Every material Form 8-K Sensata Technologies filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Sensata Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →