Sensata Technologies Holding plc reports results on Tuesday 27 October, after the market closes.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $0.89 | $0.85 |
| Dec '25 | $0.88 | $0.86 |
| Mar '26 | $0.86 | $0.84 |
| Jun '26 | $0.98 | $0.93 |
What analysts expect
Analysts have been raising their forecasts going into the report. For the quarter, the average EPS estimate stands at $0.96, in a range from $0.95 to $0.97, while the average revenue estimate is $973.7 million. The full-year picture shows an average EPS estimate of $3.76, up 10.0% on last year (based on 10 analysts), with that figure rising 1.3% over the past 90 days. Of the analysts’ recommendations, 6 are positive, 5 neutral and 0 negative.
Company guidance
In its latest earnings release, management set the three months ending September 30, 2026 GAAP EPS guidance at $0.65 to $0.67. In its latest earnings release, management set third quarter of 2026 adjusted EPS guidance at $0.93 to $0.97. At the same time, in its latest earnings release, management set third quarter of 2026 revenue guidance at $957.0 million to $987.0 million.
Earnings surprise model
The model estimates EPS could land above the analysts’ average estimate by 1.8%. Its estimated chance of an EPS beat is 75.0%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
Track record against estimates
The company reported EPS above the analysts’ average estimate in 4 of the last 4 quarters. Last quarter, EPS of $0.98 compared with an estimate of $0.93, above it by 4.9%.
The trends going in
Profit and cash are telling different stories: cash flow rose while earnings fell. The trailing gross margin was 29.5%, alongside a trailing operating margin of 7.5%, up 3.9 percentage points from a year earlier, and a trailing net margin of 2.4%. Net income over the twelve months was $89.9 million, which fell 19.3% on the year before.
Where the cash went
Today’s cash margin sits near the top of the company’s own record. Operating cash flow over the twelve months was $693.9 million, up 23.5% on the year before, while capital spending stood at $114.7 million, or 3.0% of revenue. Free cash flow, operating cash flow less capital spending, was $579.2 million, up 34.0% on the year before. Free cash flow was 15.3% of revenue (the free-cash-flow margin), up 3.8 percentage points from a year earlier, as the average diluted share count fell 1.6% over the year.
In context
Measured against its own history: today’s free-cash-flow margin of 15.3% is higher than 85% of the company’s own past quarterly readings, which have ranged from 6.1% to 18.1%. Today’s operating margin of 7.5% is higher than 16% of past readings (−3.1% to 20.2%). Today’s twelve-month revenue growth rate of 0.8% is higher than 34% of past readings (−13.5% to 33.7%).
Questions this report will answer
Whether the pick-up in revenue growth continues. Whether results land above or below the analysts’ expectations set out above. Meanwhile, Whether margins hold at the trailing levels above. The next filing will show whether the trends above continue, slow or reverse.
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 30.7%, and 5 percentage points higher would raise it by 40.3%. A free-cash-flow margin 1 percentage point lower would lower it by 6.7%.
