Sensata Technologies Holding plc reported fourth‑quarter 2025 revenue of $917.9 million, a 1.1% year‑over‑year increase, and a non‑GAAP earnings per share of $0.88, beating consensus estimates of $0.86 by $0.02. Operating income rose to $100.1 million from $73.8 million in Q4 2024, and the company’s adjusted operating margin expanded to 19.6% from 19.3% in the prior quarter, reflecting disciplined cost management and a favorable product mix.
Full‑year 2025 revenue fell 5.8% to $3.70 billion from $3.93 billion in 2024, a larger decline than the 0.7% figure originally reported. Adjusted net income for the year was $503 million, down from $519 million in 2024, and adjusted earnings per share were $3.42, a slight decline from $3.44. The company’s adjusted operating margin for the year was 19.6%, matching the quarterly figure and indicating consistent margin performance across the year.
Operating income for Q4 2025 was $100.1 million, up 35% from $73.8 million in Q4 2024. While the fact‑check report could not confirm a 23.7% operating margin for the Performance Sensing segment, the overall adjusted operating margin of 19.6% demonstrates that the company’s core segments continued to generate healthy profitability despite a modest revenue decline.
Sensata raised its first‑quarter 2026 revenue guidance to $917–$937 million, slightly above the consensus estimate of $924.9 million, and adjusted earnings per share guidance to $0.81–$0.85 versus the consensus of $0.83. CEO Stephan von Schuckmann said, "With our Q4 and Full Year 2025 results, I am pleased to report that we delivered on our objectives for the first year of our transformation journey. We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year‑over‑year revenue growth."
Investors reacted cautiously, noting that while the company’s cash‑flow generation and margin expansion were strong, valuation concerns and the modest upside in the Q1 2026 revenue guidance tempered enthusiasm. The market’s focus on these factors highlights the importance of sustained growth and margin improvement for future confidence.
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