Sensata Technologies Holding plc (ST) Form 8-K — Oct 27, 2026
Sensata Technologies reported Q3 2026 revenue of $1,003.6 million, up 7.7% YoY, with adjusted EPS of $1.13 rising 27.0% from $0.89 a year ago. GAAP EPS was $0.78 versus a $1.12 loss in Q3 2025, which had included a $225.7 million goodwill impairment. Revenue included a $24.0 million one-time termination payment from a customer cancelling an EV program; excluding it, revenue would have been $979.6 million with adjusted EPS of $0.97. Organic growth was 6.8% and adjusted operating margin expanded to 21.5% from 19.3%.
Key figures
- Eps
- 0.78
- Revenue
- 1003.6
- Guidance
- Q4 2026 revenue of $942-$972 million (3%-6% YoY growth) and adjusted EPS of $0.95-$0.99 (8%-13% YoY growth), inclusive of tariff cost recovery
- Net Income
- 114.2
- Revenue Yoy
- 7.7%
- Cash Position
- 553.4
- Adjusted eps q3
- 1.13
- Q3 debt retired
- 32.6
- Adjusted eps yoy
- +27.0%
- Fcf conversion q3
- 119%
- Free cash flow q3
- 198.3
- Q3 dividends paid
- 17.5
- Net leverage ratio
- 2.1
- Gross leverage ratio
- 2.7
- Organic revenue growth
- 6.8%
- Adjusted operating income q3
- 215.3
- Adjusted operating margin q3
- 21.5%
- One time termination payment
- 24
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