--- title: "Sensata Tech | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 990.6 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/294256364.md" datetime: "2026-07-29T20:26:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294256364.md) - [en](https://longbridge.com/en/news/294256364.md) - [zh-HK](https://longbridge.com/zh-HK/news/294256364.md) --- # Sensata Tech | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 990.6 M Revenue: As of FY2026 Q2, the actual value is USD 990.6 M, beating the estimate of USD 969.57 M. EPS: As of FY2026 Q2, the actual value is USD 0.7, missing the estimate of USD 0.7319. EBIT: As of FY2026 Q2, the actual value is USD 161.6 M. ### Second Quarter 2026 Operating Results #### Operating Income Sensata Technologies Holding plc reported GAAP operating income of $165.4 million, or 16.7% of revenue, for the second quarter of 2026, marking a 19.8% increase from $138.1 million, or 14.6% of revenue, in the second quarter of 2025. Adjusted operating income was $193.3 million, or 19.5% of revenue, an 8.0% increase compared to $179.1 million, or 19.0% of revenue, in the prior year’s second quarter. #### Cash Flow Net cash provided by operating activities for the second quarter of 2026 was $210.0 million. Free cash flow amounted to $186.4 million, representing a free cash flow conversion of 130%. #### Cash on Hand As of June 30, 2026, cash on hand was $403.3 million. #### Shareholder Returns and Debt Management During the second quarter of 2026, Sensata Technologies Holding plc returned approximately $17.5 million to shareholders through its quarterly dividend. The company also completed a $400 million cash tender offer, retiring approximately $406 million of long-term debt. #### Segment Performance (Second Quarter 2026) - **Automotive:** Revenue was $544.8 million, with operating income of $131.7 million, representing 24.2% of segment revenue. This compares to revenue of $527.5 million and operating income of $121.1 million (23.0% of segment revenue) in Q2 2025. - **Industrials:** Revenue reached $212.1 million, and operating income was $57.5 million, or 27.1% of segment revenue. In Q2 2025, revenue was $206.3 million with operating income of $57.9 million (28.1% of segment revenue). - **Aerospace, Defense, and Commercial Equipment:** This segment generated $233.7 million in revenue, with operating income of $65.1 million, or 27.8% of segment revenue. For Q2 2025, revenue was $209.7 million and operating income of $51.2 million (24.4% of segment revenue). ### Six Months Ended June 30, 2026 Operating Results #### Operating Income For the six months ended June 30, 2026, GAAP operating income was $307.0 million, or 15.9% of revenue, an 18.0% increase from $260.3 million, or 14.0% of revenue, in the same period of 2025. Adjusted operating income stood at $367.4 million, or 19.1% of revenue, up 6.3% from $345.6 million, or 18.6% of revenue, in the first six months of 2025. #### Cash Flow Net cash provided by operating activities for the six months ended June 30, 2026, was $332.5 million. Free cash flow was $291.0 million, with a free cash flow conversion of 108%. #### Shareholder Returns and Debt Management Sensata Technologies Holding plc returned approximately $60.1 million to shareholders during the first six months of 2026, including $34.9 million through quarterly dividends and $25.1 million through share repurchases. The company also completed a $400 million cash tender offer to retire approximately $406 million of long-term debt. #### Segment Performance (Six Months Ended June 30, 2026) - **Automotive:** Revenue was $1,074.1 million, with operating income of $254.1 million, representing 23.7% of segment revenue. This compares to revenue of $1,059.7 million and operating income of $239.7 million (22.6% of segment revenue) in H1 2025. - **Industrials:** Revenue was $387.4 million, and operating income was $103.9 million, or 26.8% of segment revenue. In H1 2025, revenue was $384.6 million with operating income of $103.8 million (27.0% of segment revenue). - **Aerospace, Defense, and Commercial Equipment:** This segment reported $464.0 million in revenue, with operating income of $130.1 million, or 28.0% of segment revenue. For H1 2025, revenue was $410.3 million and operating income of $101.7 million (24.8% of segment revenue). ### Outlook for Third Quarter 2026 Sensata Technologies Holding plc anticipates revenue for the third quarter of 2026 to be in the range of $957 million to $987 million, inclusive of expected tariff cost recovery. 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