ST
Sensata Technologies Holding plc

Sensata Technologies Holding plcST

Technology · Scientific & Technical Instruments
45.79USD
-1.89%
Sep 23, 2026
ST overview ready
Supplier of mission-critical high-voltage contactors and protection devices
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.
Narrative is still early
Exposed to the Vehicle Electrification narrative through High-Voltage Power Distribution and Protection — component supplier.
No clear price read
Longer-term context reads early trend, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Cyclical demand fluctuations in automotive and industrial markets.
Market Aug 10Filing Jun 30Price action Aug 9Research Aug 6

Conviction Level

NarrativeHeat—ThemeHeat5.6PriceAction8.6Valuation4.5CompanyPosition7.3
Price
Loading price history…

Price Action

No clear price read
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA100 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$6.7B
Avg Volume (60D)
1.7M
60 sessions
Revenue Growth YoY
-5.8%
FY2025 vs FY2024
Gross Margin
+27.4%
Trailing twelve months
Operating Margin
+7.5%
Trailing twelve months
Free Cash Flow Yield
+8.7%
Distance from 200DMA
+17.4%
P/E
74.1x
EV / EBITDA
17.9x
EV / Sales
2.5x
Market metrics as of Aug 10, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
Sensata Technologies Holding plc has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

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
Cyclical demand fluctuations in automotive and industrial markets.

Narrative & Theme

Vehicle Electrification
Part of High-Voltage Power Distribution and Protection, with moderate fit.
ST has a real, specific electrification exposure through high-voltage protection and power-management components rather than a generic industrial or AI adjacency.
Narrative HeatNeutral4.5 / 10
This reading is no longer current (last measured 2026-08-27). It is kept until the next scheduled measurement replaces it.
Theme HeatNeutral5.6 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

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, aerospace, defense, and commercial equipment sectors globally.

How it earns

The company generates revenue primarily through transactional sales of its products and solutions to original equipment manufacturers and other industrial customers.

Products & services
Sensors
Contactors/fuses
Switching and protection devices
Distribution modules
Bimetal electromechanical controls
Circuit breakers
Switches and relays
Energy storage systems
Customers & end markets
Automotive manufacturers
Industrial companies
Aerospace and defense contractors
Commercial equipment manufacturers
Market position

Sensata is a leading supplier in sensors and electrical protection components serving multiple mission-critical industries.

Demand drivers
Medium cyclicality

Business is influenced by industrial and automotive production cycles which are sensitive to economic conditions.