Sensata Technologies Holding plc

NYSE:ST Aktierapport

Börsvärde: US$7.1b

Sensata Technologies Holding Förvaltning

Förvaltning kriterier kontrolleras 1/4

Sensata Technologies Holding VD är Stephan Von Schuckmann, utsedd i Jan 2025, har en mandatperiod på 1.58 år. totala årliga ersättningen är $ 12.59M, bestående av 9.3% lön 90.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.16% av företagets aktier, värda $ 11.20M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.3 år respektive 6.4 år.

Viktig information

Stephan Von Schuckmann

Verkställande direktör

US$12.6m

Total ersättning

VD-lön i procent9.28%
Anställning som VD1.6yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid1.3yrs
Styrelsens genomsnittliga mandatperiod6.4yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jul 31

ST: Aerospace Electrification And Buybacks Will Support Balanced Forward Return Profile

Analysts have nudged their price target for Sensata Technologies Holding higher to about $52.73 from roughly $51.08, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which collectively support a modestly stronger outlook for the stock. What’s in the News for Sensata Technologies Holding Sensata Technologies expanded its aerospace motor portfolio into flight control actuation and propulsion applications, showcasing high power density motor solutions at Farnborough Airshow 2026.
Uppdatering av berättelse Jul 07

ST: Electrification Safety Launch And Buybacks Will Support Balanced Return Outlook

Analysts have lifted their price target for Sensata Technologies Holding from $46.42 to $51.08, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels that together point to a higher assessed fair value. What’s in the News for Sensata Technologies Holding Sensata Technologies introduced its Active + Passive PyroFuse high voltage protection device, combining system triggered and current driven interruption in a single solution to provide redundant fault protection and simplify electrified system architectures.
Uppdatering av berättelse Jun 23

ST: AI And Data Center Hype Will Limit Future Return Potential

Analysts have raised their fair value estimate for Sensata Technologies Holding by $1, from $42.00 to $43.00. They cited updated assumptions around revenue growth, profit margin, discount rate, and future P/E that collectively support a slightly higher price target.
Analysartikel Jun 17

Sensata Technologies Holding (ST) Stock Might Be Running 8.3% Above Fair Value After Peace Deal

Sensata Technologies Holding (ST) stock reacted to a broader shift in sentiment after a peace deal aimed at reopening the Strait of Hormuz, with the shares moving 2.6% higher alongside other industrial focused chip companies. See our latest analysis for Sensata Technologies Holding. That peace deal headlines a wider shift for Sensata Technologies Holding, where a 90 day share price return of 47.75% and 1 year total shareholder return of 83.18% point to building momentum despite a softer 1 day...
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.

Analys av ersättningar till VD

Hur har Stephan Von Schuckmann:s ersättning förändrats jämfört med Sensata Technologies Holding:s resultat?
DatumTotal ersättningLönFöretagets resultat
Jun 30 2026n/an/a

US$90m

Mar 31 2026n/an/a

US$49m

Dec 31 2025US$13mUS$1m

US$31m

Ersättning vs marknad: Stephan s total kompensation ($USD 12.59M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.33M ).

Ersättning vs inkomst: Otillräcklig data för att jämföra Stephan s ersättning med företagets resultat.


VD OCH KONCERNCHEF

Stephan Von Schuckmann (52 yo)

1.6yrs
Anställning
US$12,587,665
Kompensation

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,...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Stephan Von Schuckmann
CEO & Director1.6yrsUS$12.59m0.16%
$ 11.2m
Andrew Lynch
CFO & Executive VP1.3yrsUS$2.29m0.011%
$ 744.3k
Lynne Caljouw
Executive VP & Chief Human Resources Officer6.2yrsUS$2.89m0.046%
$ 3.2m
Patrick Hertzke
Executive VP and Chief Growth & Transformation Officerless than a yearUS$2.47m0.029%
$ 2.1m
Nicolas Bardot
Executive VP & COOless than a yearinga uppgifter0.019%
$ 1.3m
Richard Siedel
VP, Principal Accounting Officer & Chief Accounting Officer2.3yrsinga uppgifter0.0024%
$ 170.0k
James Entwistle
Senior Director of Investor Relationsno datainga uppgifteringa uppgifter
David Stott
Secretary3.8yrsinga uppgifter0.027%
$ 1.9m
Brian Wilkie
Executive VP and President of Aerospace3.3yrsUS$2.80m0.030%
$ 2.1m
Alice McIntosh
Executive VP & President of Industrials1yringa uppgifter0.0048%
$ 342.0k
Markus Schwabe
Executive VP & President of Automotiveless than a yearinga uppgifteringa uppgifter
Jackie Chen
Executive VP & President of Sensata Chinaless than a yearinga uppgifter0.0027%
$ 194.7k
1.3yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder

Erfaren ledning: ST s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Stephan Von Schuckmann
CEO & Director1.6yrsUS$12.59m0.16%
$ 11.2m
Stephen Zide
Independent Non-Executive Director16.4yrsUS$292.50k0.027%
$ 1.9m
Daniel Black
Independent Director5.6yrsUS$304.00k0.014%
$ 1.0m
Martha Sullivan
Independent Director13.6yrsUS$409.17k0.26%
$ 18.2m
Lorraine Bolsinger
Independent Director6.4yrsUS$308.50k0.017%
$ 1.2m
Jugal Vijayvargiya
Independent Director3.2yrsUS$299.00k0.0091%
$ 645.9k
Constance Skidmore
Independent Non-Executive Director9.3yrsUS$322.50k0.023%
$ 1.6m
Phillip Eyler
Independent Director2.1yrsUS$310.50k0.0092%
$ 654.4k
John Absmeier
Independent Director7.4yrsUS$292.50k0.019%
$ 1.3m
Andrew Teich
Independent Chairman12.3yrsUS$464.00k0.032%
$ 2.3m
Laurie Schupmann
Directorless than a yearinga uppgifter0.0026%
$ 186.3k
6.4yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder

Erfaren styrelse: ST s styrelse anses vara erfaren ( 6.4 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/05 23:05
Aktiekurs vid dagens slut2026/08/05 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Sensata Technologies Holding plc bevakas av 29 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Luke JunkBaird
Brian JohnsonBarclays
Robert CornellBarclays