ST
Sensata Technologies Holding plc

Sensata Technologies Holding plcST

Technology · Scientific & Technical Instruments
39.31USD
+2.05%
Nov 08, 2026
ST overview ready
Supplier of high-voltage power distribution and protection components for electrified vehicles
Sensata is a component supplier of mission-critical high-voltage contactors, fuses, junction boxes, sensors and protection devices used in electrified vehicle powertrains and battery systems, while its broader automotive sensor portfolio also retains substantial conventional-vehicle exposure.
Primary theme is lagging
Connectors & Electronic Components is lagging (-11.9pp vs SPY over 21 sessions; 2 of 8 members ahead of SPY).
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to automotive industry cyclicality and production downturns.
Market Nov 6Filing Sep 30Price action Nov 7Research Aug 6

Conviction Level

PriceAction3.4BusinessPerformance9.0BusinessQuality7.2Valuation7.2ThemeMomentum1.0Accelerating — Revenue growth has accelerated across 4 consecutive quarters, rising from +1.1% to +7.7% year over year. Earnings turned positive: diluted EPS of $0.78 against a loss of -$1.12 a year earlier. — Accelerating describes growth momentum measured in recent filed quarters. It is not proof that the acceleration will continue.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
−11.9pp
Theme return
−16.9%
Beating SPY
2 of 8
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$5.7B
Avg Volume (60D)
1.5M
60 sessions
Revenue Growth YoY
-5.8%
FY2025 vs FY2024
Gross Margin
+28.8%
Trailing twelve months
Operating Margin
+15.1%
Trailing twelve months
Free Cash Flow Yield
+11.2%
Distance from 200DMA
-6.2%
P/E
15.6x
EV / EBITDA
9.5x
EV / Sales
2.0x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Accelerating

Revenue growth has accelerated across 4 consecutive quarters, rising from +1.1% to +7.7% year over year. Earnings turned positive: diluted EPS of $0.78 against a loss of -$1.12 a year earlier.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthAccelerating
+7.7%
$1.00B in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +1.1%
  2. +2.6%
  3. +5.0%
  4. +7.7%
Earnings growthTurned profitable
$0.78
Diluted EPS $0.78 vs -$1.12 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. n/a
  2. +26%
  3. +71%
  4. n/a
Operating marginExpanding
17.5%
+30.7 pp YoY

Business Quality

7.2 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Sensata Technologies Holding plc has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Sensata is a component supplier of mission-critical high-voltage contactors, fuses, junction boxes, sensors and protection devices used in electrified vehicle powertrains and battery systems, while its broader automotive sensor portfolio also retains substantial conventional-vehicle exposure.
Opportunity
Moderate opportunity
Automotive and commercial-vehicle electrification requires high-voltage switching, isolation, sensing, circuit protection and power-distribution hardware to safely control battery, inverter and charging-system energy flows.
Key risk
Exposure to automotive industry cyclicality and production downturns.

Economic classification

Loading the economic classification…

Business & Markets

Technology · Scientific & Technical Instruments
What they do

Sensata Technologies develops, manufactures, and sells sensors, electrical protection components, and related systems used in mission-critical applications across automotive, industrial, and aerospace markets globally.

How it earns

The company generates revenue primarily through transactional sales of components and sensor solutions to original equipment manufacturers and industrial customers.

Products & services
Sensors
High-voltage contactors
Fuses
Junction boxes
Switching and protection devices
Distribution modules
Bimetal electromechanical controls
Circuit breakers
Switches and relays
Energy storage systems
Customers & end markets
Automotive manufacturers and suppliers
Industrial equipment makers
Aerospace and defense companies
Commercial equipment manufacturers
Market position

Sensata is a leading supplier of mission-critical sensors and electrical protection components in automotive and industrial markets.

Demand drivers
High cyclicality

Demand is closely tied to automotive production cycles and industrial capital spending, which are sensitive to economic conditions.