Every material Form 8-K Sensata Technologies has filed with the SEC since November 04, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Sensata Technologies reported third quarter 2026 revenue of $1,003.6 million, up 7.7% from a year earlier, and GAAP earnings of $0.78 per share versus a loss of $1.12 per share in the third quarter of 2025. Revenue included a $24.0 million termination payment from a customer tied to a cancelled electric vehicle program, and without it adjusted EPS would have been $0.97. The company also guided fourth quarter 2026 adjusted EPS to $0.95 to $0.99.
Q3 2026 revenue was $1,003.6 million, up $71.6 million or 7.7%; excluding the $24.0 million termination payment, revenue was $979.6 million.
Adjusted EPS was $1.13 versus $0.89 in Q3 2025; GAAP diluted EPS was $0.78 versus a loss of $1.12.
Free cash flow was $198.3 million in Q3 2026, and cash on hand was $553.4 million at September 30, 2026.
Q4 2026 guidance calls for revenue of $942 million to $972 million and adjusted EPS of $0.95 to $0.99, compared with $918 million and $0.88 in Q4 2025.
Sensata reported second quarter 2026 revenue of $990.6 million, up 5.0% from a year earlier, with GAAP earnings per share of $0.70 versus $0.41 and adjusted EPS of $0.98 versus $0.87. The company guided third quarter 2026 revenue to $957 million to $987 million and adjusted EPS to $0.93 to $0.97, compared with $932 million and $0.89 in the third quarter of 2025.
Q2 2026 revenue was $990.6 million, up $47.2 million or 5.0%; organic revenue rose 4.4%.
Operating income was $165.4 million, up from $138.1 million; adjusted operating income was $193.3 million, up 8.0%.
Q3 2026 guidance: revenue of $957 million to $987 million and adjusted EPS of $0.93 to $0.97, versus $0.89 in Q3 2025.
Free cash flow was $186.4 million in Q2 2026; a $400 million tender offer retired about $406 million of long-term debt.
Sensata reported first-quarter 2026 revenue of $934.8 million, up 2.6% from a year earlier, with GAAP earnings per share of $0.59 versus $0.47 and adjusted EPS of $0.86 versus $0.78. The company guided second-quarter 2026 revenue to $950 million to $980 million and adjusted EPS to $0.89 to $0.95, compared with $0.87 in the second quarter of 2025, which points to continued year-over-year growth.
Q1 2026 revenue was $934.8 million, up $23.6 million or 2.6%; organic revenue rose 4.2%.
GAAP EPS was $0.59 versus $0.47; adjusted EPS was $0.86 versus $0.78, up 10.3%.
Q2 2026 guidance: revenue of $950 million to $980 million and adjusted EPS of $0.89 to $0.95.
Free cash flow was $104.6 million; the company returned about $42.6 million to shareholders, including $25.1 million in share repurchases.
Sensata Technologies reported fourth-quarter revenue of $917.9 million, up 1.1% from a year earlier, and full-year 2025 revenue of $3,704.5 million, down 5.8%. Full-year GAAP earnings per share fell to $0.21 from $0.85 after a $225.7 million goodwill impairment charge, while adjusted EPS was $3.42, down 0.6%; the company also guided first-quarter 2026 adjusted EPS to $0.81 to $0.85 versus $0.78 a year earlier.
Q4 2025 revenue $917.9 million, up from $907.7 million; diluted EPS $0.43 versus $0.04, and adjusted EPS $0.88, up 18.9%
Full-year 2025 revenue $3,704.5 million, down 5.8%; GAAP EPS $0.21 versus $0.85, including a $225.7 million non-cash goodwill impairment tied to Dynapower
Q1 2026 guidance: revenue $917 million to $937 million and adjusted EPS $0.81 to $0.85, compared with $911 million and $0.78 in Q1 2025
Full-year 2025 free cash flow $490.2 million; quarterly dividend of $0.12 per share paid November 26, 2025
Sensata's Compensation Committee approved pay changes for CEO Stephan von Schuckmann and CFO Andrew Lynch, including higher base salaries and larger bonus targets. The company also approved long-term incentive awards with combined grant-date value of $10.2 million, which will be granted April 1, 2026, and the filing says the changes are meant to support retention and align pay with strategic objectives.
CEO base salary rises from $1,117,000 to $1,150,000 effective July 1, 2026; target bonus rises from 125% to 135% of base salary
CEO long-term incentive grant-date value of $8,700,000, granted April 1, 2026
CFO base salary rises from $540,000 to $650,000 effective April 1, 2026, with a $1,500,000 long-term incentive grant-date value
Sensata Technologies agreed on December 8, 2025 to a separation agreement with George Verras, its Executive Vice President and Chief Technology Officer, who will remain in the role through December 31, 2025. The filing says the departure is not due to any disagreement over the company's operations, policies or practices, and it sets out severance payments that Verras will receive.
Cash severance of $600,000, equal to 12 months of base salary, paid in installments starting January 1, 2026
Payment of 100% of Verras' average bonus for 2024 and 2025, paid during the 12-month severance period
Lump-sum 2025 annual bonus under the Executive Bonus Program, payable no later than February 28, 2026
Sensata reported third-quarter 2025 revenue of $932.0 million, down 5.2% from a year earlier, and a loss of $1.12 per share including $259 million in charges tied to lower expected demand for electrification products. Adjusted EPS was $0.89, flat year over year, and fourth-quarter adjusted EPS guidance of $0.83 to $0.87 sits below the third-quarter level. The company also began tender offers for up to $350 million of senior notes and named Nicolas Bardot executive vice president and chief operations officer effective November 1, 2025.
Q3 revenue was $932.0 million, down $50.9 million or 5.2%; organic revenue rose 3.1%.
Q3 charges of about $259 million included a $225.7 million non-cash goodwill impairment tied to the Dynapower business.
Q3 adjusted EPS was $0.89, consistent with $0.89 a year earlier; GAAP loss per share was $1.12.
Q4 2025 guidance calls for revenue of $890 to $920 million and adjusted EPS of $0.83 to $0.87.
Sensata Technologies and its subsidiaries signed Amendment No. 14 to their credit agreement on September 24, 2025. The revolving credit commitments were reduced from $750 million to $650 million, and the facility's maturity was extended to September 24, 2030, with added operational flexibility for the borrower.
Revolving credit facility commitments reduced from $750 million to $650 million
Revolving facility maturity extended to September 24, 2030
Certain covenants and terms modified to give the Borrower and affiliates increased flexibility
Amendment signed September 24, 2025; filed as Exhibit 10.1
Sensata Technologies reported second-quarter 2025 results on July 29, 2025, with revenue down 8.9% to $943.4 million and adjusted EPS down 5.4% to $0.87, which the company attributed mainly to previously disclosed divestitures and product lifecycle management actions. For third quarter 2025, it guided revenue to $900 million to $930 million and adjusted EPS to $0.81 to $0.87, both below second-quarter levels. For shareholders, the filing shows lower sales and profit, partly offset by free cash flow of $115.5 million, up 17.4%.
Q2 2025 revenue was $943.4 million, down $92.2 million or 8.9% from $1,035.5 million, mainly due to divestitures and product lifecycle management actions.
Q2 2025 adjusted EPS was $0.87, down 5.4% from $0.92; GAAP diluted EPS was $0.41, down from $0.47.
Q2 2025 free cash flow was $115.5 million, up 17.4%, and cash on hand was $661.8 million at June 30, 2025.
Q3 2025 guidance: revenue of $900 million to $930 million, including about $15 million of expected tariff recovery, and adjusted EPS of $0.81 to $0.87.
Sensata Technologies named Andrew Lynch as its Executive Vice President and Chief Financial Officer, effective immediately on July 21, 2025. Lynch had served as interim CFO since May 16, 2025, and has been with the company since 2009. The appointment makes permanent the leadership of all global financial activities, and his pay package is set out in the filing.
Lynch's base salary is $540,000 per year, with an annual cash bonus target of 100% of salary.
He receives a $600,000 equity grant, split 45% restricted stock units and 55% performance-based restricted stock units.
Lynch served as interim CFO from May 16, 2025, and previously led investor relations from 2024.
The full employment agreement will be filed with the Form 10-Q for the period ending June 30, 2025.
Sensata Technologies' Chief Financial Officer, Brian Roberts, is resigning effective May 15, 2025 to pursue other opportunities, and will stay employed through May 31, 2025. Andrew Lynch, a Vice President of Finance and head of Investor Relations, will serve as interim CFO starting May 16, 2025, and will be the company's principal financial officer. The filing says the resignation is not due to any disagreement with the company.
Brian Roberts resigns as EVP and CFO effective May 15, 2025; he remains employed through May 31, 2025
Andrew Lynch, age 37, named interim CFO effective May 16, 2025
Lynch has been a Vice President at Sensata since 2021 and has nearly 16 years with the company
Filing states Lynch's compensation has not changed due to the appointment
Sensata reported first quarter 2025 revenue of $911.3 million, down 9.5% from a year earlier, and adjusted EPS of $0.78, down 12.4%. For the second quarter, the company expects revenue of $910 million to $940 million and adjusted EPS of $0.80 to $0.86, including roughly $20 million of expected tariff recovery from customers.
Q1 revenue $911.3 million, down $95.5 million (9.5%) from $1,006.7 million
Q1 GAAP diluted EPS $0.47 vs $0.50; adjusted EPS $0.78 vs $0.89
Q2 2025 guidance: revenue $910 million to $940 million; adjusted EPS $0.80 to $0.86
Free cash flow $86.6 million; $118.4 million returned to shareholders, including $100.5 million in share repurchases
On April 6, 2025, Sensata experienced a ransomware incident that encrypted certain devices, and it took its network offline. Shipping, receiving, and manufacturing production were temporarily affected, the timeline for full restoration is not yet known, and a preliminary investigation found evidence that files were taken. The company does not expect a material impact on results for the three months ending June 30, 2025, but the full scope is not yet known, and it expects Q1 2025 revenue and adjusted results to be within or slightly above prior guidance.
Ransomware incident occurred April 6, 2025; certain devices were encrypted and the network was taken offline.
Operations temporarily affected, including shipping, receiving, and manufacturing production; full restoration timeline unknown.
Preliminary investigation found evidence that files were taken; the company has notified law enforcement.
Expects Q1 2025 revenue, adjusted operating income, adjusted net income, and adjusted EPS within or slightly above guidance from February 11, 2025; no material impact expected for the quarter ending June 30, 2025, as of the filing date.
Sensata reported fourth-quarter 2024 revenue of $907.7 million, down 8.5% from a year earlier, and adjusted EPS of $0.76, down 6.2%. GAAP EPS was $0.04, compared with a loss of $1.34 a year earlier, which reflects a $321.7 million goodwill impairment charge in the prior-year quarter. For the first quarter of 2025, the company guided to revenue of $870 million to $890 million and adjusted EPS of $0.70 to $0.73, both below fourth-quarter 2024 levels.
Q4 2024 revenue was $907.7 million, down $84.8 million or 8.5%; adjusted operating income was $174.9 million, down 4.8%.
Full-year 2024 revenue was $3.93 billion, down 3.0%; adjusted EPS was $3.44, down 4.7%; GAAP EPS was $0.85 versus a loss of $0.03 in 2023.
Q1 2025 guidance: revenue $870 million to $890 million and adjusted EPS $0.70 to $0.73, versus Q4 2024 revenue of $907.7 million and adjusted EPS of $0.76.
CFO Brian Roberts expects full-year 2025 revenue to be organically flat with 2024 at approximately $3.6 billion, after about $300 million of revenue exited in 2024.
Sensata Technologies announced that Stephan von Schuckmann, formerly a member of the management board at ZF Friedrichshafen AG, will become chief executive officer and a board member on January 1, 2025, replacing interim CEO Martha Sullivan, who will serve as a special advisor for up to six months. The filing sets out a $1,117,000 base salary, a $6,500,000 signing equity award and a $1,000,000 make-whole equity grant, which give shareholders the cost of the leadership change.
Stephan von Schuckmann to begin as CEO and join the Board on January 1, 2025
Base salary of $1,117,000 with a target incentive of 125% and a maximum of 200% of base salary
Signing equity award with grant date fair value of $6,500,000 and a $1,000,000 replacement equity grant
CFO Brian Roberts and Chief Administrative Officer Lynne Caljouw each receive $500,000 cash bonuses payable April 30, 2025
Sensata reported third-quarter 2024 revenue of $982.8 million, down 1.8% from a year earlier, and a GAAP operating loss of $199.2 million that includes a $150.1 million goodwill impairment tied to Dynapower and about $141 million in restructuring and other charges. Adjusted EPS fell 5.5% to $0.86, and the company guided fourth-quarter revenue to $870 million to $900 million and adjusted EPS to $0.71 to $0.76, both below third-quarter levels.
Revenue was $982.8 million, down $18.5 million or 1.8% from $1,001.3 million in Q3 2023.
GAAP loss per share was $0.17, compared with EPS of $0.41 in Q3 2023; the result includes a $258 million tax benefit from a valuation allowance release.
Adjusted EPS was $0.86, down $0.05 or 5.5% from $0.91.
Q4 2024 guidance: revenue of $870 million to $900 million and adjusted EPS of $0.71 to $0.76, versus Q3 revenue of $982.8 million and adjusted EPS of $0.86.
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