Sensata Technologies shares fall as Q2 revenue drops 8.9% YoY despite earnings beat

Published 29/07/2025, 22:00
 Sensata Technologies shares fall as Q2 revenue drops 8.9% YoY despite earnings beat

SWINDON, United Kingdom (TADAWUL:4280) - Sensata Technologies (NYSE:ST) reported second-quarter adjusted earnings that beat analyst expectations, but shares fell 2% as revenue declined 8.9% compared to the same period last year due to previously disclosed divestitures and product lifecycle management actions.

The industrial technology company posted adjusted earnings per share of $0.87 for the quarter ended June 30, exceeding the analyst consensus of $0.84. Revenue came in at $943.4 million, slightly above the consensus estimate of $934.38 million but down from $1.04 billion in the second quarter of 2024. The company attributed the revenue decline primarily to divestitures and product lifecycle management initiatives.

"Our back-to-basics approach continues to deliver. We are building resiliency in our business and we are pleased to report a strong second quarter where we exceeded our revenue and earnings commitments and significantly improved our free cash flow," said Stephan von Schuckmann, Chief Executive Officer of Sensata.

For the third quarter, Sensata forecast revenue between $900 million and $930 million, in line with analyst expectations of $916.9 million. The company expects adjusted earnings per share of $0.81 to $0.87, compared to the consensus estimate of $0.83.

Despite the revenue decline, Sensata maintained its adjusted operating margin at 19.0% of revenue, matching the margin from the same period last year. The company generated free cash flow of $115.5 million in the second quarter, a 17.4% improvement from the previous year.

During the quarter, Sensata returned approximately $37.7 million to shareholders, including $20.1 million in share repurchases and $17.6 million in quarterly dividends of $0.12 per share.

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