Sensata Technologies
Supplies sensors, electrical protection, telematics, and power conversion for transportation and industrial systems.
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Profile
Sells sensors, electrical-protection components, telematics, and power-conversion products across transportation and industrial markets. Its three reporting segments span Automotive, Industrials, and Aerospace, Defense and Commercial Equipment.
Mission-critical sensors, electrical-protection components, telematics, and power-conversion products serve automotive, heavy vehicle and off-road, industrial, and aerospace markets.
The business operates globally, with more than 16,000 employees in 13 countries. Automotive, Industrials, and Aerospace, Defense and Commercial Equipment are its reporting segments, reflecting a portfolio broadened by acquisitions including Schrader, GIGAVAC, Xirgo, and Dynapower.
Its operating lineage reaches back to controls technology in Attleboro, while the modern standalone company emerged from Bain Capital's 2006 carve-out of Texas Instruments' Sensors & Controls business. The business depends on end-market demand across transportation and industrial systems.
Company facts
Key statistics
Year to date +17.6% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Barclays | Reiterate | Equal Weight | $53 | $55 | |
| Jul 30, 2026 | Evercore ISI | Target | $43 | $50 | ||
| Jul 30, 2026 | Robert W. Baird | Target | $45 | $49 | ||
| Jun 2, 2026 | UBS | Target | $45 | $57 | ||
| Jun 2, 2026 | Wells Fargo | Reiterate | Equal Weight | $37 | $48 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.93 | $0.98 | +5.0% | $970.4M | $990.6M | +2.1% | +4.33% |
| Apr 28, 2026Q1 FY26 | $0.84 | $0.86 | +2.4% | $928.8M | $934.8M | +0.6% | −4.72% |
| Feb 19, 2026Q4 FY25 | $0.86 | $0.88 | +2.3% | $911.9M | $917.9M | +0.7% | +6.06% |
| Oct 28, 2025Q3 FY25 | $0.85 | $0.89 | +4.6% | $921.1M | $932.0M | +1.2% | +5.80% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $916.3M | $942.6M | $932.0M | $917.9M | $934.8M | $990.6M | |
| Gross profit | $260.2M | $268.7M | $239.8M | $247.1M | $286.3M | $301.8M | |
| Operating income | $137.3M | $148.3M | $121.0M | $119.1M | $141.6M | $165.4M | |
| Net income | $69.9M | $60.7M | −$162.5M | $63.2M | $87.1M | $102.1M | |
| Diluted EPS | $0.47 | $0.41 | −$1.10 | $0.43 | $0.59 | $0.70 | |
| Gross margin | 28.4% | 28.5% | 25.7% | 26.9% | 30.6% | 30.5% | |
| Operating margin | 15.0% | 15.7% | 13.0% | 13.0% | 15.1% | 16.7% |
Fiscal years (4-quarter sums)FY21 $3.81B · FY22 $4.08B · FY23 $4.07B · FY24 $3.94B · FY25 $3.71B
Revenue by product · FY24
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $403.3M · Total debt $2.44B · Total assets $6.59B · Shareholders' equity $2.96B
Dividends
Raised for 2 straight years — most recently to $0.12 from $0.11 in May 2023. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Aug 26 | $0.12 | |
| May 13, 2026 | May 13 | May 27 | $0.12 | |
| Feb 11, 2026 | Feb 11 | Feb 25 | $0.12 | |
| Nov 12, 2025 | Nov 12 | Nov 26 | $0.12 | |
| Aug 13, 2025 | Aug 13 | Aug 27 | $0.12 | |
| May 14, 2025 | May 14 | May 28 | $0.12 | |
| Feb 12, 2025 | Feb 12 | Feb 26 | $0.12 | |
| Nov 13, 2024 | Nov 13 | Nov 27 | $0.12 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 145.54M · Float 144.20M · 99.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.60M | 9.35% | 13F | Aug 7, 2026 |
| Jupiter Topco LLC | 10.93M | 7.51% | 13F | Aug 14, 2026 |
| Janus Henderson Group PLC | 10.06M | 6.90% | 13G | Nov 14, 2025 |
| Price T Rowe Associates Inc /MD/ | 9.53M | 6.54% | 13F | Aug 14, 2026 |
| T. Rowe Price Associates, Inc. | 7.79M | 5.30% | 13G | Feb 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | Lynne J. Caljouw | officer: EVP, Chief HR Officer | −2,723 | $50.35 |
| May 20, 2026 | David K. Stott | officer: EVP, General Counsel | −6,335 | $47.40 |
| Apr 7, 2026 | Lynne J. Caljouw | officer: EVP, Chief HR Officer | −2,913 | $34.71 |
| Mar 18, 2026 | Lynne J. Caljouw | officer: EVP, Chief HR Officer | −2,480 | $34.50 |
| Mar 6, 2026 | Stephan von Schuckmann | director, officer: CEO | +15,150 | $33.11 |
Peers
- TE Connectivity
Automotive, industrial and aerospace sensors and power components
- Amphenol
Harsh-environment sensors and power interconnects across core end markets
- Littelfuse
Circuit protection, controls and sensors for transport and industry
- Analog Devices
Precision sensing, power electronics and control for mobility and industry
- Honeywell Technologies
Industrial sensing and aerospace systems for high-reliability applications
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sensata Technologies | $41.03 | 0.00% | $5.97B | 66.2 | 10.5 | 1.6 | +5.1% |
| TE Connectivity | $202.66 | +0.01% | $58.76B | 19.9 | 16.1 | 3.1 | +13.8% |
| Amphenol | $158.44 | +0.46% | $194.49B | 39.4 | 26.9 | 6.7 | +55.0% |
| Littelfuse | $405.42 | +0.01% | $10.30B | — | 21.5 | 3.9 | +20.4% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| Median | 29.7 | 22.6 | 3.9 | +20.4% |