Sensor products maker Sensata beats Q3 revenue, adjusted EPS expectations

Sensata Technologies Holding

28/10/2025 20:10

Overview

Sensata Q3 revenue beats analyst expectations despite a 5.2% yr/yr decline

Adjusted EPS for Q3 beats consensus, remaining consistent with prior year

Adjusted operating income for Q3 exceeds analyst estimates

Outlook

Sensata expects Q4 2025 revenue of $890 mln to $920 mln

Sensata forecasts Q4 2025 adjusted EPS of $0.83 to $0.87

Result Drivers

DIVESTITURES AND PRODUCT LIFECYCLE - Revenue decline attributed to divestitures and product lifecycle management actions

CLEAN ENERGY POLICY IMPACT - Operating loss includes $259 mln in charges due to changes in clean energy policy and emissions regulations

ORGANIC REVENUE GROWTH - Organic revenue increased by 3.1% compared to Q3 2024

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$932 mln
$917.20 mln (15 Analysts)
Q3 Adjusted EPS
Beat
$0.89
$0.85 (14 Analysts)
Q3 EPS
-$1.12
Q3 Adjusted operating income
Beat
$179.60 mln
$137.30 mln (7 Analysts)
Q3 Free Cash Flow
$136.20 mln
Q3 Operating income
-$122.90 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 $39.00, about 19% above its October 27 closing price of $31.60

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

Press Release: ID:nBw8k7JNya

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