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
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $943.40 mln | $931.70 mln (15 Analysts) |
Q2 Adjusted EPS | Beat | $0.87 | $0.83 (15 Analysts) |
Q2 EPS | $0.41 | ||
Q2 Adjusted operating income | Beat | $179.10 mln | $145.90 mln (8 Analysts) |
Q2 Free Cash Flow | $115.50 mln | ||
Q2 Operating income | $138.10 mln |
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.)
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