Sensata Technologies' Q1 profit beats estimates

Sensata Technologies Holding

28/04/2026 21:32

Overview

Industrial technology firm's Q1 revenue rose 2.6%, a slight beat versus analyst expectations

Q1 adjusted EPS was $0.86, beating analyst consensus

Company returned $42.6 mln to shareholders via dividends and share repurchases

Outlook

Sensata expects Q2 revenue of $950 mln to $980 mln, including tariff recovery

Company sees Q2 adjusted EPS of $0.89 to $0.95

Sensata says Q2 adjusted EPS and adj net income not expected to be impacted by tariffs

Result Drivers

OPERATIONAL DISCIPLINE - Co said organization-wide operational discipline and productivity improvements contributed to Q1 results

SEGMENT PROFITABILITY - Operating income increased in all three segments, with strongest growth in Aerospace, Defense, and Commercial Equipment

TARIFF IMPACT - Tariff pass-through revenue was approximately 30 basis points dilutive to adjusted operating income margin in Q1

Company press release: ID:nBw6wsCNna

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$934.80 mln
$928.09 mln (13 Analysts)
Q1 Adjusted EPS
Beat
$0.86
$0.83 (13 Analysts)
Q1 EPS
$0.59
Q1 Adjusted operating income
Beat
$174 mln
$137.16 mln (7 Analysts)
Q1 Free Cash Flow
$104.60 mln
Q1 Operating income
$141.60 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 7 "hold" and no "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 $44.00, about 4.1% above its April 27 closing price of $42.25

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 9 three months ago

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.)