Sensata Technologies Holding PLC

Latest Results (27.06.2026):

Sensata Technologies Holding PLC reported results for the first quarter of 2026 (Q1 2026). Revenue was $934.8 million (up 2.6% YoY; organic revenue +4.2%), with GAAP operating income of $141.6 million (15.2% margin) and adjusted operating income of $174.0 million (18.6% margin). GAAP diluted EPS was $0.59 and adjusted EPS was $0.86. The company generated $122.5 million of operating cash flow and $104.6 million of free cash flow in the quarter, and provided Q2 2026 guidance for revenue of $950–$980 million and adjusted EPS of $0.89–$0.95.

Revenue and growth

Q1 2026 revenue: $934.8M (+$23.6M, +2.6% vs Q1 2025). Organic revenue growth: +4.2% (+$38.0M) after excluding FX and M&A impacts.

Profitability

GAAP operating income: $141.6M (15.2% margin). Adjusted operating income: $174.0M (18.6% margin), up $7.5M (+4.5%) year-over-year. Tariff pass-through of $11.9M in Q1 2026 was ~30 bps dilutive to adjusted operating margin.

Earnings per share

GAAP diluted EPS: $0.59 (up $0.12, +25.5% YoY). Adjusted EPS: $0.86 (up $0.08, +10.3% YoY).

Cash flow and liquidity

Net cash provided by operating activities: $122.5M. Free cash flow: $104.6M (free cash flow conversion 83%). Cash on hand: $635.1M at March 31, 2026.

Capital return to shareholders

Sensata returned ~$42.6M in Q1 2026: $17.5M in dividends and $25.1M in share repurchases.

Segment performance

Aerospace, Defense & Commercial Equipment showed notable growth: revenue $225.8M (from $196.7M) and segment operating margin 28.1%. Automotive remained the largest segment but revenue modestly declined to $524.8M from $528.9M; Industrials revenue was $184.2M.

Balance sheet and leverage

Total gross debt: ~$2,866.9M; cash $635.1M; net debt $2,231.8M. LTM adjusted EBITDA: $842.2M, net leverage ratio 2.6x (down from 2.7x at year-end 2025); gross leverage ~3.4x.

Q2 2026 guidance

Revenue expected $950–$980M (includes ~ $8M tariff recovery at midpoint). Adjusted EPS guidance: $0.89–$0.95. Company states adjusted operating income, net income and EPS are not expected to be impacted by tariffs due to anticipated pass-through.