Sensata Q2 revenue falls 8.9% but beats expectations

Reuters
Jul 30
Sensata <a href="https://laohu8.com/S/QTWO">Q2</a> revenue falls 8.9% but beats expectations

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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