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Sensata Technologies (ST) investor relations material
Sensata Technologies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Q2 2025 revenue was $943M, down 8.9% year-over-year due to divestitures, but exceeded guidance with strong free cash flow and margin expansion.
Adjusted operating income reached $179M (19% margin), with adjusted EPS of $0.87, both surpassing guidance; free cash flow conversion was 91%.
Transformation strategy focused on operational excellence, capital allocation, and growth, with emphasis on cash conversion and selective investments.
Sensing Solutions segment grew, offsetting declines in Performance Sensing, which was impacted by divestitures and lower truck production.
Significant divestitures included the sale of the Insights and MSP businesses, impacting reported revenue.
Financial highlights
Q2 2025 revenue: $943M (down 8.9% year-over-year); adjusted operating income: $179M (19% margin); adjusted EPS: $0.87.
Free cash flow was $116M in Q2, up 17% year-over-year, with a 91% conversion rate of adjusted net income.
Net income for Q2 2025 was $60.7M; diluted EPS was $0.41.
ROIC improved to 10.1%, up 30 bps year-over-year.
Cash and cash equivalents at quarter-end were $661.8M.
Outlook and guidance
Q3 2025 guidance: revenue of $900M–$930M, adjusted operating income of $171M–$179M, adjusted EPS of $0.81–$0.87.
Adjusted operating margin expected at 19.0%–19.2%, or 19.3%–19.5% excluding tariff impact.
Assumes $15M in tariff costs and pass-through revenues for Q3.
Dividend of $0.12 per share declared for Q3.
CapEx for FY 2025 expected at $150M, funded with cash on hand.
Explain the 'back-to-basics' approach.
Detail tariff recovery impact on Q3 2025.
What drove free cash flow improvement?
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Next Sensata Technologies earnings date
Q3 202528 Oct, 2025
Next Sensata Technologies earnings date
Q3 202528 Oct, 2025
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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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