ST
Sensata Technologies Holding plc
ST's fundamentals are strong and it looks cheap: trading at 16x earnings, below its usual 27x. Analysts expect earnings growth.
ST Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Stable |
ST's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
ST PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.9x | $39.41 | — |
| Current | 16x | $39.41 | — |
| Cheap | 18x | $46.39 | +18% |
| Fair | 26x | $66.46 | +69% |
| Expensive | 77x | $194 | +393% |
Historical ranges are pointers, not guarantees.
ST's PE is in its cheap range at 16x. If earnings grow as analysts expect, today's price would be 9.9x next year's earnings.
ST Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect ST's earnings to grow, but its profitability to weaken.
ST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.97 | +57% |
| Q3 2026 | $2.52 | +$2.71 |
| Q2 2026 | $0.62 | -18% |
| Q1 2026 | $0.33 | -60% |
| Q4 2025 | $0.21 | -75% |
| Q3 2025 | -$0.19 | +$0.33 |
| Q2 2025 | $0.76 | +1167% |
| Q1 2025 | $0.82 | +$0.91 |
| Q4 2024 | $0.85 | +$0.88 |
ST has returned to profit: it earned $2.52 per share over the past year, after losing money the year before.
ST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +7.7% |
| Q2 2026 | $990.6M | +5% |
| Q1 2026 | $934.8M | +2.6% |
| Q4 2025 | $917.9M | +1.1% |
| Q3 2025 | $932M | -5.2% |
| Q2 2025 | $943.4M | -8.9% |
| Q1 2025 | $911.3M | -9.5% |
| Q4 2024 | $907.7M | -8.5% |
ST's revenue has grown year over year for four quarters in a row: $1B last quarter, up 7.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | +31 points |
| Q2 2026 | 17% | +2.1 points |
| Q1 2026 | 15% | +1.7 points |
| Q4 2025 | 11% | +2.8 points |
| Q3 2025 | -13% | +7.1 points |
| Q2 2025 | 15% | +2.1 points |
| Q1 2025 | 13% | -1 points |
| Q4 2024 | 8.1% | +28 points |
ST's operating margin was 17% last quarter, up 31 points from the same quarter a year ago, near the top of its range since 2019.
ST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $198.3M | +46% |
| Q2 2026 | $186.4M | +61% |
| Q1 2026 | $104.6M | +21% |
| Q4 2025 | $151.9M | +9.4% |
| Q3 2025 | $136.2M | +49% |
| Q2 2025 | $115.5M | +17% |
| Q1 2025 | $86.6M | +35% |
| Q4 2024 | $138.9M | +145% |
ST's free cash flow has been positive every quarter for seven years: $641M over the past year, up 34% from the year before.
ST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +300K shares |
| 1 year | +0.9% | +1.3M shares |
| 3 years | -3.5% | -5.4M shares |
| 5 years | -7.8% | -12.5M shares |
| Available history | -9.2% | -15M shares |
ST has 147M diluted shares, up 0.9% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $25.1M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $20.1M |
| Q1 2025 | $100.5M |
| Q4 2024 | $21.6M |
ST spent $25M buying back its own shares over the past year, down 82% from the year before.
ST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.3x | Moderate |
| Q2 2026 | 3.9x | Elevated |
| Q1 2026 | 4.4x | High |
| Q4 2025 | 4.6x | High |
| Q3 2025 | 4.9x | High |
| Q2 2025 | 6.0x | High |
| Q1 2025 | 6.0x | High |
| Q4 2024 | 5.6x | High |
ST's net debt is about 2.3 years of its operating earnings (EBITDA), down from 4.9 years a year ago.
ST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.0 | Oversold |
ST's weekly RSI is 40 (neutral) and its Stochastic is 10 (oversold).
ST PE vs Technology Sector
| Metric | ST | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 28x | 44% below |
| PE % | 5 | 35 | 30 pts below |
ST is trading at 16x earnings, a 44% discount to the Technology sector's median of 28x.
ST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.0 | 3.9% below |
| 20 week MA | $43.1 | 8.5% below |
| 50 week MA | $40.9 | 3.5% below |
| 100 week MA | $34.6 | 14% above |
| 200 week MA | $36.8 | 7.2% above |
ST has slipped below its 8-, 20- and 50-week averages, though it's still 7.2% above its 200-week average.
ST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $53.7 | $52.2 | -2.8% |
| 2021 | $52.2 | $59.8 | +15% |
| 2022 | $59.8 | $39.8 | -34% |
| 2023 | $39.8 | $37.6 | -5.5% |
| 2024 | $37.6 | $27.4 | -27% |
| 2025 | $27.4 | $33.6 | +23% |
| 2026 YTD | $33.6 | $39.4 | +17% |
ST has finished lower in four of the last six years. It's up 17% so far in 2026.