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Sensata Technologies — Third Quarter 2026 Earnings Summary

  • Q3 2026 revenue reached $1,003.6 million, up 7.7% year-over-year, driven by a $24.0 million termination payment from an EV program cancellation; adjusted operating income rose 19.9% to $215.3 million, while the company returned $17.5 million to shareholders via dividends and retired $32.6 million of debt in the quarter.
  • Nine-month operating income surged 251.1% to $482.3 million, and adjusted EPS increased 16.9% to $2.97, supported by strong free cash flow of $489.3 million and a reduction in net leverage to 2.1x from 2.7x.
  • Management provided Q4 2026 guidance for revenue between $942 million and $972 million and adjusted EPS between $0.95 and $0.99, reflecting trade policies effective as of October 26, 2026, and excluding prospective tariff refunds.
  • The company completed a $400 million cash tender offer to retire approximately $406 million of long-term debt during the first nine months of 2026, while CEO Stephan von Schuckmann expressed growing conviction in accelerating long-term organic growth.
Company
SENSATA TECHNOLOGIES HOLDING PLC
Sector
Technology
Industry
Scientific & Technical Instruments