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, 2023 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 2023 Earnings Conference Call July 25, 2023 8:00 AM ET Company Participants Jacob Sayer - Vice President of Finance Jeff Cote - President & Chief Executive Officer Paul Vasington - Chief Financial Officer Conference Call Participants Wamsi Mohan - Bank of America Mark Delaney - Goldman Sachs Matt Sheerin - Stifel Christopher Glynn - Oppenheimer Luke Junk - Baird Shreyas Patil - Wolfe Research Joe Giordano - TD Cowen Chris Snyder - UBS Operator Good day and welco ...

Table of Contents For the quarterly period ended March 31, 2023 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 HOLDING PLC (Exact name of registrant as specified in its charter) _________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _____________________________________ ...

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," ...

Sensata Technologies Holding plc (NYSE:ST) Q3 2022 Earnings Conference Call October 25, 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 Mark Delaney - Goldman Sachs Matt Sheerin - Stifel Luke Junk - Baird Christopher Glynn - Oppenheimer Amit Daryanani - Evercore Shreyas Patil - Wolfe Research Gavin K ...

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 ...