Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 26th, 2026

Sensata Technologies Holding N.V. (NYSE:ST – Get Free Report) has been assigned a consensus rating of “Hold” from the eleven ratings firms that are currently covering the company, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, six have issued a hold rating and four have issued a buy rating on the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $48.60.

Several equities research analysts have commented on the stock. Truist Financial upgraded shares of Sensata Technologies from a “hold” rating to a “buy” rating and boosted their price target for the stock from $43.00 to $58.00 in a research report on Wednesday, May 13th. Bank of America raised their price objective on shares of Sensata Technologies from $46.00 to $48.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Oppenheimer lifted their price objective on shares of Sensata Technologies from $50.00 to $55.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Wall Street Zen downgraded shares of Sensata Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, Wells Fargo & Company increased their target price on shares of Sensata Technologies from $48.00 to $49.00 and gave the company an “equal weight” rating in a research note on Thursday, June 25th.

Read Our Latest Analysis on Sensata Technologies

Insider Activity In other news, EVP David K. Stott sold 6,335 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $47.40, for a total transaction of $300,279.00. Following the completion of the sale, the executive vice president owned 39,687 shares in the company, valued at approximately $1,881,163.80. This represents a 13.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.65% of the company’s stock.

Institutional Investors Weigh In On Sensata Technologies A number of institutional investors and hedge funds have recently modified their holdings of ST. CIBC Private Wealth Group LLC lifted its holdings in shares of Sensata Technologies by 700.0% during the fourth quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock valued at $28,000 after purchasing an additional 728 shares during the last quarter. Elevation Wealth Partners LLC increased its stake in Sensata Technologies by 272.3% in the 2nd quarter. Elevation Wealth Partners LLC now owns 901 shares of the scientific and technical instruments company’s stock worth $43,000 after purchasing an additional 659 shares in the last quarter. Root Financial Partners LLC raised its holdings in Sensata Technologies by 62.5% during the 1st quarter. Root Financial Partners LLC now owns 913 shares of the scientific and technical instruments company’s stock worth $32,000 after buying an additional 351 shares during the period. EFG International AG acquired a new stake in Sensata Technologies during the 4th quarter worth about $33,000. Finally, Parallel Advisors LLC raised its holdings in Sensata Technologies by 62.7% during the 4th quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock worth $36,000 after buying an additional 413 shares during the period. 99.42% of the stock is owned by institutional investors and hedge funds.

Sensata Technologies Price Performance Shares of ST stock opened at $45.62 on Thursday. Sensata Technologies has a 1 year low of $28.16 and a 1 year high of $53.89. The stock has a market cap of $6.63 billion, a PE ratio of 147.17, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The business’s fifty day moving average is $47.98 and its 200-day moving average is $41.01. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.95 and a current ratio of 2.75.

Sensata Technologies (NYSE:ST – Get Free Report) last announced its quarterly earnings data on Tuesday, March 31st. The scientific and technical instruments company reported $0.86 earnings per share for the quarter. Sensata Technologies had a return on equity of 18.23% and a net margin of 1.28%.The business had revenue of $934.80 million during the quarter. Equities analysts expect that Sensata Technologies will post 3.73 earnings per share for the current fiscal year.

Sensata Technologies Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be issued a $0.12 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $0.48 annualized dividend and a dividend yield of 1.1%. Sensata Technologies’s dividend payout ratio is currently 154.84%.

Sensata Technologies Company Profile (Get Free Report)

Sensata Technologies Holdings N.V. is a global industrial technology company specializing in the design, development and manufacture of sensors and electrical protection solutions. The company’s product portfolio includes pressure, temperature, position, speed, current and magnetic sensors, as well as circuit breakers and other protection devices. Sensata’s offerings serve a wide array of end markets, with a particularly strong presence in automotive original equipment manufacturers (OEMs), industrial automation, heating, ventilation and air conditioning (HVAC), commercial aerospace and renewable energy sectors.

Headquartered in Attleboro, Massachusetts, Sensata operates a network of manufacturing and engineering facilities across North America, Europe, Asia Pacific and Latin America.

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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.23; value investors should take notice.

For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.00 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.

The market expects Sensata (ST - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis maker of sensing, electrical protection, control and power management products is expected to post quarterly earnings of $0.93 per share in its upcoming report, which represents a year-over-year change of +6.9%.

Revenues are expected to be $964 million, up 2.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Sensata?For Sensata, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.54%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that Sensata will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Sensata would post earnings of $0.84 per share when it actually produced earnings of $0.86, delivering a surprise of +2.38%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Sensata appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

SWINDON, United Kingdom--(BUSINESS WIRE)-- #AerospaceTechnology--Sensata Technologies (NYSE: ST) announced the expansion of its motor's portfolio into flight control actuation and propulsion applications, showcasing its high-power density motor solutions at Farnborough Airshow 2026 (Hall 1, Stand 1430). Building on decades of expertise in precision motion solutions, Sensata is helping aerospace and defense customers address increasing demands for electrification, autonomy, performance and reliability across next-gene.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One company value investors might notice is Sensata Technologies Holding (ST - Free Report) . ST is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock has a Forward P/E ratio of 8.88. This compares to its industry's average Forward P/E of 15.67. Over the last 12 months, ST's Forward P/E has been as high as 10.14 and as low as 5.38, with a median of 8.77.

We also note that ST holds a PEG ratio of 1.16. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. ST's industry currently sports an average PEG of 1.60. ST's PEG has been as high as 1.37 and as low as 0.72, with a median of 1.13, all within the past year.

Another notable valuation metric for ST is its P/B ratio of 1.58. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. This stock's P/B looks solid versus its industry's average P/B of 3.12. Over the past 12 months, ST's P/B has been as high as 1.85 and as low as 0.91, with a median of 1.50.

Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. ST has a P/S ratio of 1.71. This compares to its industry's average P/S of 2.59.

Finally, investors will want to recognize that ST has a P/CF ratio of 8.32. This data point considers a firm's operating cash flow and is frequently used to find companies that are undervalued when considering their solid cash outlook. This company's current P/CF looks solid when compared to its industry's average P/CF of 16.99. Within the past 12 months, ST's P/CF has been as high as 8.92 and as low as 4.54, with a median of 7.12.

Value investors will likely look at more than just these metrics, but the above data helps show that Sensata Technologies Holding is likely undervalued currently. And when considering the strength of its earnings outlook, ST sticks out as one of the market's strongest value stocks.

[url="]Sensata Technologies[/url] (NYSE: ST), today announced the launch of its Active + Passive PyroFuse an advanced high-voltage protection device that combi

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 13.2; value investors should take notice.

Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.07 to $3.73 per share. ST also boasts an average earnings surprise of +3.3%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.

The Zacks Instruments – Control industry appears to be combating unpredictable raw material prices, high capital expenditures for infrastructure upgrades, intense market volatility, supply-chain disruptions amid the prolonged Russia-Ukraine war and Middle East tensions, and high customer inventory levels. However, the industry is likely to benefit from the diligent focus on energy-efficient production processes and integrated software systems.

Amid the uncertain business environment, Sensata Technologies Holding plc (ST - Free Report) and Transcat, Inc. (TRNS - Free Report) are likely to gain from high digitized technology demand, greater emphasis on energy efficiency, focus on cost-reduction initiatives and broad-based endorsement of industrial automation and optimum resource utilization.

Industry Description The Zacks Instruments – Control industry comprises manufacturers of precision and specialty motion-control components and systems used in a wide range of industries. These companies deliver sophisticated flow measurement, control and communication solutions for air, water and other forms of gas and liquid used for commercial and residential purposes. The companies offer an array of products for fuel, combustion, fluid, actuation, electronic applications, energy control and optimization, particularly for the process industry. Some industry players offer heating, ventilation and air conditioning products. These include water heaters and electric heating systems for under-floor radiant applications for boiler manufacturers and alternative energy control packages. Few firms provide water reuse products, including drainage and rainwater harvesting solutions.

What's Shaping the Future of Instruments - Control Industry Volatility in Raw Material Prices: Material cost inflation, resulting from constant inflationary pressures, has been affecting industry players’ margins. Transportation costs are also on the rise. Moreover, high raw material prices due to the U.S.-Iran conflict, the prolonged Russia-Ukraine war and the consequent economic sanctions against the Putin regime have affected the production schedules of various firms. While the companies are focused on improving their operating performances, the inability to obtain adequate supplies of raw materials and product parts at favorable prices is likely to hurt businesses. With firms being unable to pass on the entire increase in raw material prices to customers due to stiff competition, profitability is on the wane. High customer inventory levels and a conservative approach toward placing orders for high-value items remain headwinds.

Emphasis on Digitized Technologies: The industry’s growth is driven mainly by the emphasis on digitized technologies in manufacturing activities, such as the Industrial Internet of Things. The demand for process automation, instrumentation products, safety automation systems and multivariable pressure transmitters for the fast-track manufacturing process is likely to fuel long-term growth opportunities. The use of process instrumentation equipment offers a host of benefits, including improvement in the quality of the product and emission reduction. Therefore, the rapid adoption of technology across various industries and growing regulation and compliance requirements will continue to be major growth drivers. In addition, field instruments play a significant role in process control by measuring the key elements, such as temperature, pressure, flow and level, in process industries such as chemicals, mining and pharmaceuticals. These include transmitters that measure the pressure, flow, temperature, level and humidity of liquids and gases, which are essential for achieving optimum productivity. A differentiated product offering gives greater opportunities for companies to strengthen their market positions.

Margin Erosion on Price-Sensitive Competition: The companies operate in markets that are susceptible to high competitive pressures and are under constant threat from low-cost suppliers, primarily based in China. Price-sensitive competition for customer retention in the core business is expected to intensify in the coming days. Aggressive competition is likely to limit the ability to attract and retain customers and erode margins. Due to an international footprint, these firms are further exposed to foreign exchange fluctuations that affect their cash flows. Changes in competitive conditions, including the availability of the latest products and services, the introduction of distribution channels and changes in OEM and aftermarket pricing, are likely to hamper operations and affect sales for industry participants.

Zacks Industry Rank Indicates Bearish Trends The Zacks Instruments – Control industry is housed within the broader Zacks Computer and Technology sector. It currently has a Zacks Industry Rank #227, which places it in the bottom 8% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bleak near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Before we present a few Instruments Control stocks that you may want to consider for your portfolio, let us take a look at the industry’s recent stock market performance and valuation picture.

Industry Lags S&P 500, Sector The Zacks Instruments – Control industry has lagged the S&P 500 composite and the broader Zacks Computer and Technology sector over the past year.

The industry has jumped 5.2% compared with the S&P 500 and the sector’s growth of 29.4% and 45.7%, respectively.

One-Year Price Performance

Industry's Current Valuation The Enterprise Value-to-EBITDA (EV/EBITDA) ratio is commonly used for valuing instruments control stocks. The industry has a trailing 12-month EV/EBITDA of 9.74X compared with the S&P 500’s 18.67X. It is also below the sector’s trailing 12-month EV/EBITDA of 20.25X.

Over the past five years, the industry has traded as high as 13.22X and as low as 7.68X, with a median of 9.64X, as the chart below shows.

Trailing 12-Month Enterprise Value-to EBITDA (EV/EBITDA) Ratio

2 Instruments Control Stocks to Watch Sensata: Headquartered in Attleboro, MA, Sensata is a global industrial technology company that develops, manufactures and sells innovative sensor-based solutions. It is considered one of the leading suppliers of electrical protection and power management solutions. The company offers a streamlined set of products, which helps eliminate redundant costs and gives greater pricing flexibility. It invests in cutting-edge technology that enables hybrid and electric vehicles to be more efficient, cost-effective, robust and safe. The company is expanding its electrification ecosystem to facilitate the seamless transition to electric vehicles, aiming to be a leading provider of mission-critical sensor-rich hardware and software solutions. The stock has soared 77.5% in the past year. The Zacks Consensus Estimate for current-year and next-year earnings has been revised upward by 6.3% and 7.7% to 3.73 and $4.08 per share, respectively, since June 2025. It has a long-term earnings growth expectation of 9.3% and delivered an earnings surprise of 3.3%, on average, in the trailing four quarters. It has a VGM Score of A. Sensata carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Price and Consensus: ST

Transcat: Headquartered in Rochester, NY, Transcat offers accredited calibration, repair, inspection and laboratory instrument services to diverse sectors such as pharmaceutical, biotechnology, medical device, aerospace and defense, energy and utilities. Transcat has strengthened its regional presence through organic growth, while opportune buyouts have extended its geographic footprint. The stock has gained 11.8% over the past year. This Zacks Rank #3 firm delivered an earnings surprise of 9.9%, on average, in the trailing four quarters.

Price and Consensus: TRNS

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of A, and shares are up 22.6% over the past four weeks.

Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.05 to $3.65 per share. ST also boasts an average earnings surprise of +4.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 6.7% for the current fiscal year.

For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.02 to $3.65 per share. ST boasts an average earnings surprise of +4.7%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.

Sensata (ST - Free Report) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.99%. A quarter ago, it was expected that this maker of sensing, electrical protection, control and power management products would post earnings of $0.86 per share when it actually produced earnings of $0.88, delivering a surprise of +2.33%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Sensata, which belongs to the Zacks Instruments - Control industry, posted revenues of $934.8 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.73%. This compares to year-ago revenues of $911.26 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Sensata shares have added about 26.9% since the beginning of the year versus the S&P 500's gain of 4.8%.

What's Next for Sensata?While Sensata has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Sensata was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.92 on $969 million in revenues for the coming quarter and $3.65 on $3.81 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Instruments - Control is currently in the bottom 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Transcat, Inc. (TRNS - Free Report) , is yet to report results for the quarter ended March 2026.

This company is expected to post quarterly earnings of $0.51 per share in its upcoming report, which represents a year-over-year change of -20.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Transcat, Inc.'s revenues are expected to be $90.83 million, up 17.8% from the year-ago quarter.

Sensata Technologies Holding plc (ST) Q1 2026 Earnings Call Transcript

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.19; value investors should take notice.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST boasts an average earnings surprise of +3.3%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 8.8% for the current fiscal year.

Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST also boasts an average earnings surprise of +3.3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.

SWINDON, United Kingdom--(BUSINESS WIRE)--Sensata Technologies Holding plc Announces Cash Tender Offers by Certain Subsidiaries for Senior Notes.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.

ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of B, and shares are up 21.3% over the past four weeks.

Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.

It has been about a month since the last earnings report for Sensata (ST - Free Report) . Shares have added about 27.7% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Sensata due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

Sensata Q1 Earnings Beat Estimates

Sensata reported first-quarter 2026 adjusted earnings per share (EPS) of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%.

Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance.

Management stated that the company’s first-quarter performance met or surpassed expectations across all key metrics, reinforcing the strong momentum it is building. Management also highlighted that disciplined execution across the organization, along with an effective productivity engine, is driving results. Additionally, the company’s strategic initiatives are gaining pace, while its growth opportunities remain solid and promising.

Segmental Results

Sensata has realigned its structure into three operating segments — Automotive, Industrials, and Aerospace, Defense and Commercial Equipment, which are now reflected as its new reporting segments.

Automotive revenues (56.1% of total revenues) decreased 0.8% (up 0.7% on an organic basis) year over year to $524.8 million. The Automotive segment outperformed overall market production by roughly 4%.

Segmental adjusted operating income was $123.2 million compared with $120.3 million in the prior-year quarter.

Industrials revenues (19.7% of total revenues) were $184.2 million, down 0.8% (up 0.7% on an organic basis) year over year. The Industrials segment delivered organic growth despite softness in its end markets.

Segmental adjusted operating income was $50 million compared with $48.5 million in the prior-year quarter.

Aerospace, Defense and Commercial Equipment revenues (24.2% of total revenues) were $225.8 million, up 14.8% (up 16.7% on an organic basis) year over year. The Aerospace, Defense and Commercial Equipment segment showed broad-based year-over-year strength, with both Aerospace & Defense and Commercial Equipment delivering double-digit growth.

Segmental adjusted operating income was $63.5 million compared with $50.1 million in the prior-year quarter.

Other Details

Adjusted operating income was $174 million, up 4.5% year over year from $166.5 million. Adjusted operating margin expanded 30 basis points to 18.6%.

Adjusted EBITDA totaled $206.5 million in the quarter, up from $200.2 million in the previous-year quarter.

Total operating expenses were $793.2 million, up 0.5% year over year.

Cash Flow & Liquidity

In the quarter under discussion, Sensata generated $122.5 million of net cash from operating activities compared with $119.2 million in the prior-year quarter.

Free cash flow was $104.6 million compared with $86.6 million a year ago.

As of March 31, 2026, the company had $635.1 million in cash and cash equivalents and $2,829.4 million of net long-term debt compared with $573 million and $2,828.6 million, respectively, as of Dec. 31, 2025.

In the first quarter of 2026, Sensata returned approximately $42.6 million to shareholders, including $17.5 million in quarterly dividends and $25.1 million through share repurchases.

Q2 Outlook

For the second quarter of 2026, Sensata expects revenue in the range of $950 million to $980 million, representing year-over-year growth of 1% to 4% compared with $943 million in the prior-year quarter. At the midpoint of this guidance, revenue includes approximately $8 million related to expected tariff recovery from customers.

Adjusted operating income is projected between $182 million and $190 million, reflecting an increase of 2% to 6% from $179 million a year ago. Adjusted operating margin is anticipated to improve to 19.2–19.4% from 19% in the second quarter of 2025, indicating an expansion of 20 to 40 basis points.

Adjusted net income is expected to be in the range of $131 million to $139 million, marking a 3% to 9% increase from $127 million in the prior-year period.
Adjusted earnings per share are forecast between 89 and 95 cents, suggesting growth of 2% to 9% compared with 87 cents reported a year earlier.

How Have Estimates Been Moving Since Then?Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions.

VGM ScoresAt this time, Sensata has a nice Growth Score of B, a grade with the same score on the momentum front. Following the exact same course, the stock has a score of B on the value side, putting it in the top 40% for value investors.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook Sensata has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerSensata belongs to the Zacks Instruments - Control industry. Another stock from the same industry, Badger Meter (BMI - Free Report) , has gained 6.5% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.

Badger Meter reported revenues of $202.28 million in the last reported quarter, representing a year-over-year change of -9%. EPS of $0.93 for the same period compares with $1.30 a year ago.

For the current quarter, Badger Meter is expected to post earnings of $1.01 per share, indicating a change of -13.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.

Badger Meter has a Zacks Rank #4 (Sell) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.

Sensata Technologies Holding plc (NYSE: ST) (“Sensata”) and its indirect, wholly owned subsidiaries Sensata Technologies B.V. (“STBV”) and Sensata Technologies, Inc. (“STI”) (each subsidiary, an “Offeror” and collectively, the “Offerors”) announced today the early tender results of the Offerors’ previously announced tender offers (each, individually with respect to the relevant series of senior notes, a “Tender Offer” with respect to such series, and collectively, the “Tender Offers”) to purchase up to $350,000,000 in total cash consideration payable, excluding the applicable accrued and unpaid interest (the “Maximum Tender Offer Amount”), for certain senior notes issued by the respective Offerors (collectively, the “Notes”).

Sensata and the Offerors also announced that the Offerors have amended the Tender Offers to increase the Maximum Tender Offer Amount from $350,000,000 to $400,000,000 (the “Tender Offer Increase”; the Maximum Tender Offer Amount, as so increased, the “Increased Maximum Tender Offer Amount”).

The terms and conditions of the Tender Offers are set forth in the Offerors’ Offer to Purchase dated May 15, 2026 (as amended by the Tender Offer Increase, the “Offer to Purchase”). Other than the Tender Offer Increase, all of the terms of the previously announced Tender Offers remain unchanged. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.

The aggregate principal amount of the 4.000% Senior Notes due 2029 (Rule 144A CUSIP 81725W AK9 / Reg S CUSIP N78840 AM2) issued by STBV (the “STBV 2029 Notes”) that was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on May 29, 2026 (the “Early Tender Deadline”) was $553,580,000. Accordingly, tenders of STBV 2029 Notes, considered alone, exceeded the Increased Maximum Tender Offer Amount for the Tender Offers. STBV expects to accept for purchase STBV 2029 Notes having an aggregate purchase price approximately equal to the Increased Maximum Tender Offer Amount of $400,000,000, which STBV 2029 Notes, at the purchase price of $985 per $1,000 of principal amount, have an aggregate principal amount of approximately $406,091,000.

The amount of STBV 2029 Notes expected to be accepted for purchase was determined in accordance with the terms and conditions of the Offer to Purchase. Under the terms of the Offer to Purchase, the STBV 2029 Notes had Acceptance Level Priority 1 (as defined in the Offer to Purchase).

STBV expects to elect to exercise its right to make payment on June 2, 2026 (the “Early Settlement Date”) for the STBV 2029 Notes that were validly tendered and not validly withdrawn prior to or at the Early Tender Deadline and that are accepted for purchase.

Because the total cash consideration payable, excluding the applicable accrued and unpaid interest, for the STBV 2029 Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline exceeds the Increased Maximum Tender Offer Amount, the applicable Offerors do not expect to accept for purchase all Notes that have been validly tendered and not validly withdrawn prior to or at the applicable Early Tender Deadline. Rather, in accordance with the Acceptance Priority Levels described in the Offer to Purchase, (a) STBV expects that the purchase of the STBV 2029 Notes will be prorated in accordance with the terms of the applicable Tender Offer at a rate of approximately 69.1448%, after excluding notes not subject to proration in order to satisfy minimum denomination requirements, (b) STI does not expect to accept for purchase any of the 4.375% Senior Notes due 2030 issued by it, and (c) STBV does not expect to accept for purchase any of the 5.875% Senior Notes due 2030 issued by it. As described in the Offer to Purchase, Notes tendered and not accepted for purchase will be promptly credited to the tendering holder’s account.

The consideration to be paid for the STBV 2029 Notes validly tendered and not validly withdrawn prior to or at the applicable Early Tender Deadline per $1,000 principal amount of such Notes accepted for purchase pursuant to the applicable Tender Offer is the “Total Consideration” for the STBV 2029 Notes, as described in the Offer to Purchase. The Total Consideration includes an early tender premium of $50 per $1,000 principal amount of STBV 2029 Notes accepted for purchase. All holders of STBV 2029 Notes accepted for purchase will also receive, with respect to their STBV 2029 Notes, the applicable accrued and unpaid interest from the last interest payment date with respect to such STBV 2029 Notes to, but not including, the Early Settlement Date, if and when such STBV 2029 Notes are accepted for payment.

The Tender Offers commenced on May 15, 2026 and are scheduled to expire at 5:00 p.m., New York City time, on June 15, 2026, unless extended by the applicable Offeror or earlier terminated with respect to any Tender Offer. However, because the aggregate principal amount of the Notes validly tendered and not validly withdrawn as of the Early Tender Deadline exceeds the Increased Maximum Tender Offer Amount, no tenders of Notes submitted after the Early Tender Deadline are expected to be accepted for purchase in the Tender Offers.

The withdrawal deadline for the Tender Offers was 5:00 p.m., New York City time, on May 29, 2026 and has not been extended. Accordingly, previously tendered Notes may not be withdrawn, subject to applicable law.

The applicable Offeror’s obligation to accept for payment and to pay for any of the Notes validly tendered in the applicable Tender Offer is subject to the satisfaction or waiver of the conditions described in the Offer to Purchase. The applicable Offeror(s) reserve the right, subject to applicable law, to: (i) waive any and all conditions to the applicable Tender Offer; (ii) extend or terminate the applicable Tender Offer; (iii) increase or decrease the Maximum Tender Offer Amount (as increased by the Tender Offer Increase) without extending or reinstating withdrawal rights; or (iv) otherwise amend the applicable Tender Offer in any respect.

The Offerors have retained Goldman Sachs & Co. LLC and Barclays Capital Inc. to act as Dealer Managers (the “Dealer Managers”) in connection with the Tender Offers. Questions and requests for assistance regarding the terms of the Tender Offers should be directed to Goldman Sachs & Co. LLC at (800) 828-3182 or by email at [email protected], or to Barclays Capital Inc. at (800) 438-3242 or by email at [email protected]. Copies of the Offer to Purchase and any amendments or supplements to the foregoing may be obtained from D.F. King & Co., Inc., the tender and information agent for the Tender Offers (the “Tender and Information Agent”), by calling (646) 970-2125 (for banks and brokers only) or (866) 796-3441 (for all others), or via email at [email protected].

None of the Offerors, Sensata, the Dealer Managers, the Tender and Information Agent, the trustees under the indentures governing the Notes, or the guarantors party to the indentures governing the Notes, nor any of their respective affiliates, is making any recommendation as to whether holders should tender or refrain from tendering all or any portion of their Notes in response to the Tender Offers, and no one has been authorized by any of them to make such a recommendation. Holders must make their own decision as to whether to tender their Notes and, if so, the principal amount of Notes to tender. Holders should consult their tax, accounting, financial and legal advisers regarding the tax, accounting, financial and legal consequences of participating or declining to participate in the Tender Offers.

The Tender Offers are only being made pursuant to the Offer to Purchase. This press release is neither an offer to purchase or sell nor a solicitation of an offer to purchase or sell any Notes in the Tender Offers or any other securities of the Offerors. The Tender Offers are not being made to holders of Notes in any jurisdiction or in any circumstances in which the making or acceptance thereof would not be in compliance with the securities, blue sky or other laws of such jurisdiction. In any jurisdiction in which the Tender Offers are required to be made by a licensed broker or dealer, the Tender Offers will be deemed to be made on behalf of the Offerors by the Dealer Managers, or one or more registered brokers or dealers that are licensed under the laws of such jurisdiction.

Forward-Looking Disclosure Statement

The statements contained in this press release that are not purely historical are forward-looking statements, including statements regarding the terms and timing for completion of the Tender Offers; the satisfaction or waiver of conditions to the Tender Offers; and the timing of payment.

These statements are subject to risks, uncertainties, and other important factors relating to Sensata’s operations and business environment that could cause actual results to differ materially from the results contemplated by any forward-looking statement, and Sensata can give no assurances that these forward-looking statements will prove to be correct. In addition, other known or unknown risks and factors may affect the accuracy of the forward-looking information. Factors that may cause actual results to vary include, but are not limited to, conditions in financial markets, investor responses to the Tender Offers, and other risk factors detailed from time to time in Sensata’s reports filed with the U.S. Securities and Exchange Commission.

The forward-looking statements speak only as of the date they are made, and, except as otherwise required by applicable securities laws, Sensata undertakes no obligation to publicly update any of its forward-looking statements.

About Sensata Technologies

Sensata Technologies is a global industrial technology company striving to create a safer, cleaner, more efficient and electrified world. Through its broad portfolio of mission-critical sensors, electrical protection components and sensor-rich solutions, Sensata helps its customers address increasingly complex engineering and operating performance requirements. With more than 16,000 employees and global operations in 13 countries, Sensata serves customers in the automotive, industrial, and aerospace, defense and commercial equipment markets.

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