Sensata Q3 Beats: Adjusted EPS $1.13, Q4 Guidance $0.95-$0.99
ST sits 51% above its 52-week low of $28.16.
Summary
Sensata beat on Q3 adjusted EPS ($1.13, +27%) and guided Q4 to $0.95-$0.99 adjusted EPS on $942-$972M revenue, with leverage down to 2.1x.
Key Events · Earnings and Guidance · ST
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Q3 Adjusted EPS Up 27%
Adjusted EPS came in at $1.13 versus $0.89 a year ago; GAAP EPS was $0.78 versus a $1.12 loss, which had included a $225.7M goodwill impairment.
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Revenue $1.00B, 7.7% Growth
Revenue rose to $1,003.6M from $932.0M, a figure that includes a $24.0M customer termination payment for a cancelled EV program; excluding it, revenue was $979.6M and organic growth 6.8%.
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Q4 Guidance $0.95-$0.99 EPS
For the fourth quarter, revenue is guided to $942-$972M (3-6% growth) and adjusted EPS to $0.95-$0.99 (8-13% growth), with adjusted operating margin of 19.6-19.8%.
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Leverage Cut to 2.1x
Net leverage fell to 2.1x from 2.7x at December 31, 2025, after $433.2M of debt payments in the first nine months; free cash flow was $198.3M in Q3 at 119% conversion.
Analysis · ST · Industrial Applications And Services
The headline beat rests on the metrics that matter: adjusted EPS of $1.13 rose 27.0% from $0.89, and adjusted operating margin expanded to 21.5% from 19.3%. Note, though, that roughly a quarter of the profit improvement is flattered by a one-time $24.0M customer termination payment tied to a cancelled EV program. Strip it out and adjusted EPS is $0.97 and margin 19.5%, still a solid year-over-year gain. The quieter story sits on the balance sheet: net leverage fell to 2.1x from 2.7x at year-end after $433.2M of debt payments, and free cash flow of $198.3M converted at 119% of adjusted net income. Guidance for Q4 calls for $942-$972M revenue and $0.95-$0.99 adjusted EPS, implying 3-6% revenue growth and 8-13% EPS growth, with margins roughly flat at 19.6-19.8%.
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In the 30 days to Oct 28, 2026, 30.5% of the 1494 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.03%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ST was trading at $42.54 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $6.2B. The 52-week trading range was $28.16 to $53.89. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.