Sensata Q3 Revenue Rises 7.7% to $1.0036 Billion: Net Income of $114.2 Million Swings From Year-Ago Loss
Sensata Technologies (NYSE: ST), a maker of sensors and electrical protection products, reported results for the third quarter ended September 30, 2026 on October 27: revenue was $1,003.6 million, up 7.7% from $932.0 million a year earlier; net income was $114.2 million, swinging from a net loss of $162.5 million in the year-ago quarter, which included a $225.7 million goodwill impairment charge; earnings per share were $0.78, compared with a loss of $1.12 per share a year earlier.
Revenue for the quarter included a $24.0 million termination payment from a customer related to the cancellation of an electric vehicle program; excluding it, revenue was $979.6 million and organic growth was 6.8%, with the payment contributing 2.6 percentage points. Operating income was $175.3 million, or 17.5% of revenue, compared with an operating loss of $122.9 million a year earlier. Adjusted earnings per share were $1.13, up 27% year over year, including a $0.16 per-share benefit from the termination payment, and the adjusted operating margin was 21.5%, versus 19.3% a year earlier. Free cash flow for the quarter was $198 million.
By business, automotive revenue was $556 million, outgrowing market production by about 4% organically; industrials revenue was $210 million, up 12% organically; and aerospace, defense and commercial equipment revenue was $238 million, up 13% organically. Data center revenue is projected at $48 million for 2026, up 76% from $27 million in 2025, with seven design wins across six hyperscalers. Net debt stood at $1.9 billion as of September 30, down from $2.6 billion at the end of 2024, and the company repurchased $33 million of debt in the open market during the quarter.
'Our core business is stronger, and we have growing conviction in our ability to accelerate long-term organic growth,' said Chief Executive Officer Stephan von Schuckmann. For the first nine months of 2026, revenue was $2,929.1 million, up 5.1%, and net income was $303.4 million, compared with a net loss of $31.9 million a year earlier.
Source: GSM · USA (original Chinese edition)
Photo: Sensata Technologies 公司标识（资料图）。公共领域，经 Wikimedia Commons。 / Sensata Technologies logo (file image). Public domain, via Wikimedia Commons.
