Sensata Technologies Holding plc(ST)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
ST Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Sensata Technologies Holding plc (ST), a Technology sector company. ST is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Sensata Technologies Holding plc reports quarterly revenue of $934.8M, net income of $87.1M, free cash flow of $104.6M. Top institutional holders of ST by reported 13-F value include BlackRock,, JANUS HENDERSON GROUP PLC, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ST trades on the NYSE exchange and files with the SEC under CIK 1477294. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sensata Technologies Holding plc directly from SEC EDGAR.
Revenue
Q1 2026
$934.8M
Net Income
Q1 2026
$87.1M
Free Cash Flow
Q1 2026
$104.6M
ROIC
Q1 2026
2.5%
D/E Ratio
Q1 2026
0.99
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+14.0% YoYNet Income
-54.5% YoYOperating Income
-73.2% YoYEPS (Diluted)
-51.4% YoYTotal Assets
+4.5% YoYTotal Debt
-0.8% YoYOp. Cash Flow
-11.0% YoY| Metric | FY 2024 | FY 2019 | FY 2018 | FY 2017 | FY 2015 | FY 2014 |
|---|---|---|---|---|---|---|
| Revenue | $3.93B +14.0% | $3.45B -2.0% | $3.52B +6.5% | $3.31B +11.2% | $2.97B +23.5% | $2.41B |
| Net Income | $128.5M -54.5% | $282.7M -52.8% | $599.0M +46.7% | $408.4M +17.4% | $347.7M +22.5% | $283.7M |
| Operating Income | $149.3M -73.2% | $556.9M -21.6% | $710.4M +27.8% | $555.8M +41.2% | $393.6M +5.9% | $371.6M |
| EPS (Diluted) | $0.85 -51.4% | $1.75 -50.4% | $3.53 +48.9% | $2.37 +16.7% | $2.03 +23.0% | $1.65 |
| Total Assets | $7.14B +4.5% | $6.83B +0.5% | $6.80B +2.4% | $6.64B +5.4% | $6.30B +23.1% | $5.12B |
| Total Debt | $3.20B -0.8% | $3.22B -0.2% | $3.23B -0.2% | $3.24B -9.0% | $3.55B +27.2% | $2.79B |
| Operating Cash Flow | $551.5M -11.0% | $619.6M -0.2% | $620.6M +11.3% | $557.6M +4.6% | $533.1M +39.4% | $382.6M |
AI Insight: ST Financial Trends
Sensata's debt load fell $342M from Q4 2025 to Q1 2026, the clearest balance-sheet progress in two years, even as revenue remains ~10% below Q2 2024 peak.
• Total debt declined from $3,871M in Q2 2024 to $2,829M in Q1 2026, a $1,042M reduction over eight quarters.
• Revenue contracted from $1,036M in Q2 2024 to $935M in Q1 2026, a roughly 10% top-line decline with no clear recovery.
• Operating cash flow strengthened to $202M in Q4 2025 and held at $122M in Q1 2026, above most prior quarters.
• Net income is volatile: two large losses in Q3 2024 (-$25M) and Q3 2025 (-$163M) suggest recurring large non-cash or restructuring charges.
⚠ Recurring Q3 operating losses (-$199M in Q3 2024, -$123M in Q3 2025) signal possible seasonal or impairment pattern worth monitoring in Q3 2026.
⚠ Equity declined from $3,012M in Q2 2024 to $2,719M trough before recovering to $2,856M in Q1 2026 — recovery pace is slow.
⚠ Debt dropped $331M in Q4 2025 alone; sustaining that paydown pace would materially de-risk the balance sheet.
AI Insight: ST Ratio Trends
Q1 2026 marks Sensata's strongest quarter in the dataset, with ROIC hitting 10.0% and operating margin at 15.2%, even as TTM figures remain depressed by two large impairment quarters.
• Operating margin expanded from 13.4% in Q1 2025 to 15.2% in Q1 2026, the highest single-quarter level in the dataset.
• ROIC improved from 8.1% in Q1 2025 to 10.0% in Q1 2026, continuing a recovery from -13.0% in Q3 2024.
• Debt-to-equity declined from 1.29 in Q2 2024 to 0.99 in Q1 2026, the lowest leverage reading in the dataset.
• Two deeply negative quarters — Q3 2024 (OpMargin -20.3%) and Q3 2025 (OpMargin -13.2%) — drag TTM OpMargin down to just 6.9%, masking underlying operational improvement.
⚠ Recurring large Q3 impairments in both 2024 and 2025 suggest a pattern; another Q3 2026 charge would materially reset recovery progress.
⚠ TTM net profit margin of 1.3% versus Q1 2026 quarterly NPM of 9.3% highlights how one-off losses distort the annual picture — sustainability of Q1 2026 margins is unproven.
⚠ D/E at 0.99 is improving but still near 1x; continued deleveraging would meaningfully reduce financial risk given the sector's cyclical revenue exposure.
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Top Institutional Holders of ST
BlackRock, Inc.
$473.8M13,453,488 shJANUS HENDERSON GROUP PLC
$366.4M10,402,517 shVANGUARD PORTFOLIO MANAGEMENT LLC
$272.8M7,745,839 shArtisan Partners Limited Partnership
$261.6M7,428,537 shDIMENSIONAL FUND ADVISORS LP
$260.3M7,391,230 shFULLER & THALER ASSET MANAGEMENT, INC.
$241.7M6,862,391 shVANGUARD CAPITAL MANAGEMENT LLC
$230.4M6,540,845 shSTATE STREET CORP
$167.5M4,754,561 shBARROW HANLEY MEWHINNEY & STRAUSS LLC
$146.2M4,149,977 shWoodline Partners LP
$137.0M3,890,719 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $473.8M | 13,453,488 |
| JANUS HENDERSON GROUP PLC | $366.4M | 10,402,517 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $272.8M | 7,745,839 |
| Artisan Partners Limited Partnership | $261.6M | 7,428,537 |
| DIMENSIONAL FUND ADVISORS LP | $260.3M | 7,391,230 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $241.7M | 6,862,391 |
| VANGUARD CAPITAL MANAGEMENT LLC | $230.4M | 6,540,845 |
| STATE STREET CORP | $167.5M | 4,754,561 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $146.2M | 4,149,977 |
| Woodline Partners LP | $137.0M | 3,890,719 |
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13F Pro's AI-powered analysis of Sensata Technologies Holding plc (ST) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ST are available on the ST stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
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