Sensata Technologies Holding plc

NYSE:ST 株式レポート

時価総額：US$6.9b

Sensata Technologies Holding 将来の成長

Future 基準チェック /36

Sensata Technologies Holding利益と収益がそれぞれ年間26.4%と4.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.5% 26.8%なると予測されています。

主要情報

26.4%

収益成長率

26.77%

EPS成長率

Electrical 収益成長18.7%
収益成長率4.7%
将来の株主資本利益率17.53%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 21

ST: EV Safety Rollout And Richer P E Multiple Will Constrain Future Returns

Analysts have lifted their price target on Sensata Technologies Holding from $37.00 to $42.00, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly richer future P/E multiple as the key drivers behind the change. What's in the News The company repurchased 696,935 shares from January 1, 2026 to March 31, 2026, representing 0.48% of shares for US$25.13 million.
ナラティブの更新 • May 03

ST: Buybacks And Electrification Pipeline Will Shape Balanced Return Outlook

Analysts have raised their price target on Sensata Technologies Holding by about $7, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Sensata repurchased 696,935 shares, or 0.48% of its share count, for $25.13 million between January 1 and March 31, 2026, completing a total buyback of 7,667,332 shares, or 5.13%, for $242.72 million under the September 27, 2023 authorization (Company filing, Buyback Tranche Update).
ナラティブの更新 • Apr 19

ST: EV Safety Solutions And Modest Assumption Shifts Will Shape Future Returns

Analysts have raised their fair value estimate for Sensata Technologies Holding from $34.00 to $37.00. They point to updated assumptions around revenue growth, profit margins, the discount rate and a future P/E of 15.50x as key drivers of the new price target.
ナラティブの更新 • Apr 03

ST: EV Safety Solutions And Stable Assumptions Will Guide Future Returns

Analysts have kept their $34.00 price target on Sensata Technologies Holding unchanged, citing updated modeling that reflects adjusted discount rates, revenue growth assumptions, profit margin outlook, and future P/E expectations, without changing their overall valuation view. What's in the News Sensata Technologies launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines fuse and contactor functions to support safety, system simplification, and reduced component count and weight.
ナラティブの更新 • Mar 20

ST: EV Safety Products And Steady Assumptions Will Shape Future Returns

Analysts have reiterated a $34.00 price target for Sensata Technologies Holding, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company dynamics and risk pricing. What's in the News Sensata launched the FaultBreak contactor, a high voltage switching and protection product for electric vehicles that combines contactor and fuse functions in a single resettable device.
ナラティブの更新 • Mar 06

ST: EV Safety Products And Higher P/E Assumptions Will Shape Future Returns

Analysts have raised their price target on Sensata Technologies Holding to $34 from $32, citing updated assumptions related to discount rates, revenue growth, profit margins, and a future P/E of about 14.8x. What's in the News Sensata launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines passive and resettable fuse functionality to support safety, simplify power systems, and reduce component count and system cost (Product-Related Announcement).
ナラティブの更新 • Feb 19

ST: EV Safety Components And Higher Multiple Assumptions Will Constrain Future Upside

Analysts kept their $32.00 price target for Sensata Technologies Holding unchanged, citing small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that largely offset each other in their updated models. What's in the News Sensata Technologies launched its STEV high voltage contactor series, targeting the specific requirements of battery electric vehicles and plug in hybrid vehicles across multiple platforms, from passenger cars to heavy duty trucks (Key Developments).
ナラティブの更新 • Feb 05

ST: Higher Multiple Assumptions And Margin Pressure Will Limit Future Upside

Analysts have maintained their fair value estimate for Sensata Technologies Holding at $32.00. Updated assumptions regarding revenue growth, profit margins, the discount rate, and the anticipated future P/E ratio inform the latest price target rationale.
分析記事 • Feb 01

Sensata Technologies Holding (NYSE:ST) Is Due To Pay A Dividend Of $0.12

The board of Sensata Technologies Holding plc ( NYSE:ST ) has announced that it will pay a dividend on the 25th of...
ナラティブの更新 • Jan 22

ST: Future Earnings Power Will Be Driven By Electrification Profitability

Analysts have adjusted their price target on Sensata Technologies Holding to US$48.00. The change is tied to updated assumptions for discount rate, revenue growth, profit margin, and future P/E expectations.
ナラティブの更新 • Jan 07

ST: Future Earnings Power Will Outweigh Recent Goodwill Impairment Charge

Analysts have trimmed their price target on Sensata Technologies Holding from about $49.55 to $48.00, citing updated assumptions around the discount rate, profit margin, revenue growth, and future P/E levels. What's in the News Sensata reported a consolidated goodwill impairment charge of $225.7 million for the three months ended September 30, 2025, compared with $150.1 million a year earlier (Key Developments).
分析記事 • Dec 22

Is Sensata Technologies Holding (NYSE:ST) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 • Dec 16

ST: Improved Margins And Steady Buybacks Will Support Balanced Outlook

Analysts have raised their price target on Sensata Technologies Holding by 2 dollars to 32 dollars per share. They cite expectations for faster revenue growth, improving profit margins, and a slightly lower future price to earnings multiple.
Seeking Alpha • Dec 12

Sensata Technologies: Improvements, Albeit Very Modest

Summary Sensata Technologies shows modest organic growth and gradual deleveraging but remains hampered by flattish sales and highly adjusted earnings. Recent SKU rationalization is hurting top-line sales but could improve margins, though tangible benefits remain to be seen. Leverage is trending down, with net debt reduced to $2.43 billion and a 2.9x EBITDA ratio, yet it remains elevated. Despite a recent 25% rally, valuation is reasonable, but growth is unconvincing; I remain cautious and await clearer operational improvements. Read the full article on Seeking Alpha
分析記事 • Dec 04

Returns At Sensata Technologies Holding (NYSE:ST) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
ナラティブの更新 • Dec 02

ST: Share Buybacks And Lower Discount Rate Will Improve Returns

Analysts have maintained their price target for Sensata Technologies Holding at $39.13, citing stable forecasts for revenue growth and profit margins as the primary reasons for the unchanged outlook. What's in the News Sensata Technologies issued new earnings guidance for the fourth quarter of 2025, projecting revenue between $890 million and $920 million, operating income between $137.4 million and $142.8 million, net income of $91.7 million to $95.2 million, and earnings per share of $0.63 to $0.65 (Key Developments).
ナラティブの更新 • Nov 18

ST: Rising Earnings Guidance And Share Buybacks Will Drive Future Upside

Analysts have slightly raised their price target for Sensata Technologies Holding from $39.07 to $39.13 per share. This reflects modest adjustments to profit margin and future valuation expectations.
ナラティブの更新 • Nov 02

ST: Improved Margins And Buybacks Will Drive Long Term Shareholder Returns

Analysts have raised their price target for Sensata Technologies Holding from $38.14 to $39.07. They cite improved revenue growth and profit margin expectations as the main reasons for this change.
分析記事 • Oct 29

Sensata Technologies Holding (NYSE:ST) Is Paying Out A Dividend Of $0.12

Sensata Technologies Holding plc's ( NYSE:ST ) investors are due to receive a payment of $0.12 per share on 26th of...
分析記事 • Sep 14

Are Investors Undervaluing Sensata Technologies Holding plc (NYSE:ST) By 37%?

Key Insights The projected fair value for Sensata Technologies Holding is US$49.51 based on 2 Stage Free Cash Flow to...
分析記事 • Aug 29

Sensata Technologies Holding plc (NYSE:ST) Looks Inexpensive But Perhaps Not Attractive Enough

You may think that with a price-to-sales (or "P/S") ratio of 1.3x Sensata Technologies Holding plc ( NYSE:ST ) is a...
分析記事 • Aug 04

Sensata Technologies Holding (NYSE:ST) Will Pay A Dividend Of $0.12

Sensata Technologies Holding plc's ( NYSE:ST ) investors are due to receive a payment of $0.12 per share on 27th of...
分析記事 • Jul 23

Returns On Capital At Sensata Technologies Holding (NYSE:ST) Paint A Concerning Picture

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 • Jun 22

Sensata Technologies Holding (NYSE:ST) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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新しいナラティブ • May 16

Standardized Production And Global Wins Will Secure Future Success

Standardized production and improved cash flow management are enhancing margins, enabling share buybacks and debt reduction, which should boost earnings per share.
Seeking Alpha • Mar 09

With Long Timeline To Full Recovery, Sensata Technologies Continues To Struggle

Summary Sensata Technologies has seen significant end-market challenges, with weak end-markets in autos, off-road machinery, and industrial products driving further share price declines. Fourth quarter results were better than expected, but revenue and margin pressures are expected until at least late 2025, as end-market pressures remain significant. EV adoption, safety regulations, and new product development can all drive future revenue growth, but it will take time for these drivers to activate. A new CEO (from a respected auto/machinery parts supplier) should help rebuild credibility, and 3%-4% long-term revenue growth with FCF margins in line with historical trends supports 30%+ upside. Read the full article on Seeking Alpha
Seeking Alpha • Dec 22

Multiple Headwinds Set Up Sensata Technologies For Strong 2025 Returns

Summary Sensata Technologies' stock is poised for substantial outperformance in 2025 due to its compressed valuation and potential industrial recovery in 2H 2025. Despite multiple short-term headwinds, Sensata's long-term growth potential in the electrification of vehicles and industrial sectors remains strong. Sensata is significantly undervalued, trading at 11x TTM FCF, compared to peers like Amphenol, suggesting a potential 50-60% upside. The CEO transition and strategic improvements in ROIC and deleveraging efforts could drive significant capital gains for patient investors. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ST - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,2245186128135
12/31/20274,01247554172412
12/31/20263,84341046566411
3/31/20263,72849508625N/A
12/31/20253,70531490622N/A
9/30/20253,694-26477591N/A
6/30/20253,745111432562N/A
3/31/20253,837122415564N/A
12/31/20243,933129393552N/A
9/30/20244,018-80311486N/A
6/30/20244,0368307494N/A
3/31/20244,063-14276466N/A
12/31/20234,054-4272457N/A
9/30/20234,076320417631N/A
6/30/20234,093398387586N/A
3/31/20234,052383375564N/A
12/31/20224,029311311461N/A
9/30/20223,949310242397N/A
6/30/20223,882254273428N/A
3/31/20223,854332344497N/A
12/31/20213,821364410554N/A
9/30/20213,793373532660N/A
6/30/20213,630365544657N/A
3/31/20213,214210461566N/A
12/31/20203,046164453560N/A
9/30/20202,98696361479N/A
6/30/20203,04790401538N/A
3/31/20203,354206456605N/A
12/31/20193,451283N/A620N/A
9/30/20193,452483N/A634N/A
6/30/20193,476562N/A619N/A
3/31/20193,506594N/A610N/A
12/31/20183,522599N/A621N/A
9/30/20183,514514N/A606N/A
6/30/20183,460453N/A578N/A
3/31/20183,386427N/A561N/A
12/31/20173,307408N/A558N/A
9/30/20173,255306N/A497N/A
6/30/20173,225288N/A509N/A
3/31/20173,213274N/A505N/A
12/31/20163,202262N/A522N/A
9/30/20163,140414N/A566N/A
6/30/20163,078398N/A568N/A
3/31/20163,021373N/A566N/A
12/31/20152,975348N/A533N/A
9/30/20152,954199N/A466N/A
6/30/20152,803228N/A377N/A

アナリストによる今後の成長予測

収入対貯蓄率: STの予測収益成長率 (年間26.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: STの収益 ( 26.4% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: STの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: STの収益 ( 4.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: STの収益 ( 4.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: STの 自己資本利益率 は、3年後には低くなると予測されています ( 17.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 19:58
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sensata Technologies Holding plc 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
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