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Sep 30, 2024

Sensata Q3 2024 Earnings Report

Sensata's Q3 2024 core operating results demonstrated early positive returns from strategic efforts.

Key Takeaways

Sensata Technologies reported a revenue of $982.8 million for Q3 2024, a decrease of 1.8% compared to Q3 2023. The company's adjusted EPS was $0.86, a decrease of 5.5% compared to the previous year. Sensata generated free cash flow of $91.3 million and ended the quarter with $506.2 million of cash on hand.

Revenue was $982.8 million, a decrease of 1.8% compared to Q3 2023.

Operating loss was $199.2 million, compared to operating income of $116.3 million in Q3 2023.

Adjusted earnings per share was $0.86, a decrease of 5.5% compared to Q3 2023.

Generated free cash flow of $91.3 million and ended the quarter with $506.2 million of cash on hand.

Total Revenue
$983M
Previous year: $1B
-1.8%
EPS
$0.86
Previous year: $0.91
-5.5%
Adjusted Operating Margin
19.2%
Previous year: 19.1%
+0.5%
Shares Repurchased
37.2M
Previous year: 35.2M
+5.7%
Gross Profit
$230M
Previous year: $313M
-26.5%
Cash and Equivalents
$506M
Previous year: $890M
-43.1%
Free Cash Flow
$91.3M
Previous year: $87.2M
+4.8%
Total Assets
$7.31B
Previous year: $8.39B
-12.8%

Sensata

Sensata

Sensata Revenue by Segment

Sensata Revenue by Geographic Location

Forward Guidance

For the fourth quarter of 2024, Sensata expects revenue of $870 to $900 million and adjusted EPS of $0.71 to $0.76.

Challenges Ahead

  • Sale of Insights business in the third quarter of 2024 (approximately $50 million)
  • Incremental exits of underperforming products (approximately $20 million)
  • Reduced production expectations in automotive and heavy vehicle (approximately $30 million)

Revenue & Expenses

Visualization of income flow from segment revenue to net income