Sensata (ST)
NYSE:ST
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.93Last Year’s EPS
0.87Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed multiple operational and financial positives: revenue and organic growth, margin expansion, record Q1 free cash flow and stronger balance-sheet metrics (lower leverage, higher ROIC), plus early customer traction in a strategic data center opportunity. These strengths were balanced against meaningful cost headwinds (precious metals inflation, tariffs), end-market risks (geopolitical uncertainty, China subsidy changes) and near-term softness in HVAC. Management presented concrete mitigation actions, scenario planning and a one-quarter-at-a-time guidance posture, suggesting confidence in defending margin targets while acknowledging uncertainties.Company Guidance
Revenue Growth and Organic Performance
Total Q1 revenue $935M, up $24M or +3% YoY; organic revenue growth +4% YoY after a $34M inorganic headwind from divestitures and a $20M FX tailwind.
Adjusted Operating Income and Margin Expansion
Adjusted operating income $174M with adjusted operating margin 18.6%, up 30 basis points year-over-year, driven by stronger revenues and improved productivity.
Record First-Quarter Free Cash Flow and Conversion
Free cash flow $105M, up $18M or +21% YoY and a record Q1 for the company; free cash flow conversion 83% of adjusted net income, up 9 percentage points from 74% in the prior year period.
Earnings Per Share and Capital Returns
Adjusted EPS $0.86, up $0.08 YoY and exceeding the high end of Q1 guidance; returned $43M to shareholders in Q1 including $25M of share repurchases and a quarterly dividend (Q2 dividend $0.12 per share announced).
Deleveraging and Return on Invested Capital
Net leverage improved to 2.65x trailing 12-month adjusted EBITDA from 3.06x a year ago; ROIC increased to 10.8% (up 70 basis points vs. 10.1% prior 12 months).
Segment-Level Organic Growth and Margin Strength
All three segments delivered organic growth and margin expansion in Q1: Automotive revenue $525M (reported -1% YoY, organic +1%) with 4% outgrowth vs. market decline of ~3%; Automotive operating margin 23.5% (+70 bps YoY). Industrial revenue $184M (reported -1%, organic +1%) with operating margin 27.1% (+100 bps YoY). Aerospace, Defense & Commercial Equipment revenue $226M (+15% reported, ~+17% organic) with operating margin 28.1% (+260 bps YoY).
Operational Improvements and Working Capital Momentum
Progress on inventory reduction and supplier payment term optimization led to materially improved working capital performance and helped drive the strong free cash flow start to the year.
Data Center Opportunity and Early Customer Traction
Increased conviction in data center TAM tied to GPU-driven shifts (higher density, liquid cooling, 800V DC); Sensata product portfolio specced by two hyperscalers and a new flow product advanced to customer validation. Management expects adoption acceleration around mid-2027 and anticipates limited incremental R&D/CapEx required to pursue these opportunities.
Q2 Guidance and Margin Targets
Q2 guidance: revenue $950M–$980M, adjusted operating income $182M–$190M, adjusted operating margin 19.2%–19.4%, adjusted EPS $0.89–$0.95. Management reiterates cadence of sequential margin improvement and a 19% annual margin floor defendable via scenario plans.
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 |
|---|---|---|---|
Apr 28, 2026 | $41.53 | $39.57 | -4.72% |
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% |
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 Aug 04, 2026, Before Open (Confirmed).
What is Sensata (ST) earnings time?
Sensata (ST) earnings time is at Aug 04, 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 (Q2) is 0.93.