Sensata Beats Q2 Estimates, Guides Q3 Above Consensus; Debt Tender Completed
ST sits 63% above its 52-week low of $28.16.
Summary
Sensata Technologies reported Q2 2026 results that beat consensus on both revenue and earnings, guided Q3 above expectations, and highlighted strong free cash flow and debt reduction.
Key Events · Earnings and Guidance · ST
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Q2 Revenue and EPS Beat
Revenue of $990.6M exceeded the $970.3M consensus, and adjusted EPS of $0.98 beat the $0.93 estimate, driven by 4.4% organic growth.
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Q3 Guidance Above Consensus
Q3 revenue guidance of $957-$987M and adjusted EPS of $0.93-$0.97 both came in above consensus, with the midpoint implying 4.5% revenue growth and 6.7% EPS growth year-over-year.
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Free Cash Flow Surge
Free cash flow reached $186.4M in Q2, a 61.4% increase year-over-year, with a conversion rate of 130% of adjusted net income.
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Debt Tender Completed
The company completed a $400M cash tender offer, retiring approximately $406M of long-term debt, reducing gross leverage to 2.9x from 3.4x at year-end.
Analysis · ST · Industrial Applications And Services
Sensata delivered a clean beat on both revenue and earnings, with Q2 revenue of $990.6M topping the $970.3M consensus and adjusted EPS of $0.98 sailing past the $0.93 estimate. The company also guided Q3 revenue and adjusted EPS above consensus, signaling continued momentum. Free cash flow surged to $186.4M, converting at 130%, and the balance sheet strengthened further with the completion of a $400M debt tender that retired $406M of long-term debt. This combination of operational outperformance, strong cash generation, and debt reduction materially improves the investment thesis.
How filings like this one have moved
In the 30 days to Sep 21, 2026, 34.9% of the 999 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ST was trading at $46.00 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $6.7B. The 52-week trading range was $28.16 to $53.89. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.