Sensata Tech

Q2 FY2026 EarningsQ2 FY26 exceeded consensus expectations across top and bottom-line metrics: revenue of $990.6M beat the $969.6M mean estimate, and adjusted EPS of $0.98 outperformed the $0.93 consensus. Aerospace, Defense, and Commercial Equipment led growth with an 11.4% YoY revenue increase and significant margin expansion. While Q3 FY26 revenue guidance of $957M–$987M is in line with expectations, adjusted EPS guidance of $0.93–$0.97 sits slightly above the prior consensus mean, reflecting continued operational efficiency.