Switzerland's Sensirion beats 2025 revenue expectations on US market expansion

Sensirion Holding AG

10/03/2026 05:38

Overview

Switzerland sensor maker's 2025 revenue rose 29%, beating analyst expectations

EBIT for 2025 beat analyst expectations, driven by A2L leakage sensors

Company's EBITDA more than doubled, supported by strong cash conversion

Outlook

Sensirion expects 2026 revenue growth of 5-12% in constant currencies

Company anticipates stable revenue from A2L business in 2026

Sensirion sees 2026 EBITDA margin in mid to high teens

Result Drivers

A2L LEAKAGE SENSORS - Expansion in the US market for A2L leakage sensors was a major growth driver, contributing significantly to revenue

DIVERSIFIED GROWTH - Sensirion benefited from growth in multiple end markets, with three out of four showing significant revenue increases

MEDICAL TECHNOLOGY - The medical technology market saw solid revenue growth, driven by new projects and recovery in CPAP and ventilation business

Company press release: ID:nEQ3JVmZXa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Beat
CHF 342.40 mln
CHF 336.13 mln (4 Analysts)
FY EPS
CHF 1.29
FY Net Income
CHF 20.10 mln
FY EBIT
Beat
CHF 42.80 mln
CHF 37.81 mln (4 Analysts)
FY EBITDA
CHF 63.50 mln
FY Gross Profit
CHF 179.20 mln
FY Operating Cash Flow
CHF 58.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "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 Sensirion Holding AG is CHF86.00, about 73.2% above its March 9 closing price of CHF49.65

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 27 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.)