Sensata Technologies Holding plc (ST) Stock

Sensata Technologies Holding plc (ST) is a Technology stock trading at $41.95 (as of 2026-08-20), with a market capitalization of $6.10B and a trailing P/E of 67.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Sensata Technologies Holding plc designs, manufactures, and sells sensors and related sensor-based products, including sensing and control components, with operations serving customers worldwide. It reports two segments—Performance Sensing for automotive and heavy-vehicle/off-road applications, and Sensing Solutions serving industrial and aerospace markets.

Understand Sensata Technologies Holding plc: how it makes money

Sensata Technologies develops, manufactures, and sells sensors, sensor-based solutions, and controls for mission-critical applications, and it generates revenue through its Performance Sensing and Sensing Solutions segments.

Sensata's profit engine is the scale of Performance Sensing revenue tied to mission-critical sensing and controls, supported by new business wins, while results can be pressured when automotive and heavy vehicle off-road markets contract and as the company exits or eliminates revenue from less attractive product life cycles.

Revenue by segment (latest quarter)
Perf Sense$0.7B
Sense Solns$0.3B

Business quality (Weak): Clear two-segment structure (Performance Sensing, Sensing Solutions) and an operating focus on new business wins to sustain growth, tempered by disclosed automotive and heavy vehicle off-road market contraction.

Valuation: At 142× earnings, ST trades 137% above the Measuring & Control Equipment average (60×). Note: one-time items can distort reported P/E.

Bull case

  • Strong anchor in Performance Sensing: Performance Sensing revenue is 0.66 USD_B, and the segment supplies sensors and solutions used in mission-critical systems such as tire pressure monitoring, thermal management, electrical protection, regenerative braking, powertrain, and exhaust management.
  • New programs appear to be progressing: New Business Wins (On Track to Exceed Record) are 0.64 USD_B, with specific items called out including Refrigerant Leak Sensor new business secured annual revenue.
  • Active portfolio management: The company reports revenue exited product life-cycle management (0.03 USD_B) and revenue eliminated (underperforming products) (0.01 USD_B), suggesting it is restructuring its product mix.

Bear case

  • Automotive-linked demand headwind: Market Contraction (Automotive and Heavy Vehicle Off-Road) Year over Year is 5.0 percent, and Automotive Revenue is 0.53 USD_B, so weaker vehicle end markets can weigh on demand.
  • Performance Sensing dependence: Performance Sensing drives 0.66 USD_B versus 0.28 USD_B for Sensing Solutions, so any softness or program timing issues in the larger segment can have outsized impact.
  • Revenue pruning can signal mix pressure: Revenue exited product life-cycle management (0.03 USD_B) and revenue eliminated (underperforming products) (0.01 USD_B) indicate some revenue headwinds from product changes.
Valuation — source: SEC EDGAR (first-party)
Price$41.95
Market Cap$6.10B
P/E Ratio67.9
EV / EBITDA15.5
Price / Book2.06
Price / Sales1.62
FCF Yield9.5%
DCF Value (model)$30.11
DCF Upside vs Price-28.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.70B
Net Margin0.8%
Revenue Growth (YoY)5.0%
EPS Growth (YoY)70.7%
FCF Growth (YoY)61.4%
Financial Health — source: SEC EDGAR
Altman Z-Score2.28 (grey)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E67.9
Sector P/E (Technology)33.9
Industry P/E (Measuring & Control Equipment)51.8
vs Sector100.0%
vs Industry30.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderJupiter Topco LLC ($521.57M)
Institutional Holders Tracked10
Congressional Trades (recent)5
Company
SectorTechnology
IndustryMeasuring & Control Equipment
CEOStephan Von Schuckmann
Employees18,000
CountryUS
IPO Date2010-03-11

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ST earnings history · ST institutional & insider holders · ST KPIs & operating metrics · ST financials · ST investor presentations & press releases · ST SEC filings · ST peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.