Sensata Technologies Holdings PLC (ST)


January 31, 2023

ST: First Look at Q4 Results and Outlook

By Steven Fox

Sensata (ST; $45.88; O/P) reported Q4 adjusted EPS of $0.96, which beat our consensus matching $0.88 on some sales upside ($1,015mm, vs. our $1,010mm and the Street’s $1,000mm) that drove half of the EPS upside…

Read More >>

January 9, 2023

ST: CES Offers Up Support for Insights Initiatives

By Steven Fox

Last week, we attended the Consumer Electronics Show (CES) in Las Vegas, which provided more support for the incremental value that Sensata’s (ST; $43.34; O/P) Insights can generate for investors in coming years. Specifically, we…

Read More >>

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…

Read More >>

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…

Read More >>

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…

Read More >>

July 19, 2022

Holding Up Better Than Most?

By Steven Fox

Read More >>

April 26, 2022

First Look at Q1 Results and Outlook

By Steven Fox

Read More >>

March 17, 2022

Adding More Megatrend Insights

By Steven Fox

Read More >>

March 10, 2022

Adds to Mega Trend Portfolio

By Steven Fox

Read More >>