Sensor products maker Sensata beats Q3 revenue, adjusted EPS expectations

Overview

• Sensata Q3 revenue beats analyst expectations despite a 5.2% yr/yr decline

• Adjusted EPS for Q3 beats consensus, remaining consistent with prior year

• Adjusted operating income for Q3 exceeds analyst estimates

Outlook

• Sensata expects Q4 2025 revenue of $890 mln to $920 mln

• Sensata forecasts Q4 2025 adjusted EPS of $0.83 to $0.87

Result Drivers

• DIVESTITURES AND PRODUCT LIFECYCLE - Revenue decline attributed to divestitures and product lifecycle management actions

• CLEAN ENERGY POLICY IMPACT - Operating loss includes $259 mln in charges due to changes in clean energy policy and emissions regulations

• ORGANIC REVENUE GROWTH - Organic revenue increased by 3.1% compared to Q3 2024

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy."

• Wall Street's median 12-month price target for Sensata Technologies Holding PLC is $39.00, about 19% above its October 27 closing price of $31.60

• The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nBw8k7JNya

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