Sensata Technologies Holding plc (ST) AI Stock Analysis

Sensata Technologies Holding plc develops, manufactures, and distributes sensors, sensor-based solutions, controls, and related products across global markets. The company operates through two segments: Performance Sensing and Sensing Solutions. Performance Sensing delivers sensors and high-voltage contactors for tire pressure monitoring, thermal management, electrical protection, regenerative braking, powertrain systems, and exhaust management across the automotive and heavy vehicle sectors. Sensing Solutions provides specialized sensors and electrical protection products for industrial and aerospace markets, including pressure and position sensors, motor protectors, solid state relays, bimetal electromechanical controls, power inverters, battery management systems, and Internet of Things solutions.

Sensata recorded annual revenue contraction from $4.08B in FY2022 to $3.70B in FY2025, with revenue declining 5.9% in FY2025. Gross margin stood at 27.1% in FY2025, compared to 25.1% in FY2024 and 31.1% in FY2023. Operating margin was 13.9% in FY2025, while net income finished at $31.3M with an EPS of $3.42, following -$3.9M in FY2023 and $128.5M in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 5.0% year-over-year, and quarterly earnings grew 70.7% year-over-year.

As of June 30, 2026, Sensata held $403.3M in cash and short-term investments against $2.44B in total debt, resulting in net debt of $2.04B. Shareholders' equity was $2.96B, reflecting a debt-to-equity ratio of 0.83 and a current ratio of 2.29. In FY2025, operating cash flow reached $621.5M and free cash flow was $490.3M. Cash usage during FY2025 included $131.2M in capital expenditures, $126.1M in share buybacks, and $70.4M in dividend payments, while share count dropped 8.0% over five years.

At a share price of $40.58, Sensata trades at a forward P/E of 10.3x, below the median of its US-listed Technology peers of 18.8x. Its trailing P/E is 67.6x compared to the peer median of 28.1x, and its EV-to-EBITDA stands at 14.6x compared to the peer median of 16.6x. The company's price-to-sales is 1.6x against the peer median of 2.8x. Over the past year, Sensata stock gained 29.1% versus 16.8% for the S&P 500, though its five-year return was -26.3% compared to 83.0% for the index.

Sensata pays a forward annual dividend of $0.48 per share, representing a dividend yield of 1.18% and a payout ratio of 13.3%. The company distributes dividends quarterly and has paid them for 5 consecutive years. The most recent ex-dividend date was August 12, 2026.

Wall Street analysts hold 5 Strong Buy, 1 Buy, and 5 Hold ratings on Sensata, with zero Sell or Strong Sell ratings. The mean price target is $53.30, representing upside of 31.3% above the October 16, 2026 close of $40.58. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $3.76 on revenue of $3.87B. The company beat EPS estimates in all 4 of the last 4 quarters, and the next earnings date is October 27, 2026.

This page is an AI-written research summary of Sensata Technologies Holding plc (ST). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ST income statement, ST balance sheet, ST key metrics, ST analyst forecast, ST chart. See the ST stock overview for the latest quote and news.