NYSE$ST
Sensata Technologies Holding N.V. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Sensata's revenue growth outpaced markets by 800 basis points offsetting meaningful declines in automotive production versus the prior-year quarter, and the company adapted effectively to supply chain challenges, delivering record annual revenue.
Sensata Technologies reported a 3.1% increase in revenue and a 1.0% increase in adjusted operating income compared to the fourth quarter of 2020. The company's revenue growth outpaced markets by 800 basis points, offsetting declines in automotive production. Sensata also adapted effectively to supply chain challenges, delivering record annual revenue.
- Revenue was $934.6 million, an increase of 3.1% compared to Q4 2020.
- Operating income was $149.7 million, a decrease of 2.9% compared to Q4 2020.
- Adjusted earnings per share was $0.87, an increase of 2.4% compared to Q4 2020.
- Sensata generated $160.9 million of operating cash flow, and free cash flow totaled $116.9 million.
Headline financials
Revenue & EPS history
Sensata · Revenue · Quarterly
$935M
Forward guidance
For the full year 2022, Sensata expects revenue of $4,125 to $4,275 million and adjusted EPS of $3.80 to $4.06. For the first quarter of 2022, the company expects revenue of $935 to $975 million and adjusted EPS of $0.70 to $0.78.
Tailwinds
- Full year 2022 revenue is expected to be $4,125 to $4,275 million.
- Full year 2022 organic revenue growth is expected to be 6% - 10%.
- Full year 2022 adjusted operating income is expected to be $848 - $892 million.
- Full year 2022 adjusted net income is expected to be $600 - $640 million.
- Full year 2022 adjusted EPS is expected to be $3.80 - $4.06.
Headwinds
- First quarter 2022 revenue is expected to be $935 to $975 million.
- First quarter 2022 organic revenue growth is expected to be (4%) - 1%.
- First quarter 2022 adjusted operating income is expected to be $171 - $183 million.
- First quarter 2022 adjusted net income is expected to be $112 - $124 million.
- First quarter 2022 adjusted EPS is expected to be $0.70 - $0.78.
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 Q4 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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