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Mar 31, 2025
Sensata Q1 2025 Earnings Report
Reported financial results for the first quarter ended March 31, 2025, exceeding guidance ranges.
Key Takeaways
Sensata Technologies reported a strong first quarter for 2025 with revenue of $911.3 million, operating income of $122.2 million, and diluted EPS of $0.47. Adjusted operating income was $166.5 million and adjusted EPS was $0.78. The company generated $86.6 million in free cash flow and returned $118.4 million to shareholders through share repurchases and dividends.
Revenue for Q1 2025 was $911.3 million, a decrease of 9.5% compared to Q1 2024.
Operating income was $122.2 million, representing a 13.4% operating margin.
Adjusted operating income was $166.5 million, resulting in an adjusted operating margin of 18.3%.
Diluted EPS was $0.47, while adjusted diluted EPS was $0.78.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the second quarter of 2025, Sensata expects revenue between $910 million and $940 million and adjusted EPS between $0.80 and $0.86.
Positive Outlook
- Expected revenue for Q2 2025 is between $910 million and $940 million.
- Expected adjusted EPS for Q2 2025 is between $0.80 and $0.86.
- Adjusted operating income is expected to be between $169 million and $177 million.
- Adjusted operating margin is guided between 18.6% and 18.8%.
- Adjusted net income is anticipated to be between $117 million and $125 million.
Challenges Ahead
- Guidance includes approximately $20 million related to expected tariff recovery from customers.
- Expected tariff revenue and related expense will offset each other, not impacting adjusted operating income, adjusted net income, and adjusted EPS.
- Adjusted operating margin, excluding the impact of tariffs, is expected to be slightly higher (19.0% - 19.2%).
Historical Earnings Impact
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Avg. Return Before/After Earnings
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