ST (US)


May 4, 2026

ST: Building More Credibility

By Steven Fox

We believe last week’s Q1 results and Q2E guidance from Sensata (ST; $42.19; E/W) represented another incremental “proving point” on the company’s march towards providing investors with steady sales growth and margin expansion under still…

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April 14, 2026

A Tricky EPS Season on the Horizon

By Steven Fox

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

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