Sensata Technologies (ST)
NYSEIndustrialsHardware, Equipment & PartsSnapshot 2026-11-05
$38.52-6.32%
Close 2026-11-05 · 1-day change
NYSEIndustrialsHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · ST
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks ST against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 4 guided quarters · 4.9% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our core business is stronger, and we have growing conviction in our ability to accelerate long-term organic growth," said Stephan von Schuckmann, Sensata's Chief Executive Officer.
Stated in 2 of 4 supplied quarters. Management reported: ““Our core business is stronger, and we have growing conviction in our ability to accelerate long-term organic growth," said Stephan von Schuckmann, Sensata's Chief Executive Officer.” “We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth,” said Stephan von Schuckmann, Sensata’s Chief Executive Officer.” Revenue was $1.004 billion in 2026-Q3.
““Our core business is stronger, and we have growing conviction in our ability to accelerate long-term organic growth," said Stephan von Schuckmann, Sensata's Chief Executive Officer.”
“I am confident that with our strengthened leadership team and renewed focus, we will build upon this momentum to unlock growth in each of our segments over time.””
"We have achieved organization-wide operational discipline, our productivity engine is delivering, our strategic initiatives are accelerating, and our growth opportunities are robust."
Stated in 2 of 4 supplied quarters. Management reported: “"We have achieved organization-wide operational discipline, our productivity engine is delivering, our strategic initiatives are accelerating, and our growth opportunities are robust."” “We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth,” said Stephan von Schuckmann, Sensata’s Chief Executive Officer.” Operating income was $175.300 million in 2026-Q3.
We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth…
Stated in 1 of 4 supplied quarters. Management reported: “We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth,” said Stephan von Schuckmann, Sensata’s Chief Executive Officer.” ““As we look ahead to 2026 and beyond, we are now a more resilient organization, and we have a solid foundation on which to build.” Operating cash flow was $122.500 million in 2026-Q1.
Maintain cash generation to support dividends, share repurchases, and debt repayment.
Focus on increasing organic revenue and improving operating income and adjusted operating margin across segments.
Over the trailing year it converted 14.71x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“"We have achieved organization-wide operational discipline, our productivity engine is delivering, our strategic initiatives are accelerating, and our growth opportunities are robust."”
“We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth…”
“We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth…”