Sensata Technologies Holding N.V. is a global leader in sensing technology, providing critical sensors and solutions that enhance safety, efficiency, and performance across various industries
The company designs and manufactures a diverse range of products, including pressure sensors, temperature sensors, and position sensors that are essential for automotive, industrial, and aerospace applications. By leveraging advanced engineering and innovation, Sensata supports its customers in optimizing their systems and processes, contributing to the advancement of electric and connected vehicles, renewable energy technologies, and industrial automation. Its commitment to sustainability and continuous improvement solidifies its role as a key player in the evolving landscape of intelligent sensing solutions.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Analog Devices (NASDAQADI) and the rest of the analog semiconductors stocks fared in Q4.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the analog semiconductors industry, including Power Integrations (NASDAQPOWI) and its peers.
Shares of sensor manufacturer Sensata Technology (NYSEST)
jumped 9.3% in the morning session after the company reported strong fourth-quarter results, which beat analysts' revenue, EBITDA, and EPS expectations. Notably, margins expanded significantly, as operating Margin rose to 8.1%, up from -20.3% in the same quarter last year. Inventory levels also improved. On the other hand, its revenue and EPS guidance for the next quarter missed. Overall, the outlook made this a weaker quarter because markets are forward-looking, but investors seem to be rewarding the stock for its current print.
Sensor manufacturer Sensata Technology (NYSEST) reported Q4 CY2024 results beating Wall Street’s revenue expectations, but sales fell by 8.5% year on year to $907.7 million. On the other hand, next quarter’s revenue guidance of $880 million was less impressive, coming in 1.7% below analysts’ estimates. Its non-GAAP profit of $0.76 per share was 1.4% above analysts’ consensus estimates.
Semiconductors are the silicon backbone of the digital revolution. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand.
Some investors seem to be debating where we are in the cycle as the industry’s six-month return of 5.8% has fallen short of the S&P 500’s 16.1% rise.
Sensata Technologies has gotten torched over the last six months - since July 2024, its stock price has dropped 21.9% to $29.08 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including Sensata Technologies (NYSEST) and its peers.
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Vishay Intertechnology (NYSEVSH) and its peers.
Sensor manufacturer Sensata Technology (NYSEST) met Wall Street’s revenue expectations in Q3 CY2024, but sales fell 1.8% year on year to $982.8 million. On the other hand, next quarter’s revenue guidance of $885 million was less impressive, coming in 8.1% below analysts’ estimates. Its non-GAAP profit of $0.86 per share was also in line with analysts’ consensus estimates.
Elliott Investment Management has reportedly acquired a substantial stake in Johnson Controls International, exceeding $1 billion, ranking it among the top ten investors in the company. Despite a 9.2% rise in Johnson Controls' shares over the past year, the company's performance lags behind industry peers.
