Sensata Technologies Holding PLC

Latest Results (21.11.2025):

This summary covers Sensata Technologies Holding PLC's fourth quarter of 2024 results. Sensata reported Q4 revenue of $907.7 million (down 8.5% year-over-year) and GAAP earnings per share of $0.04 (compared with a loss of $1.34 in Q4 2023). Adjusted operating income for Q4 was $174.9 million (19.3% of revenue) and adjusted EPS was $0.76. The company generated $138.9 million of free cash flow in the quarter and finished with $593.7 million of cash on hand; full-year 2024 free cash flow rose by over 40% versus the prior year.

Q4 Revenue and Profitability

Revenue: $907.7M (−8.5% vs Q4 2023). GAAP operating income: $73.8M (8.1% margin), a swing from a GAAP operating loss in Q4 2023. Adjusted operating income: $174.9M (19.3% of revenue), down 4.8% vs prior-year adjusted operating income.

Earnings Per Share

GAAP EPS: $0.04 (vs a loss per share of $1.34 in Q4 2023). Adjusted EPS: $0.76, down 6.2% from $0.81 in Q4 2023.

Cash Flow and Capital Returns

Q4 operating cash flow: $170.7M; Q4 free cash flow: $138.9M. End-of-quarter cash: $593.7M. In Q4 Sensata repurchased ~$21.6M of stock and paid $17.9M in dividends. For full-year 2024, free cash flow was $393.0M and share repurchases totaled ~$68.9M with $72.2M paid in dividends.

Full-Year 2024 Highlights

Revenue: $3,932.8M (−3.0% vs 2023). GAAP operating income: $149.3M (3.8% margin), down 17.8% YoY. Adjusted operating income: $748.5M (19.0% of revenue), down 3.3% YoY. GAAP EPS: $0.85 (vs loss of $0.03 in 2023). Adjusted EPS: $3.44, down 4.7% YoY.

Balance Sheet / Debt Actions

In July 2024 Sensata redeemed $700M of bonds due Oct 2025, funded by a $500M senior note issuance in June 2024 and ~ $200M cash on hand.

Outlook and Guidance (Q1 and Full Year 2025)

Q1 2025 guidance: Revenue $870–$890M; Adjusted operating income $158–$164M (adj. margin 18.2%–18.4%); Adjusted EPS $0.70–$0.73. Management expects full-year 2025 revenue to be organically flat with 2024 at ~ $3.6B after exiting ~ $300M of revenue in 2024, and expects adjusted operating margins to return to ~19.0% or better in Q2 and improve in H2. Guidance excludes potential impacts from proposed U.S. tariffs and retaliatory actions.