Sensata Technologies Holding PLC

sensata.com

What Do They Do?

Makes sensors, electrical protection products and systems, and related solutions for automakers, parts suppliers, and aftermarket distributors.

How Do They Make Money?

Customers mostly place purchase orders for tangible products and pay on negotiated terms after shipment; for some orders, payment follows delivery.

revenue

Segment	Share	How money arrives
Automotive Sold outright	57%	Sold outright
Industrials Sold outright	21%	Sold outright
Aerospace, Defense, and Commercial Equipment Sold outright	22%	Sold outright

Who Are Their Customers?

Automotive customers include automakers, parts suppliers, and aftermarket distributors. Industrial buyers include manufacturers, suppliers, systems integrators, and distributors; aerospace, defense, and commercial equipment buyers include manufacturers, suppliers, distributors, and equipment makers.

Do Revenues Turn Into Profits?

Yes. It kept 1 cent of every revenue dollar as net income in FY2025 and turned 13 cents into free cash flow.

Operating income, FY2025

6% of revenue

▲ +59% vs FY2024 ($149.3M, 4%)

Net income, FY2025

1% of revenue

▼ −76% vs FY2024 ($128.5M, 3%)

Free cash flow, FY2025

13% of revenue

▲ +25% vs FY2024 ($392.9M, 10%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q3 FY2026, the three months to Sep 30, 2026

Revenue: ▲ +8%; vs $932M in Q3 FY2025
Net income: ▲ Now profitable; vs −$162.5M in Q3 FY2025

Automotive share of revenue vs 57.5% in Q3 FY2025

Jul 29, 2026 Provided third-quarter revenue and adjusted earnings guidance Forecast revenue of $957 to $987 million and adjusted earnings per share of $0.93 to $0.97.

Flat. Revenue was $3.7B in FY2025, about the same as the $3.8B of FY2021.

Revenue over time

Automotive Industrials Aerospace, Defense, and Commercial Equipment

$5B$2.5B$0

FY2023 FY2024 FY2025

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