Sensata (ST) Third Quarter 2025 Earnings Call Summary
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Sensata Technologies Declares Quarterly Dividend
- Quarterly Dividend Announcement: Sensata Technologies' Board of Directors has approved a quarterly dividend of $0.12 per share, to be paid on February 25, 2026, reflecting the company's commitment to shareholder returns.
- Record Date for Shareholders: The record date for this dividend is set for February 11, 2026, ensuring that shareholders holding shares before this date will receive the dividend, thereby enhancing investor confidence.
- Global Business Operations: Sensata operates in 13 countries with over 18,000 employees, providing critical sensors and electrical protection components for automotive, heavy vehicle, industrial, and aerospace markets, showcasing its extensive global reach.
- Commitment to Technological Innovation: As a global industrial technology company, Sensata aims to create a safer, cleaner, and more efficient electrified world through its broad portfolio of sensors, reflecting its strategic importance in addressing complex engineering and operational performance requirements.

Sensata (ST) Declines 2.8% Since Previous Earnings Report: Is a Recovery Possible?
Earnings Performance: Sensata's Q3 2025 adjusted EPS was 89 cents, surpassing estimates by 4.7%, while revenues of $932 million fell 5.2% year-over-year but exceeded management expectations.
Segment Results: Performance Sensing revenues decreased slightly, while Sensing Solutions saw a 0.2% increase, marking three consecutive quarters of growth, driven by specific market segments.
Financial Health: The company generated $159.9 million in net cash from operations and reported a free cash flow of $136.2 million, with a significant cash balance of $791.3 million as of September 30, 2025.
Q4 Outlook: For Q4, Sensata anticipates revenues between $890-$920 million and adjusted EPS of 83-87 cents, indicating a potential decline, but estimates have been trending upward, suggesting a stable performance ahead.






