Tearsheet

Sensata Technologies (ST)

Market Price (12/4/2025): $33.11 | Market Cap: $4.8 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Sensata Technologies (ST)

Market Price (12/4/2025): $33.11
Market Cap: $4.8 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13%	Trading close to highs Dist 52W High is -1.5%	Debt is significant Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 54%
1	Attractive yield FCF Yield is 11%	Weak multi-year price returns 2Y Excs Rtn is -46%, 3Y Excs Rtn is -94%	Weak revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.0%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.1%, Rev Chg QQuarterly Revenue Change % is -5.2%
2	Low stock price volatility Vol 12M is 48%		Yield minus risk free rate is negative ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.0%
3	Megatrend and thematic drivers Megatrends include Electric Vehicles & Autonomous Driving, and Automation & Robotics. Themes include Autonomous Driving Technology, EV Manufacturing, Show more.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13%
1	Attractive yield FCF Yield is 11%
2	Low stock price volatility Vol 12M is 48%
3	Megatrend and thematic drivers Megatrends include Electric Vehicles & Autonomous Driving, and Automation & Robotics. Themes include Autonomous Driving Technology, EV Manufacturing, Show more.
4	Trading close to highs Dist 52W High is -1.5%
5	Weak multi-year price returns 2Y Excs Rtn is -46%, 3Y Excs Rtn is -94%
6	Debt is significant Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 54%
7	Weak revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.0%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.1%, Rev Chg QQuarterly Revenue Change % is -5.2%
8	Yield minus risk free rate is negative ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.0%

Valuation, Metrics & Events

	12/4/25	2024	2023	2022	2021
Share Price CYE	$33.11	$26.95	$36.46	$38.88	$58.94
Market Cap CYE ($ Bil)	4.8	4.0	5.5	5.9	9.3
Total Debt ($ Bil)	3.2	3.2	3.4	4.3	4.3
Total Cash ($ Bil)	0.8	0.6	0.5	1.2	1.7
Enterprise Value ($ Bil)	7.2	7.2	8.9	10.2	13.6
Valuation Ratios
P/S TTM	1.2	1.1	1.4	1.6	2.5
P/EBIT TTM	19.1	28.6	28.6	10.6	16.4
P/E TTM	-171.3	32.1	-1461.8	20.2	26.8
Sector Ratios
P/S TTM (Sector)	1.6	1.5	1.4	1.1	1.6
P/EBIT TTM (Sector)	12.9	11.8	11.5	9.2	12.3
P/E TTM (Sector)	17.6	16.5	15.4	12.2	16.4

	12/4/25	2024	2023
Share Price CYE	$33.11	$26.95	$36.46
Market Cap CYE ($ Bil)	4.8	4.0	5.5
Total Debt ($ Bil)	3.2	3.2	3.4
Total Cash ($ Bil)	0.8	0.6	0.5
Enterprise Value ($ Bil)	7.2	7.2	8.9
Valuation Ratios
P/S TTM	1.2	1.1	1.4
P/EBIT TTM	19.1	28.6	28.6
P/E TTM	-171.3	32.1	-1461.8
Sector Ratios
P/S TTM (Sector)	1.6	1.5	1.4
P/EBIT TTM (Sector)	12.9	11.8	11.5
P/E TTM (Sector)	17.6	16.5	15.4

	ST	S&P 500
REVENUE GROWTH	VERY POOR
Rev LTM ($ Bil)	3.7
Rev Chg Q	-5.2%	7.1%
Rev Chg LTM	-8.0%	6.1%
Rev Chg 3Y Avg	-2.1%	5.5%
PROFITABILITY	POOR
Op Inc LTM ($ Bil)	0.5
CFO LTM ($ Bil)	0.6
Net Inc LTM ($ Bil)	-0.0
Op Mgn LTM	12.8%	18.8%
CFO/Rev LTM	16.0%	20.5%
Net Inc Mgn	-0.7%	13.1%
VALUATION	LOW
P/S	1.2	3.2
P/CFO	7.6	15.8
P/FCF	9.4	20.5
P/E	-171.3	23.5
STABILITY	GOOD
Debt/Equity	0.72	0.20
Cash/Assets	0.11	0.07

AI Generated Analysis | Feedback

Metric	Value	Date	Source
Total Patents Globally	2227	11082025	Link
Active Patents	1160	11082025	Link
Electrification Revenue	approximately $700 million	12312023	Link
New Electrification Business Wins (over last three years)	over $1.3 billion	12312023	Link
Number of Employees	more than 18,000	11082025	Link
Number of Countries with Operations	14	11082025	Link
Unique Products	47,000+	11082025	Link
Annual Units Shipped	1.1 billion	11082025	Link

Recent
11/12/2025	Dividend	Amount: $0.12 Payment On: 11/26/2025
Upcoming
2/10/2026	Earnings Release	Rev: - EPS: -

ST Stock

Return (1M):

Why The Stock Moved

Qualitative Assessment

AI Generated Analysis | Feedback

Here are the key points explaining Sensata Technologies (ST) stock movement from August 31, 2025, to December 4, 2025:

1. Strong Third Quarter 2025 Financial Results: Sensata Technologies reported better-than-expected financial results for the third quarter of 2025 on October 28, 2025. The company announced an adjusted earnings per share (EPS) of $0.89, surpassing the consensus estimate of $0.85. Additionally, revenue reached $931.98 million, exceeding analyst expectations of $918.83 million. This performance included organic revenue growth of 3.6% year-over-year in Performance Sensing and 2.5% in Sensing Solutions.

2. Positive Future Earnings Outlook: On October 30, 2025, an analysis highlighted that despite current unprofitability, Sensata Technologies is forecasted to achieve a sharp turnaround, with earnings projected to grow by 40.35% annually and the company expected to become profitable within three years. Profit margins are also anticipated to quadruple by 2028.

3. Strategic Deleveraging Initiatives: Sensata demonstrated a commitment to strengthening its financial position by announcing cash tender offers on October 28, 2025, to purchase $350 million of its long-term debt. This move indicated a strategic prioritization of deleveraging. The company also reported an increase in return on invested capital to 10.2%.

4. Consistent Quarterly Dividend Payout: The Board of Directors approved a quarterly dividend of $0.12 per share for the fourth quarter of 2025 on October 23, 2025. This dividend was subsequently paid on November 26, 2025, to shareholders of record as of November 12, 2025, representing an annualized yield of 1.5%.

5. Significant Institutional Investment: Edgestream Partners L.P. substantially increased its stake in Sensata Technologies during the second quarter, boosting its position by 116.6%. The fund acquired an additional 103,311 shares, bringing its total ownership to 191,937 shares valued at approximately $5,779,000, indicating increased institutional confidence.

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Stock Movement Drivers

Fundamental Drivers

The 3.8% change in ST stock from 9/3/2025 to 12/3/2025 was primarily driven by a 4.8% change in the company's P/S Multiple.

	9032025	12032025	Change
Stock Price ($)	31.70	32.89	3.76%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	3745.16	3694.31	-1.36%
P/S Multiple	1.24	1.30	4.79%
Shares Outstanding (Mil)	146.21	145.66	0.37%
Cumulative Contribution			3.76%

LTM = Last Twelve Months as of date shown

Market Drivers

9/3/2025 to 12/3/2025

	Return	Correlation
ST	3.8%
Market (SPY)	6.2%	66.8%
Sector (XLI)	2.9%	69.3%

Fundamental Drivers

The 24.6% change in ST stock from 6/4/2025 to 12/3/2025 was primarily driven by a 27.0% change in the company's P/S Multiple.

	6042025	12032025	Change
Stock Price ($)	26.40	32.89	24.60%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	3837.31	3694.31	-3.73%
P/S Multiple	1.02	1.30	26.95%
Shares Outstanding (Mil)	148.50	145.66	1.91%
Cumulative Contribution			24.55%

LTM = Last Twelve Months as of date shown

Market Drivers

6/4/2025 to 12/3/2025

	Return	Correlation
ST	24.6%
Market (SPY)	15.1%	66.2%
Sector (XLI)	7.6%	66.9%

Fundamental Drivers

The 4.1% change in ST stock from 12/3/2024 to 12/3/2025 was primarily driven by a 9.4% change in the company's P/S Multiple.

	12032024	12032025	Change
Stock Price ($)	31.59	32.89	4.11%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	4017.57	3694.31	-8.05%
P/S Multiple	1.19	1.30	9.42%
Shares Outstanding (Mil)	150.72	145.66	3.35%
Cumulative Contribution			3.99%

LTM = Last Twelve Months as of date shown

Market Drivers

12/3/2024 to 12/3/2025

	Return	Correlation
ST	4.1%
Market (SPY)	14.3%	71.2%
Sector (XLI)	9.8%	73.1%

Fundamental Drivers

The -24.5% change in ST stock from 12/4/2022 to 12/3/2025 was primarily driven by a -23.8% change in the company's P/S Multiple.

	12042022	12032025	Change
Stock Price ($)	43.54	32.89	-24.45%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	3949.18	3694.31	-6.45%
P/S Multiple	1.70	1.30	-23.85%
Shares Outstanding (Mil)	154.47	145.66	5.70%
Cumulative Contribution			-24.70%

LTM = Last Twelve Months as of date shown

Market Drivers

12/4/2023 to 12/3/2025

	Return	Correlation
ST	1.7%
Market (SPY)	53.2%	64.0%
Sector (XLI)	45.4%	66.5%

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
ST Return	-2%	17%	-34%	-6%	-26%	19%	-37%
Peers Return	10%	11%	8%	8%	4%	42%	110%
S&P 500 Return	16%	27%	-19%	24%	23%	16%	112%
Monthly Win Rates [3]
ST Win Rate	67%	75%	42%	42%	33%	60%
Peers Win Rate	35%	37%	30%	49%	52%	62%
S&P 500 Win Rate	58%	75%	42%	67%	75%	70%
Max Drawdowns [4]
ST Max Drawdown	-57%	-1%	-39%	-23%	-27%	-35%
Peers Max Drawdown	-19%	-4%	-12%	-7%	-14%	-10%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: NOC, TEL, TDY, NXT, BMI. See ST Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)

How Low Can It Go

Unique Key	Event	ST	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-52.5%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	110.5%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	Not Fully Recovered days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-57.4%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	134.5%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	294 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-27.8%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	38.5%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	821 days	120 days

Compare to NOC, TEL, TDY, NXT, BMI

In The Past

Sensata Technologies's stock fell -52.5% during the 2022 Inflation Shock from a high on 1/4/2022. A -52.5% loss requires a 110.5% gain to breakeven.

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About Sensata Technologies (ST)

Sensata Technologies Holding plc develops, manufactures, and sells sensors, sensor-based solutions, controls, and other products in the Americas, Europe, Asia, and internationally. It operates in two segments, Performance Sensing and Sensing Solutions. The Performance Sensing segment develops and manufactures sensors, high-voltage contactors, and other solutions used in mission-critical systems and applications, such as tire pressure monitoring, thermal management, electrical protection, regenerative braking, powertrain (engine/transmission), and exhaust management. This segment serves customers in the automotive, and heavy vehicle and off-road industries. The Sensing Solutions segment develops and manufactures application-specific sensor and electrical protection products primarily serving the industrial and aerospace markets. Its products include pressure and position sensors, motor and compressor protectors, high-voltage contactors, solid state relays, bimetal electromechanical controls, power inverters, charge controllers, battery management systems, operator controls, and Internet of Things solutions. The company was founded in 1916 and is headquartered in Attleboro, Massachusetts.

AI Generated Analysis | Feedback

Here are 1-3 brief analogies for Sensata Technologies:

Sensata is like the Intel or Qualcomm for the physical world, making the critical sensors and electrical protection components for everything from electric vehicles to industrial machinery.
Sensata is like a highly specialized Bosch, providing essential sensors, power protection, and control solutions for automotive, industrial, and aerospace applications.

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Automotive Sensors: Provides a range of sensors for pressure, temperature, position, and speed used in vehicle powertrain, chassis, safety, and comfort systems.
Industrial & Heavy Vehicle Sensors: Develops sensors for engines, transmissions, braking systems, and various other industrial machinery and off-road equipment applications.
Thermal & Circuit Breakers: Offers devices like thermostats and circuit breakers designed to prevent overheating and electrical faults in appliances, HVAC, and industrial equipment.
Electrification Components: Supplies critical components such as high-voltage contactors, battery management sensors, and specialized fuses for electric vehicles and renewable energy systems.

AI Generated Analysis | Feedback

Sensata Technologies (ST) primarily sells its products and solutions to other companies (B2B model), not directly to individuals. Sensata's business model involves supplying mission-critical sensors, electrical protection components, and control systems to Original Equipment Manufacturers (OEMs) and Tier 1 suppliers across various industries globally. Due to the broad nature of their customer base and the absence of a single customer typically accounting for a significant portion of their revenues (e.g., greater than 10% in their public filings), Sensata does not usually disclose specific major customer companies by name. Instead, they cater to leading companies within specific market segments. Below are the major categories of customers Sensata serves, along with illustrative examples of the *types* of public companies they would likely count as customers in each sector:

Automotive (Light Vehicle): Sensata supplies components to leading global automotive OEMs and their Tier 1 suppliers for passenger cars and light trucks. These include manufacturers focusing on powertrain, safety, and comfort systems.
- Illustrative Customer Types: General Motors (GM), Ford Motor Company (F), Toyota Motor Corporation (TM), Volkswagen AG (VWAGY).
Heavy Vehicle & Off-Road (HVOR): This segment includes manufacturers of heavy-duty trucks, construction equipment, agricultural machinery, and other commercial vehicles, which rely on Sensata's sensors and controls for performance, efficiency, and safety.
- Illustrative Customer Types: Caterpillar Inc. (CAT), Deere & Company (DE), PACCAR Inc (PCAR), AB Volvo (VOLVY).
Industrial & Other Markets: This diverse category encompasses customers in various sectors, including industrial automation, aerospace, appliances, HVAC (heating, ventilation, and air conditioning), energy (e.g., renewables), and medical applications. They provide solutions for efficiency, safety, and connectivity in these demanding environments.
- Illustrative Customer Types: Major aerospace manufacturers like Boeing (BA) or Airbus (EADSY), leading appliance manufacturers like Whirlpool Corporation (WHR), and various global industrial equipment and component manufacturers.

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Stephan von Schuckmann, Chief Executive Officer

Stephan von Schuckmann has served as Sensata's Chief Executive Officer since January 2025, bringing over 20 years of experience as a global industry leader. He possesses a robust industrial, commercial, and financial background and has a proven track record in driving business transformations globally, notably the transition from conventional to electric powertrains at ZF Group. Prior to joining Sensata, he was a Member of the Board of Management at ZF Friedrichshafen AG, with global leadership responsibility for its electric mobility division, which had annual revenue exceeding $12 billion. His earlier roles at ZF Group included CEO of Car Powertrain and Electric Mobility, CFO of the Car Powertrain Technology Division, and VP of Restructuring and Improvement in the Car Powertrain Technology Division. He also oversaw the Asia Pacific region and global procurement operations at ZF Group.

Andrew Lynch, Executive Vice President, Chief Financial Officer

Andrew Lynch was appointed Executive Vice President, Chief Financial Officer, effective August 2025, after serving as interim Chief Financial Officer starting May 2025. He joined Sensata in 2009 and has held various roles of increasing responsibility within finance and accounting. Before his appointment as CFO, he served as Vice President, Finance for the Performance Sensing Segment since 2023 and led the company's investor relations function since 2024. His previous positions at Sensata include Vice President, Finance, for the Sensing Solutions Segment (2021-2023) and regional CFO for Europe (2019-2023).

Nicolas Bardot, Executive Vice President, Chief Operations Officer

Nicolas Bardot joined Sensata in November 2025 as Executive Vice President, Chief Operations Officer, bringing over 20 years of operations leadership experience. Prior to Sensata, he served as the Division Operations Officer at ZF Commercial Vehicle Solutions in Switzerland, where he was responsible for designing the organization's structure, operating model, and processes.

Patrick Hertzke, Executive Vice President, Chief Growth and Transformation Officer

Patrick Hertzke joined Sensata in September 2025 as Executive Vice President, Chief Growth and Transformation Officer. He has more than 20 years of leadership experience in the automotive and industrial sectors. Patrick is recognized as an expert in his field, having published over 20 reports with leading research and insights on the future of mobility and the automotive industry. Before joining Sensata, he was a Partner at McKinsey & Company, where he led the Automotive Practice in the UK, Ireland, and Israel.

George Verras, Executive Vice President, Chief Technology Officer & Interim Head of Sensing Solutions Segment

George Verras was appointed Executive Vice President, Chief Technology Officer (CTO) in May 2022 and has served as Interim Head of the Sensing Solutions Segment since July 2024. He previously held roles as Senior Vice President, CTO (from January 2021) and Senior Vice President, Sensata Ventures (from September 2019). Before that, he was Vice President and General Manager of Heavy Vehicle and Off-Road from November 2015 to September 2019. Mr. Verras began his career in 1994 at Sensata's predecessor company, Texas Instruments, where he held various design engineering positions.

AI Generated Analysis | Feedback

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AI Generated Analysis | Feedback

Sensata Technologies (ST) operates in several key markets with substantial addressable market sizes:

Automotive Sensors: The global automotive sensors market size was valued at approximately USD 38.7 billion in 2024 and is projected to reach USD 86.16 billion by 2032. Another estimate indicates the global market size was USD 40.24 billion in 2024 and is expected to grow to around USD 88.18 billion by 2034. The Asia Pacific region held a significant share, with its automotive sensor market size surpassing USD 22.62 billion in 2024 and projected to reach around USD 50.52 billion by 2034.
Industrial Sensors: The global industrial sensors market reached an estimated USD 26.5 billion in 2024 and is expected to grow to USD 52.3 billion by 2033. Other reports show the market size as USD 27.13 billion in 2024, expected to reach USD 56.48 billion by 2032, or USD 28.18 billion in 2024, projected to reach USD 51.80 billion by 2033. Asia Pacific currently dominates this market in 2024.
Heavy Vehicle & Off-Road (HVOR) Sensors (Commercial Vehicle Sensors): The global commercial vehicle sensors market size was valued at approximately USD 18.7 billion in 2024 and is projected to reach nearly USD 41.5 billion by 2034.
Aerospace/Aircraft Sensors: The global aircraft sensors market was valued at USD 6.66 billion in 2024 and is projected to grow to USD 9.33 billion by 2030. Another estimate indicates the global market was valued at USD 7.15 billion in 2024 and is predicted to reach approximately USD 18.21 billion by 2034. North America is projected to be the largest aircraft sensors market.
Power Management Solutions / Electrification: The global power management system market size was valued at USD 6.56 billion in 2024 and is anticipated to reach around USD 12.80 billion by 2034. Sensata Technologies itself projects its addressable markets for Electrification solutions to be $15 billion by 2030, with a 17% compound annual growth rate (CAGR). North America dominated the power management system market with the largest market share of 33% in 2024.

AI Generated Analysis | Feedback

Sensata Technologies (ST) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

Electrification of Vehicles and Industrial Applications: Sensata is strategically positioned to capitalize on the global shift towards electrification across various sectors. The company is a key player in the electrification transformation for passenger cars, heavy trucks, and industrial infrastructure, aiming for electrification to contribute 40% of its total revenue by 2026. The company has secured over $1.3 billion in electrification wins over the past three years. Sensata aims to achieve $2 billion in electrification revenue by 2026.
Expansion of Specialty Sensing Products: Growth is anticipated from the scaling of specialty sensing products, particularly in areas driven by increasing safety and environmental regulations. A significant example is the A2L gas leak detection sensor for the HVAC space, which Sensata foresees accelerating to more than $100 million in revenue in the near future. This expansion extends into industrials and is expected to grow further into Europe and Asia, creating recurring high-margin revenue streams.
New Business Wins and Market Share Gains in Key Regions: Sensata has demonstrated success in securing new business and gaining market share, particularly in the automotive sector. Recent wins include contracts for exhaust and fuel sensors with Mazda and other Japanese OEMs, as well as contractor and Tire Pressure Monitoring System (TPMS) business awards with leading local Electric Vehicle (EV) OEMs and tier suppliers in China. These wins indicate global competitiveness and a return to market outgrowth in the automotive business.
Strategic Portfolio Management and Operational Efficiency: While not a direct revenue driver, Sensata's focus on operational excellence, including streamlining operations and exiting low-margin products, is crucial for future growth. By divesting approximately $30 million of revenue in Q3 2024 related to product life cycle management efforts and having exited 60% of identified low-growth products, the company is reallocating resources to higher-growth, higher-margin opportunities. Analysts expect profit margins to increase significantly, supported by scaling regulatory-driven solutions, which will enhance overall financial health and support investments in growth areas.

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Share Repurchases

Sensata Technologies authorized a new $500 million share repurchase program in January 2022, replacing a previous program that had $254 million remaining as of December 31, 2021.
In the first quarter of 2025, the company repurchased approximately 3.5 million shares for $100 million.
Sensata completed a $217.6 million share buyback program in October 2025.

Outbound Investments

In April 2022, Sensata Technologies acquired Dynapower Company, LLC for $580 million in cash.
This acquisition was a foundational step in Sensata's Clean Energy Solutions strategy and built upon prior acquisitions such as Gigavac, Lithium Balance, and Spear Power Systems, focusing on electrification.

Capital Expenditures

Capital expenditures for Sensata Technologies were $107 million in 2020, $144 million in 2021, $150 million in 2022, $185 million in 2023, and $159 million in 2024.
The company emphasizes disciplined capital expenditures to reduce capital intensity and enhance cash flow conversion while supporting growth initiatives.

Better Bets than Sensata Technologies (ST)

	ST	Better Performance than ST
Metric	Value	INDUSTRY: Electrical Components & Equipment
Rev Chg LTM	-8.0%	BE (44.5%), VRT (28.8%), ETN (8.2%), EMR (4.8%), AME (3.7%)
Rev Chg 3Y Avg	-2.1%	EMR (24.9%), VRT (21.4%), ETN (9.7%), AME (5.9%), ROK (3.2%)
Op Mgn LTM	12.8%	AME (26.2%), ETN (19.0%), EMR (18.8%), VRT (18.0%), ROK (15.5%)
CFO/Rev LTM	16.0%	AME (24.7%), NXT (19.3%), ROK (18.9%), EMR (17.8%), VRT (16.1%)
FCF/Rev LTM	12.9%	AME (22.9%), NXT (17.9%), ROK (16.4%), EMR (15.4%), VRT (14.1%)
Total Yield	0.2%	ROK (4.2%), AME (4.0%), EMR (3.9%), ETN (3.0%), VRT (1.9%)
P/S	1.2	KE (0.5), EAF (0.6), ATKR (0.8), TE (1.0), ENS (1.1)
P/Op Inc	9.4	APWC (3.6), ATKR (7.6), ENS (8.6)

	ST	Better Performance than ST
Metric	Value	SECTOR: Industrials
Rev Chg LTM	-8.0%	UBER (18.2%), GE (17.7%), GEV (9.4%), RTX (8.8%), CAT (-4.9%)
Rev Chg 3Y Avg	-2.1%	UBER (19.6%), GE (15.7%), BA (10.1%), RTX (9.4%), CAT (5.8%)
Op Mgn LTM	12.8%	UNP (40.6%), GE (20.5%), DE (20.0%), ETN (19.0%), CAT (18.2%)
CFO/Rev LTM	16.0%	UNP (39.6%), DE (19.7%), UBER (18.1%), CAT (18.0%), GE (17.2%)
FCF/Rev LTM	12.9%	UNP (24.5%), UBER (17.5%), PH (16.9%), HON (15.2%), GE (14.7%)
Total Yield	0.2%	UBER (8.1%), CAT (6.7%), RTX (4.5%), GE (2.5%), GEV (1.1%)
P/S	1.2	UAL (0.5), DAL (0.6), FDX (0.6), UPS (0.8), CHRW (1.0)
P/Op Inc	9.4	UAL (6.0), DAL (6.1), UPS (8.6), FDX (8.8), CNI (9.0)

	ST	Better Performance than ST
Metric	Value	ALL OTHER SECTORS
Rev Chg LTM	-8.0%	NVDA (71.6%), MSFT (15.6%), GOOGL (13.4%), AMZN (10.9%), AAPL (6.0%)
Rev Chg 3Y Avg	-2.1%	NVDA (92.0%), MSFT (13.2%), AMZN (11.3%), GOOGL (11.0%), AAPL (1.8%)
Op Mgn LTM	12.8%	NVDA (58.1%), MSFT (46.3%), AVGO (39.0%), GOOGL (32.2%), AAPL (31.9%)
CFO/Rev LTM	16.0%	MSFT (50.0%), NVDA (46.6%), GOOGL (39.3%), AAPL (26.6%), AMZN (18.1%)
FCF/Rev LTM	12.9%	NVDA (43.6%), AVGO (41.6%), MSFT (26.6%), AAPL (23.5%), GOOGL (19.1%)
Total Yield	0.2%	GOOGL (4.6%), MSFT (3.4%), AMZN (3.0%), AAPL (3.0%), NVDA (2.3%)
P/S	1.2	CVS (0.2), MCK (0.2), UNH (0.7), CMCSA (0.9), WMT (1.1)
P/Op Inc	9.4	VZ (5.9), BUD (7.7), T (8.3), MRK (9.4), PFE (9.4)

		Best Bets In Industrials Sector
	ST
What You Pay
P/E	-170.2
P/EBIT	19.0
What You Get
Rev Chg Q	-5.2%
Rev Chg LTM	-8.0%
Rev Chg 3Y Avg	-2.1%
FCF/Rev 3Y Avg	10.2%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 16%, alpha of 4.2%, and sharpe of 0.76

Latest Trefis Analyses

	Title	Topic
0	DASHBOARDS
1	How Low Can Sensata Technologies Stock Really Go?	Return
2	ST Dip Buy Analysis
3	Sensata Technologies (ST) Operating Cash Flow Comparison	Financials
4	Sensata Technologies (ST) Net Income Comparison	Financials
5	Sensata Technologies (ST) Operating Income Comparison	Financials
6	Sensata Technologies (ST) Revenue Comparison	Financials
7	Sensata Technologies vs. General Motors: ST stock's substantially higher valuation vs. GM appears counterintuitive	Counter-Intuitive Comparisons
8	Sensata Technologies Holding vs. Deckers Outdoor: ST stock's significantly higher valuation vs. DECK appears counterintuitive	Counter-Intuitive Comparisons
9	Sensata Technologies Holding vs. PulteGroup: ST stock's higher valuation vs. PHM appears counterintuitive	Counter-Intuitive Comparisons
10	Sensata Technologies vs. S&P500 Correlation	Correlation

	Title
0	ARTICLES

Trade Ideas

Select past ideas related to ST. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
CNM_11212025_Dip_Buyer_FCFYield	11212025	CNM	Core & Main	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	9.5%	9.5%	-1.6%
VRRM_11212025_Dip_Buyer_FCFYield	11212025	VRRM	Verra Mobility	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	3.2%	3.2%	-1.2%
LII_11212025_Dip_Buyer_ValueBuy	11212025	LII	Lennox International	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	7.5%	7.5%	0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	ADP	Automatic Data Processing	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	2.8%	2.8%	-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%	11212025	CW	Curtiss-Wright	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	0.0%	0.0%	0.0%

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
CNM_11212025_Dip_Buyer_FCFYield	11212025	CNM	Core & Main	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	9.5%	9.5%	-1.6%
VRRM_11212025_Dip_Buyer_FCFYield	11212025	VRRM	Verra Mobility	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	3.2%	3.2%	-1.2%
LII_11212025_Dip_Buyer_ValueBuy	11212025	LII	Lennox International	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	7.5%	7.5%	0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	ADP	Automatic Data Processing	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	2.8%	2.8%	-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%	11212025	CW	Curtiss-Wright	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	0.0%	0.0%	0.0%

Recent Active Movers

1 Day Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
MPLT	MapLight Therapeutics	0.7	31.3%
AEVA	Aeva Technologies	0.8	25.7%	188.2%
DC	Dakota Gold	0.6	19.7%	150.9%
SERV	Serve Robotics	0.7	18.2%	-12.6%
ACDC	ProFrac	0.7	17.6%	-45.0%
HY	Hyster Yale	0.6	15.6%	-29.9%
AEO	American Eagle Outfitters	4.1	15.1%	49.7%
BEAM	Beam Therapeutics	2.7	14.4%	7.8%
GOSS	Gossamer Bio	0.8	14.4%	278.1%
FTRE	Fortrea	1.3	14.4%	-21.8%

1 Day Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
PSTG	Pure Storage	22.6	-27.3%	12.1%
GTLB	GitLab	6.3	-12.8%	-32.9%
CTEV	Claritev	0.7	-11.3%
FBYD	Falcons Beyond Global	0.7	-11.2%	131.2%
ACHC	Acadia Healthcare	1.3	-10.9%	-63.0%
ULS	UL Solutions	16.0	-10.7%	60.4%
HPK	HighPeak Energy	0.7	-10.6%	-59.8%
OS	OneStream	3.5	-10.4%	-35.0%
ARE	Alexandria Real Estate Equities	8.2	-10.1%	-47.9%
THO	Thor Industries	5.3	-9.5%	6.6%

1 Week Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
HPP	Hudson Pacific Properties	6.3	641.5%	-34.3%
TLRY	Tilray Brands	7.5	618.1%	-46.9%
TMC	TMC The Metals	2.8	42.2%	589.3%
VERA	Vera Therapeutics	2.6	40.2%	-2.4%
ARWR	Arrowhead Pharmaceuticals	9.0	39.1%	246.1%
TE	T1 Energy	0.7	37.4%
MPLT	MapLight Therapeutics	0.7	32.1%
AEVA	Aeva Technologies	0.8	31.1%	188.2%
AMKR	Amkor Technology	10.9	30.2%	73.4%
DC	Dakota Gold	0.6	30.2%	150.9%

1 Week Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
JANX	Janux Therapeutics	1.1	-50.7%	-68.0%
VTYX	Ventyx Biosciences	0.6	-25.0%	258.0%
CTEV	Claritev	0.7	-23.5%
AMBA	Ambarella	3.0	-22.9%	-3.6%
FULC	Fulcrum Therapeutics	0.6	-21.5%	92.8%
PD	PagerDuty	1.1	-20.5%	-33.9%
NTNX	Nutanix	12.7	-19.3%	-22.4%
CNK	Cinemark	2.6	-18.0%	-25.2%
PSTG	Pure Storage	22.6	-17.2%	12.1%
ZS	Zscaler	38.1	-15.9%	35.1%

1 Month Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
OLMA	Olema Pharmaceuticals	2.3	223.6%	367.4%
COGT	Cogent Biosciences	5.4	152.6%	402.1%
CDTX	Cidara Therapeutics	5.9	115.1%	722.1%
IRWD	Ironwood Pharmaceuticals	0.6	100.5%	-15.8%
TERN	Terns Pharmaceuticals	2.5	95.9%	396.2%
FRGE	Forge Global	0.6	90.3%	217.8%
SGML	Sigma Lithium	1.1	87.3%	-10.6%
INSP	Inspire Medical Systems	4.0	82.8%	-27.3%
NPCE	NeuroPace	0.6	77.2%	48.9%
ALMS	Alumis	0.6	71.9%	-0.3%

1 Month Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
UP	Wheels Up Experience	0.4	-52.7%	-62.4%
CCOI	Cogent Communications	0.9	-51.9%	-72.9%
SMR	NuScale Power	3.0	-50.7%	12.3%
FRMI	Fermi	10.3	-47.5%
AMSC	American Superconductor	1.4	-47.2%	30.1%
TLRY	Tilray Brands	7.5	-46.1%	-46.9%
BTDR	Bitdeer Technologies	2.4	-44.8%	-41.8%
EXOD	Exodus Movement	0.4	-43.1%	-53.3%
STUB	Stubhub	3.5	-39.8%
METC	Ramaco Resources	1.0	-39.4%	66.9%

Recent Active Movers

1 Day Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
MPLT	MapLight Therapeutics	0.7	31.3%
AEVA	Aeva Technologies	0.8	25.7%	188.2%
DC	Dakota Gold	0.6	19.7%	150.9%
SERV	Serve Robotics	0.7	18.2%	-12.6%
ACDC	ProFrac	0.7	17.6%	-45.0%
HY	Hyster Yale	0.6	15.6%	-29.9%
AEO	American Eagle Outfitters	4.1	15.1%	49.7%
BEAM	Beam Therapeutics	2.7	14.4%	7.8%
GOSS	Gossamer Bio	0.8	14.4%	278.1%
FTRE	Fortrea	1.3	14.4%	-21.8%

1 Day Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
PSTG	Pure Storage	22.6	-27.3%	12.1%
GTLB	GitLab	6.3	-12.8%	-32.9%
CTEV	Claritev	0.7	-11.3%
FBYD	Falcons Beyond Global	0.7	-11.2%	131.2%
ACHC	Acadia Healthcare	1.3	-10.9%	-63.0%
ULS	UL Solutions	16.0	-10.7%	60.4%
HPK	HighPeak Energy	0.7	-10.6%	-59.8%
OS	OneStream	3.5	-10.4%	-35.0%
ARE	Alexandria Real Estate Equities	8.2	-10.1%	-47.9%
THO	Thor Industries	5.3	-9.5%	6.6%

1 Week Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
HPP	Hudson Pacific Properties	6.3	641.5%	-34.3%
TLRY	Tilray Brands	7.5	618.1%	-46.9%
TMC	TMC The Metals	2.8	42.2%	589.3%
VERA	Vera Therapeutics	2.6	40.2%	-2.4%
ARWR	Arrowhead Pharmaceuticals	9.0	39.1%	246.1%
TE	T1 Energy	0.7	37.4%
MPLT	MapLight Therapeutics	0.7	32.1%
AEVA	Aeva Technologies	0.8	31.1%	188.2%
AMKR	Amkor Technology	10.9	30.2%	73.4%
DC	Dakota Gold	0.6	30.2%	150.9%

1 Week Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
JANX	Janux Therapeutics	1.1	-50.7%	-68.0%
VTYX	Ventyx Biosciences	0.6	-25.0%	258.0%
CTEV	Claritev	0.7	-23.5%
AMBA	Ambarella	3.0	-22.9%	-3.6%
FULC	Fulcrum Therapeutics	0.6	-21.5%	92.8%
PD	PagerDuty	1.1	-20.5%	-33.9%
NTNX	Nutanix	12.7	-19.3%	-22.4%
CNK	Cinemark	2.6	-18.0%	-25.2%
PSTG	Pure Storage	22.6	-17.2%	12.1%
ZS	Zscaler	38.1	-15.9%	35.1%

Peer Comparisons for Sensata Technologies

Peers to compare with:

Financials

	ST	NOC	TEL	TDY	NXT	BMI	Median
Name	Sensata .	Northrop.	TE Conne.	Teledyne.	Nextpower	Badger M.
Mkt Price	32.89	553.32	230.80	503.96	86.88	178.30	204.55
Mkt Cap	4.8	79.2	68.3	23.6	12.9	5.2	18.2
Rev LTM	3,694	40,928	16,581	6,005	3,373	901	4,850
Op Inc LTM	473	4,098	3,200	1,110	713	180	912
FCF LTM	477	1,834	2,882	1,038	604	166	821
FCF 3Y Avg	396	2,137	2,661	923	446	129	684
CFO LTM	591	3,438	3,760	1,145	649	181	897
CFO 3Y Avg	551	3,791	3,424	1,026	469	141	789

Growth & Margins

	ST	NOC	TEL	TDY	NXT	BMI	Median
Name	Sensata .	Northrop.	TE Conne.	Teledyne.	Nextpower	Badger M.
Rev Chg LTM	-8.0%	-0.1%	4.9%	7.4%	20.4%	12.1%	6.1%
Rev Chg 3Y Avg	-2.1%	5.2%	1.8%	3.6%	27.1%	17.7%	4.4%
Rev Chg Q	-5.2%	4.3%	13.9%	6.7%	42.4%	13.1%	9.9%
QoQ Delta Rev Chg LTM	-1.4%	1.1%	3.5%	1.6%	8.7%	3.1%	2.4%
Op Mgn LTM	12.8%	10.0%	19.3%	18.5%	21.1%	19.9%	18.9%
Op Mgn 3Y Avg	13.3%	9.0%	18.2%	18.4%	19.9%	18.3%	18.2%
QoQ Delta Op Mgn LTM	1.0%	0.2%	0.2%	-0.1%	-0.3%	0.0%	0.1%
CFO/Rev LTM	16.0%	8.4%	22.7%	19.1%	19.3%	20.1%	19.2%
CFO/Rev 3Y Avg	14.1%	9.4%	21.1%	17.8%	16.7%	17.6%	17.2%
FCF/Rev LTM	12.9%	4.5%	17.4%	17.3%	17.9%	18.5%	17.3%
FCF/Rev 3Y Avg	10.2%	5.3%	16.4%	16.0%	16.0%	16.1%	16.0%

Valuation

	ST	NOC	TEL	TDY	NXT	BMI	Median
Name	Sensata .	Northrop.	TE Conne.	Teledyne.	Nextpower	Badger M.
Mkt Cap	4.8	79.2	68.3	23.6	12.9	5.2	18.2
P/S	1.2	2.1	3.0	4.6	3.2	5.8	3.1
P/EBIT	19.0	15.8	16.5	25.8	14.8	29.3	17.7
P/E	-170.2	21.7	34.3	33.6	19.0	37.9	27.7
P/CFO	7.5	25.4	13.3	24.0	16.9	29.0	20.4
Total Yield	0.2%	5.3%	4.5%	3.0%	5.3%	3.4%	4.0%
Dividend Yield	0.8%	0.7%	1.6%	0.0%	0.0%	0.8%	0.8%
FCF Yield 3Y Avg	7.8%	2.8%	-	4.2%	8.6%	2.5%	4.2%
D/E	0.7	0.2	0.1	0.1	0.0	0.0	0.1
Net D/E	0.5	0.2	0.1	0.1	-0.1	-0.0	0.1

Returns

	ST	NOC	TEL	TDY	NXT	BMI	Median
Name	Sensata .	Northrop.	TE Conne.	Teledyne.	Nextpower	Badger M.
1M Rtn	3.7%	-3.4%	-6.2%	-2.8%	-14.4%	-1.8%	-3.1%
3M Rtn	3.8%	-4.4%	12.4%	-7.5%	30.1%	-1.7%	1.0%
6M Rtn	24.6%	13.5%	43.4%	1.2%	52.6%	-28.1%	19.1%
12M Rtn	4.1%	16.0%	54.4%	5.3%	122.0%	-17.9%	10.7%
3Y Rtn	-24.5%	6.6%	-	18.0%	-	58.0%	12.3%
1M Excs Rtn	3.8%	-3.4%	-6.2%	-2.7%	-14.4%	-1.7%	-3.1%
3M Excs Rtn	-2.9%	-9.5%	5.7%	-13.2%	20.8%	-7.8%	-5.4%
6M Excs Rtn	9.9%	-1.2%	28.7%	-13.5%	37.9%	-42.8%	4.3%
12M Excs Rtn	-9.5%	1.9%	41.5%	-9.7%	114.1%	-30.7%	-3.8%
3Y Excs Rtn	-94.2%	-62.0%	-	-50.9%	-	-12.4%	-56.4%

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	9/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	11/3/2025	2/28/2025	2/29/2024	2/13/2023	2/10/2022	2/12/2021	2/11/2020
Key Financials
Total Revenue	3,694	3,933	4,054	4,029	3,821	3,046	3,451
EBITDA	513	457	507	873	856	593	869
Operating Income	473	449	558	603	648	371	610
Net Income	-26	128	-4	311	364	164	283
EPS	-0.20	0.85	-0.03	2.00	2.30	1.04	1.76
Growth Rates
Total Revenue Growth	-8.0%	-3.0%	0.6%	5.5%	25.5%	-11.7%	-2.0%
EBITDA Growth	201.1%	-9.9%	-41.9%	2.1%	44.4%	-31.8%	-4.3%
Operating Income Growth	-3.9%	-19.6%	-7.6%	-6.9%	74.8%	-39.3%	-7.9%
Net Income Growth	67.1%	3386.7%	-101.3%	-14.5%	121.3%	-41.9%	-52.8%
Margins
EBITDA Margin	13.9%	11.6%	12.5%	21.7%	22.4%	19.5%	25.2%
Operating Income Margin	12.8%	11.4%	13.8%	15.0%	17.0%	12.2%	17.7%
Net Income Margin	-0.7%	3.3%	-0.1%	7.7%	9.5%	5.4%	8.2%
Cash & Debt
Total Cash	791	594	508	1,226	1,709	1,862	774
Total Debt	3,203	3,213	3,411	4,250	4,259	4,010	3,267
Net Debt / (Cash)	2,412	2,619	2,903	3,025	2,550	2,148	2,493
Cash Flows
Net Cash from Operations	591	552	457	461	554	560	620
Free Cash from Operations	477	393	272	311	410	453	458
Returns to Shareholders
Dividends	71	72	72	51	-0	-0	-0
Share Repurchases	142	69	88	292	48	35	350

$ Mil \| FY: 12/31	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4
Period End	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022
Filing Date	11/3/2025	7/29/2025	5/8/2025	2/28/2025	11/4/2024	7/29/2024	4/29/2024	2/29/2024	11/7/2023	8/1/2023	5/2/2023	2/13/2023
Key Financials Quarterly
Total Revenue	932	943	911	908	983	1,036	1,007	992	1,001	1,062	998	1,015
Ebitda	-38	198	190	163	-127	212	209	-124	198	202	231	257
Operating Income	121	145	129	78	91	133	146	121	142	139	155	166
Net Income	-163	61	70	6	-25	72	76	-202	63	49	86	113
EPS	-1.12	0.41	0.47	0.04	-0.17	0.48	0.51	-1.34	0.41	0.32	0.57	0.74
Key Financials TTM
Total Revenue TTM	3,694	3,745	3,837	3,933	4,018	4,036	4,063	4,054	4,076	4,093	4,052	4,029
Ebitda TTM	513	424	438	457	170	496	485	507	888	994	960	873
Operating Income TTM	473	443	432	449	492	543	549	558	603	606	619	603
Net Income TTM	-26	111	122	128	-80	8	-14	-4	311	389	375	311
Growth Rates Quarterly
Total Revenue Growth	-5.2%	-8.9%	-9.5%	-8.5%	-1.8%	-2.5%	0.9%	-2.2%	-1.7%	4.1%	2.3%	8.6%
EBITDA Growth	70.3%	-6.8%	-9.0%	231.3%	-164.2%	5.2%	-9.4%	-148.1%	-34.7%	20.3%	59.8%	15.0%
Operating Income Growth	32.2%	8.4%	-11.3%	-35.7%	-35.7%	-4.2%	-6.0%	-27.0%	-2.2%	-8.3%	10.9%	7.6%
Net Income Growth	-549.2%	-15.4%	-8.0%	102.9%	-139.9%	46.0%	-12.0%	-278.7%	-55.2%	41.0%	285.1%	1.1%
Margins Quarterly
EBITDA Margin	-4.1%	21.0%	20.9%	17.9%	-12.9%	20.5%	20.8%	-12.5%	19.8%	19.0%	23.1%	25.4%
Operating Income Margin	13.0%	15.3%	14.2%	8.6%	9.3%	12.9%	14.5%	12.2%	14.2%	13.1%	15.5%	16.4%
Net Income Margin	-17.4%	6.4%	7.7%	0.6%	-2.5%	6.9%	7.6%	-20.4%	6.3%	4.6%	8.7%	11.2%
Cash & Debt
Total Cash	791	662	588	594	506	1,033	460	508	890	857	1,034	1,226
Total Debt	3,203	3,201	3,200	3,213	3,198	3,895	3,400	3,411	3,797	3,796	3,992	4,250
Net Debt / (Cash)	2,412	2,539	2,612	2,619	2,692	2,862	2,940	2,903	2,907	2,939	2,958	3,025
Cash Flows Quarterly
FCF from Operations	160	141	119	171	131	143	106	105	139	116	97	225
Cash Flows TTM
FCF from Operations TTM	591	562	564	552	486	494	466	457	576	531	510	461
Returns to Shareholders Quarterly
Dividends	17	18	18	18	18	18	18	18	18	18	17	17
Share Repurchases	-0	20	100	22	37	-0	10	28	35	25	-0	50
Return on Invested Capital (ROIC) Quarterly
ROIC	20.1%	13.1%	15.3%	2.0%	1.4%	13.5%	15.3%	14.0%	15.2%	13.5%	16.4%	19.9%
Return on Invested Capital (ROIC) TTM
ROIC TTM	19.6%	17.5%	16.5%	17.1%	5.0%	4.3%	18.7%	19.2%	16.8%	16.3%	16.4%	15.6%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Performance Sensing	2,750	2,920	2,848	2,224	2,546
Sensing Solutions	1,157	1,109	973	822	905
Other	147
Total	4,054	4,029	3,821	3,046	3,451

Operating Income by Segment

$ Mil	2024	2023	2022	2021	2020
Performance Sensing	698	728	777	533	670
Sensing Solutions	338	323	293	241	294
Other	7
Restructuring and other charges, net	-54	67	-15	-33	-54
Amortization of intangible assets	-174	-154	-134	-130	-143
Corporate and other	-633	-294	-288	-273	-211
Total	182	670	633	338	557

Price Behavior

Price Behavior

Market Price	$32.89
Market Cap ($ Bil)	4.8
First Trading Date	03/11/2010
Distance from 52W High	-1.5%
	50 Days	200 Days
DMA Price	$31.00	$28.57
DMA Trend	up	down
Distance from DMA	6.1%	15.1%
	3M	1YR
Volatility	37.3%	48.4%
Downside Capture	227.20	161.02
Upside Capture	181.57	144.41
Correlation (SPY)	66.3%	71.2%

ST Betas & Captures as of 11/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.96	2.02	2.06	2.20	1.75	1.49
Up Beta	1.43	1.14	1.54	1.97	1.78	1.65
Down Beta	0.95	2.78	2.30	2.54	2.00	1.65
Up Capture	216%	211%	187%	247%	186%	138%
Bmk +ve Days	13	26	39	74	142	427
Stock +ve Days	11	22	30	65	119	362
Down Capture	222%	182%	218%	196%	130%	108%
Bmk -ve Days	7	16	24	52	107	323
Stock -ve Days	8	18	31	58	125	380

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

1Y 5Y 10Y

Based On 1-Year Data

		Comparison of ST With Other Asset Classes (Last 1Y)
	ST	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	4.1%	8.9%	15.3%	58.9%	4.6%	-5.8%	-3.1%
Annualized Volatility	48.1%	18.9%	19.7%	19.4%	15.9%	17.8%	35.7%
Sharpe Ratio	0.23	0.32	0.60	2.26	0.09	-0.48	0.04
Correlation With Other Assets		72.9%	71.2%	3.2%	28.7%	51.4%	29.6%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

		Comparison of ST With Other Asset Classes (Last 5Y)
	ST	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	-7.7%	13.1%	15.0%	17.9%	11.9%	4.9%	37.1%
Annualized Volatility	35.2%	17.2%	17.1%	15.5%	18.9%	19.0%	49.1%
Sharpe Ratio	-0.14	0.61	0.71	0.93	0.52	0.17	0.64
Correlation With Other Assets		68.2%	66.0%	9.6%	23.0%	48.4%	23.4%

Based On 10-Year Data

		Comparison of ST With Other Asset Classes (Last 10Y)
	ST	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	-2.8%	12.8%	14.5%	14.2%	5.6%	5.4%	76.3%
Annualized Volatility	34.5%	19.9%	18.0%	14.8%	17.7%	20.9%	55.9%
Sharpe Ratio	0.01	0.57	0.69	0.79	0.25	0.23	0.95
Correlation With Other Assets		70.3%	67.0%	0.9%	28.4%	50.9%	16.4%

Short Interest

Short Interest: As Of Date	11142025
Short Interest: Shares Quantity	6,257,151
Short Interest: % Change Since 10312025	5.3%
Average Daily Volume	1,136,533
Days-to-Cover Short Interest	5.51
Basic Shares Quantity	145,663,000
Short % of Basic Shares	4.3%

Returns Analyses

	Title
0	How Low Can Sensata Technologies Stock Really Go?
1	Sensata Technologies Stock Return Comparison
2	[10/7/2021] Sensata Technologies (ST) Stock Price Forecast: AI Forecasts ST Stock Price To Be Around $57.00 In A Month (Up 0.9%)
3	Sensata Technologies Total Shareholder Return (TSR): -33.5% in 2022 and -8.7% 3-yr returns (below peer average)
4	Sensata Technologies (ST) Stock Return: AI Predicts ST Average and Excess Return After a Fall or Rise

SEC Filings

Expand for More

Report Date	Filing Date	Filing
9302025	11032025	10-Q 9/30/2025
6302025	7292025	10-Q 6/30/2025
3312025	5082025	10-Q 3/31/2025
12312024	2282025	10-K 12/31/2024
9302024	11042024	10-Q 9/30/2024
6302024	7292024	10-Q 6/30/2024
3312024	4292024	10-Q 3/31/2024
12312023	2292024	10-K 12/31/2023
9302023	11072023	10-Q 9/30/2023
6302023	8012023	10-Q 6/30/2023
3312023	5022023	10-Q 3/31/2023
12312022	2132023	10-K 12/31/2022
9302022	11012022	10-Q 9/30/2022
6302022	8012022	10-Q 6/30/2022
3312022	4262022	10-Q 3/31/2022
12312021	2102022	10-K 12/31/2021

External Quote Links

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1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Sensata Technologies (ST)

Market Price (12/4/2025): $33.11 | Market Cap: $4.8 BilSector: Industrials | Industry: Electrical Components & Equipment

Sensata Technologies (ST)

Market Price (12/4/2025): $33.11Market Cap: $4.8 BilSector: IndustrialsIndustry: Electrical Components & Equipment

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Market Price (12/4/2025): $33.11 | Market Cap: $4.8 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Market Price (12/4/2025): $33.11
Market Cap: $4.8 Bil
Sector: Industrials
Industry: Electrical Components & Equipment