ST Filings — Sensata Technologies Holding Plc - FilingSpy
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Sensata Technologies Holding Plc
A maker of sensors, electrical protection, and power management gear, Sensata supplies the sensors and high-voltage protection inside cars, aircraft, defense systems, and industrial machines like HVAC and appliances for global manufacturers. Its roots reach back to 1916, when it began as a small Massachusetts firm plating gold for the local jewelry trade before joining Texas Instruments. Its name comes from the Latin for "those gifted with sense," and its logo is spelled out in Braille dots—a nod to the sense of touch behind its precision sensing.
Q2 FY2026 revenue rose 5.0% to $990.6M with operating income up 19.8% to $165.4M
returned across the business this quarter. rose 5.0% to $990.6M and rose 70.7% to $0.70 as Aerospace, Defense, and Commercial Equipment grew 10.9% organically and lower restructuring and lifted to 16.7%. The company is growing again while cutting debt, with down to 2.4x.
Key takeaways
Q2 FY2026 net rose 5.0% to $990.6M (4.4% organic), with Aerospace, Defense, and Commercial Equipment leading at 10.9% .
rose 19.8% to $165.4M and widened to 16.7% from 14.6% a year earlier, helped by higher , lower restructuring charges, and lower .
rose 70.7% to $0.70 and rose 68.2% to $102.1M ; was 30.5%, up 0.1 point from Q2 2025.
Section summaries
Management's Discussion and Analysis
Q2 FY2026 net revenue rose 5.0% to $990.6M, operating income up 19.8% to $165.4M, driven by organic growth and lower restructuring/amortization.
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Consolidated net grew 5.0% reported (4.4% organic) in Q2, led by 10.9% in Aerospace, Defense, and Commercial Equipment.
rose 61.4% to $186.4M and rose 49.0% to $210.0M versus a year earlier, while the company paid down $401.1M of debt in the six months.
fell to 2.4x as of June 30, 2026 from 2.7x at year-end 2025; fell 23.7% to $2,424.8M .
for the last twelve months was $855.9M; the company used $25.1M on share repurchases and $34.9M on dividends in the six months.
What changed
Q2 2026 of 4.4% held beyond the MSP divestiture lap that cut Q1 reported sales 3.8%; Q1 flagged watching if the 4.2% organic rate held — it did, at 4.4%.
of 30.5% stayed pressured by FX, net inflation, and tariffs after the 30.6% Q1 level that Q1 said to watch — it eased 0.1 point .
Remaining Dynapower after the $225.7M FY2025 drew no new impairment this quarter; risk factors restated no material change from the 2025 Annual Report.
FY2024 material weaknesses in internal control were not resolved in this filing — risk factors restate no material change from the 2025 Annual Report.
improved to 2.4x from 2.7x at year-end 2025, continuing the debt-reduction trajectory flagged after FY2025.
What to watch
Q3 FY2026 rate to see if the 4.4% Q2 figure holds after the MSP divestiture lap passes
Q3 FY2026 as cost of stays pressured by FX, net inflation, and tariffs after the 30.5% Q2 level
Resolution of the FY2024 material weaknesses in internal control over financial reporting in the next filing
Remaining Dynapower for further risk after the $225.7M FY2025 charge
increased 19.8% to $165.4M, with margin expanding to 16.7% from 14.6%, helped by higher , lower restructuring charges, and lower intangible .
Cost of as a percentage of net revenue improved slightly, though partially offset by inflation on material, logistics costs, and tariffs.
was $332.5M for the six months; the company used $401.1M to pay debt, $41.5M on , $34.9M on dividends, and $25.1M on share repurchases.
for the last twelve months was $855.9M, with a of 2.4x as of June 30, 2026, down from 2.7x at year-end 2025.
Quantitative and Qualitative Disclosures About Market Risk
No significant changes to our market risk have occurred since December 31, 2025. For a discussion of market risks affecting us, refer to Part II, Item 7A: Quantitative and Qualitative Disclosures About Market Risk included in our 2025 Annual Report.
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No significant changes to our market risk have occurred since December 31, 2025. For a discussion of market risks affecting us, refer to Part II, Item 7A: Quantitative and Qualitative Disclosures About Market Risk included in our 2025 Annual Report.
We are regularly involved in a number of claims and litigation matters that arise in the ordinary course of business. Although it is not feasible to predict the outcome of these matters, based upon our experience and current information known to us, we do not expect the outcome…
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We are regularly involved in a number of claims and litigation matters that arise in the ordinary course of business. Although it is not feasible to predict the outcome of these matters, based upon our experience and current information known to us, we do not expect the outcome of these matters, either individually or in the aggregate, to have a material adverse effect on our results of operations, financial condition, and/or cash flows.
Information regarding risk factors appears in Part I, Item 1A: Risk Factors, included in our 2025 Annual Report. There have been no material changes to the risk factors disclosed therein.
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Information regarding risk factors appears in Part I, Item 1A: Risk Factors, included in our 2025 Annual Report. There have been no material changes to the risk factors disclosed therein.