A2L Gas Leak Sensor
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Sensata(ST) - 2025 Q3 - Earnings Call Presentation
2025-10-28 21:00
Q3 2025 Highlights - Sensata exceeded expectations across all key financial metrics, delivering adjusted operating margins of 193%[7] - Sensata reduced net leverage to 29x, driven by robust Free Cash Flow of $1362 million at a 105% conversion rate[7] - Both reporting segments delivered Year-over-Year organic growth, as early results from new business wins drove end market outgrowth[7] Financial Performance - Q3 2025 revenue was $932 million[21] - Adjusted EPS was $089, $002 above the high end of guidance[21] - Free Cash Flow conversion was 105%, up approximately 37 percentage points Year-over-Year[21,22] - The company repurchased approximately 42 million shares in the first half of 2025[24] - Net leverage ratio improved to 29x[24] Segment Performance - Performance Sensing net revenue decreased by 04% year-over-year to $6569 million, but grew organically by 36%[26] - Sensing Solutions net revenue grew by 02% year-over-year to $2750 million, with organic growth of 25%[26] Q4 2025 Financial Guidance - Revenue is expected to be in the range of $890 million to $920 million[35] - Adjusted operating margin is guided at 193% - 195%[35] - Adjusted EPS is expected to be $083 - $087[35]