Sensata Technologies Holding plc (ST) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Sensata Technologies published the results on October 27, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Sensata Technologies reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Sensata reorganized into three segments (Automotive; Industrials; Aerospace, Defense, and Commercial Equipment) in the fourth quarter of 2025 and recast prior-year segment results to match.
• Q3 2026 revenue includes a $24.0 million termination payment from a customer that cancelled an electric vehicle program. Sensata says revenue would have been $979.6 million without it.
• The year-ago GAAP loss of $1.12 a share included a $225.7 million non-cash goodwill impairment charge for the Dynapower reporting unit.

Source: Sensata Q3 2026 results, October 27, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Sensata Technologies splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Sensata Technologies's Automotive revenue was $556 million in Q3 2026, up 4% from $536 million in Q3 2025, 55% of total revenue.
• Sensata Technologies's Aerospace, Defense, and Commercial Equipment revenue was $238 million in Q3 2026, up 13% from $210 million in Q3 2025, 24% of total revenue.
• Sensata Technologies's Industrials revenue was $210 million in Q3 2026, up 13% from $186 million in Q3 2025, 21% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Sensata Technologies said:

“For the fourth quarter of 2026, Sensata expects revenue of $942 to $972 million, inclusive of recovery of tariff costs, and adjusted EPS of $0.95 to $0.99.”

“Tariff expectations included in guidance reflect trade policies in effect as of October 26, 2026, and do not include any impact from prospective tariff refunds.”

Source: Sensata Q3 2026 release, Oct 27, 2026.

This is the company's own guidance as of Oct 27, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ST forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net revenue and diluted EPS, each as first reported in that quarter's release. The Q3 2025 loss includes the $225.7 million Dynapower goodwill impairment.

We do not hold a confirmed date for Sensata Technologies's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 27, 2026

Sensata Technologies reported Q3 2026 revenue of $1,003.6 million, up 7.7% from $932.0 million, or 6.8% on an organic basis. That total includes a $24.0 million termination payment from a customer that cancelled an electric vehicle program; without it, revenue would have been $979.6 million, and the payment contributed 2.6 points of organic growth. (Sensata Q3 2026 release, Oct 27, 2026)

Automotive is Sensata's largest segment, $555.8 million or 55.4% of revenue, up 3.7%. The 10-Q says its 2.6% organic growth came mainly from the program termination payment, partly offset by lower light vehicle production, so excluding the payment the segment's organic revenue fell. (Sensata Q3 2026 release, Oct 27, 2026; Sensata Form 10-Q, Q3 2026, Oct 27, 2026)

Sensata's two smaller segments grew faster. Aerospace, Defense, and Commercial Equipment revenue rose 13.4% to $238.0 million, or 13.2% organically, on growth in commercial equipment and aerospace and product mix. Industrials revenue rose 12.6% to $209.8 million, or 11.8% organically, which the 10-Q attributes primarily to content growth. (Sensata Q3 2026 release, Oct 27, 2026; Sensata Form 10-Q, Q3 2026, Oct 27, 2026)

By geography, the Americas made up 44.4% of Sensata's Q3 2026 revenue, up from 40.9%, with Europe at 26.2% and Asia/Rest of World at 29.4%. The 10-K says no customer exceeded 10% of net revenue in 2025, 2024 or 2023, and that Sensata has worked with its top ten customers for an average of 36 years. (Sensata Q3 2026 release, Oct 27, 2026; Sensata Form 10-K, 2025, Feb 27, 2026)

Sensata Technologies earned $0.78 a share on a GAAP basis, against a loss of $1.12 a year earlier, when results included a $225.7 million non-cash goodwill impairment charge for its Dynapower reporting unit. Adjusted EPS rose 27.0% to $1.13 from $0.89; without the termination payment it would have been $0.97. (Sensata Q3 2026 release, Oct 27, 2026; Sensata Form 10-K, 2025, Feb 27, 2026)

Sensata's adjusted figures exclude restructuring related and other charges ($24.4 million of operating income, $0.16 a share), amortization of intangible assets ($15.7 million, $0.11) and deferred taxes and other tax related items ($18.0 million, $0.12). Adjusted operating margin was 21.5%, or 19.5% without the termination payment, against 19.3% a year earlier. (Sensata Q3 2026 release, Oct 27, 2026)

Diluted shares were 147.0 million. Sensata paid $17.5 million of dividends in the quarter and retired $32.6 million of long-term debt through open market repurchases, after a $400 million tender offer earlier in 2026 that retired about $406 million of debt. Net leverage fell to 2.1 times from 2.7 times at December 31, 2025. (Sensata Q3 2026 release, Oct 27, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Sensata Technologies guides one quarter ahead. For Q4 2026 it expects revenue of $942 million to $972 million, including recovery of tariff costs, and adjusted EPS of $0.95 to $0.99, against $918 million and $0.88 in Q4 2025. On a GAAP basis it expects EPS of $0.66 to $0.67. (Sensata Q3 2026 release, Oct 27, 2026)

Sensata says the guidance reflects tariff policies in effect as of October 26, 2026 and includes no impact from prospective tariff refunds. The 10-Q notes that after the February 2026 Supreme Court ruling striking down certain IEEPA tariffs, the availability, timing and amount of any refunds remain uncertain. (Sensata Q3 2026 release, Oct 27, 2026; Sensata Form 10-Q, Q3 2026, Oct 27, 2026)

A consensus figure is the average of the models published by the analysts who cover Sensata Technologies, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Sensata Technologies's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ST is on is ST a buy or a sell?, what analysts expect next is on the ST forecast, and what the company does is on the Sensata Technologies Holding plc (ST) stock page.

Every number on this page can be traced to a document Sensata Technologies published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.