Sensata Technologies Holding plc (NYSE:ST) Q1 2023 Results Conference Call April 25, 2023 8:00 AM ET Company Participants Jacob Sayer - VP of Finance Jeff Cote - President and CEO Paul Vasington - CFO Conference Call Participants Wamsi Mohan - Bank of America Adeleke McMillan - JPMorgan Mark Delaney - Goldman Sachs Luke Junk - Baird Joe Giordano - TD Cowen Shreyas Patil - Wolfe Research Amit Daryanani - Evercore Operator Good day, and welcome to the Sensata Technologies First Quarter 2023 Earnings Call. All ...

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO ...

Financial Data and Key Metrics Changes - In Q4 2022, the company reported revenue of $1,015 million, an increase of 8.6% year-over-year, despite a 360 basis point headwind from foreign currency [8][31] - Adjusted operating margins improved by 70 basis points sequentially to 20.1% [8][39] - For the full year 2022, revenue reached a record $4,029 million, up 5.5% from the previous year, with a market outgrowth of 820 basis points [31] Business Segment Performance - Performance Sensing segment revenues were $757.7 million, a 10.6% increase compared to the same quarter last year, driven by strong automotive content growth and pricing [17] - Sensing Solutions segment revenues were $257 million, a 3% increase year-over-year, with industrial revenue decreasing due to weaker markets, while aerospace revenue increased significantly [18] Market Data and Key Metrics Changes - The company experienced a $27 million revenue headwind from foreign exchange in Q1 2023, with expectations of a 1.1% headwind for the full year [23][24] - The automotive and industrial electrification areas generated approximately $460 million in revenue, up 77% from 2021, while Insights posted $175 million, up 133% [35] Company Strategy and Industry Competition - The company is focusing on organic growth and improving adjusted operating margins, with a target net debt-to-EBITDA range of 1.5x to 2.5x over the next two to three years [44][49] - Significant investments have been made in electrification and insights, with over 70% of new business wins in electrification growth factors [32][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving above-target market outgrowth in 2023 despite macroeconomic uncertainties [67] - The company is discontinuing full-year guidance due to market volatility but will provide quarterly guidance [24][45] Other Important Information - The company returned $50 million to shareholders through share repurchases in Q4 2022 and announced a quarterly dividend of $0.11 per share [22] - The company achieved a reduction in greenhouse gas emissions intensity by over 10% in 2022, reaching its 2026 target four years early [10] Q&A Session Summary Question: How does the company view opportunities in light of EV makers' price cuts? - Management noted that there has been significant quoting activity and success in winning opportunities, indicating a strong focus on electrification [55] Question: What is the impact of new leverage rates on M&A strategy? - The company plans to focus on organic growth and improving margins rather than pursuing new M&A opportunities at this time [57][86] Question: What is the visibility on achieving the 21% margin target? - Management indicated that achieving the 21% margin will depend on volume growth and market conditions, with a focus on improving margins over time [81] Question: What is the outlook for the HVAC market within Sensing Solutions? - The company acknowledged ongoing challenges in the HVAC market but sees long-term opportunities related to changes in refrigerant needs [107] Question: How does the company plan to manage supply chain challenges? - Management reported improvements in supply chain conditions but noted that challenges remain, particularly in the industrial sector [129]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34652 SENSATA TECHNOLOGIES ...

: " " : " : " : " : " Sensata Technologies SENSATA THIRD QUARTER 2022 EARNINGS PRESENTATION October 25, 2022 Forward-Looking Statements and Non-GAAP Measures Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by terminology such as "may," "will," "could," "should," "expect," "anticipate," "believe," "estimate," "predict," "project," "forecast," "continue," ...

Financial Data and Key Metrics Changes - Revenue for Q3 2022 was $1.18 billion, an increase of 7.1% from the prior year period, despite foreign exchange headwinds impacting revenue by 330 basis points [11][31] - Adjusted operating income was $197.3 million, a decrease of 1.8% compared to Q3 2021, primarily due to unfavorable foreign currency movements and investments in electrification and insights [32] - Free cash flow for Q3 was $57.5 million, with a total of $242 million over the last 12 months, impacted by increased inventory levels [39] Business Segment Data and Key Metrics Changes - Performance Sensing segment reported revenues of $754.5 million, a 6.8% increase year-over-year, with operating income of $188.6 million and margins of 25% [33][35] - Sensing Solutions segment revenues were $263.7 million, up 7.8% year-over-year, with operating income of $73.6 million and margins of 27.9% [36][37] Market Data and Key Metrics Changes - The automotive market grew approximately 26% in Q3, exceeding expectations of 13% growth, while heavy vehicle off-road revenue was down 11% [64] - Industrial market performance was better than expected, with a decline of only 1% compared to an anticipated 4% drop [64] Company Strategy and Development Direction - The company is focusing on electrification and insights as key growth areas, with expectations to increase electrification revenue to over $2 billion by 2026 [22][51] - Sensata is actively pursuing acquisitions to enhance capabilities in electrification and insights, with a recent acquisition of Dynapower expected to generate over $100 million in annualized revenue [14][41] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a weaker economic outlook but remains confident in the company's ability to navigate challenges and sustain growth [17][50] - The company is closely monitoring customer demand and managing costs to prepare for uncertain market conditions [17][41] Other Important Information - The company repurchased $98 million of its shares in Q3 and announced a quarterly dividend of $0.11 per share [42] - The net debt-to-EBITDA ratio was 3.6 times at the end of September, with expectations to approach 3.4 times by year-end [41] Q&A Session Summary Question: Margin improvement and key drivers - Management highlighted improved volumes, better pricing execution, and cost structure adjustments as key drivers for margin improvement [58][60] Question: Customer feedback on macroeconomic conditions - Management noted that customers are monitoring metrics closely, with overall demand still strong despite some inventory increases [62][65] Question: Automotive supply chain issues - Management indicated that while supply chain challenges persist, there is still more demand than production capacity, suggesting a positive outlook for automotive [70][72] Question: Fourth quarter guidance and market dynamics - Management expects a strong fourth quarter with continued outgrowth, driven by new business wins and market dynamics [80][84] Question: Insights growth expectations - Management confirmed that Insights is expected to grow more than 100%, despite supply chain limitations [124] Question: Capital allocation and focus areas - Management stated that while evaluating capital allocation, there is no significant change in strategy, with continued focus on both organic and acquisition-driven growth [102]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34652 SENSATA TECHNOLOGIES HOLD ...

Sensata Technologies Holding plc (NYSE:ST) Q2 2022 Results Earnings Conference Call July 26, 2022 8:00 AM ET Company Participants Jacob Sayer - Vice President of Finance Jeffrey Cote - Chief Executive Officer and President Paul Vasington - Executive Vice President and Chief Financial Officer Conference Call Participants Wamsi Mohan - Bank of America Merrill Lynch Mark Delaney - Goldman Sachs Samik Chatterjee - J.P. Morgan Luke Junk - Robert W. Baird Nikolay Todorov - Longbow Research Chris Snyder - UBS Dav ...

: " " : " : " : " : " Sensata Technologies SENSATA SECOND QUARTER 2022 EARNINGS PRESENTATION July 26, 2022 Forward-Looking Statements and Non-GAAP Measures Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by terminology such as "may," "will," "could," "should," "expect," "anticipate," "believe," "estimate," "predict," "project," "forecast," "continue," " ...

Sensata Technologies Holding plc (NYSE:ST) Q1 2022 Results Conference Call April 26, 2022 8:00 AM ET Company Participants Jacob Sayer - VP of Finance Jeff Cote - President & CEO Paul Vasington - CFO Vineet Nargolwala - EVP of Sensing Solutions and Heavy Vehicle Off-road Conference Call Participants Wamsi Mohan - Bank of America Mark Delaney - Goldman Sachs Matt Sheerin - Stifel Samik Chatterjee - JPMorgan William Stein - Truist Securities Luke Junk - Baird Joe Spak - RBC Capital Markets Chris Snyder - UBS N ...