Sensata's Q4 results beat estimates

Sensata Technologies Holding

19/02/2026 21:43

Overview

Industrial tech firm's Q4 revenue beats analyst expectations

Adjusted EPS for Q4 also beat consensus estimate

Q4 adjusted operating income rose, beating estimates

Outlook

Sensata expects Q1 2026 revenue between $917 mln and $937 mln

Company projects Q1 2026 adjusted EPS of $0.81 to $0.85

Sensata anticipates Q1 2026 adjusted operating income of $168 mln to $175 mln

Result Drivers

ORGANIC GROWTH - Q4 revenue increased 3.5% organically, which excludes the impact of divestitures and product lifecycle management actions

RESTRUCTURING IMPACT - Operating income rose despite a $49.8 mln in restructuring-related charges

CASH FLOW IMPROVEMENT - Free cash flow increased to $151.8 mln in Q4, reflecting improved operational efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$917.90 mln
$910.20 mln (15 Analysts)
Q4 Adjusted EPS
Beat
$0.88
$0.86 (15 Analysts)
Q4 EPS
$0.43
Q4 Adjusted operating income
Beat
$179.70 mln
$153.83 mln (7 Analysts)
Q4 Free Cash Flow
$151.80 mln
Q4 Operating income
$100.10 mln


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 is $39.50, about 7.8% above its February 18 closing price of $36.64

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nBw7mFN7sa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)