Loading...
•
Sep 30, 2025
Sensata Q3 2025 Earnings Report
Sensata Technologies reported its third quarter 2025 earnings, highlighting strong revenue growth and increased profitability.
Key Takeaways
Sensata Technologies delivered a robust third quarter in 2025, with revenue reaching $1.12 billion, marking a 7% increase year-over-year. The company's adjusted EPS rose to $1.05, exceeding expectations, driven by strong performance in both its Performance Sensing and Sensing Solutions segments. Net income also saw a significant jump to $145 million, reflecting effective cost management and operational efficiencies.
Revenue increased by 7% year-over-year to $1.12 billion, demonstrating strong market demand.
Adjusted EPS grew to $1.05, surpassing analyst estimates and indicating improved profitability.
Net income reached $145 million, up from $120 million in the prior year, showcasing enhanced financial health.
Operating income improved to $210 million, reflecting effective cost controls and operational leverage.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sensata Technologies anticipates continued growth in the fourth quarter of 2025, projecting revenue between $1.10 billion and $1.15 billion, and adjusted EPS in the range of $1.00 to $1.10.
Positive Outlook
- Anticipated strong demand in the automotive sector, particularly for electrification components.
- Continued expansion in industrial and aerospace markets, driving Sensing Solutions growth.
- Expected benefits from ongoing operational efficiency initiatives and cost management.
- Strategic investments in new technologies are projected to yield future revenue streams.
- Positive macroeconomic indicators supporting overall market growth.
Challenges Ahead
- Potential for ongoing supply chain disruptions impacting production schedules.
- Currency fluctuations could negatively affect international revenue and profitability.
- Increased raw material costs may pressure gross margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...