Sensata Technologies Holding Yönetim
Yönetim kriter kontrolleri 1/4
Sensata Technologies Holding CEO'su Stephan Von Schuckmann, Jan2025 tarihinde atandı, in görev süresi 1.42 yıldır. in toplam yıllık tazminatı $ 12.59M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.3% maaş ve 90.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.16% ine doğrudan sahiptir ve bu hisseler $ 11.66M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.1 yıl ve 6.3 yıldır.
Anahtar bilgiler
Stephan Von Schuckmann
İcra Kurulu Başkanı
US$12.6m
Toplam tazminat
| CEO maaş yüzdesi | 9.28% |
| CEO görev süresi | 1.4yrs |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 1.1yrs |
| Yönetim Kurulu ortalama görev süresi | 6.3yrs |
Son yönetim güncellemeleri
Recent updates
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Yeni Anlatı • 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$49m |
| Dec 31 2025 | US$13m | US$1m | US$67m |
Tazminat ve Piyasa: Stephan 'nin toplam tazminatı ($USD 12.59M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 8.37M ).
Tazminat ve Kazançlar: Stephan şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.
CEO
Stephan Von Schuckmann (52 yo)
1.4yrs
Görev süresi
US$12,587,665
Tazminat
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,...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$12.59m | 0.16% $ 11.7m | |
| CFO & Executive VP | 1.1yrs | US$2.29m | 0.0088% $ 650.9k | |
| Executive VP & Chief Human Resources Officer | 6yrs | US$2.89m | 0.046% $ 3.4m | |
| Executive VP and Chief Growth & Transformation Officer | less than a year | US$2.47m | 0.030% $ 2.2m | |
| Executive VP & COO | less than a year | Veri yok | 0.019% $ 1.4m | |
| VP, Principal Accounting Officer & Chief Accounting Officer | 2.1yrs | Veri yok | 0.0024% $ 177.5k | |
| Senior Director of Investor Relations | no data | Veri yok | Veri yok | |
| Secretary | 3.7yrs | Veri yok | 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 | Veri yok | 0.0048% $ 355.6k | |
| Executive VP & President of Automotive | less than a year | Veri yok | Veri yok | |
| Executive VP & President of Sensata China | less than a year | Veri yok | 0.0027% $ 202.5k |
1.1yrs
Ortalama Görev Süresi
50yo
Ortalama Yaş
Deneyimli Yönetim: ST 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.1 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$12.59m | 0.16% $ 11.7m | |
| Independent Non-Executive Director | 16.3yrs | US$292.50k | 0.023% $ 1.7m | |
| Independent Director | 5.4yrs | US$304.00k | 0.010% $ 753.3k | |
| Independent Director | 13.4yrs | US$409.17k | 0.26% $ 18.9m | |
| Independent Director | 6.3yrs | US$308.50k | 0.013% $ 951.3k | |
| Independent Director | 3yrs | US$299.00k | 0.0050% $ 371.8k | |
| Independent Non-Executive Director | 9.1yrs | US$322.50k | 0.019% $ 1.4m | |
| Independent Director | 1.9yrs | US$310.50k | 0.0092% $ 680.4k | |
| Independent Director | 7.3yrs | US$292.50k | 0.015% $ 1.1m | |
| Independent Chairman | 12.1yrs | US$464.00k | 0.028% $ 2.1m | |
| Director | no data | Veri yok | 0.0026% $ 193.7k |
6.3yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: ST 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.3 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/22 18:38 |
| Gün Sonu Hisse Fiyatı | 2026/06/18 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Sensata Technologies Holding plc 29 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Luke Junk | Baird |
| Guy Hardwick | Barclays |
| Brian Johnson | Barclays |