Feed / ST

Sensata Technologies Holding pl

ST

Technology · 46.32 -3.5% today

Jodie read · what matters now

Revenue increased 2.6% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ST, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections7 verified links6 additional receipts in Pro
Organic co-movement groupAuto Parts & Equipment · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-04-28 against the comparable filing from 2025-05-08.

constructive
OperationsconstructiveEvidence score +3
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Revenue increased 2.6% versus the comparable filing period.
  • Operating margin improved 1.7 percentage points.
  • Net income increased 24.6% versus the comparable filing period.

What weakened

No thresholded deterioration was identified.

Filing receipts

For the three months ended March 31, 2026 March 31, 2025 Amount Percent Amount Percent Operating costs and expenses: Cost of revenue $ 648.5 69.4 % $ 638.7 70.1 % Research and development 31.9 3.4 36.8 4.0 Selling, general and administrative 93.4 10.0 86.0 9.4 Amortization of intangible assets 15.7 1.7 20.6 2.3 Restructuring and other charges, net 3.7 0.4 7.0 0.8 Total operating costs and expenses $ 793.2 84.8 % $ 789.1 86.6 % Cost of revenue For the three months ended March 31, 2026, cost of revenue as a percentage of net revenue decreased from the prior period, primarily due to the favorable effects of the MSP divestiture in the first quarter of 2025 and organic revenue growth, partially...

Excluding an increase of 2.5% attributed to changes in foreign currency exchange and a decrease of 4.0% due to the effects of a divestiture, Automotive net revenue increased 0.7% on an organic basis compared to the prior period, which was primarily due to product mix in the markets we serve.

This change was primarily due to proceeds received for the sale of the MSP Business in the first quarter of 2025, partially offset by higher capital expenditures in the prior period.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind ST

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

APHAmphenol CorporationcompetitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

ST is currently a Participant in the organic co-movement group Auto Parts & Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.