Overview

• Sensata Q2 2025 revenue dips 8.9% yr/yr, beats analyst expectations

• Adjusted EPS for Q2 2025 beats consensus

• Co generated $115.5 mln free cash flow, returned $37.7 mln to shareholders

Outlook

• Sensata expects Q3 revenue of $900 mln to $930 mln

• Company forecasts Q3 adjusted EPS of $0.81 to $0.87

• Sensata includes $15 mln tariff recovery in Q3 revenue

• Adjusted operating margin for Q3 expected at 19.3% to 19.5%

Result Drivers

• DIVESTITURES IMPACT - Revenue decreased due to previously disclosed divestitures and product lifecycle management actions

• BACK-TO-BASICS APPROACH - CEO attributes strong performance to a back-to-basics approach, enhancing business resiliency

• FREE CASH FLOW - Significant improvement in free cash flow reported, aiding in shareholder returns

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "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 $35.00, about 5.9% above its July 28 closing price of $32.93

• The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nBw7VzTH2a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)