Sensata Sets October 27 for Third-Quarter Results as Investors Watch Earlier Guidance
Key Facts
Sensata Technologies said it will report its third-quarter 2026 results on October 27, at about 4:05 p.m. Eastern time, followed by a conference call at 5:00 p.m. The announced schedule puts the results after the company’s shares closed at $40.69 on October 26, according to EL7 data. The company had previously set a quarterly revenue range of $957 million to $987 million and adjusted earnings per share of $0.93 to $0.97. The release will allow investors to compare actual performance with management’s quarterly outlook, while any assessment of whether it beat analyst estimates will depend on the published figures. The figures for actual earnings and revenue in the circulating headline could not be verified before the results statement was released.
In its third-quarter guidance, Sensata said the revenue range includes recovery of tariff costs from customers. The company estimated that this compensation would amount to about $10 million at the midpoint of its revenue forecast. That puts part of the expected revenue in the context of cost recovery, rather than making it, by itself, evidence of demand growth or improvement in underlying activity. The company also forecast year-over-year revenue growth of 3% to 6% and adjusted earnings per share growth of 4% to 9% compared with the third quarter of 2025. These ranges provide another benchmark for assessing the results, alongside management’s guidance and the estimates investors are tracking.
The outlook follows revenue of $990.6 million in the second quarter of 2026, up 5% year over year from $943.4 million in the same period of 2025. Adjusted earnings per share were $0.98, compared with $0.93 a year earlier. Net income also rose to $102.1 million in the second quarter from $60.7 million in the year-earlier quarter, according to the company’s filing with the U.S. Securities and Exchange Commission. Those figures provide a basis for comparison, but they relate to the second quarter and do not, on their own, establish third-quarter performance. Commenting on second-quarter results, Chief Executive Stefan von Schuckmann said execution of the strategy “is creating clear momentum in the business.”
The third-quarter results statement is scheduled for October 27 at about 4:05 p.m. Eastern time, followed by the conference call at 5:00 p.m. The shares closed at $40.69 in the session before the announcement, according to EL7 data, while verified information on the day’s trading range is not available here. Published revenue and earnings-per-share figures will be central to comparison with the company’s guidance, including the expected impact of tariff cost recovery. The results will also allow investors to compare the quarter’s performance with second-quarter revenue and adjusted earnings on a year-over-year basis. Any conclusion about a beat against analyst estimates or actual operating performance will depend on the details of the company’s release.