Sensata Technologies Holding plc

NYSE:ST 주식 리포트

시가총액: US$6.9b

Sensata Technologies Holding 향후 성장

Future 기준 점검 3/6

Sensata Technologies Holding (는) 각각 연간 26.4% 및 4.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.5% 로 예상됩니다.

핵심 정보

26.4%

이익 성장률

26.77%

EPS 성장률

Electrical 이익 성장18.7%
매출 성장률4.7%
향후 자기자본이익률17.53%
애널리스트 커버리지

Good

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:ST - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: ST 의 연간 예상 수익 증가율(26.4%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ST 의 연간 수익(26.4%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: ST 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: ST 의 수익(연간 4.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ST 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ST의 자본 수익률은 3년 후 17.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 09:29
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Sensata Technologies Holding plc는 31명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Luke JunkBaird
Brian JohnsonBarclays
Robert CornellBarclays