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. The company projects adjusted EPS to be between $0.93 and $0.97 for the same period.