filecrux
Oct 28, 3:10 PM
$ST Is Sensata's
$1.13 Q3 adjusted EPS a real beat when
$0.16 of it came from a one-time EV program payment?
🏢 Sensata, a maker of sensors and electrical protection parts for car, heavy vehicle, industrial and aerospace customers, is worth about
$5.96B at
$40.98 a share at 11:01 ET on October 28, 2026
⚠️ Its Q3 revenue of
$1,003.6M included a
$24.0M termination payment from a customer that cancelled an electric vehicle program, and without it adjusted EPS was
$0.97 instead of
$1.13
📈 On the other side, Industrials grew 11.8% organically, Q3 free cash flow was
$198.3M with
$553.4M of cash on hand, and the Q4 guide is still 8%-13% above last year's
$0.88 adjusted EPS
📅 Next: Q4 2026 results will be measured against the
$0.95-
$0.99 adjusted EPS guide, and the Q3 call replay is available until November 3, 2026
Source: SEC 10-Q + 8-K Q3 release, Oct 27; July 29 release
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