A Business at a Glance
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Sensata Technologies Holding plc
ST
$6.8B
Mkt Cap
$45.71
+0.20%
Sensata Technologies Holding plc (ST) has a current P/E ratio of 217.7, compared to its historical median P/E of 24.9. The stock is currently considered Expensive based on its historical valuation range.
Sensata Technologies Holding plc (ST) has a 5-year average return on invested capital (ROIC) of 5.3%. This is below average and may indicate limited pricing power.
Sensata Technologies Holding plc (ST) has a market capitalization of $6.7B. It is classified as a mid-cap stock.
Yes, Sensata Technologies Holding plc (ST) pays a dividend with a trailing twelve-month yield of 1.04%. The company also returns capital through share buybacks, with a buyback yield of 0.67%.
Based on historical P/E analysis, Sensata Technologies Holding plc (ST) appears expensive. The current P/E of 217.7 is 775% above its historical median of 24.9. The estimated fair value CAGR (P/E method) is -21.8%.
Sensata Technologies Holding plc (ST) operates in the Industrial Instruments For Measurement, Display, And Control industry, within the Technology sector.
Sensata Technologies is a global industrial technology company with over 100 years of history that develops, manufactures, and sells sensors, electrical protection components and systems, and power conversion solutions for mission-critical applications. The company operates through three reportable segments—Automotive, Industrials, and Aerospace, Defense, and Commercial Equipment—serving leading global OEMs, Tier 1 suppliers, systems integrators, and aftermarket distributors across automotive, climate control, appliance, medical, energy, charging infrastructure, data/telecom, aerospace, defense, agricultural, construction, and on-road truck markets. Sensata's sensors translate physical parameters such as pressure, temperature, and position into electronic signals, while its electrical protection portfolio comprises switches, fuses, inverters, energy storage systems, high-voltage distribution units, and controllers designed to maximize efficiency and ensure safety; the company also provides power conversion systems for renewable energy, green hydrogen, EV charging, and microgrid applications. The business model is characterized by long-standing customer relationships—the top ten customers have averaged 36 years of tenure and no single customer exceeded 10% of revenue—and operates with a focus on manufacturing scale, best-cost sourcing, product design improvements, and automation-driven productivity to serve diverse end markets globally. Sensata's competitive advantages include deep customization expertise, decades of manufacturing and supply chain management capability, and a diversified product portfolio that is not indexed to any single propulsion technology, enabling the company to participate across internal combustion, hybrid, plug-in hybrid, and electric vehicle architectures.
【Margin resilience and selective growth】 Management expects to deliver margin expansion of at least 20 basis points on a full-year 2026 basis through a combination of improved volume leverage and productivity, with sequential margin improvement anticipated each quarter as end markets stabilize. In the automotive segment, the company targets low single-digit outgrowth driven by content wins in plug-in hybrid and range-extender vehicles, which are expected to grow at a 12% CAGR over the balance of the decade and offer attractive content potential across ICE powertrain, high-voltage electrical protection, and sensor categories. Aerospace and defense is expected to emerge as a meaningful growth engine, with commercial aircraft backlogs remaining strong and allied defense spending projected to increase significantly from $1.7 trillion in 2025 to $2.8 trillion in 2035, positioning Sensata to capture share given its global footprint and European relationships. The company is focused on near-term data center opportunities in liquid cooling and high-voltage power architectures, with revenue expected to begin materializing around mid-2027, while maintaining disciplined capital expenditure in the 3% to 3.5% range of revenue and prioritizing deleveraging and shareholder returns through dividends and opportunistic share repurchases.
No forward guidance provided.
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call, Q1 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 3.7B | 3.7B | 3.9B | 4.1B | 4.0B | 3.8B |
| Net Income | 48M | 31M | 129M | -3.9M | 311M | 364M |
| EPS | $0.38 | $0.21 | $0.85 | $-0.03 | $1.99 | $2.28 |
| Free Cash Flow | 508M | 490M | 393M | 272M | 311M | 410M |
| ROIC | 1.7% | 2.7% | 2.6% | 1.8% | 8.9% | 10.6% |
| Gross Margin | - | 29.3% | 29.4% | 31.1% | 32.7% | 33.5% |
| Debt/Equity | 0.99 | 1.04 | 1.12 | 1.14 | 1.37 | 1.38 |
| Dividends/Share | $0.48 | $0.47 | $0.48 | $0.55 | $0.33 | $0.00 |
| Operating Income | 257M | 238M | 149M | 182M | 670M | 633M |
| Operating Margin | 6.9% | 6.4% | 3.8% | 4.5% | 16.6% | 16.6% |
| ROE | 1.7% | 1.1% | 4.4% | -0.1% | 10.0% | 12.5% |
| Shares Outstanding | 147M | 149M | 151M | 130M | 156M | 159M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 2.4B | 3.0B | 3.2B | 3.3B | 3.5B | 3.5B | 3.0B | 3.8B | 4.0B | 4.1B | 3.9B | 3.7B | 3.7B |
| Gross Margin | 35.0% | 33.5% | 34.9% | 35.3% | 35.6% | 34.3% | 30.4% | 33.5% | 32.7% | 31.1% | 29.4% | 29.3% | N/A |
| R&D | 82M | 124M | 127M | 130M | 147M | 148M | 131M | 159M | 189M | 179M | 169M | 134M | 129M |
| SG&A | 220M | 271M | 294M | 302M | 306M | 281M | 295M | 337M | 371M | 351M | 392M | 356M | 364M |
| EBIT | 372M | 394M | 492M | 556M | 710M | 557M | 338M | 633M | 670M | 182M | 149M | 238M | 257M |
| Op. Margin | 15.4% | 13.2% | 15.4% | 16.8% | 20.2% | 16.1% | 11.1% | 16.6% | 16.6% | 4.5% | 3.8% | 6.4% | 6.9% |
| Net Income | 284M | 348M | 262M | 408M | 599M | 283M | 164M | 364M | 311M | -3.9M | 129M | 31M | 48M |
| Net Margin | 11.8% | 11.7% | 8.2% | 12.3% | 17.0% | 8.2% | 5.4% | 9.5% | 7.7% | -0.1% | 3.3% | 0.8% | 1.3% |
| Non-Recurring | 0 | 0 | 813K | 12M | 72M | 29M | 27M | 6.7M | 135M | 328M | 51M | 215M | 215M |
| Returns on Capital | |||||||||||||
| ROIC | 11.6% | 9.0% | 8.3% | 11.5% | 14.3% | 7.9% | 6.8% | 10.6% | 8.9% | 1.8% | 2.6% | 2.7% | 1.7% |
| ROE | 23.2% | 23.4% | 14.5% | 19.0% | 24.2% | 10.9% | 6.2% | 12.5% | 10.0% | -0.1% | 4.4% | 1.1% | 1.7% |
| ROA | 6.6% | 6.1% | 4.2% | 6.3% | 8.9% | 4.1% | 2.2% | 4.4% | 3.6% | -0.0% | 1.7% | 0.5% | 0.7% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 383M | 533M | 522M | 558M | 621M | 620M | 560M | 554M | 461M | 457M | 552M | 622M | 625M |
| Free Cash Flow | 238M | 356M | 391M | 413M | 461M | 458M | 453M | 410M | 311M | 272M | 393M | 490M | 508M |
| Owner Earnings | 157M | 235M | 196M | 267M | 351M | 342M | 285M | 269M | 148M | 120M | 200M | 340M | 355M |
| CapEx | 144M | 177M | 130M | 145M | 160M | 161M | 107M | 144M | 150M | 185M | 159M | 131M | 117M |
| Maint. CapEx | 213M | 283M | 308M | 270M | 245M | 259M | 255M | 259M | 281M | 307M | 313M | 256M | 245M |
| Growth CapEx | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D&A | 213M | 283M | 308M | 270M | 245M | 259M | 255M | 259M | 281M | 307M | 313M | 256M | 245M |
| CapEx/OCF | 37.7% | 33.2% | 25.0% | 25.9% | 25.7% | 26.0% | 19.1% | 26.1% | 32.6% | 40.4% | 28.8% | 21.1% | 18.6% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 51M | 72M | 72M | 70M | 70M |
| Dividend Yield | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.7% | 1.4% | 1.4% | 1.6% | 1.0% |
| Share Buybacks | 12M | 50K | 0 | 0 | 399M | 350M | 35M | 48M | 292M | 88M | 69M | 121M | 45M |
| Buyback Yield | 0.1% | 0.0% | 0.1% | N/A | 5.6% | 4.3% | 0.5% | 0.5% | 5.0% | 1.9% | 1.7% | 2.4% | 0.7% |
| Stock-Based Comp | 13M | 15M | 17M | 20M | 24M | 19M | 19M | 26M | 32M | 30M | 39M | 25M | 25M |
| Debt Repayment | 76M | 2.0B | 336M | 944M | 16M | 465M | 409M | 763M | 511M | 849M | 702M | 352M | 352M |
| Balance Sheet | |||||||||||||
| Net Debt | 2.6B | 3.2B | 2.9B | 2.5B | 2.5B | 2.5B | 2.2B | 2.6B | 3.0B | 2.9B | 2.6B | 2.3B | 2.2B |
| Cash & Equiv. | 211M | 342M | 351M | 753M | 730M | 774M | 1.9B | 1.7B | 1.2B | 508M | 594M | 573M | 635M |
| Long-Term Debt | 2.7B | 3.3B | 3.2B | 3.2B | 3.2B | 3.2B | 3.2B | 4.2B | 4.0B | 3.4B | 3.2B | 2.8B | 2.8B |
| Debt/Equity | 2.14 | 2.13 | 1.67 | 1.38 | 1.24 | 1.27 | 1.49 | 1.38 | 1.37 | 1.14 | 1.12 | 1.04 | 0.99 |
| Interest Coverage | 3.5 | 2.9 | 3.0 | 3.5 | 4.6 | 3.5 | 2.0 | 3.5 | 3.4 | 1.0 | 1.0 | 1.6 | 1.6 |
| Equity | 1.3B | 1.7B | 1.9B | 2.3B | 2.6B | 2.6B | 2.7B | 3.1B | 3.1B | 3.0B | 2.9B | 2.8B | 2.9B |
| Total Assets | 5.1B | 6.3B | 6.2B | 6.6B | 6.8B | 6.8B | 7.8B | 8.6B | 8.8B | 7.7B | 7.1B | 6.8B | 6.8B |
| Total Liabilities | 3.8B | 4.6B | 4.3B | 4.3B | 4.2B | 4.3B | 5.1B | 5.5B | 5.6B | 4.7B | 4.3B | 4.0B | 4.0B |
| Intangibles | 911M | 1.3B | 1.1B | 920M | 897M | 771M | 692M | 947M | 1000M | 884M | 493M | 412M | 397M |
| Retained Earnings | 67M | 391M | 637M | 1.0B | 1.3B | 1.6B | 1.8B | 2.1B | 2.4B | 2.3B | 2.3B | 2.3B | 2.4B |
| Working Capital | 441M | 413M | 758M | 1.2B | 1.3B | 1.3B | 1.5B | 2.2B | 1.6B | 1.3B | 1.3B | 1.2B | 1.3B |
| Current Assets | 1.1B | 1.3B | 1.3B | 1.8B | 1.9B | 2.0B | 3.0B | 3.1B | 2.8B | 2.1B | 2.0B | 2.0B | 2.1B |
| Current Liabilities | 678M | 865M | 583M | 629M | 640M | 635M | 1.5B | 836M | 1.2B | 824M | 711M | 775M | 759M |
| Per Share Data | |||||||||||||
| EPS | 1.65 | 2.03 | 1.53 | 2.37 | 3.53 | 1.75 | 1.04 | 2.28 | 1.99 | -0.03 | 0.85 | 0.21 | 0.38 |
| Owner EPS | 0.91 | 1.37 | 1.14 | 1.55 | 2.07 | 2.12 | 1.81 | 1.69 | 0.95 | 0.92 | 1.32 | 2.28 | 2.42 |
| Book Value | 7.58 | 9.74 | 11.32 | 13.61 | 15.37 | 15.93 | 17.13 | 19.41 | 19.93 | 23.05 | 19.12 | 18.69 | 19.48 |
| Cash Flow/Share | 2.22 | 3.11 | 3.04 | 3.24 | 3.66 | 3.84 | 3.54 | 3.48 | 2.95 | 3.51 | 3.65 | 4.17 | 2.00 |
| Dividends/Share | N/A | N/A | N/A | N/A | N/A | N/A | 0.00 | 0.00 | 0.33 | 0.55 | 0.48 | 0.47 | 0.48 |
| Shares Out. | 172.0M | 171.3M | 171.5M | 172.3M | 169.7M | 161.6M | 158.0M | 159.5M | 156.1M | 130.0M | 151.2M | 149.0M | 146.6M |
| Valuation | |||||||||||||
| P/E Ratio | 30.7 | 21.4 | 24.4 | 20.5 | 11.8 | 29.1 | 47.6 | 25.3 | 18.8 | N/A | 31.6 | 159.4 | 121.7 |
| P/FCF | 36.6 | 20.9 | 16.4 | 20.3 | 15.4 | 18.0 | 17.3 | 22.5 | 18.8 | 17.4 | 10.3 | 10.2 | 13.2 |
| EV/EBIT | 29.9 | 26.2 | 18.2 | 18.2 | 12.5 | 17.8 | 23.9 | 15.8 | 11.3 | 39.2 | 40.5 | 28.1 | 34.6 |
| Price/Book | 6.7 | 4.5 | 3.3 | 3.6 | 2.7 | 3.2 | 2.9 | 3.0 | 1.9 | 1.6 | 1.4 | 1.8 | 2.3 |
| Price/Sales | 3.0 | 2.8 | 1.9 | 2.2 | 2.3 | 2.1 | 2.1 | 2.3 | 1.7 | 1.3 | 1.3 | 1.2 | 1.8 |
| FCF Yield | 2.7% | 4.8% | 6.1% | 4.9% | 6.5% | 5.6% | 5.8% | 4.5% | 5.3% | 5.7% | 9.7% | 9.8% | 7.6% |
| Market Cap | 8.7B | 7.5B | 6.4B | 8.4B | 7.1B | 8.2B | 7.8B | 9.2B | 5.8B | 4.8B | 4.1B | 5.0B | 6.7B |
| Avg. Price | 42.49 | 48.30 | 35.34 | 42.01 | 48.16 | 45.89 | 39.65 | 54.82 | 44.57 | 40.10 | 34.93 | 28.64 | 45.71 |
| Year-End Price | 50.72 | 43.53 | 37.35 | 48.56 | 41.75 | 50.96 | 49.48 | 57.74 | 37.38 | 36.52 | 26.84 | 33.47 | 45.71 |
Sensata Technologies Holding plc passes 0 of 9 quality checks, indicating weak fundamentals.
Sensata Technologies Holding plc trades at 217.7x trailing earnings, compared to its 15-year median P/E of 24.9x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 13.6x vs a median of 17.3x. The company's 5-year average ROIC is 5.3% with a gross margin of 31.2%. Total shareholder yield (dividends + buybacks) is 1.7%. At current prices, the estimated annualized return to fair value is -2.1%.
Sensata Technologies Holding plc (ST) reported annual revenue of $3.7 billion in its most recent fiscal year, based on SEC EDGAR filings.
Sensata Technologies Holding plc (ST) has a net profit margin of 0.8%. This is a modest margin.
Sensata Technologies Holding plc (ST) generated $490 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Sensata Technologies Holding plc (ST) has a debt-to-equity ratio of 1.04. This indicates moderate leverage.
Sensata Technologies Holding plc (ST) reported earnings per share (EPS) of $0.21 in its most recent fiscal year.
Sensata Technologies Holding plc (ST) has a return on equity (ROE) of 1.1%. This indicates moderate shareholder returns.
Sensata Technologies Holding plc (ST) has a 5-year average gross margin of 31.2%. This indicates decent pricing power.
The Ledger Terminal provides 16 years of financial data for Sensata Technologies Holding plc (ST), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Sensata Technologies Holding plc (ST) has a book value per share of $18.69, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects to deliver margin expansion of at least 20 basis points on a full-year 2026 basis through a combination of improved volume leverage and productivity, with sequential margin improvement anticipated each quarter as end markets stabilize. In the automotive segment, the company targets low single-digit outgrowth driven by content wins in plug-in hybrid and range-extender vehicles, which are expected to grow at a 12% CAGR over the balance of the decade and offer attractive content potential across ICE powertrain, high-voltage electrical protection, and sensor categories. Aerospace and defense is expected to emerge as a meaningful growth engine, with commercial aircraft backlogs remaining strong and allied defense spending projected to increase significantly from $1.7 trillion in 2025 to $2.8 trillion in 2035, positioning Sensata to capture share given its global footprint and European relationships. The company is focused on near-term data center opportunities in liquid cooling and high-voltage power architectures, with revenue expected to begin materializing around mid-2027, while maintaining disciplined capital expenditure in the 3% to 3.5% range of revenue and prioritizing deleveraging and shareholder returns through dividends and opportunistic share repurchases.