5 Revealing Analyst Questions From Sensata Technologies's Q1 Earnings Call
Is now the time to buy ST? Find out in our full research report (it's free).
Revenue: $911.3 million vs analyst estimates of $880.7 million (9.5% year-on-year decline, 3.5% beat)
Adjusted EPS: $0.78 vs analyst estimates of $0.72 (8.3% beat)
Adjusted EBITDA: $200.2 million vs analyst estimates of $196.3 million (22% margin, 2% beat)
Revenue Guidance for Q2 CY2025 is $925 million at the midpoint, above analyst estimates of $906.3 million
Adjusted EPS guidance for Q2 CY2025 is $0.83 at the midpoint, above analyst estimates of $0.78
Operating Margin: 13.4%, in line with the same quarter last year
Inventory Days Outstanding: 94, up from 89 in the previous quarter
Market Capitalization: $4.38 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Wamsi Mohan (Bank of America) asked about the $20–30 million quarterly revenue impact in the second half. CFO Brian Roberts clarified it is almost entirely due to production cuts, not outgrowth or other trends.
Mark Delaney (Goldman Sachs) questioned the scale of recent customer wins in Asia. CEO Stephan von Schuckmann described them as growing but still small to medium, with potential to ramp over time.
Joe Giordano (TD Cowen) inquired how Sensata maintains margin confidence amid lower U.S. volumes. Roberts pointed to operational productivity, procurement discipline, and benefits from recent restructuring.
Samik Chatterjee (JPMorgan) asked about the risk of delays in heavy truck and industrial markets. Roberts acknowledged worsening outlook in heavy vehicles but described industrial demand as stable, with the caveat of ongoing tariff uncertainty.
Kosta Tasoulis (Wells Fargo) asked about remaining levers for free cash flow improvement. Von Schuckmann and Roberts cited further inventory optimization and benchmarking against peers as ongoing opportunities.
In future quarters, the StockStory team will watch (1) the pace of margin expansion from standardized production and procurement strategies, (2) Sensata's ability to offset automotive volume declines with growth from Sensing Solutions and new product wins, and (3) the evolution of global tariff policies and their impact on customer demand. Progress in inventory management and operational resilience will also be important markers.
Sensata Technologies currently trades at $29.96, up from $22.47 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it's free).
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