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Sensata Technologies ST Aerospace, Defense, and Commercial Equipment — Net revenue

Other segment segments

Automotive
$544.8M+3.3%
Industrials
$212.1M+2.8%

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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:RevenueFromContractWithCustomerExcludingAssessedTax.

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
Net revenue:
Automotive (1)$544.8$527.5$1,074.1$1,059.7
Industrials (1)212.1206.3387.4384.6
Aerospace, Defense, and Commercial Equipment (1)233.7209.7464.0410.3
Total net revenue$990.6$943.4$1,925.4$1,854.6
Segment cost of revenue:
Automotive$369.4$366.3$731.2$738.1
Industrials130.6125.7236.2234.7

Item 1. Financial Statements (unaudited):

FAQ

What is Sensata Technologies's aerospace, defense, and commercial equipment — net revenue?
Sensata Technologies (ST) reported aerospace, defense, and commercial equipment — net revenue of $233.7M in Q2 2026.
How has Sensata Technologies's aerospace, defense, and commercial equipment — net revenue changed year-over-year?
Sensata Technologies's aerospace, defense, and commercial equipment — net revenue increased by 11.4% year-over-year, from $209.7M to $233.7M.
What does aerospace, defense, and commercial equipment — net revenue mean?
This metric represents the total sales generated by the aerospace, defense, and commercial equipment business segment after deducting returns, allowances, and discounts. It serves as a primary indicator of market demand and the segment's ability to capture share within specialized industrial and defense sectors.

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