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 ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zack ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsid ...

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]

Sensata Technologies (NYSE:ST) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAndrew Lynch - CFOJames Entwistle - Senior Director of Investor RelationsJoe Giordano - Managing DirectorJoseph Spak - Managing DirectorKosta Tasoulis - VP and Equity ResearchShreyas Patil - VP Equity ResearchStephan von Schuckmann - CEOSteven Fox - Founder and CEONone - Company RepresentativeConference Call ParticipantsLuke Junk - Senior Research AnalystMark Delaney - AnalystWamsi Mohan - Senior Equity An ...

Financial Data and Key Metrics Changes - The company reported Q4 2025 revenue of $918 million, exceeding guidance by $13 million, marking a 1% increase from $908 million in Q4 2024, the first year-over-year increase since Q1 2024 [25][26] - Adjusted operating margin for Q4 2025 was 19.6%, a 30 basis point increase year-over-year, with adjusted earnings per share of $0.88, up $0.14 year-over-year [11][28] - Full year 2025 revenue was $3.70 billion, a 6% decrease from $3.93 billion in 2024, primarily due to divestitures, while adjusted operating margin remained flat at 19.0% [29][30] Business Line Data and Key Metrics Changes - Automotive segment revenue in Q4 2025 was $527 million, down 1% year-over-year, but organic growth was approximately 1% [34] - Industrial segment revenue increased by 6% year-over-year to $191 million, with an 8% organic growth driven by gas leak detection [35] - Aerospace, defense, and commercial equipment segment revenue grew 4% year-over-year to $199 million, with a 7% organic growth [36] Market Data and Key Metrics Changes - Q4 2025 light vehicle production growth was modest at 2%, with a 4% growth for the year, while production in China grew by 10% [36] - The company expects global light vehicle production to be flat to down 1% in 2026, with a 3%-4% decrease expected in Q1 [36][39] - Industrial GDP growth was just under 2% in the West and over 4% in Asia for 2025, with expectations for similar trends in 2026 [37] Company Strategy and Development Direction - The company is focused on a transformation journey centered around operational excellence, capital allocation, and growth, with a reorganization into three segments: automotive, industrials, and aerospace, defense, and commercial equipment [7][14] - The automotive segment, which constituted approximately 57% of 2025 revenue, aims to grow across all propulsion types, leveraging high content opportunities in hybrid and electric vehicles [14][19] - The industrial segment is positioned for growth in areas like data centers and thermal management, while the aerospace segment is expected to benefit from increased defense spending and commercial aviation growth [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth potential across all segments, emphasizing the importance of a strong leadership team to execute growth strategies [51][52] - The company anticipates low single-digit revenue growth in 2026, with a focus on market outgrowth in the automotive segment and participation in growth in industrials and aerospace [41][42] - Management highlighted the need to mitigate precious metals pricing as a headwind in 2026, with strategies in place to manage costs effectively [41][42] Other Important Information - The company generated record free cash flow of $490 million in 2025, with a conversion rate of 97% of adjusted net income, and returned $191 million to shareholders through buybacks and dividends [31][32] - The company has a margin floor target of 19% for 2026, with expectations for margin expansion of at least 20 basis points on a full-year basis [43][44] Q&A Session Summary Question: Long-term revenue potential of the portfolio - Management emphasized real growth opportunities across segments and expressed confidence in growth for 2027 and beyond, highlighting the importance of a strong team to execute strategies [50][51][52] Question: Balancing new segment structure with efficiency - Management acknowledged the added costs from the new structure but believes it will drive growth and margin expansion that offsets these costs, enhancing value creation [55][56][58] Question: Tracking bookings with domestic OEMs in Asia - Management reported successful business wins with local OEMs in China, Japan, and South Korea, exceeding previous content per vehicle metrics, and expressed optimism for continued growth in these markets [62][64][66]