Overview

* Sensata ( ST ) Q3 revenue beats analyst expectations despite a 5.2% yr/yr decline

* Adjusted EPS for Q3 beats consensus, remaining consistent with prior year

* Adjusted operating income for Q3 exceeds analyst estimates

Outlook

* Sensata expects Q4 2025 revenue of $890 mln to $920 mln

* Sensata forecasts Q4 2025 adjusted EPS of $0.83 to $0.87

Result Drivers

* DIVESTITURES AND PRODUCT LIFECYCLE - Revenue decline attributed to divestitures and product lifecycle management actions

* CLEAN ENERGY POLICY IMPACT - Operating loss includes $259 mln in charges due to changes in clean energy policy and emissions regulations

* ORGANIC REVENUE GROWTH - Organic revenue increased by 3.1% compared to Q3 2024

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $932 mln $917.20

Revenue mln (15

Analysts

)

Q3 Beat $0.89 $0.85

Adjusted (14

EPS Analysts

)

Q3 EPS -$1.12

Q3 Beat $179.60 $137.30

Adjusted mln mln (7

operatin Analysts

g income )

Q3 Free $136.20

Cash mln

Flow

Q3 -$122.90

Operatin mln

g income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "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 $39.00, about 19% above its October 27 closing price of $31.60

* The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(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.)