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Dec 31, 2020
Sensata Q4 2020 Earnings Report
Reported strong financial performance with revenue growth and adjusted operating income growth from the third quarter.
Key Takeaways
Sensata Technologies reported a 7.1% increase in revenue compared to Q4 2019, reaching $906.5 million. Operating income increased by 27.7% to $154.2 million, and earnings per share rose by 126.5% to $0.77. The company's performance reflects a return to growth across automotive, heavy vehicle, and industrial markets.
Revenue increased by 7.1% compared to the fourth quarter of 2019, totaling $906.5 million.
Operating income increased by 27.7% compared to the fourth quarter of 2019, reaching $154.2 million.
Earnings per share increased by 126.5% compared to the fourth quarter of 2019, reaching $0.77.
Record free cash flow of $240 million in the fourth quarter.
Sensata
Sensata
Sensata Revenue by Segment
Sensata Revenue by Geographic Location
Revenue by Segment
Performance Sensing Revenue
CapyFin.comSensing Solutions Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEurope Revenue
CapyFin.comAsia/Rest of World Revenue
CapyFin.com Forward Guidance
For Q1 2021, Sensata expects revenue of $875 to $915 million and adjusted EPS of $0.67 to $0.77. For FY 2021, Sensata expects revenue of $3,425 to $3,575 million and adjusted EPS of $3.06 to $3.42.
Positive Outlook
- Revenue $875 - $915 million (Q1 2021)
- Organic growth 11% - 16% (Q1 2021)
- Adjusted Operating Income $166 - $182 million (Q1 2021)
- Adjusted Net Income $106 - $122 million (Q1 2021)
- Adjusted EPS $0.67 - $0.77 (Q1 2021)
Challenges Ahead
- Changes in foreign currency exchange rates will decrease adjusted earnings per share by approximately ($0.01) in the first quarter of 2021.
- Revenue $3,425 - $3,575 million (FY 2021)
- Organic growth 10% - 15% (FY 2021)
- Adjusted Operating Income $695 - $755 million (FY 2021)
- Adjusted Net Income $488 - $544 million (FY 2021)
Revenue & Expenses
Visualization of income flow from segment revenue to net income