Sensata Tech | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 943.38 M

Revenue: As of FY2025 Q2, the actual value is USD 943.38 M, beating the estimate of USD 933.49 M.

EPS: As of FY2025 Q2, the actual value is USD 0.41, missing the estimate of USD 0.6262.

EBIT: As of FY2025 Q2, the actual value is USD 138.06 M.

Performance Sensing Segment

• Net Revenue: $652.2 million for the three months ended June 30, 2025, a decrease of 9.9% compared to the prior period. For the six months ended June 30, 2025, net revenue was $1,302.6 million, a decrease of 9.4% compared to the prior period.
• Operating Expenses: $505.3 million for the three months ended June 30, 2025, and $1,012.9 million for the six months ended June 30, 2025.
• Operating Income: $146.9 million for the three months ended June 30, 2025, and $289.8 million for the six months ended June 30, 2025.

Sensing Solutions Segment

• Net Revenue: $291.2 million for the three months ended June 30, 2025, an increase of 8.6% compared to the prior period. For the six months ended June 30, 2025, net revenue was $552.0 million, an increase of 5.0% compared to the prior period.
• Operating Expenses: $203.1 million for the three months ended June 30, 2025, and $387.9 million for the six months ended June 30, 2025.
• Operating Income: $88.0 million for the three months ended June 30, 2025, and $164.1 million for the six months ended June 30, 2025.

Cash Flow

• Operating Cash Flow: $260.1 million for the six months ended June 30, 2025.
• Free Cash Flow: $202.1 million for the six months ended June 30, 2025.

Future Outlook and Strategy

• Core Business Focus: The company plans to continue focusing on growth in the industrial market within the Sensing Solutions segment, leveraging content growth opportunities.
• Non-Core Business: The company completed the divestiture of the Magnetic Speed and Positioning business in the first quarter of 2025, which is part of its strategy to streamline operations and focus on core areas.