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Maker of sensors and electrical protection components for automotive, industrial and HVAC applications.
Maker of sensors and electrical protection components for automotive, industrial and HVAC applications.
Sells sensors and protection devices designed into products years before launch, so shipments follow its customers' production volumes; automotive supplies the largest share. It began in 2006 as the Texas Instruments sensors unit, bought by Bain Capital, and has since bought other sensor makers.
Moat: narrow (customer qualification, installed base, IP / patents). Automotive sensor design-ins run for years once qualified into a vehicle platform.
Headquarters: Attleboro, Massachusetts, US · Founded: 2006 · Employees: 19,000
Size Sensata Technologies (ST) is a United States Industrials company (Electronic Equipment/Instruments) with a market value of $5.72B, the 1095th largest of 3,117 United States companies the cockpit tracks. Shares closed at $39.31 on 6 Nov 2026.
Performance Over six months the shares fell 12.5%, against -13.9% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 15 in its peer set.
Growth Revenue grew 3.8% over the last twelve months (peer median +7.8%); the operating margin is 15.6% (peer median 15.0%).
Valuation It trades at 9.9× forward earnings against a peer median of 20.5× (2nd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.1 points above its cost of capital (9.5% WACC).
Credit Sensata Technologies has 1 bond outstanding ($450M), rated BB+ by the agencies and trading like BBB- at a weighted spread of 126 bp.
Short interest Short interest is 4.9% of the free float (15 Oct 2026).
Next results Next results expected around 2 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $3.84B | $3.70B | $3.94B | $4.07B | $4.08B |
| Revenue growth | — | -6% | -3% | 0% | — |
| Gross profit | $1.10B | $1.01B | $989M | $1.08B | $1.20B |
| EBITDA | $816M | $776M | $740M | $860M | $924M |
| Net income | $367M | $31.3M | $128M | -$3.91M | $311M |
| Free cash flow | $636M | $490M | $393M | $272M | $311M |
| Capital expenditure | $118M | $131M | $159M | $185M | $150M |
| Total debt | $2.41B | $2.92B | $3.26B | $3.44B | $4.28B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sensata Technologies ST | $5.72B | -13% | +4% | 16% | 9.9× | 5.2% |
| TE Connectivity TEL | $59.5B | +1% | +15% | 22% | 15.1× | 8.2% |
| Littelfuse LFUS | $9.04B | -22% | +19% | 18% | 16.3× | 15.3% |
| Infineon Technologies IFX.DE | $66.8B | -33% | +6% | 13% | 26.0× | 30.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ST | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.9% | -9.6% | 6th highest of 15 |
| 6-month return | -12.5% | -13.9% | 7th highest of 15 |
| Distance from 52-week high | -27.1% | -27.9% | 7th highest of 15 |
| Revenue growth (TTM) | +3.8% | +7.8% | 5th lowest of 15 |
| Operating margin | 15.6% | 15.0% | 6th highest of 15 |
| Forward P/E | 9.9× | 20.5× | 2nd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 5.2% | 16.2% | 2nd least demanding of 13 |
| Growth delivered (Del g) | +4.1% | +7.2% | 5th lowest of 13 |
| Hurdle (Req g minus delivered) | +1.2 pp | +6.4 pp | 4th least demanding of 13 |
| ROIC minus cost of capital | +0.1 pp | +3.3 pp | 4th lowest of 15 |
| EV / EBITDA | 9.3× | 17.6× | 2nd cheapest of 13 |
| Net debt / EBITDA | 2.3× | -0.4× | 2nd most indebted of 13 |
| Bond spread | 126 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sensata Technologies ST | United States | $5.72B | -13% | +4% | 16% | 9.9× | 5.2% | +4.1% |
| Yokogawa Electric 6841.T | Japan | $6.24B | -30% | +7% | 13% | 15.5× | 6.8% | +10.1% |
| APAR Industries APARINDS.NS | India | $6.25B | +10% | +23% | 9% | 34.6× | n/a | n/a |
| MSA Safety MSA | United States | $6.55B | 0% | +8% | 22% | 17.5× | 8.3% | +6.8% |
| Azbil 6845.T | Japan | $4.63B | -2% | +1% | 15% | 18.7× | 5.5% | +3.9% |
| ESCO Technologies ESE | United States | $7.14B | -24% | +17% | 16% | 25.8× | 25.5% | +8.4% |
| China Railway Signal & Communication 3969.HK | Hong Kong | $7.40B | -15% | +6% | 12% | 7.4× | -6.9% | -3.6% |
| Ralliant RAL | United States | $7.49B | +43% | -4% | 15% | 19.2× | 20.5% | -0.3% |
| Posco Future M 003670.KS | South Korea | $10.6B | -36% | -9% | 2% | 282.1× | n/a | n/a |
| Honeywell Automation India HONAUT.NS | India | $2.81B | -2% | +5% | 13% | 39.5× | 32.9% | +9.2% |
| Standex International SXI | United States | $2.76B | -13% | +8% | 18% | 20.9× | 15.2% | +6.3% |
| Shihlin Electric & Engineering 1503.TW | Taiwan | $2.51B | -20% | +8% | 12% | 18.9× | 11.5% | +7.7% |
| Hitachi Energy India POWERINDIA.NS | India | $13.1B | -20% | +40% | 15% | 79.8× | 50.3% | +19.0% |
| NXT NXT | United States | $15.8B | -17% | +14% | 19% | 20.9× | 22.0% | +24.4% |
| Fortive FTV | United States | $19.5B | +8% | -22% | 20% | 20.0× | 17.2% | -2.1% |
Sensata Technologies has 1 bond outstanding with $450M face value. The agencies rate it BB+; its bonds trade like BBB-. Weighted yield 5.90%, a spread of 126 bp over government bonds.