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Sensata Technologies Holding plc (ST) Q1 2026 Earnings Call Transcript

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Q1: 2026-04-28 Earnings Summary

EPS of $0.86 beats by $0.02

 | Revenue of $934.80M (2.58% Y/Y) beats by $5.36M

Sensata Technologies Holding plc (ST) Q1 2026 Earnings Call April 28, 2026 5:00 PM EDT

Company Participants

James Entwistle – Senior Director of Investor Relations
Stephan Von Schuckmann – CEO & Director
Andrew Lynch – CFO & Executive VP

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Conference Call Participants

Ryan Choi
Mark Delaney – Goldman Sachs Group, Inc., Research Division
Christopher Glynn – Oppenheimer & Co. Inc., Research Division
Joseph Giordano – TD Cowen, Research Division
Guy Drummond Hardwick – Barclays Bank PLC, Research Division
Jyhhaw Liu – Evercore ISI Institutional Equities, Research Division
Joseph Spak – UBS Investment Bank, Research Division
Konstandinos Tasoulis – Wells Fargo Securities, LLC, Research Division
Luke Junk – Robert W. Baird & Co. Incorporated, Research Division
Shreyas Patil – Wolfe Research, LLC

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Presentation

Operator

Good afternoon, everyone, and welcome to the Sensata Technologies Q1 2026 Earnings Call. [Operator Instructions] Please also note, today’s event is being recorded. I would now like to turn the conference call over to Mr. James Entwistle, Senior Director of Investor Relations. Please go ahead.

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James Entwistle
Senior Director of Investor Relations

Thank you, operator, and good afternoon, everyone. I’m James Entwistle, Senior Director of Investor Relations for Sensata, and I’d like to welcome you to Sensata’s First Quarter 2026 Earnings Conference Call. Joining me on today’s call are Stephan Von Schuckmann, Sensata’s Chief Executive Officer; and Andrew Lynch, Sensata’s Chief Financial Officer. In addition to the financial results press release we issued earlier today, we will be referencing a slide presentation during today’s conference call. A PDF of this presentation can be downloaded from Sensata’s Investor Relations website. This conference call is being recorded, and we will post a replay on our Investor Relations website shortly after the conclusion of today’s call.

As we begin, I would like to reference Sensata’s Safe Harbor statement on Slide 2. During this conference call, we will make forward-looking statements regarding future

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