Sensata Technologies Holding plc
ST · NYSE
Company research
Sensata Technologies Holding plc (NYSE: ST) is a global industrial technology leader founded in 1916 and headquartered in Attleboro, Massachusetts, specializing in the development, manufacturing, and sale of sensors, sensor-rich solutions, electrical protection components, and control systems used in mission-critical applications across the Americas, Europe, Asia, and other international markets. The company operates through two primary business segments — Performance Sensing, which accounts for approximately 70% of revenue and serves the automotive, heavy vehicle, and off-road markets with products such as tire pressure monitoring sensors, high-voltage contactors, and powertrain components, and Sensing Solutions, which serves industrial and aerospace markets with application-specific sensors, electrical safety products, energy storage systems, and IoT solutions. With approximately $3.7 billion in annual revenue and roughly 19,000 employees operating across 14 countries, Sensata serves a diverse customer base of OEMs, Tier 1 suppliers, and distributors across automotive, industrial, aerospace, and clean energy industries. Under the leadership of CEO Stephan Von Schuckmann, the company is actively pursuing strategic initiatives centered on electrification, energy efficiency, and expanding its content per vehicle to capitalize on secular trends in the global transition to electric and connected mobility.
Research reports
Zacks Investment Research · April 17, 2026Here's Why Sensata (ST) is a Strong Growth Stock
Short note positioning Sensata as a “strong growth stock,” highlighting a Growth Style Score of B, forecasted earnings growth of about 6% year‑over‑year, and recent upward revisions to consensus EPS, while maintaining a Zacks Rank #3 (Hold) and suggesting near‑term outperformance potential within their style‑score framework.
Zacks Investment Research · March 27, 2026Zacks Industry Outlook Highlights Sensata Technologies and ThermonIndustry report on the Instruments–Control space arguing Sensata will benefit from rising demand for energy‑efficient automation and digitized industrial systems, noting a roughly 39% share‑price gain over the prior year and upward earnings revisions, while also flagging margin pressure, input‑cost inflation, and high customer inventories as key risks to profitability.
Sahm Capital · March 1, 2026Is Sensata Technologies (ST) Share Price Attractive After Mixed Multi Year Returns?Detailed valuation piece using a two‑stage discounted cash‑flow and price‑to‑sales framework to estimate an intrinsic value around 44–48 USD per share and conclude the stock trades at roughly a mid‑teens percentage discount, balancing upside from electrification, automation and improved cash generation against risks from cyclicality, competition, regulatory pressures and heavy automotive exposure.
AInvest · February 19, 2026Sensata Technologies: A Value Investor's Assessment of a Turnaround PlatformLong‑form turnaround thesis arguing Sensata’s segment reorganization and Q4 2025 metrics (1.1% revenue growth and 117% free‑cash‑flow conversion) show it evolving into a higher‑quality, more resilient industrial tech platform, with the shares trading at an 11.18 trailing P/E that the author views as a margin‑of‑safety discount contingent on sustained growth in electrification and industrial automation.
Financhill · July 31, 2025Is Sensata Technologies Stock Undervalued?Comprehensive valuation and strategy report contending Sensata is materially undervalued given single‑digit P/E, around 1× trailing sales and roughly 7.4× EV/EBITDA, highlighting implied annual free cash flow of about 450 million USD, portfolio reshaping toward higher‑margin sensing solutions and growth engines in EV content, A2L leak‑detection and aerospace, while emphasizing leverage, cyclical heavy‑vehicle exposure, China operations and intense sensor competition as principal risks.