Sensata Technologies 3Q 2026: Revenue $1B, Net income $114.2M, EPS $0.78— 10-Q Summary

What happened

Sensata Technologies reported third-quarter 2026 revenue of $1B, up 7.7% from $932M a year earlier. Net income was $114.2M versus a $162.5M loss, and diluted EPS was $0.78 versus a $1.12 loss.

Confirmed

Global impact / market context

The swing from a large loss to a $114.2M profit shows costs and restructuring savings are lifting results, while 6.8% organic revenue growth, which means growth excluding currency and deals, signals demand across its industrial and aerospace markets.

Analyst inference

Sensata's automotive organic revenue rose only 2.6%, helped by $24M of EV program cancellation revenue and offset by lower vehicle production, while industrials grew 11.8% and aerospace grew 13.2%, showing uneven end markets.

Analyst inference

What to watch

1. Sensata expects 2026 capital spending, meaning money for long-term assets, of up to $125M; investors can watch whether actual spending stays within that cap. Confirmed
2. Management could be asked how much of the $24M EV program cancellation revenue repeats, since that would clarify whether automotive growth depends on one-time payments. Proposed
3. If lower vehicle production persists, automotive revenue may stay weak, so industrial and aerospace content growth would need to keep carrying total revenue and profit. Analyst inference

Evidence

• Original source link unavailable