Global Research ab 15 March 2026 Road & Spak Everything In The Right Place? As we had documented in this weekly space, we grew more cautious particularly on suppliers as the group had rallied through 4Q25 earnings season. Our thinking was that most of the gains had been driven by multiple expansion, multiples looked stretched, and we saw a low probability that positive earnings revisions could backfill multiples. This meant that continued outperformance had to be driven by further multiple expansion – histo ...

Core Insights - Sensata has launched the FaultBreak contactor, which is a high voltage switching and protection solution aimed at enhancing safety, fault clearing, and simplifying electric vehicle (EV) systems [1] Company Overview - Sensata is focusing on the electric vehicle market by introducing innovative solutions that improve the safety and efficiency of EV systems [1] Product Details - The FaultBreak contactor is designed to provide high voltage switching capabilities, which is critical for the performance and reliability of electric vehicles [1] - This product aims to address common challenges in EV systems, such as fault clearing and overall system simplicity [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________________________________________________________________________ FORM 10-K __________________________________________________________________________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO ...

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - The Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales, aiming to find attractive investment opportunities [3] Growth Score - The Growth Style Score evaluates stocks based on their future earnings potential and overall financial health, targeting companies with sustainable growth prospects [4] Momentum Score - The Momentum Style Score assesses stocks based on price trends and earnings outlook, helping investors capitalize on upward or downward price movements [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores, providing a comprehensive rating that helps investors identify stocks with the best overall potential [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify stock selection, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [7][9] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering earnings outlook changes [9][10] Company Spotlight: Sensata Technologies - Sensata Technologies, a global industrial technology company, is currently rated 3 (Hold) by Zacks, with a VGM Score of A and a Momentum Style Score of A, indicating potential for growth [11] - The company has seen an 8.9% increase in share price over the past four weeks, and its earnings estimate for fiscal 2026 has been revised upwards by $0.01 to $3.64 per share, with an average earnings surprise of +4.7% [12]

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum [2] Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales to highlight attractive investment opportunities [3] Growth Score - The Growth Style Score evaluates a company's future prospects by analyzing projected and historical earnings, sales, and cash flow to identify stocks with sustainable growth potential [4] Momentum Score - The Momentum Style Score assists investors in capitalizing on price trends, utilizing factors such as one-week price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator that assesses stocks based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [7] Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize potential success, while stocks with a 3 rank should also have high Style Scores for better upside potential [9] Company Spotlight: Sensata Technologies - Sensata Technologies, a global industrial technology company, is currently rated 3 (Hold) on the Zacks Rank with a VGM Score of A [11] - The company is appealing to growth investors, with a Growth Style Score of B and a forecasted year-over-year earnings growth of 6.7% for the current fiscal year [12] - Recent earnings estimates for fiscal 2026 have been revised upward, with the Zacks Consensus Estimate increasing by $0.02 to $3.65 per share, and an average earnings surprise of +4.7% [12]

Core Viewpoint - Sensata Technologies is recognized for its innovative sensor and electrical protection solutions, serving multiple industries and showing potential for value-focused investors [1][2]. Group 1: Price Target and Stock Performance - Truist Financial has set a new price target of $38 for Sensata Technologies, indicating a modest increase of 1.33% from its current trading price of $37.50 [1][5]. - The current stock price of Sensata is $37.43, reflecting a $1.27 increase or a 3.51% rise, with a year-high of $38.18 and a year-low of $17.32, showcasing significant growth potential [3][5]. Group 2: Market Capitalization and Investor Interest - Sensata's market capitalization is approximately $5.45 billion, with a trading volume of 1,376,911 shares, indicating strong investor interest and confidence in the company's future prospects [4]. - The stock's performance and market position make it an attractive option for investors seeking value investments [4]. Group 3: Investment Recognition - Zacks Investment Research has highlighted Sensata as a top value stock for long-term investment, suggesting it holds significant potential for value-focused investors [2][5].

Sensata Technologies Holding plc (NYSE:ST) reported better-than-expected earnings for the fourth quarter on Thursday.The company posted quarterly earnings of 88 cents per share which beat the analyst consensus estimate of 86 cents per share. The company reported quarterly sales of $917.900 million which beat the analyst consensus estimate of $910.199 million.Sensata Technologies said it sees first-quarter adjusted EPS of 81 cents to 85 cents versus market estimates of 83 cents. The company sees sales of $91 ...

Sensata Technologies Holding plc (NYSE:ST) reported better-than-expected earnings for the fourth quarter on Thursday.The company posted quarterly earnings of 88 cents per share which beat the analyst consensus estimate of 86 cents per share. The company reported quarterly sales of $917.900 million which beat the analyst consensus estimate of $910.199 million.Sensata Technologies said it sees first-quarter adjusted EPS of 81 cents to 85 cents versus market estimates of 83 cents. The company sees sales of $91 ...

Core Insights - Sensata Technologies Holding plc reported fourth-quarter 2025 adjusted earnings per share (EPS) of 88 cents, an increase from 74 cents a year ago, beating the Zacks Consensus Estimate by 2.3% [1] - Revenues for the quarter reached $917.9 million, up 1.1% year over year, driven by strong growth in key segments, surpassing management's expectations and consensus estimates [2] Financial Performance - The adjusted operating income for the quarter was $179.7 million, reflecting a 2.7% increase from $174.9 million in the previous year [11] - Adjusted operating margin expanded by 60 basis points year over year to 19.6% [11] - Free cash flow was reported at $151.8 million, compared to $138.9 million a year ago [12] Segment Performance - Automotive revenues, which account for 57.4% of total revenues, decreased by 1.4% year over year to $527 million, impacted by portfolio divestitures [5] - Industrials revenues, making up 20.9% of total revenues, increased by 5.8% year over year to $191.5 million, primarily driven by gas leak detection [6] - Aerospace, Defense and Commercial Equipment revenues, representing 21.7% of total revenues, rose by 3.8% year over year to $199.4 million, supported by growth in construction, agriculture, and aerospace segments [7] Future Outlook - For Q1 2026, the company projects revenues between $917 million and $937 million, indicating a 1% to 3% increase from the previous year [14] - Adjusted EPS is anticipated to be between 81 cents and 85 cents, representing growth of 4% to 9% from 78 cents in Q1 2025 [16]

分组1 - Sensata reported quarterly earnings of $0.88 per share, exceeding the Zacks Consensus Estimate of $0.86 per share, and up from $0.76 per share a year ago [1] - The company achieved revenues of $917.9 million for the quarter, surpassing the Zacks Consensus Estimate by 1.22% and increasing from $907.69 million year-over-year [3] - Sensata has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2][3] 分组2 - The stock has gained approximately 10.1% since the beginning of the year, compared to a 0.5% gain in the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is $0.83, with expected revenues of $928.78 million, and for the current fiscal year, the EPS estimate is $3.63 on revenues of $3.79 billion [8] - The Instruments - Control industry, to which Sensata belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [9]