Overview

* Sensata Q2 2025 revenue dips 8.9% yr/yr, beats analyst expectations

* Adjusted EPS for Q2 2025 beats consensus

* Co generated $115.5 mln free cash flow, returned $37.7 mln to shareholders

Outlook

* Sensata ( ST ) expects Q3 revenue of $900 mln to $930 mln

* Company forecasts Q3 adjusted EPS of $0.81 to $0.87

* Sensata ( ST ) includes $15 mln tariff recovery in Q3 revenue

* Adjusted operating margin for Q3 expected at 19.3% to 19.5%

Result Drivers

* DIVESTITURES IMPACT - Revenue decreased due to previously disclosed divestitures and product lifecycle management actions

* BACK-TO-BASICS APPROACH - CEO attributes strong performance to a back-to-basics approach, enhancing business resiliency

* FREE CASH FLOW - Significant improvement in free cash flow reported, aiding in shareholder returns

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $943.40 $931.70

Revenue mln mln (15

Analysts

)

Q2 Beat $0.87 $0.83

Adjusted (15

EPS Analysts

)

Q2 EPS $0.41

Q2 Beat $179.10 $145.90

Adjusted mln mln (8

operatin Analysts

g income )

Q2 Free $115.50

Cash mln

Flow

Q2 $138.10

Operatin mln

g income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "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 ( ST ) is $35.00, about 5.9% above its July 28 closing price of $32.93

* The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release:

(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.)