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Sensata Technologies
Sensata Technologies (ST) investor relations material
Sensata Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved or exceeded guidance midpoints for all quarters in 2025, with sequential margin expansion and a return to organic revenue growth in Q4, demonstrating operational excellence and resilience despite market headwinds.
Completed a major transformation, reorganizing into three segments: Automotive, Industrials, and Aerospace, Defense & Commercial Equipment, each with distinct growth mandates.
Built a new leadership team and implemented a disciplined, KPI-driven operating model to drive value creation.
Improved free cash flow and strengthened the balance sheet, supporting a more resilient organization.
Financial highlights
Q4 2025 revenue was $918 million, up 1% year-over-year; organic revenue up 4%; Q4 adjusted operating income was $180 million (19.6% margin), and adjusted EPS was $0.88, up $0.14 year-over-year.
Full-year 2025 revenue was $3.70 billion, down 6% due to divestitures; organic revenue flat; adjusted operating income was $705 million (19% margin); adjusted EPS was $3.42.
Record free cash flow of $490 million in 2025, up 25% year-over-year, with 97% conversion of adjusted net income.
Returned $191 million to shareholders in 2025 via $121 million in buybacks and $70 million in dividends.
Net leverage reduced from 3.0x to 2.7x trailing 12 months adjusted EBITDA; cash on hand at year-end 2025 was $573 million.
Outlook and guidance
Q1 2026 revenue guidance: $917–$937 million; adjusted operating income: $168–$175 million; adjusted EPS: $0.81–$0.85.
Adjusted operating margin for Q1 2026 expected at 18.4–18.8%, or 18.6–18.8% excluding tariff pass-through.
Expect low single-digit revenue growth for full year 2026, with margin expansion of at least 20 basis points.
Annual margin floor reiterated at 19%; Q1 margin expected to be seasonally lower, normalizing to 19%+ in Q2 and beyond.
Free cash flow conversion targeted in the high 80s percent for 2026.
Address electrification segment challenges
Clarify tariff impact on 2026 adjusted margins
What drives Industrials segment revenue growth?
How does new segmentation enable nimble growth
Data center growth: organic vs. new R&D focus
Precious metals mitigation strategy for 2026 margins
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Next Sensata Technologies earnings date
Q1 20267 May, 2026
Sensata Technologies
Next Sensata Technologies earnings date
Q1 20267 May, 2026
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Frequently asked questions
Sensata Technologies Holding plc develops, manufactures, and sells sensors, sensor-based solutions, controls, and other products in the Americas, Europe, Asia, and internationally. The company provides pressure sensors to measure and control pressures of gases or liquids used primarily in the automotive industry; pressure switches that control electrically operated systems; air pressure sensors; temperature sensors to detect temperatures in automotive climate control systems transmissions. The company was founded in 1916 and is headquartered in Attleboro, Massachusetts.
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