Sensata(US:ST) ZACKSยท2025-10-29 13:05Core Insights - Sensata Technologies Holding plc reported third-quarter 2025 adjusted earnings per share (EPS) of 89 cents, which is flat year over year but exceeded the Zacks Consensus Estimate by 4.7% [1][9] - Revenues for the quarter reached $932 million, down 5.2% from the previous year, primarily due to divestitures and product lifecycle optimization, yet it surpassed management's expectations and the consensus estimate [2][9] Financial Performance - Performance Sensing revenues, accounting for 70.5% of total revenues, decreased by 0.4% year over year to $656.9 million, impacted by lower on-road truck production [4] - Sensing Solutions revenues, making up 29.5% of total revenues, increased by 0.2% year over year to $275 million, marking the third consecutive quarter of growth [5] - Adjusted operating income for the quarter was $179.6 million, down from $188.4 million in the prior-year quarter, while adjusted operating margin expanded by 10 basis points to 19.3% [6] Cash Flow and Liquidity - The company generated $159.9 million in net cash from operating activities, compared to $130.9 million in the prior-year quarter, with free cash flow increasing to $136.2 million from $91.3 million [10] - As of September 30, 2025, Sensata had $791.3 million in cash and cash equivalents and $3,181.4 million in net long-term debt [10] Future Outlook - For the fourth quarter, Sensata projects revenues between $890 million and $920 million, indicating a sequential decrease of 5% to 1% [12] - Adjusted EPS is estimated to be between 83 and 87 cents, suggesting a sequential decline of 7% to 2% [13]