Brief: Sensata Technologies Q2 Adjusted EPS USD 0.87 Vs. IBES Estimate USD 0.83

Sensata Technologies Holding

29/07/2025 21:05

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 expects Q3 revenue of $900 mln to $930 mln

Company forecasts Q3 adjusted EPS of $0.81 to $0.87

Sensata 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/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$943.40 mln
$931.70 mln (15 Analysts)
Q2 Adjusted EPS
Beat
$0.87
$0.83 (15 Analysts)
Q2 EPS
$0.41
Q2 Adjusted operating income
Beat
$179.10 mln
$145.90 mln (8 Analysts)
Q2 Free Cash Flow
$115.50 mln
Q2 Operating income
$138.10 mln


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 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: ID:nBw7VzTH2a

(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.)