•
Mar 31, 2020

Sensata Q1 2020 Earnings Report

Sensata's first quarter performance was impacted by unprecedented market upheaval due to the COVID-19 pandemic, resulting in decreased revenue and earnings per share compared to the previous year.

Key Takeaways

Sensata Technologies reported a decrease in revenue by 11.1% to $774.3 million, and a significant decrease in earnings per share to $0.05. The company's performance was affected by the COVID-19 pandemic, leading to market challenges.

Revenue decreased by 11.1% to $774.3 million compared to Q1 2019.

Operating income decreased by 58.9% to $58.6 million.

Earnings per share decreased by 90.4% to $0.05.

Share repurchase program was temporarily suspended to enhance financial flexibility.

Total Revenue
$774M
Previous year: $870M
-11.1%
EPS
$0.53
Previous year: $0.85
-37.6%
Operating Margin
7.6%
Adjusted Operating Margin
17.7%
Shares Repurchased
900K
Gross Profit
$208M
Previous year: $290M
-28.2%
Cash and Equivalents
$803M
Previous year: $650M
+23.6%
Free Cash Flow
$69M
Total Assets
$6.81B
Previous year: $6.79B
+0.3%

Sensata

Sensata

Sensata Revenue by Segment

Forward Guidance

Sensata withdrew its financial guidance for the first quarter and full year 2020 due to the heightened uncertainty related to the COVID-19 pandemic and expects revenue in the second quarter to be significantly lower than in the first quarter.

Positive Outlook

  • Working closely with customers to serve their essential production needs.
  • Taken decisive actions to control and reduce operating costs.
  • Cutting discretionary spend and capital expenditures.
  • Instituting global indirect pay cuts and furloughs.
  • Drawing on revolver to enhance cash balances.

Challenges Ahead

  • Heightened uncertainty related to the COVID-19 pandemic.
  • Withdrew financial guidance for the first quarter and full year 2020.
  • Economic conditions remain uncertain for the foreseeable future.
  • Expect revenue in the second quarter to be significantly lower than in the first quarter.
  • Scaling up production will depend on customers reopening operations while adhering to restrictions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income