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Earnings analysis · 10-Q

ST earnings analysis

Filed April 28, 2026 · Our reading of the company's report

The latest report

Sensata Technologies reported a 2.6% increase in revenue for Q1 2026, achieving $934.8 million, which surpassed both consensus estimates and prior year results. Gross margin improved to 29.9% while operating income…

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Sensata Technologies reported a 2.6% increase in revenue for Q1 2026, achieving $934.8 million, which surpassed both consensus estimates and prior year results. Gross margin improved to 29.9% while operating income surged 15.9% to $141.6 million, reflecting strong performance in the Aerospace, Defense, and Commercial Equipment segment, despite declines in Automotive and Industrials. EPS beat expectations at $0.86.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $70 Operating expenses $15 Left as operating profit $15

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Where revenue came from

The business segments reported by the company.

Automotive 56.1% Aerospace 24.2% Industrials 19.7%

Shares of the segments disclosed in this filing, largest first.

Reported figures

Earnings per share
$0.86

What stood out

  • Revenue Growth of 2.6%

    Net revenue increased to $934.8 million for Q1 2026, up from $911.3 million in Q1 2025.

  • Operating Income Surged 15.9%

    Operating income rose to $141.6 million, compared to $122.2 million in the previous year.

  • EPS Beat Expectations

    Reported EPS was $0.86, exceeding the estimated $0.83.

  • Significant Growth in Aerospace Segment

    Aerospace, Defense, and Commercial Equipment segment revenue increased by 14.8% year-over-year.

  • Improved Operating Margin

    Operating margin improved to 15.2%, up from 13.4% in the prior year.

  • Positive Cash Flow Dynamics

    Generated operating cash flows of $122.5 million during the quarter.

What to watch

  • Ongoing Declines in Automotive Revenue

    Automotive revenue decreased by 0.8% year-over-year, highlighting demand challenges.

  • Inflation Impact on Costs

    Continued inflation in material and logistics costs may pressure margins going forward.

  • Impact of Divestitures

    Revenue effects from the divestiture of the Magnetic Speed and Positioning Business contributed to revenue fluctuations.

Management's outlook

Management anticipates continued organic revenue growth but is cautious about inflation and divestiture impacts.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.