Overview
Sensata Q3 revenue beats analyst expectations despite a 5.2% yr/yr decline
Adjusted EPS for Q3 beats consensus, remaining consistent with prior year
Adjusted operating income for Q3 exceeds analyst estimates
Outlook
Sensata expects Q4 2025 revenue of $890 mln to $920 mln
Sensata forecasts Q4 2025 adjusted EPS of $0.83 to $0.87
Result Drivers
DIVESTITURES AND PRODUCT LIFECYCLE - Revenue decline attributed to divestitures and product lifecycle management actions
CLEAN ENERGY POLICY IMPACT - Operating loss includes $259 mln in charges due to changes in clean energy policy and emissions regulations
ORGANIC REVENUE GROWTH - Organic revenue increased by 3.1% compared to Q3 2024
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $932 mln | $917.20 mln (15 Analysts) |
Q3 Adjusted EPS | Beat | $0.89 | $0.85 (14 Analysts) |
Q3 EPS | -$1.12 | ||
Q3 Adjusted operating income | Beat | $179.60 mln | $137.30 mln (7 Analysts) |
Q3 Free Cash Flow | $136.20 mln | ||
Q3 Operating income | -$122.90 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "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 $39.00, about 19% above its October 27 closing price of $31.60
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nBw8k7JNya
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(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.)