Revenue Performance - Net revenue for Q2 2023 was $1,062.1 million, a 4.1% increase from $1,020.5 million in Q2 2022, with organic growth of 3.4%[82] - For the first half of 2023, net revenue reached $2,060.3 million, up 3.2% from $1,996.3 million in the same period of 2022, with organic growth of 4.0%[83] - Performance Sensing net revenue for Q2 2023 increased by 3.5%, with organic growth of 5.2% after adjusting for foreign currency effects[93] - Automotive net revenue for Q2 2023 grew by 4.7%, with organic growth of 6.7% after adjusting for foreign currency effects[94] - Sensing Solutions net revenue for Q2 2023 increased by 5.5%, but declined 1.2% on an organic basis due to weakness in appliance and HVAC markets[97] Operating Income and Expenses - Operating income for Q2 2023 decreased by $20.9 million, or 15.1%, to $118.0 million, representing 11.1% of net revenue, primarily due to the exit from the Marine Business[84] - Operating income for the first half of 2023 increased by $2.0 million, or 0.7%, to $266.9 million, which is 13.0% of net revenue[85] - Total operating costs and expenses for Q2 2023 were $944.1 million, representing 88.9% of net revenue, compared to 86.4% in Q2 2022[100] - For the three months ended June 30, 2023, operating income decreased primarily due to $38.3 million of charges from the exit of the Marine Business and unfavorable foreign currency exchange rates[110] - For the six months ended June 30, 2023, operating income increased due to pricing recoveries, cost savings from repositioning actions, and a gain on the sale of a business, despite $38.3 million of charges from the Marine Business exit[111] Cash Flow and Capital Management - The company generated $212.6 million in operating cash flows in the first half of 2023, ending the quarter with $857.3 million in cash and cash equivalents[87] - Free cash flow for the six months ended June 30, 2023 was $128.2 million, compared to $67.8 million in the same period of 2022[138] - Net cash provided by operating activities for the six months ended June 30, 2023 was $212.6 million[138] - Cash dividends paid increased to $35.1 million in the first half of 2023, up from $17.2 million in the same period of 2022[158] - The company repurchased 0.6 million ordinary shares in the first half of 2023, down from 2.8 million shares in the same period of 2022[157] Debt and Leverage - Gross indebtedness as of June 30, 2023, was $3.8 billion, with a net leverage ratio of 3.2x, down from $4.3 billion and a net leverage ratio of 3.4x as of December 31, 2022[87] - Net debt decreased to $2.968 billion from $3.048 billion year-over-year[150] - Net leverage ratio improved to 3.2 from 3.4 year-over-year[150] - Availability under the Revolving Credit Facility was $746.1 million as of June 30, 2023[152] Adjusted Financial Metrics - Adjusted EBITDA is defined as net income excluding interest expense, provision for income taxes, depreciation, and amortization, which helps in understanding ongoing operations[128] - Adjusted EBITDA for the three months ended June 30, 2023 was $234.7 million, reflecting significant non-GAAP adjustments[141] - Adjusted EBITDA for the last twelve months (LTM) increased to $928.8 million, compared to $903.9 million in the previous year[150] - Total adjustments for the three months ended June 30, 2023 amounted to $87.7 million, primarily due to restructuring and step-up depreciation[135] Income Tax and Other Expenses - For the six months ended June 30, 2023, the provision for income taxes increased by $16.0 million due to an increase in profit before tax[118] - For the three months ended June 30, 2023, interest expense, net decreased by $6.7 million primarily due to increased interest income from rising interest rates[112] - For the six months ended June 30, 2023, other, net represented a net loss of $9.5 million, a favorable impact of $80.2 million compared to a net loss of $89.7 million in the prior period[116] Research and Development - For the three months ended June 30, 2023, research and development (R&D) expense decreased due to lower costs from repositioning actions taken in fiscal year 2022, partially offset by higher spending to support increased revenue[103] - For the six months ended June 30, 2023, selling, general and administrative (SG&A) expense decreased primarily due to cost savings from repositioning actions and lower transaction costs from reduced mergers and acquisitions activity[106] Depreciation and Restructuring Costs - The company incurred $34.0 million in restructuring-related costs for the six months ended June 30, 2023[137] - Step-up depreciation and amortization for the six months ended June 30, 2023 was $92.5 million[137]

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 ...