NYSE$ST

Sensata Technologies Holding N.V. · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported record quarterly revenues and updated guidance for full year 2021.

Sensata Technologies reported record quarterly revenues of $992.7 million, a 72.2% increase compared to the second quarter of 2020. The company's adjusted EPS was $0.95, a 427.8% increase year-over-year. Sensata is updating its full year 2021 revenue guidance to $3,770 to $3,840 million and expects adjusted EPS of $3.42 to $3.62.

  • Record quarterly revenues driven by strong growth in automotive, heavy vehicle, and industrial markets.
  • Revenue growth significantly outpaced the automotive and heavy vehicle markets.
  • Adapted to evolving market conditions, delivering strong financial results despite component shortages.
  • Executed well on long-term growth strategy with substantial business wins in Sensata Insights and Electrification.

Headline financials

Total Revenue

$993M

Previous: $577M+72.2%
EPS (adj)

$0.95

Previous: $0.18+427.8%
Operating Margin

16.6%

No prior period
Adjusted Operating Margin

21.1%

Previous: 13.0%+62.3%
Free Cash Flow

$113M

Previous: -$42.5M+365.4%
Net Income

$113M

Previous: -$42.5M+365.4%
Operating Income

$165M

Previous: -$1.87M+8919.9%
Gross Profit

$334M

Previous: $164M+103.8%
Cash & Equivalents

$1.86B

Previous: $1.24B+49.8%
Total Assets

$8.42B

Previous: $7.08B+18.8%
Stock-Based Comp

$6.38M

Previous: $3.51M+81.9%

Revenue & EPS history

Sensata · Revenue · Quarterly

$993M

Q2 2021+72.2%vs Q2 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

For the third quarter of 2021, Sensata expects revenue of $920 to $950 million and adjusted EPS of $0.82 to $0.88. For the full year 2021, the company is updating its revenue guidance to $3,770 to $3,840 million and expects adjusted EPS of $3.42 to $3.62.

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 Q2 2021

Historical avgQ2 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

Earnings price reactions
QuarterReport dateReaction (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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro