ST's Q2 revenues fall 8.9% but top forecasts, as growth in Sensing Solutions helps soften weakness in Performance Sensing.
Sensata Technologies Holding PLC (NYSE:ST ) Q2 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants R - Corporate Participant a - Corporate Participant h - Corporate Participant e - Corporate Participant Andrew Charles Lynch - CFO & Executive VP James Entwistle - Corporate Participant Stephan Von Schuckmann - CEO & Director Conference Call Participants Christopher D. Glynn - Oppenheimer & Co. Inc., Research Division Joseph Craig Giordano - TD Cowen, Research Division Joseph Robert Spak - UBS Investment Bank, Research Division Konstandinos Evangelos Tasoulis - Wells Fargo Securities, LLC, Research Division Luke L.
The headline numbers for Sensata (ST) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sensata (ST) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.93 per share a year ago.
The increasing adoption of industrial automation, focus on higher energy efficiency and optimum resource utilization should drive the Zacks Instruments - Control industry. WTS, ST and THR are well-positioned to gain from the evolving market dynamics.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Sensata (ST) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Sensata's new High Efficiency Contactor tackles EV charging challenges with seamless 400V/800V switching and top-tier safety.
Sensata Technologies Holding N.V. (ST) is looking like an interesting pick from a technical perspective, as the company reached a key level of support.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Sensata is focused on long-term growth in EVs, industrial automation, and aerospace, despite current revenue headwinds in the auto and HVOR markets. Operational improvements, cost discipline, and a shift to higher-margin segments like Sensing Solutions are supporting margins and cash flow. The stock trades at a steep discount (14x forward P/E, 10x EV/EBITDA), offering a margin of safety and 20–50% potential upside if demand rebounds.
ST's Dynapower launches the MV Integrated PowerSkid to meet soaring demand for flexible, high-voltage energy solutions.