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Sensata (ST)
NYSE:ST
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.83Last Year’s EPS
0.93Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 14.18%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance exceeding guidance, significant progress in free cash flow conversion, and strategic wins in key markets like Japan and China. However, challenges remain with revenue declines in the performance sensing segment, and potential risks from tariffs and regulatory shifts affecting customer demand.Company Guidance
During Sensata Technologies' First Quarter 2025 Earnings Call, the company reported strong performance, with revenue, adjusted operating income, and adjusted earnings per share all exceeding the high end of their guidance. Specifically, Sensata achieved a revenue of $911 million, an adjusted operating income of $167 million, and an adjusted earnings per share of $0.78, surpassing expectations by $0.07. The company highlighted its commitment to operational excellence, capital allocation, and revenue growth as strategic imperatives. Sensata's free cash flow conversion improved significantly to 74%, up 26 percentage points year-over-year. Despite macroeconomic challenges, including a volatile tariff environment, Sensata managed to mitigate 95% of its gross tariff exposure. Additionally, the company repurchased approximately 3.5 million shares, returning $100 million to shareholders, and maintained its quarterly dividend. Looking forward, Sensata anticipates a revenue range of $910 million to $940 million for the second quarter of 2025, with a focus on expanding margins and continuing operational improvements.Exceeding Guidance
Revenue, adjusted operating income, and adjusted earnings per share all exceeded the high end of guidance for Q1 2025.
Strong Free Cash Flow Conversion
Free cash flow conversion improved by 26 percentage points year-over-year to 74% in Q1 2025.
Sensing Solutions Growth
Sensing solutions segment delivered $261 million of revenue in Q1 2025, up 3% year-over-year after adjusting for divestments, marking the first period of year-over-year growth since Q2 2023.
Significant Wins in Japan and China
Secured significant wins in Japan with Mazda and other Japanese OEMs, as well as contractor and TPMS business awards with local EV OEMs in China.
Successful Tariff Mitigation
Mitigated more than 95% of gross tariff exposure in auto and HVR business, with 80% of Mexico-sourced revenue now USMCA qualified.
ST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $22.36 | $25.44 | +13.77% |
Feb 11, 2025 | $25.57 | $27.89 | +9.07% |
Nov 04, 2024 | $33.22 | $31.18 | -6.14% |
Jul 29, 2024 | $37.30 | $37.57 | +0.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sensata (ST) report earnings?
Sensata (ST) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Sensata (ST) earnings time?
Sensata (ST) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ST EPS forecast?
ST EPS forecast for the fiscal quarter 2025 (Q2) is 0.83.