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Sensata Technologies Holding

ST on NYSE. Sensata Technologies Holding sells sensors and controls to automakers and industrial equipment makers. Market value $6.3bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Industrials stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to June 2026
9.1%high

For every $100 of what the whole company costs, it produced $9.06 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to June 2026
29.7×full

You pay 29.7 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
3.7%five-year median

Each dollar kept in the business earns 4 cents a year. Above 10 is good.

Quality score: 69 of 100. Price score: 41 of 100. Our list needs 70 on quality and 60 on price.

$43.92 a share, 56% above its 1-year low

Over the past year the price has ranged from $28.16 to $53.89.

Dividend: 1.1% a year

Paid every year for 4 years

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.4
0.3
0.3
0.4
0.5
0.6
2021202220232024202512 monthsto Jun '26
Revenue
$3.8bn$4.0bn$4.1bn$3.9bn$3.7bn
Operating margin
16.6%16.6%4.5%3.8%6.4%
Debt to equity
1.381.371.141.121.03
Shares outstanding
0.15bn0.15bn0.15bn0.15bn0.15bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Nothing unusual
  • Financial strength (Piotroski)5 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt1.03× equity
  • Revenue growth, five yearsSlow, 4.0% a year
  • Buying back its own sharesYes, 5% fewer since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $991 million last quarter, up 5% on a year ago.
  • Profit: $102 million, up 68% on a year ago.
  • It keeps 8 cents of each $1 of sales as operating profit, up from 4 cents a year earlier.
  • Spare cash over the past 12 months: $579 million, up from $432 million.
  • About the same number of shares as a year ago.
  • Debt is $2 billion more than cash, down from $2.5 billion a year ago.
  • Sales grew on a year ago in 3 of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$983m
December 2024$908m
March 2025$911m
June 2025$943m
September 2025$932m
December 2025$918m
March 2026$935m
June 2026$991m
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024-$25m
December 2024$6m
March 2025$70m
June 2025$61m
September 2025-$163m
December 2025$63m
March 2026$87m
June 2026$102m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
27 February 2026
Next quarterly (estimated, 10-Q)
28 October 2026

Who owns it

10 long-term investors we follow own it, unchanged from 10 last quarter. 467 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $501,617 of shares on the open market. 3 sold $9m.

  • Caljouw Lynne J
    EVP, Chief HR Officer
    Sold
    Date
    12 June 2026
    Shares
    2,723
    Price
    $50.35
    Value
    $137,103
  • Stott David K
    EVP, General Counsel
    Sold
    Date
    20 May 2026
    Shares
    6,335
    Price
    $47.40
    Value
    $300,279
  • Caljouw Lynne J
    EVP, Chief HR Officer
    Sold
    Date
    7 April 2026
    Shares
    2,913
    Price
    $34.71
    Value
    $101,110
  • Caljouw Lynne J
    EVP, Chief HR Officer
    Sold
    Date
    18 March 2026
    Shares
    2,480
    Price
    $34.50
    Value
    $85,560
  • von Schuckmann Stephan
    CEO, Director
    Bought
    Date
    6 March 2026
    Shares
    15,150
    Price
    $33.11
    Value
    $501,617
  • Caljouw Lynne J
    EVP, Chief HR Officer
    Sold
    Date
    12 February 2026
    Shares
    2,496
    Price
    $37.53
    Value
    $93,675
  • Mirshekari Ali John
    Director
    Sold
    Date
    21 November 2025
    Shares
    33,933
    Price
    $29.53
    Value
    $1m
  • Mirshekari Ali John
    Director
    Sold
    Date
    20 November 2025
    Shares
    108,438
    Price
    $28.75
    Value
    $3m
  • Mirshekari Ali John
    Director
    Sold
    Date
    19 November 2025
    Shares
    125,939
    Price
    $28.83
    Value
    $4m
  • Stott David K
    EVP, General Counsel
    Sold
    Date
    11 November 2025
    Shares
    839
    Price
    $30.80
    Value
    $25,841

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

  • It isn't cheap on profits: 29.7× operating profit.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.