender offers for senior notes due 2029-2030 and named Nicolas Bardot as COO effective November 1 to boost operations. Q4 guidance projects $890-920 million revenue. Impairments signal policy risks curbing demand.
8-K
Sensata Technologies Holding plc announces a key amendment to its credit agreement, reducing revolving commitments to $650M and extending maturity to 2030, enhancing financial flexibility.
Sensata Technologies Holding plc, through its subsidiary Sensata Technologies, Inc., amended its credit agreement on September 24, 2025, reducing the revolving credit facility commitments from $750,000,000 to $650,000,000 and extending the maturity date to September 24, 2030. The amendment, the fourteenth to the original agreement, also modifies operational and restrictive covenants to provide increased flexibility and permissions for the borrower and its affiliates.
8-K
Sensata Q2 revenue dips, margins improve
Sensata Technologies reported Q2 2025 revenue of $943.4 million, down 8.9% from last year due to divestitures and product lifecycle actions, yet operating income rose 6.2% to $138.1 million with margins expanding to 14.6%. Free cash flow surged to $115.5 million, bolstering $661.8 million in cash while returning $37.7 million to shareholders. Guidance points to Q3 revenue of $900-$930 million and adjusted EPS of $0.81-$0.87, offset by tariff impacts. Resiliency builds amid market shifts.
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