Sensata Technologies Holding Plc · NYSE:ST
Sensata Technologies — Investor Presentation (February 2026)
15 slides from Sensata Technologies's investor presentation, February 2026
Slide 1: Investor Overview
Investor Overview NYSE: ST 2026 1 | Sensata Investor Overview
Slide 2: About Sensata by the Numbers
About Sensata BY THE NUMBERS Global industrial Market leader technology company in various diversified end-markets $3.7B including automotive, industrial, 2025 revenue with 100+ years of experience in on-road commercial trucking, mission-critical design and innovation construction, agriculture and o
Slide 3: Our Purpose
Our Purpose Why we exist Helping our customers and partners deliver a safer, cleaner, more efficient and electrified world. 3 || Sensata Sensata Company Investor Overview Overview. February 2026 | Sensata Proprietary Information.
Slide 4: Strategic Leadership Team
Strategic Leadership Team: Decades of experience driving growth, innovation and operational excellence Stephan von Schuckmann CHIEF EXECUTIVE OFFICER Nicolas Bardot Lynne Caljouw Jackie Chen Patrick Hertzke Andrew Lynch EVP, CHIEF OPERATIONS EVP, CHIEF HUMAN EVP, PRESIDENT OF EVP, CHIEF GROWTH & EVP
Slide 5: Three Business Segments
Three Business Segments In 2025, we reorganized Sensata into 3 segments to unlock value and accelerate growth Automotive Industrials Aerospace, Defense, and Commercial Equipment Technologically open across all powertrain Highly diversified, short-cycle business with Maximize performance in com
Slide 6: Growth Framework
Growth Framework We apply a disciplined framework to capitalize on growth opportunities Maximize value from our core Rigorous standards for new Leverage our scale & pedigree business products Legacy Sensing: Pressure, Temperature, Leverage our Automotive business to High volume, platform-drive
Slide 7: Automotive - Business Overview
Automotive - Business Overview High volume, mature market, with ample opportunities for content-driven outgrowth Foster core ICE Powertrain Drive Entitlement Grow EV Profitability in High Investments in PHEVs and EREVs Voltage BEV Content Strengthen and sustain ICE offerings Expand product penetrati
Slide 8: Industrials - Business Overview
Industrials - Business Overview Industrial products and technologies serve multiple high growth and high margin sectors Sensing and Thermal Power & Peak Management Electrical Protection Management Delivering reliable, customizable Customizable sensors to meet growing Offering one stop shop for prote
Slide 9: Aerospace, Defense, and Commercial Equipment - Business Overview
Aerospace, Defense, and Commercial Equipment - Business Overview Highly diversified business with countercyclical markets and strong growth tailwinds Ground Aviation Off-road Vehicles Transportation Commercial Airframe, Military Aircraft, Truck, Bus, Military Vehicles: Construction, Agriculture, Mac
Slide 10: What is Sensata's Revenue?
What is Sensata’s Revenue? Aerospace, Defense, and Aerospace Commercial Equipment Off- & Defense highway 24% 22% 37% On-highway 39% $3.7B Automotive Asia/Rest Total 2025 57% of World Americas Industrial Revenue 32% 41% 21% Europe 27% Based on FY 2025 Revenue 10 | Sensata Investor Overview
Slide 11: Appendix: Financial Information
APPENDIX: FINANCIAL INFORMATION
Slide 12: Free Cash Flow and Deleveraging
Free Cash Flow and Deleveraging We delivered Record Free Cash Flow in 2025 through disciplined capex and working capital mgmt. Historical Free Cash Flow Conversion1,2 We are deploying our robust free cash flow conversion to accelerate deleveraging $356 $391 $413 $461 $458 $410 $311 $272 $393 $490 $3
Slide 13: FY 2025 GAAP Results
FY 2025 GAAP Results $ and shares outstanding in millions, except EPS FY 2025 FY 2024 B/(W) Revenue $3,704.5 $3,932.8 (5.8) % Gross Profit $1,084.2 $1,155.8 (6.2) % % Revenue 29.3 % 29.4 % R&D $133.8 $169.3 20.9 % % Revenue 3.6 % 4.3 % SG&A $356.2 $392.2 9.2 % % Revenue 9.6 % 10.0 % Amortization of
Slide 14: FY 2025 Non-GAAP Results
FY 2025 Non-GAAP Results $ and shares outstanding in millions, except EPS FY 2025 FY 2024 YoY B/(W) Revenue $3,704.5 $3,932.8 (5.8) % Adj. Gross Profit $1,158.6 $1,240.0 (6.6) % % Revenue 31.3 % 31.5 % R&D $133.8 $169.3 20.9 % % Revenue 3.6 % 4.3 % Adj. SG&A $319.8 $317.9 (0.6) % % Revenue 8.6 % 8.1
Slide 15: Contact Information
Contact Information James Entwistle Senior Director, Investor Relations investors@sensata.com sensata.com
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