Sensata Technologies Holding plc filed its 10-Q with the SEC, and its figures are now in our data. Revenue over the twelve months to Q3 2026 was $3.8 billion, which rose 4.1% on the year before. That growth rate was up 3.3 percentage points on the rate a quarter earlier.
Source: SEC EDGAR XBRL company facts. Latest period shown: FY26 Q3.
View chart data
| Period | Revenue growth, TTM YoY | Operating margin (TTM) | FCF margin (TTM) |
|---|---|---|---|
| FY24 Q4 | -3.0% | 3.8% | 10.0% |
| FY25 Q1 | -5.5% | 3.3% | 10.8% |
| FY25 Q2 | -7.2% | 3.6% | 11.5% |
| FY25 Q3 | -8.0% | 5.7% | 12.9% |
| FY25 Q4 | -5.8% | 6.4% | 13.2% |
| FY26 Q1 | -2.8% | 6.9% | 13.6% |
| FY26 Q2 | 0.8% | 7.5% | 15.3% |
| FY26 Q3 | 4.1% | 15.1% | 16.7% |
What stands out in the filings
Net income fell 19.3% over the year while free cash flow rose 34.4%, indicating that reported profit and cash are moving at different speeds.
Profitability
The business is getting more profitable as it grows, with a trailing gross margin of 30.8%. The trailing operating margin was 15.1%, up 9.4 percentage points from a year earlier, alongside a trailing net margin of 9.5%. Net income over the twelve months was $366.6 million, which fell 19.3% on the year before.
Where the cash went
Profit and cash are telling different stories as cash flow rose while earnings fell. Operating cash flow over the twelve months was $759.3 million, up 28.5% on the year before, while capital spending was $118.1 million, or 3.1% of revenue. Free cash flow, operating cash flow less capital spending, was $641.2 million, up 34.4% on the year before. This represented a free-cash-flow margin of 16.7%, up 3.8 percentage points from a year earlier.
Share count
The average diluted share count fell 0.6% over the year.
In context
Measured against its own history, today’s free-cash-flow margin of 16.7% is higher than 95% of the company’s own past quarterly readings, which have ranged from 6.1% to 18.1%. Today’s operating margin of 15.1% is higher than 45% of past readings (−3.1% to 20.2%). Today’s twelve-month revenue growth rate of 4.1% is higher than 47% of past readings (−13.5% to 33.7%).
Guidance
The company gave its third quarter of 2026 guidance for revenue of $957.0 million to $987.0 million, and for adjusted EPS of $0.93 to $0.97. The company gave its the three months ending september 30, 2026 guidance for adjusted operating income (non-gaap) of $186.0 million to $193.0 million, and for adjusted net income (non-gaap) of $137.0 million to $142.0 million.
What it means for value
For valuation, the figures matter through our model. In our model, growth 5 percentage points lower would lower the value by 28.9%, and 5 percentage points higher would raise it by 37.9%. A free-cash-flow margin 1 percentage point lower would lower it by 6.0%.
What comes next
The next filing will show whether the trends above continue, slow or reverse.
