Sensata Technologies Holding Management
Management criteria checks 1/4
Sensata Technologies Holding's CEO is Stephan Von Schuckmann, appointed in Jan 2025, has a tenure of 1.33 years. total yearly compensation is $12.59M, comprised of 9.3% salary and 90.7% bonuses, including company stock and options. directly owns 0.16% of the company’s shares, worth $11.37M. The average tenure of the management team and the board of directors is 1 years and 6.2 years respectively.
Key information
Stephan Von Schuckmann
Chief executive officer
US$12.6m
Total compensation
| CEO salary percentage | 9.28% |
| CEO tenure | 1.3yrs |
| CEO ownership | 0.2% |
| Management average tenure | 1yr |
| Board average tenure | 6.2yrs |
Recent management updates
Recent updates
Narrative Update • 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.
Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...
Narrative Update • 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.Narrative Update • 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).Analysis Article • 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...Narrative Update • 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 AlphaAnalysis Article • 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...Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...New Narrative • 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 Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$49m |
| Dec 31 2025 | US$13m | US$1m | US$31m |
Compensation vs Market: Stephan's total compensation ($USD12.59M) is above average for companies of similar size in the US market ($USD8.35M).
Compensation vs Earnings: Insufficient data to compare Stephan's compensation with company performance.
CEO
Stephan Von Schuckmann (51 yo)
1.3yrs
Tenure
US$12,587,665
Compensation
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,...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$12.59m | 0.16% $ 11.4m | |
| CFO & Executive VP | 1yr | US$2.29m | 0.0088% $ 635.0k | |
| Executive VP & Chief Human Resources Officer | 5.9yrs | 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 | no data | 0.019% $ 1.3m | |
| VP, Principal Accounting Officer & Chief Accounting Officer | 2yrs | no data | 0.0018% $ 128.6k | |
| Senior Director of Investor Relations | no data | no data | no data | |
| Secretary | 3.6yrs | no data | 0.027% $ 2.0m | |
| Executive VP and President of Aerospace | 3.1yrs | US$2.80m | 0.030% $ 2.2m | |
| Executive VP & President of Industrials | less than a year | no data | 0.0048% $ 346.9k | |
| Executive VP & President of Automotive | less than a year | no data | no data | |
| Executive VP & President of Sensata China | less than a year | no data | 0.0027% $ 197.5k |
1.0yrs
Average Tenure
49yo
Average Age
Experienced Management: ST's management team is not considered experienced ( 1 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$12.59m | 0.16% $ 11.4m | |
| Independent Non-Executive Director | 16.2yrs | US$292.50k | 0.023% $ 1.7m | |
| Independent Director | 6.2yrs | US$295.00k | 0.013% $ 930.2k | |
| Independent Director | 5.3yrs | US$304.00k | 0.010% $ 734.8k | |
| Independent Director | 13.3yrs | US$409.17k | 0.25% $ 18.0m | |
| Independent Director | 6.2yrs | US$308.50k | 0.013% $ 928.0k | |
| Independent Director | 2.2yrs | US$308.00k | 0.0037% $ 265.8k | |
| Independent Director | 2.9yrs | US$299.00k | 0.0050% $ 362.7k | |
| Independent Non-Executive Director | 9yrs | US$322.50k | 0.019% $ 1.4m | |
| Independent Director | 1.8yrs | US$310.50k | 0.0027% $ 196.8k | |
| Independent Director | 7.2yrs | US$292.50k | 0.015% $ 1.1m | |
| Independent Chairman | 12yrs | US$464.00k | 0.028% $ 2.0m |
6.2yrs
Average Tenure
64.5yo
Average Age
Experienced Board: ST's board of directors are considered experienced (6.2 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/29 06:48 |
| End of Day Share Price | 2026/05/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sensata Technologies Holding plc is covered by 31 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Luke Junk | Baird |
| Brian Johnson | Barclays |
| Robert Cornell | Barclays |