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Sensata Technologies ST Aerospace, Defense, and Commercial Equipment — Cost of revenue

Other segment segments

Automotive
$369.4M+0.8%
Industrials
$130.6M+3.9%

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Other financials

Income statement

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Revenue$990.6M+5.0%
Gross profit$301.8M+5.4%
Operating income$165.4M+19.8%
Net income$102.1M+68.3%
EPS (diluted)$0.70+70.7%

Balance sheet

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Cash & equivalents$403.3M-39.1%
Total debt$2.4B-23.6%
Total equity$3.0B+2.8%
Total assets$6.6B-9.4%

Cash flow

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Operating cash flow$210.0M+49.0%
CapEx$23.6M-7.0%
Free cash flow$186.4M+61.4%

Valuation

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Market cap$6.93B+61.9%
Enterprise value$8.97B+31.5%
P/E77×+38.6×
P/S1.8×+0.7×

Profitability

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Gross margin29.5%+0.5pp
Operating margin7.5%+3.9pp
Net margin2.4%-0.6pp
FCF margin15.3%+3.8pp

Returns & leverage

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Return on equity3.1%-0.7pp
Debt / equity0.8×-0.3×
Current ratio2.3×-0.4×

Where this comes from

Reported directly by Sensata Technologies in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Sensata Technologies’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 5:23 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001477294-26-000044
Line itemFor the three months ended / June 30, 2026For the three months ended / June 30, 2025For the six months ended / June 30, 2026For the six months ended / June 30, 2025
Segment cost of revenue:
Automotive$369.4$366.3$731.2$738.1
Industrials130.6125.7236.2234.7
Aerospace, Defense, and Commercial Equipment147.6138.5295.2270.2
Total segment cost of revenue$647.6$630.5$1,262.7$1,242.9
Segment operating expenses(2):
Automotive (1)$43.7$40.1$88.7$81.9
Industrials (1)24.122.747.346.2

Item 1. Financial Statements (unaudited):

FAQ

What is Sensata Technologies's aerospace, defense, and commercial equipment — cost of revenue?
Sensata Technologies (ST) reported aerospace, defense, and commercial equipment — cost of revenue of $147.6M in Q2 2026.
How has Sensata Technologies's aerospace, defense, and commercial equipment — cost of revenue changed year-over-year?
Sensata Technologies's aerospace, defense, and commercial equipment — cost of revenue increased by 6.6% year-over-year, from $138.5M to $147.6M.
What does aerospace, defense, and commercial equipment — cost of revenue mean?
This metric captures the direct costs associated with producing and delivering the goods and services sold by the aerospace, defense, and commercial equipment segment. It includes direct materials, labor, and manufacturing overhead, providing insight into the segment's production efficiency and cost management.

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