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Dec 31, 2022

Sensata Q4 2022 Earnings Report

Sensata reported an increase in revenue and adjusted EPS compared to the prior year period.

Key Takeaways

Sensata Technologies reported strong Q4 2022 financial results, with a 10.0% increase in organic revenue growth and a record $4.0 billion in revenue for the full year. The company's strategic growth plan and investments in electrification and data insights contributed to over $1 billion in new business wins during the year.

Sensata achieved 10.0% organic revenue growth in Q4 2022.

The company was awarded over $1 billion in new business wins during 2022.

Sensata generated $224.9 million of operating cash flow in Q4 2022.

Sensata repurchased approximately 1.2 million ordinary shares for $50.4 million in Q4 2022.

Total Revenue
$1.02B
Previous year: $935M
+8.6%
EPS
$0.96
Previous year: $0.87
+10.3%
Operating Margin
15%
Previous year: 16%
-6.3%
Adjusted Operating Margin
20.1%
Previous year: 21.1%
-4.7%
Shares Repurchased
1.2M
Previous year: 800K
+50.0%
Gross Profit
$341M
Previous year: $315M
+8.3%
Cash and Equivalents
$1.23B
Previous year: $1.71B
-28.3%
Free Cash Flow
$185M
Total Assets
$8.76B
Previous year: $8.61B
+1.7%

Sensata

Sensata

Sensata Revenue by Segment

Sensata Revenue by Geographic Location

Forward Guidance

For the first quarter of 2023, Sensata expects revenue of $950 to $1,000 million and adjusted EPS of $0.81 to $0.91. Changes in foreign currency exchange rates are expected to decrease revenue by approximately $27 million and decrease adjusted EPS by approximately $0.05.

Positive Outlook

  • Revenue between $950 million and $1,000 million
  • Organic growth between 1% and 6%
  • Adjusted Operating Income between $182 million and $198 million
  • Adjusted Net Income between $125 million and $139 million
  • Adjusted EPS between $0.81 and $0.91

Challenges Ahead

  • Expected decrease in revenue of approximately $27 million due to foreign currency exchange rates
  • Expected decrease in adjusted EPS of approximately $0.05 due to foreign currency exchange rates
  • Ongoing market and macroeconomic uncertainties
  • Discontinuing full year finance guidance
  • Revenue Y/Y Change (3%) - 3%

Revenue & Expenses

Visualization of income flow from segment revenue to net income