| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 57 | 70.4x | 17.8x | Around median | |
Growth | 28 | 0.8% | 7.1% | Bottom tier | |
Quality | 56 | 3.4% | 4.5% | Around median | |
Safety | 65 | 4.0x | 2.6x | Around median | |
Capital Return | 43 | 1.10% | 2.12% | Around median | |
Momentum | 69 | 42.4% | 2.9% | Top tier | |
Sentiment | 62 | 7 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Sensata Technologies develops sensing, electrical protection, and power conversion solutions for critical applications, generating revenue through three segments: Automotive; Industrial; and Aerospace, Defense & Commercial Equipment. Its portfolio includes pressure, temperature, flow, and leak sensors; high-voltage circuit breakers and contactors; motors, actuators, and cockpit controls; as well as Dynapower converters and inverters used in energy storage, load management, and on-site power generation. Its presence across internal combustion engine vehicles, electric vehicles, and powertrain-agnostic applications gives it multiple sources of demand rather than reliance on a single vehicle electrification pathway.
Revenue in fiscal Q2 2026 reached approximately $990.6 million, compared with $943 million in the comparable period, representing reported growth of 5% and organic growth of approximately 4.4%. Gross profit according to EDGAR was approximately $301.8 million, equivalent to a gross margin of about 30.5%, while net income was $102.1 million and GAAP earnings per share were $0.70. On an adjusted basis, the company recorded operating income of $193 million and an operating margin of 19.5%, up 50 basis points, with earnings per share of $0.98, up 12.6%.
The Automotive segment accounted for $545 million, or approximately 55% of fiscal Q2 2026 revenue, and generated an operating margin of 24.2%. The Industrial segment generated $212 million and a margin of 27.1%, while the Aerospace, Defense & Commercial Equipment segment recorded $234 million, organic growth of 10.9%, and a margin of 27.8%. Sensata also generated free cash flow of $186 million and repaid $406 million of debt, reducing net leverage to 2.4 times adjusted earnings before interest, taxes, depreciation, and amortization.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $54, within a range of $48 to $60, and the stock carries a consensus "Buy" rating. The average is also slightly above the 52-week range high of $53.89, while the highest target exceeds that high by approximately 11%. The 52-week range extends from $28.16 to $53.89, and no displayed price-to-earnings ratio is available for use in valuing the stock. Therefore, the available valuation framework relies primarily on analyst targets relative to improving margins and cash flow, balanced against automotive and China risks and the immaturity of data center revenue.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Revenue grew 5% to approximately $991 million, while organic growth was about 4.4%, with growth across all three segments. The Automotive business outgrew global production by two percentage points, while the Aerospace, Defense & Commercial Equipment segment grew organically by 10.9%. On-site power generation sensors for data centers contributed approximately one percentage point of growth, while revenue from data-center-related industrial components nearly doubled in the first half of fiscal 2026.
Sensata participates in electrical protection, liquid cooling, and power management through sensors, circuit breakers, contactors, and Dynapower products. During fiscal Q2 2026, it secured three additional concepts, bringing the total to five concepts with four hyperscalers since the beginning of the year. It expects its addressable market per megawatt to expand by between 1.5 and 2.5 times, but it has not yet specified a market share, content per megawatt, or revenue framework.
The Automotive segment generated revenue of $545 million in fiscal Q2 2026, with organic growth of 1.8% and outgrowth of approximately two percentage points versus roughly flat global production. In North America, internal combustion engine vehicle revenue grew 14% versus market growth of 2%, while electric vehicle revenue remained flat despite production falling by more than 30%. In Europe, electric vehicle revenue rose 30% versus production growth of 10%, but the company did not outgrow production in China during the same quarter.
Free cash flow reached $186 million in fiscal Q2 2026, up 61%, and free cash flow conversion reached 130% of adjusted net income. The company improved its cash conversion cycle by approximately 15 days over 18 months by reducing inventory and improving supplier payment terms. It also used $400 million of cash to repay $406 million of debt, reducing net leverage to 2.4 times and total debt to approximately $2.5 billion.
The company expects revenue between $957 million and $987 million and adjusted operating income between $186 million and $193 million. Adjusted operating margin guidance ranges between 19.4% and 19.6%, while adjusted earnings per share are expected to range between $0.93 and $0.97. The guidance includes approximately $10 million of tariff costs and related pass-through revenue and does not include potential refunds related to IEEPA tariff rulings.
The Automotive segment recorded an operating margin of 24.2% in fiscal Q2 2026, up 120 basis points due to revenue growth and productivity. The Aerospace, Defense & Commercial Equipment segment generated a margin of 27.8%, up 340 basis points amid strong volume growth. In contrast, the Industrial segment margin declined by 100 basis points to 27.1% due to approximately $1.5 million of additional investment, primarily targeting data center opportunities.
