Sensata Technologies Holdings PLC (ST)


October 25, 2022

Margins Continue to March Higher

By Steven Fox

We make some slight adjustments to our 2022E/2023E EPS for Sensata (ST; $39.46; O/P), from $3.30/$4.00 to $3.33/$4.03, after Q3 results and outlook lived up to expectations despite greater than expected currency headwinds we are…

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October 25, 2022

First Look at Q3 Results and Outlook

By Steven Fox

Sensata (ST; $41.62; O/P) reported Q3 adjusted EPS of $0.85, which compared to our $0.84 and the Street’s $0.85 on sales of $1,018mm (vs. our $1,000mm and $1,005mm from the Street). Recall, the company’s Q3…

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October 17, 2022

Prior Conservatism May Finally Pay Off

By Steven Fox

We think a recently more conservative guide vs. peers from Sensata (ST; $37.92; O/P) leads to some Q3E upside when the company reports next week (10/25 before market). We also see Q4E guidance at least…

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July 19, 2022

Holding Up Better Than Most?

By Steven Fox

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April 26, 2022

First Look at Q1 Results and Outlook

By Steven Fox

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March 17, 2022

Adding More Megatrend Insights

By Steven Fox

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March 10, 2022

Adds to Mega Trend Portfolio

By Steven Fox

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