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- **Q3 Strong Performance**: $932M revenue, 19.3% adj. margin, $136M free cash flow. 
- **Debt Reduction**: $350M debt tender; net leverage 2.9x. 
- **China Growth**: Automotive +10% outgrowth, 90% new local OEM wins. 
- **Innovation Success**: Tire burst detection wins 2 Chinese OEMs; HVAC sensors >$100M in near term. 
- **Aerospace Expansion**: Defense spending growth to $2.8T by 2035; 2 new Chinese aerospace wins. 
- **Cash Flow Focus**: >80% free cash flow conversion; no M&A plans. 


**【CEO Summary Section】**
- **Transformation Progress**: Achieved 3 pillars - operational excellence, capital allocation, and growth. Q3 revenue $932M, down 5.2% YoY but +3% organically. Adjusted operating margin 19.3%, up 30bps QoQ. 
- **Debt Reduction**: Initiated $350M debt tender to reduce net leverage to 2.9x. Free cash flow $136M (105% of adj. net income). 
- **Leadership Expansion**: Hired COO Nicolas Bardot and CTO Patrick Hertzke; promoted Jackie Chen as China President. 
- **Product Innovations**: Tire burst detection wins 2 Chinese OEMs; high-efficiency contactors for EVs; A2L sensors for HVAC. Aerospace orders up 42% YoY. 

**【CFO Financial Commentary】**
- **Q3 Results**: Adj. EPS $0.89, flat YoY. Free cash flow $136M (+49% YoY). $259M noncash charges (Dynapower goodwill impairment). 
- **Segment Performance**: Performance Sensing +3.6% organically; Sensing Solutions +2.5% organically. 
- **Q4 Guidance**: Revenue $890-920M, adj. EPS $0.83-0.87. Cautious on Novelis/Nexperia supply chain risks. 
- **2026 Outlook**: Consensus estimates reasonable; Q1 margin seasonality due to pricing dynamics. 

**【Q&A Highlights】**
- **China Growth**: Automotive outgrew market +10%, 90% new wins with local OEMs. Tire burst detection to drive low-single-digit outgrowth. 
- **HVAC Expansion**: Gas leak detection revenue >$100M in near term, expanding outside US. 
- **Aerospace Potential**: Defense spending growth to $2.8T by 2035; Sensata wins 2 leading Chinese OEMs. 
- **Cash Flow Sustainability**: >80% free cash flow conversion target; CapEx disciplined amid EV uncertainty. 
- **Debt Strategy**: Prioritize deleveraging; no immediate plans for M&A. 


Sensata Technologies Holding plc (ST) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ST

ST fundamentals

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