Sensata Technologies releases transcript of Q2 2026 earnings call
ST•Q3 outlook and data center progress
Sensata said its Q3 outlook calls for revenue of $957 million to $987 million, adjusted operating margin of 19.4% to 19.6%, and adjusted EPS of $0.93 to $0.97. The outlook includes about $10 million in tariff costs.
On data centers, Sensata said it had five hyperscaler platform concept wins year-to-date across four hyperscalers, and that industrial data center components revenue doubled in H1 2026.
Q2 results and balance sheet highlights
Sensata discussed Q2 2026 results on its earnings call attended by CEO Stephan von Schuckmann, CFO Andrew Lynch, and IR head James Entwistle.
- Revenue: $991 million
- Adjusted operating margin: 19.5%
- Adjusted EPS: $0.98
- Free cash flow: $186 million
- Net leverage: 2.4x
The company said it retired $406 million of long-term debt. Cash was , gross indebtedness was about , and the Q3 dividend was .
