Sensata Technologies Holding 경영진
경영진 기준 점검 1/4
Sensata Technologies Holding CEO는 Stephan Von Schuckmann, Jan2025 에 임명되었습니다 의 임기는 1.42 년입니다. 총 연간 보상은 $12.59M, 9.3% 급여 및 90.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.43M 가치에 해당하는 회사 주식의 0.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 6.3 년입니다.
핵심 정보
Stephan Von Schuckmann
최고경영자
US$12.6m
총 보수
| CEO 급여 비율 | 9.28% |
| CEO 재임 기간 | 1.4yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 1.1yrs |
| 이사회 평균 재임 기간 | 6.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 05
ST: Future Earnings Power Will Be Supported By Balance Sheet Optimization
Analysts have raised their price target on Sensata Technologies Holding to $60 from $48 as they now apply updated assumptions for revenue growth, profit margins, discount rate and future P/E. What's in the News Sensata increased the maximum cash consideration for its senior note tender offers to $400 million from $350 million, citing strong early investor participation in the offer.Seeking Alpha • May 31
Sensata Technologies: Exploring The Opportunities That The AI Boom Brings
Summary Sensata Technologies has surged 90% YTD, driven by AI/data center optimism despite its core automotive exposure. ST's turnaround includes exiting $200M in underperforming revenue, organic growth, and margin expansion across all segments. Opportunities in AI-driven liquid cooling and 800VDC data center infrastructure leverage ST's EV sensor expertise, but competition and commoditization remain risks. I rate ST a hold due to a promising thesis but limited evidence of material AI/data center traction and slow adoption timelines. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
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.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...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 AlphaSeeking 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$49m |
| Dec 31 2025 | US$13m | US$1m | US$31m |
보상 대 시장: Stephan의 총 보수(USD12.59M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 높습니다.
보상과 수익: Stephan의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.
CEO
Stephan Von Schuckmann (52 yo)
1.4yrs
재임 기간
US$12,587,665
보수
Mr. Stephan Von Schuckmann is Chief Executive Officer at Sensata Technologies, Inc. from January 2025. He serves as Chief Executive Officer and Director of Sensata Technologies Holding plc since January 1,...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$12.59m | 0.16% $ 11.4m | |
| CFO & Executive VP | 1.1yrs | US$2.29m | 0.0088% $ 638.3k | |
| Executive VP & Chief Human Resources Officer | 6yrs | US$2.89m | 0.048% $ 3.4m | |
| Executive VP and Chief Growth & Transformation Officer | less than a year | US$2.47m | 0.030% $ 2.1m | |
| Executive VP & COO | less than a year | 데이터 없음 | 0.019% $ 1.4m | |
| VP, Principal Accounting Officer & Chief Accounting Officer | 2.1yrs | 데이터 없음 | 0.0024% $ 174.0k | |
| Senior Director of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Secretary | 3.7yrs | 데이터 없음 | 0.027% $ 2.0m | |
| Executive VP and President of Aerospace | 3.2yrs | US$2.80m | 0.030% $ 2.2m | |
| Executive VP & President of Industrials | less than a year | 데이터 없음 | 0.0048% $ 348.8k | |
| Executive VP & President of Automotive | less than a year | 데이터 없음 | 데이터 없음 | |
| Executive VP & President of Sensata China | less than a year | 데이터 없음 | 0.0027% $ 198.6k |
1.1yrs
평균 재임 기간
50yo
평균 나이
경험이 풍부한 관리: ST의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$12.59m | 0.16% $ 11.4m | |
| Independent Non-Executive Director | 16.3yrs | US$292.50k | 0.023% $ 1.7m | |
| Independent Director | 6.3yrs | US$295.00k | 0.013% $ 935.1k | |
| Independent Director | 5.4yrs | US$304.00k | 0.010% $ 738.7k | |
| Independent Director | 13.4yrs | US$409.17k | 0.25% $ 18.1m | |
| Independent Director | 6.3yrs | US$308.50k | 0.013% $ 932.9k | |
| Independent Director | 2.3yrs | US$308.00k | 0.0037% $ 267.2k | |
| Independent Director | 3yrs | US$299.00k | 0.0050% $ 364.6k | |
| Independent Non-Executive Director | 9.1yrs | US$322.50k | 0.019% $ 1.4m | |
| Independent Director | 1.9yrs | US$310.50k | 0.0027% $ 197.8k | |
| Independent Director | 7.3yrs | US$292.50k | 0.015% $ 1.1m | |
| Independent Chairman | 12.1yrs | US$464.00k | 0.028% $ 2.0m |
6.3yrs
평균 재임 기간
65.5yo
평균 나이
경험이 풍부한 이사회: ST의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/09 10:32 |
| 종가 | 2026/06/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Sensata Technologies Holding plc는 29명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Luke Junk | Baird |
| Brian Johnson | Barclays |
| Robert Cornell | Barclays |