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Sensata Technologies Holding plc (ST) Fundamental Analysis & AI Grade 2026

ST NYSE Industrial Instruments For Measurement, Display, and Control CIK: 0001477294
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 ST Key Takeaways

Revenue: $934.8M
Net Margin: 9.3%
Free Cash Flow: $104.6M
Current Ratio: 2.75x
Debt/Equity: 0.99x
EPS: $0.59
AI Grade: C with 78% confidence
Sensata Technologies Holding plc (ST) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $934.8M, net profit margin of 9.3%, and return on equity (ROE) of 3.1%, Sensata Technologies Holding plc demonstrates mixed fundamentals in the Industrial sector. Below is our complete ST stock analysis for 2026.

Is Sensata Technologies Holding plc (ST) a Good Investment?

Claude

Sensata Technologies faces deteriorating fundamentals characterized by revenue decline (-5.8% YoY), collapsing diluted EPS (-75.3% YoY), and critically, an interest coverage ratio of 0.9x indicating inability to cover interest expenses from operating income. While positive free cash flow and strong liquidity ratios provide near-term stability, the debt burden, weak returns on capital (ROE 3.1%, ROA 1.3%), and negative growth trajectory suggest structural challenges outweighing operational strength.

Sensata Technologies Holding plc Key Strengths (ST)

Claude
  • + Strong liquidity position with 2.75x current ratio and $635.1M cash reserves
  • + Positive free cash flow of $104.6M provides financial flexibility
  • + Reasonable gross margin (31.7%) and operating margin (15.1%) despite revenue pressures

ST Stock Risks: Sensata Technologies Holding plc Investment Risks

Claude
  • ! Interest coverage ratio of 0.9x is critical red flag—operating income insufficient to cover interest obligations
  • ! Revenue declining 5.8% YoY with diluted EPS collapsing 75.3% YoY indicates deteriorating business quality
  • ! Weak returns on capital (ROE 3.1%, ROA 1.3%) with $2.8B long-term debt on $2.9B equity suggests overleveraged capital structure

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend—movement above 1.0x critical
  • * Revenue trajectory—stabilization or continued decline
  • * Debt levels and refinancing risk—ability to service obligations amid declining cash generation

Sensata Technologies Holding plc (ST) Financial Metrics & Key Ratios

Revenue
$934.8M
Net Income
$87.1M
EPS (Diluted)
$0.59
Free Cash Flow
$104.6M
Total Assets
$6.8B
Cash Position
$635.1M

💡 AI Analyst Insight

Strong liquidity with a 2.75x current ratio provides a solid financial cushion.

ST Profit Margin, ROE & Profitability Analysis

Gross Margin 31.7%
Operating Margin 15.1%
Net Margin 9.3%
ROE 3.1%
ROA 1.3%
FCF Margin 11.2%

ST vs Industrial Sector: How Sensata Technologies Holding plc Compares

How Sensata Technologies Holding plc compares to Industrial sector averages

Net Margin
ST 9.3%
vs
Sector Avg 10.0%
ST Sector
ROE
ST 3.1%
vs
Sector Avg 15.0%
ST Sector
Current Ratio
ST 2.8x
vs
Sector Avg 1.8x
ST Sector
Debt/Equity
ST 1.0x
vs
Sector Avg 0.7x
ST Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Sensata Technologies Holding plc Stock Overvalued? ST Valuation Analysis 2026

Based on fundamental analysis, Sensata Technologies Holding plc has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
3.1%
Sector avg: 15%
Net Profit Margin
9.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.99x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Sensata Technologies Holding plc Balance Sheet: ST Debt, Cash & Liquidity

Current Ratio
2.75x
Quick Ratio
1.95x
Debt/Equity
0.99x
Debt/Assets
58.1%
Interest Coverage
0.91x
Long-term Debt
$2.8B

ST Revenue & Earnings Growth: 5-Year Financial Trend

ST 5-year financial data: Year 2021: Revenue $3.8B, Net Income $282.7M, EPS $1.75. Year 2022: Revenue $4.0B, Net Income $164.3M, EPS $1.04. Year 2023: Revenue $4.1B, Net Income $363.6M, EPS $2.28. Year 2024: Revenue $4.1B, Net Income $310.7M, EPS $1.99. Year 2025: Revenue $4.1B, Net Income -$3.9M, EPS $-0.03.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Sensata Technologies Holding plc's revenue has shown modest growth of 6% over the 5-year period. The most recent EPS of $-0.03 indicates the company is currently unprofitable.

ST Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.2%
Free cash flow / Revenue

ST Quarterly Earnings & Performance

Quarterly financial performance data for Sensata Technologies Holding plc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $911.3M $69.9M $0.47
Q3 2025 $932.0M -$25.0M $-0.17
Q2 2025 $943.4M $60.7M $0.41
Q1 2025 $911.3M $69.9M $0.47
Q3 2024 $982.8M -$25.0M $-0.17
Q2 2024 $1.0B $49.1M $0.32
Q1 2024 $998.2M $76.0M $0.50
Q3 2023 $1.0B $62.8M $0.41

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Sensata Technologies Holding plc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$122.5M
Cash generated from operations
Stock Buybacks
$25.1M
Shares repurchased (TTM)
Capital Expenditures
$17.9M
Investment in assets
Dividends Paid
$17.5M
Returned to shareholders

ST SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Sensata Technologies Holding plc (CIK: 0001477294)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 4 xslF345X06/wk-form4_1779480774.xml View →
May 15, 2026 8-K st-20260515.htm View →
May 8, 2026 4 xslF345X06/wk-form4_1778270706.xml View →
Apr 29, 2026 DEF 14A st-20260429.htm View →
Apr 28, 2026 10-Q st-20260331.htm View →

Frequently Asked Questions about ST

What is the AI rating for ST?

Sensata Technologies Holding plc (ST) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ST's key strengths?

Claude: Strong liquidity position with 2.75x current ratio and $635.1M cash reserves. Positive free cash flow of $104.6M provides financial flexibility.

What are the risks of investing in ST?

Claude: Interest coverage ratio of 0.9x is critical red flag—operating income insufficient to cover interest obligations. Revenue declining 5.8% YoY with diluted EPS collapsing 75.3% YoY indicates deteriorating business quality.

What is ST's revenue and growth?

Sensata Technologies Holding plc reported revenue of $934.8M.

Does ST pay dividends?

Sensata Technologies Holding plc pays dividends, with $17.5M distributed to shareholders in the trailing twelve months.

Where can I find ST SEC filings?

Official SEC filings for Sensata Technologies Holding plc (CIK: 0001477294) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ST's EPS?

Sensata Technologies Holding plc has a diluted EPS of $0.59.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ST's fundamental grade?

Based on our AI fundamental analysis in May 2026, Sensata Technologies Holding plc has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ST stock overvalued or undervalued?

Valuation metrics for ST: ROE of 3.1% (sector avg: 15%), net margin of 9.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is ST's AI grade for 2026?

Our dual AI analysis gives Sensata Technologies Holding plc a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ST's free cash flow?

Sensata Technologies Holding plc's operating cash flow is $122.5M, with capital expenditures of $17.9M. FCF margin is 11.2%.

How does ST compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 9.3% (avg: 10%), ROE 3.1% (avg: 15%), current ratio 2.75 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI