Sensata stock rises following Q4 earnings beat

Published 12/02/2025, 17:24
© Reuters.

Investing.com -- Shares of Sensata Technologies (NYSE: ST) climbed 10% today after the company reported fourth-quarter earnings that surpassed analyst expectations. The global industrial technology firm announced a Q4 EPS of $0.76, slightly above the consensus estimate of $0.75. Revenue for the quarter was reported at $907.7 million, exceeding the forecasted $883.73 million.

Despite the positive results, Sensata’s fourth-quarter revenue represented an 8.5% decrease compared to the $992.5 million reported in the same period last year. However, the company’s operating income saw a significant turnaround, posting $73.8 million or 8.1% of revenue, compared to the operating loss of $201.4 million in the previous year’s quarter.

For the upcoming first quarter of 2025, Sensata expects an EPS in the range of $0.70-$0.73, which is below the consensus of $0.75. The company also anticipates Q1 revenue to be between $870 million and $890 million, compared to analyst expectations of $889.2 million.

The company’s CEO, Stephan von Schuckmann, expressed confidence in Sensata’s ability to create shareholder value, highlighting the company’s strong finish to the year with increased free cash flow and adjusted operating margins. Sensata’s full-year results also showed a decrease in revenue and adjusted operating income compared to the previous year, but an increase in earnings per share.

Analysts have provided mixed reactions to Sensata’s financial performance and guidance. JPMorgan maintained an underweight rating, adjusting its price target to $27 from $30, citing that end-market drivers remain challenged with only signs of stabilization. Truist Securities, with a hold rating, sees the outlook as better than feared but remains cautious. Evercore ISI, on the other hand, rated Sensata as outperform with a price target of $40, acknowledging the company’s solid execution amidst macroeconomic challenges.

Sensata’s financial guidance does not account for potential impacts of new tariffs that may be imposed by the United States on various countries or any retaliatory measures.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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