Core Insights - Sensata Technologies Holding plc (ST) reported Q2 2025 adjusted EPS of 87 cents, down from 92 cents year-over-year, but exceeded the Zacks Consensus Estimate by 3.6% [1][9] - Revenues for the quarter were $943.4 million, an 8.9% decline from the previous year, attributed to divestitures and product lifecycle optimization, yet surpassed management's expectations and consensus estimates [2][9] Financial Performance - Performance Sensing revenues, accounting for 69.1% of total revenues, decreased 9.9% year-over-year to $652.2 million, impacted by divested products and reduced truck production [5] - Sensing Solutions revenues, making up 30.9% of total revenues, increased 8.6% year-over-year to $291.2 million, marking the second consecutive quarter of growth [6] - Adjusted operating income for the quarter was $179.1 million, down from $196.7 million year-over-year, with an adjusted operating margin expanding by 20 basis points to 19% [7] Cash Flow and Shareholder Returns - The company generated $140.9 million in net cash from operating activities, slightly down from $143.5 million in the prior year, with free cash flow increasing to $115.5 million from $98.4 million [10] - Sensata returned approximately $37.7 million to shareholders, including $20.1 million in share repurchases and $17.6 million in dividends, and declared a third-quarter dividend of 12 cents per share [11] Future Outlook - For Q3 2025, Sensata projects revenues between $900-$930 million, indicating a sequential decline of 5% to 1%, and adjusted operating income expected to be $171-$179 million [12] - Adjusted EPS is estimated to be between 81-87 cents, suggesting a potential decrease of up to 7% sequentially [13]

Core Insights - Sensata reported revenue of $943.38 million for the quarter ended June 2025, reflecting a year-over-year decline of 8.9% and an EPS of $0.87 compared to $0.93 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $933.26 million by 1.09%, while the EPS surpassed the consensus estimate of $0.84 by 3.57% [1] Revenue Breakdown - Net Revenue from Sensing Solutions was $291.16 million, exceeding the four-analyst average estimate of $276.84 million, with a year-over-year increase of 8.6% [4] - Net Revenue from Performance Sensing was $652.23 million, slightly below the four-analyst average estimate of $656.62 million, showing a year-over-year decline of 9.9% [4] Operating Income - Operating income for Sensing Solutions was reported at $88.04 million, surpassing the three-analyst average estimate of $83.93 million [4] - Operating income for Performance Sensing was $146.88 million, also exceeding the three-analyst average estimate of $144.84 million [4] Stock Performance - Sensata's shares have returned +9.4% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Sensata reported revenue of $911.26 million for Q1 2025, a year-over-year decline of 9.5%, with EPS of $0.78 compared to $0.89 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $879.52 million by 3.61%, and the EPS also surpassed the consensus estimate of $0.72 by 8.33% [1] Revenue Breakdown - Sensing Solutions generated net revenue of $260.84 million, exceeding the average estimate of $245.61 million, reflecting a year-over-year increase of 1.2% [4] - Performance Sensing reported net revenue of $650.42 million, surpassing the estimated $635.90 million, but showing a year-over-year decline of 8.8% [4] Segment Profit Analysis - Segment profit for Sensing Solutions was $76.07 million, higher than the estimated $69.39 million [4] - Segment profit for Performance Sensing reached $142.88 million, exceeding the average estimate of $137.69 million [4] Stock Performance - Sensata's shares returned +3.9% over the past month, while the Zacks S&P 500 composite increased by +11.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]