NYSE$ST
Sensata Technologies Holding N.V. · Q1 2021 earnings
Q1 2021 earnings · · Investor relations
Briefing
Sensata's first quarter revenues reached a record high, demonstrating a strong recovery and significantly outpacing automotive and heavy vehicle market growth.
Sensata Technologies reported record first-quarter revenue of $942.5 million, a 21.7% increase compared to the first quarter of 2020. The company's adjusted EPS was $0.86, a 62.3% increase year-over-year. Sensata is revising its full-year financial guidance upward to reflect the recent acquisition of Xirgo Technologies, current market conditions, and recent debt transactions.
- Record first quarter revenues reflect strong growth associated with recovery across automotive, heavy vehicle, and industrial markets.
- Sensata's growth significantly outpaced the automotive market by 910 basis points and the heavy vehicle market by 1,070 basis points during the quarter.
- The company is adapting effectively to widespread supply chain challenges.
- Sensata is executing well on its long-term growth strategy, as evidenced by the acquisition of Xirgo Technologies.
Headline financials
Revenue & EPS history
Sensata · Revenue · Quarterly
$943M
Forward guidance
For the second quarter of 2021, Sensata expects revenue of $960 to $990 million and adjusted EPS of $0.84 to $0.90. For full year 2021, the company now expects revenue of $3,685 to $3,825 million and adjusted EPS of $3.20 to $3.50.
Tailwinds
- Revenue Q2: $960 - $990 million
- Adjusted EPS Q2: $0.84 - $0.90
- Revenue FY21: $3,685 - $3,825 million
- Adjusted EPS FY21: $3.20 - $3.50
- Changes in foreign currency exchange rates will increase revenues by approximately $58 million at the midpoint and adjusted earnings per share by approximately $0.03 at the midpoint for the full year 2021.
Headwinds
- Uncertainties associated with a protracted economic slowdown that could negatively affect the financial condition of customers and suppliers
- Uncertainties and volatility in the global capital markets
- Political, economic, military and other risks in countries outside of the United States
- The impact of general economic conditions, geopolitical conditions and U.S. trade policies, legislation, trade disputes, treaties and tariffs, including those affecting China, on the Company’s business operations
- Risks associated with the improper conduct by any of our employees, customers, suppliers, distributors or any other business partners which could impair our business reputation and financial results and could result in our non-compliance with anti-corruption laws and regulations of the U.S. government and various foreign jurisdictions
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2021
-0.5%
Avg return
Earnings day
-0.5%
Avg return
5 days after
-0.6%
Avg return
30 days after
38%
25 / 65 earnings
Positive
+14.7%
Q4 2022
Best reaction
-11.3%
Q4 2015
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.3% | -1.0% | +19.0% | |
| Q4 2025 | +6.1% | +4.7% | -8.2% | |
| Q3 2025 | +5.7% | +3.2% | +4.0% | |
| Q1 2025 | +13.7% | +23.7% | +20.3% | |
| Q4 2024 | +8.6% | +14.5% | +5.3% | |
| Q3 2024 | -8.4% | -4.0% | -8.0% | |
| Q2 2024 | -0.2% | -5.2% | -0.9% | |
| Q1 2024 | +9.5% | +14.6% | +15.7% | |
| Q4 2023 | -8.2% | -8.8% | -2.9% | |
| Q3 2023 | -7.2% | -4.8% | -4.7% | |
| Q2 2023 | -10.0% | -9.5% | -20.1% | |
| Q1 2023 | -9.7% | -9.2% | -15.2% | |
| Q4 2022 | +14.7% | +16.2% | +11.2% | |
| Q3 2022 | -6.2% | -3.1% | +8.2% | |
| Q2 2022 | -0.8% | +1.2% | -2.1% | |
| Q1 2022 | -9.0% | -6.8% | -5.0% | |
| Q4 2021 | -0.1% | -3.6% | -0.1% | |
| Q3 2021 | -3.4% | -2.8% | +7.8% | |
| Q2 2021 | +1.4% | +5.6% | +7.6% | |
| Q1 2021 | -1.4% | -3.8% | -1.9% | |
| Q4 2020 | -2.7% | -4.5% | +5.7% | |
| Q3 2020 | -10.2% | -9.4% | +4.3% | |
| Q2 2020 | -4.2% | -9.1% | -1.1% | |
| Q1 2020 | -1.8% | -10.3% | -3.8% | |
| Q4 2019 | +4.1% | +2.2% | -30.7% | |
| Q3 2019 | -0.8% | +2.3% | -0.2% | |
| Q2 2019 | -2.4% | -5.3% | -6.9% | |
| Q1 2019 | +1.6% | +1.3% | -14.5% | |
| Q4 2018 | -2.6% | -2.6% | +0.2% | |
| Q3 2018 | +10.2% | +12.6% | +7.6% | |
| Q2 2018 | +3.1% | +6.0% | +5.1% | |
| Q1 2018 | -4.5% | -4.9% | -3.4% | |
| Q4 2017 | -2.4% | -5.2% | -8.4% | |
| Q3 2017 | -2.7% | -1.8% | -2.7% | |
| Q2 2017 | +1.7% | -0.3% | -2.3% | |
| Q1 2017 | -5.0% | -3.7% | -4.0% | |
| Q4 2016 | -1.8% | -3.3% | -2.0% | |
| Q3 2016 | -0.9% | -4.4% | +1.1% | |
| Q2 2016 | +3.9% | -0.4% | +1.5% | |
| Q1 2016 | +3.3% | — | — | |
| Q4 2015 | -11.3% | — | — | |
| Q3 2015 | +2.1% | — | — | |
| Q2 2015 | -0.7% | — | — | |
| Q1 2015 | -3.3% | — | — | |
| Q4 2014 | -0.4% | — | — | |
| Q3 2014 | +2.7% | — | — | |
| Q2 2014 | -0.2% | — | — | |
| Q1 2014 | -2.6% | — | — | |
| Q4 2013 | +7.6% | — | — | |
| Q3 2013 | -5.7% | — | — | |
| Q2 2013 | -0.7% | — | — | |
| Q1 2013 | +7.6% | — | — | |
| Q4 2012 | -2.7% | — | — | |
| Q3 2012 | -0.0% | — | — | |
| Q2 2012 | +3.2% | — | — | |
| Q1 2011 | +4.5% | — | — | |
| Q1 2012 | +2.4% | — | — | |
| Q4 2009 | -3.3% | — | — | |
| Q1 2010 | -3.3% | — | — | |
| Q4 2011 | -3.3% | — | — | |
| Q3 2010 | -2.9% | — | — | |
| Q3 2011 | -2.9% | — | — | |
| Q2 2010 | +0.4% | — | — | |
| Q4 2010 | +0.4% | — | — | |
| Q2 2011 | +0.4% | — | — |
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