Sensata Technologies Holding plc published the transcript of its fourth-quarter and full-year 2025 earnings conference call. The call was hosted by Senior Director of Investor Relations James Entwistle and featured CEO Stephan von Schuckmann and Interim CFO Andrew Lynch, with analysts attending from Bank of America, TD Cowen, Goldman Sachs, Vertical Research Partners, UBS, Baird, JPMorgan, Wells Fargo, Fox Advisors, and Wolfe Research. Management highlighted progress in its transformation focused on operational excellence, capital allocation, and returning to growth. Sensata reported Q4 2025 revenue of $918 million and adjusted operating margin of 19.6%, while full-year 2025 free cash flow reached a record $490 million with 97% conversion. The company also outlined a reorganization into three operating segments—Automotive (about 57% of 2025 revenue), Industrials (about 21%), and Aerospace, Defense and Commercial Equipment (about 22%)—to sharpen accountability and growth focus. “We finished 2025 with a strong fourth quarter… We delivered on our commitment of 19% adjusted operating margin for the year,” the CEO said, adding that Sensata “returned to outgrowth in the second half of 2025, and return[ed] to revenue growth in the fourth quarter.” The Interim CFO said the new segment structure adds some overhead cost but is intended as “an investment… [to] drive growth and margin expansion… that more than offset that incremental cost.” The company discussed growth priorities including content gains across propulsion types in Automotive, expanding share in data centers within Industrials, and leveraging a developing “super cycle” in commercial aviation and defense. On data centers, the CEO said Sensata’s products are already deployed: “Our products are in data centers today… inside data centers… and outside of the data centers,” and the company is working to be designed into more hyperscaler platforms. Sensata provided Q1 2026 guidance, calling for revenue of $917 million to $937 million and adjusted operating margin of 18.4% to 18.6%, while reiterating a 19% annual margin floor and targeting at least 20 basis points of margin expansion for 2026. The full transcript can be accessed through the link below.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sensata Technologies Holding plc published the original content used to generate this news brief on February 19, 2026, and is solely responsible for the information contained therein.
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