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Sensata (ST)
NYSE:ST
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.83Last Year’s EPS
0.78Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational progress and financial improvement: record free cash flow, margin recovery meeting the 19% floor, deleveraging, return of revenue growth in H2 2025, and strong segment margin expansion. Management outlined a clear go‑forward structure (three segments), concrete growth initiatives (data centers, A2L, aerospace/defense/UAVs) and prudent capital allocation. Near-term risks include a reported 6% revenue decline for the year due to divestitures, cyclicality in on-road truck and industrial end markets, tariff and precious metals pressures, and one-time restructuring and impairment charges. Overall, the positives—especially cash generation, margin resilience, and clear execution steps—outweigh the near-term headwinds, supporting a constructive outlook.Company Guidance
Record Free Cash Flow and Conversion
Generated record free cash flow of $490 million in 2025, up 25% year-over-year, with free cash flow conversion of 97% (an improvement of 21 percentage points versus prior year).
Margin Recovery and Operational Excellence
Fourth-quarter adjusted operating margin of 19.6% (up 30 basis points year-over-year and sequentially) and full-year adjusted operating margin of 19.0%, meeting the company's 19% margin floor; excluding tariff pass-through items, full-year margin expanded ~20 basis points.
Returned to Revenue Growth and Organic Outgrowth
Q4 revenue of $918 million, $13 million above midpoint guidance, up ~$10 million (≈1%) year-over-year and up ~4% on an organic basis; company returned to outgrowth in H2 2025 and delivered Q4 organic growth.
Strong Segment Performance and Margin Expansion
All three new segments delivered Q4 organic revenue growth and significant margin expansion: Automotive $527M (≈-1% reported, +1% organic) with 24.4% segment margin (+100 bps YoY); Industrials $191M (+6% reported, +8% organic) with 30.9% margin (+620 bps YoY); Aerospace, Defense & Commercial Equipment $199M (+4% reported, +7% organic) with 28.1% margin (+310 bps YoY).
Capital Allocation and Deleveraging
Returned $191 million to shareholders in 2025 ( $121M buybacks, $70M dividends), retired $354 million of long-term debt in Q4, reduced net leverage to 2.7x trailing 12‑month adjusted EBITDA (from 3.0x a year earlier), and ended the year with $573 million of cash.
Product Wins and Growth Initiatives
A2L gas leak detection ramped from ~$10–$15M (2024) to about $70M in 2025 and is expected to mature north of a $100M annual run-rate; company launched a dedicated data center growth initiative in Q4 2025 and reorganized into three segments (Automotive ~57% of 2025 revenue, Industrials ~21%, Aerospace/Defense/Commercial ~22%).
ST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $36.16 | $38.35 | +6.06% |
Oct 28, 2025 | $30.63 | $32.41 | +5.80% |
Jul 29, 2025 | $32.14 | $31.00 | -3.57% |
May 08, 2025 | $22.12 | $25.16 | +13.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sensata (ST) report earnings?
Sensata (ST) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is Sensata (ST) earnings time?
Sensata (ST) earnings time is at Apr 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ST EPS forecast?
ST EPS forecast for the fiscal quarter 2026 (Q1) is 0.83.