Sensata Technologies Holding plc
ST · Industrial Instruments For Measurement, Display, and Control · 145.4M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $58M (gross $88M, SBC $30M)
Reference price $50.35 · est. market cap ~$7.3B — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C61Auto-heavy industrial sensor maker with decent cash conversion but thin returns, declining revenue and repeated impairments.
Strengths
- Long-tenured blue-chip customer base (avg 36-yr relationships) and healthy OCF margin (~17%)
- Industrials organic growth (+8.2%) and ongoing debt reduction/buybacks
Risks
- Returns near sector median (ROE 1.1%, ROA 47th pct), revenue -5.8% and a $225.7M goodwill impairment
- High leverage (D/E 90.9th pct) and ~57% revenue exposure to a cyclical, electrifying auto market
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~96% of revenue from one customer/distributor — 4 95
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$501,671, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 5 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$717,682, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
29.3%
Operating margin
6.4%
Net margin
0.8%
Return on equity
1.1%
Return on assets
0.5%
ROIC
3.3%
Revenue growth (QoQ)
1.8%
Net-income growth
-75.6%
Debt / equity
1.0×
Net debt / EBITDA
4.6×
Current ratio
2.6×
EBITDA
$494M
Tangible book value
-$784M
Cash & investments
$573M
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Caljouw Lynne J | Sell | 2.7K | $50.35 |
| 2026-06-09 | Mirshekari Ali John | Tax withheld | 439 | $49.65 |
| 2026-06-09 | Bolsinger Lorraine A | Grant | 3.8K | — |
| 2026-06-09 | Bolsinger Lorraine A | Tax withheld | 495 | $49.65 |
| 2026-06-09 | Absmeier John P | Grant | 3.8K | — |
| 2026-06-09 | Absmeier John P | Tax withheld | 547 | $49.65 |
| 2026-06-09 | Eyler Phillip | Grant | 3.8K | — |
| 2026-06-09 | Eyler Phillip | Tax withheld | 547 | $49.65 |
| 2026-06-09 | Schupmann Laurie | Grant | 3.8K | — |
| 2026-06-09 | Skidmore Constance Ellen | Grant | 3.8K | — |
| 2026-06-09 | Skidmore Constance Ellen | Tax withheld | 418 | $49.65 |
| 2026-06-09 | Vijayvargiya Jugal K. | Grant | 3.8K | — |
| 2026-06-09 | Vijayvargiya Jugal K. | Tax withheld | 249 | $49.65 |
| 2026-06-09 | Sullivan Martha N. | Grant | 3.8K | — |
| 2026-06-09 | Sullivan Martha N. | Tax withheld | 508 | $49.65 |
| 2026-06-09 | Black Daniel | Grant | 3.8K | — |
| 2026-06-09 | Black Daniel | Tax withheld | 208 | $49.65 |
| 2026-06-09 | Sonnenberg Steven Alan | Tax withheld | 433 | $49.65 |
| 2026-06-09 | TEICH ANDREW C | Grant | 3.8K | — |
| 2026-06-09 | TEICH ANDREW C | Tax withheld | 506 | $49.65 |
| 2026-06-09 | ZIDE STEPHEN M | Grant | 3.8K | — |
| 2026-06-09 | ZIDE STEPHEN M | Tax withheld | 285 | $49.65 |
| 2026-06-01 | SIEDEL RICHARD W. JR. | Tax withheld | 374 | $49.29 |
| 2026-05-20 | Stott David K | Sell | 6.3K | $47.40 |
| 2026-05-06 | Caljouw Lynne J | Option exercise | 3.2K | $43.67 |
| 2026-05-06 | Caljouw Lynne J | Disposition | 3.2K | $45.00 |
| 2026-05-06 | Caljouw Lynne J | Disposition | 3.7K | $44.23 |
| 2026-04-07 | Caljouw Lynne J | Sell | 2.9K | $34.71 |
| 2026-04-01 | Lynch Andrew Charles | Grant | 2.5K | — |
| 2026-04-01 | Schwabe Markus | Grant | 12K | — |
| 2026-04-01 | Chen Jackie | Grant | 9.6K | — |
| 2026-04-01 | Chen Jackie | Tax withheld | 1.4K | $35.18 |
| 2026-04-01 | Hertzke Patrick Norton | Grant | 12K | — |
| 2026-04-01 | McIntosh Alice Martins | Grant | 12K | — |
| 2026-04-01 | McIntosh Alice Martins | Grant | 2.5K | — |
| 2026-04-01 | McIntosh Alice Martins | Tax withheld | 2.0K | $35.18 |
| 2026-04-01 | Lynch Andrew Charles | Grant | 19K | — |
| 2026-04-01 | Lynch Andrew Charles | Tax withheld | 3.3K | $35.18 |
| 2026-04-01 | von Schuckmann Stephan | Grant | 111K | — |
| 2026-04-01 | Wilkie Brian John | Grant | 14K | — |
| 2026-04-01 | Wilkie Brian John | Grant | 4.9K | — |
| 2026-04-01 | Wilkie Brian John | Tax withheld | 8.2K | $35.18 |
| 2026-04-01 | Stott David K | Grant | 13K | — |
| 2026-04-01 | Stott David K | Grant | 4.9K | — |
| 2026-04-01 | Stott David K | Tax withheld | 5.1K | $35.18 |
| 2026-04-01 | Caljouw Lynne J | Grant | 17K | — |
| 2026-04-01 | Caljouw Lynne J | Grant | 7.4K | — |
| 2026-04-01 | Caljouw Lynne J | Tax withheld | 9.8K | $35.18 |
| 2026-04-01 | Bardot Nicolas | Grant | 12K | — |
| 2026-04-01 | SIEDEL RICHARD W. JR. | Grant | 7.0K | — |
| 2026-04-01 | SIEDEL RICHARD W. JR. | Tax withheld | 709 | $35.18 |
| 2026-03-18 | Caljouw Lynne J | Sell | 2.5K | $34.50 |
| 2026-03-06 | von Schuckmann Stephan | Buy | 15K | $33.11 |
| 2026-02-12 | Caljouw Lynne J | Sell | 2.5K | $37.53 |
| 2026-02-01 | Schwabe Markus | Grant | 22K | — |
| 2026-02-01 | Chen Jackie | Tax withheld | 478 | $34.59 |
| 2026-01-02 | McIntosh Alice Martins | Tax withheld | 95 | $34.89 |
| 2026-01-02 | Lynch Andrew Charles | Tax withheld | 154 | $34.89 |
| 2026-01-01 | von Schuckmann Stephan | Tax withheld | 19K | $33.29 |
| 2025-12-31 | Verras George | Tax withheld | 9.3K | $33.29 |
| 2025-12-31 | Verras George | Grant | 7.4K | — |
| 2025-12-31 | Verras George | Disposition | 18K | — |
| 2025-11-21 | Mirshekari Ali John | Sell | 34K | $29.53 |
| 2025-11-20 | Mirshekari Ali John | Sell | 108K | $28.75 |
| 2025-11-19 | Mirshekari Ali John | Sell | 126K | $28.83 |
| 2025-11-13 | Stott David K | Gift | 2.0K | — |
| 2025-11-11 | Stott David K | Sell | 839 | $30.80 |
| 2025-11-01 | Bardot Nicolas | Grant | 16K | — |
| 2025-10-30 | Caljouw Lynne J | Sell | 3.2K | $32.45 |
| 2025-10-29 | Caljouw Lynne J | Tax withheld | 7.4K | $32.64 |
| 2025-10-29 | Verras George | Tax withheld | 7.4K | $32.64 |
| 2025-10-29 | Stott David K | Tax withheld | 3.7K | $32.64 |
| 2025-10-29 | Wilkie Brian John | Tax withheld | 7.4K | $32.64 |
| 2025-10-01 | McIntosh Alice Martins | Tax withheld | 189 | $30.60 |
| 2025-09-09 | Caljouw Lynne J | Sell | 2.6K | $31.98 |
| 2025-09-02 | Hertzke Patrick Norton | Grant | 31K | — |
| 2025-09-01 | McIntosh Alice Martins | Tax withheld | 266 | $32.54 |
| 2025-09-01 | McIntosh Alice Martins | Grant | 619 | — |
| 2025-07-21 | Lynch Andrew Charles | Grant | 8.6K | $31.38 |
| 2025-07-01 | Lynch Andrew Charles | Tax withheld | 222 | $31.08 |
| 2025-06-10 | Eyler Phillip | Grant | 6.2K | — |
| 2025-06-10 | Mirshekari Ali John | Grant | 6.2K | — |
| 2025-06-10 | Mirshekari Ali John | Tax withheld | 271 | $28.33 |
| 2025-06-10 | Eyler Phillip | Tax withheld | 308 | $28.33 |
| 2025-06-10 | Absmeier John P | Grant | 6.2K | — |
| 2025-06-10 | Absmeier John P | Tax withheld | 325 | $28.33 |
| 2025-06-10 | Bolsinger Lorraine A | Grant | 6.2K | — |
| 2025-06-10 | Bolsinger Lorraine A | Tax withheld | 304 | $28.33 |
| 2025-06-10 | Sullivan Martha N. | Grant | 6.2K | — |
| 2025-06-10 | Skidmore Constance Ellen | Grant | 6.2K | — |
| 2025-06-10 | Skidmore Constance Ellen | Tax withheld | 138 | $28.33 |
| 2025-06-10 | TEICH ANDREW C | Grant | 6.2K | — |
| 2025-06-10 | TEICH ANDREW C | Tax withheld | 397 | $28.33 |
| 2025-06-10 | ZIDE STEPHEN M | Grant | 6.2K | — |
| 2025-06-10 | ZIDE STEPHEN M | Tax withheld | 389 | $28.33 |
| 2025-06-10 | Sonnenberg Steven Alan | Grant | 6.2K | — |
| 2025-06-10 | Sonnenberg Steven Alan | Tax withheld | 149 | $28.33 |
| 2025-06-10 | Black Daniel | Grant | 6.2K | — |
| 2025-06-10 | Black Daniel | Tax withheld | 128 | $28.33 |
| 2025-06-10 | Vijayvargiya Jugal K. | Grant | 6.2K | — |
| 2025-06-10 | Vijayvargiya Jugal K. | Tax withheld | 149 | $28.33 |
| 2025-06-01 | SIEDEL RICHARD W. JR. | Tax withheld | 374 | $26.06 |
| 2025-05-23 | TEICH ANDREW C | Buy | 9.9K | $25.19 |
| 2025-04-01 | SIEDEL RICHARD W. JR. | Grant | 7.2K | — |
| 2025-04-01 | Stott David K | Grant | 16K | — |
| 2025-04-01 | Stott David K | Tax withheld | 1.5K | $24.23 |
| 2025-04-01 | Wilkie Brian John | Grant | 20K | — |
| 2025-04-01 | Wilkie Brian John | Grant | 2.3K | — |
| 2025-04-01 | Wilkie Brian John | Tax withheld | 4.1K | $24.23 |
| 2025-04-01 | Verras George | Grant | 20K | — |
| 2025-04-01 | Verras George | Grant | 4.9K | — |
| 2025-04-01 | Verras George | Tax withheld | 6.2K | $24.23 |
| 2025-04-01 | Caljouw Lynne J | Grant | 20K | — |
| 2025-04-01 | Caljouw Lynne J | Grant | 4.9K | — |
| 2025-04-01 | Caljouw Lynne J | Tax withheld | 6.2K | $24.23 |
| 2025-04-01 | ROBERTS BRIAN K | Grant | 51K | — |
| 2025-04-01 | ROBERTS BRIAN K | Tax withheld | 2.7K | $24.23 |
| 2025-01-01 | von Schuckmann Stephan | Grant | 107K | — |
| 2025-01-01 | von Schuckmann Stephan | Grant | 16K | — |
| 2024-12-31 | Sullivan Martha N. | Tax withheld | 5.7K | $27.40 |
| 2024-12-31 | Sullivan Martha N. | Disposition | 51K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-09 | 0001477294-26-000036 ↗ |
| 8-K | 2026-06-01 | 2026-06-01 | 0001477294-26-000034 ↗ |
| 8-K | 2026-05-15 | 2026-05-15 | 0001477294-26-000028 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001477294-26-000016 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0001477294-26-000018 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001477294-26-000007 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001477294-26-000004 ↗ |
| 8-K | 2026-01-26 | 2026-01-20 | 0001477294-26-000002 ↗ |
| 8-K | 2025-12-11 | 2025-12-08 | 0001477294-25-000139 ↗ |
| 8-K | 2025-11-12 | 2025-11-11 | 0001477294-25-000136 ↗ |
| 10-Q | 2025-11-03 | 2025-09-30 | 0001477294-25-000131 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001477294-25-000128 ↗ |