Sensata Technologies Holding PLC filed its Form 10-Q with the U.S. Securities and Exchange Commission on October 27, 2026, covering the quarterly period ended September 30, 2026, reporting a return to profitability compared with a net loss in the same quarter a year earlier.

Key Highlights

  • Net revenue of $1,003.6 million for the three months ended September 30, 2026, compared with $932.0 million for the three months ended September 30, 2025, according to the filing.
  • Net income of $114.2 million for Q3 2026, versus a net loss of $162.5 million in Q3 2025, which included a goodwill impairment charge of $225.7 million.
  • Diluted net income per share of $0.78 for the three months ended September 30, 2026, compared with a diluted net loss per share of $1.12 in the prior-year period.
  • Nine-month net revenue of $2,929.1 million for the period ended September 30, 2026, up from $2,786.6 million in the same period of 2025.
  • Long-term debt, net, declined to $2,393.2 million as of September 30, 2026, from $2,828.6 million as of December 31, 2025, with debt payments of $433.2 million reported in the nine-month cash flow statement.
  • 145,562,402 ordinary shares outstanding as of October 14, 2026, per the filing's cover page.
  • Net cash provided by operating activities was $557.8 million for the nine months ended September 30, 2026, compared with $420.0 million in the prior-year period.

Sensata's Third-Quarter 2026 Financial Results: Revenue Growth and Debt Reduction

Sensata Technologies Holding PLC (NYSE:ST) reported net revenue of $1,003.6 million for the three months ended September 30, 2026, according to the quarterly filing. Operating income was $175.3 million for the quarter, compared with an operating loss of $122.9 million in the same period of 2025. The filing noted that the prior-year quarter included a goodwill impairment charge of $225.7 million, which did not recur in the current period. Restructuring and other charges, net, were $11.7 million in Q3 2026 versus $18.2 million in Q3 2025.

For the nine months ended September 30, 2026, the company disclosed net income of $303.4 million and operating income of $482.3 million, compared with a net loss of $31.9 million and operating income of $137.4 million in the nine months ended September 30, 2025. Interest expense for the nine-month period was $96.8 million, down from $113.4 million a year earlier. The filing also disclosed a gain on extinguishment of debt of $5.0 million in the nine months ended September 30, 2026, with no comparable gain in the prior-year period.

On the balance sheet as of September 30, 2026, total assets were reported at $6,686.5 million and total shareholders' equity at $3,066.8 million, compared with $6,751.7 million and $2,785.4 million, respectively, as of December 31, 2025. Cash and cash equivalents stood at $553.4 million. Capital expenditures, reported as additions to property, plant and equipment and capitalized software, were $68.5 million for the nine months ended September 30, 2026. The company also reported dividends paid of $52.4 million and payments to repurchase ordinary shares of $25.1 million during the nine-month period.

What Was Disclosed

Sensata Technologies filed its 10-Q for the quarter ended September 30, 2026, reporting quarterly net revenue of $1,003.6 million, net income of $114.2 million, and a reduction in long-term debt to $2,393.2 million, with 145,562,402 ordinary shares outstanding as of October 14, 2026.