1 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION
February 19, 2026
Established a 3-pillar transformation framework and achieved strong performance,
enabled by a new high-caliber leadership team and measure-based operating model
Operational ExcellenceDelivered on margin targets and
achieved record free cash flow
Capital Allocation
Deleveraged the
balance sheet
Return to Growth
Delivered growth in China and Automotive market outgrowth in the second half of 2025
Our leadership is comprised of best-in-class industry talent and proven Sensata performers
New to Sensata New in role
Stephan von Schuckmann
CHIEF EXECUTIVE OFFICER
Corporate
Andrew Lynch
EVP, CHIEF FINANCIAL OFFICER
Nicolas Bardot
EVP, CHIEF OPERATIONS OFFICER
Patrick Hertzke
EVP, CHIEF GROWTH AND TRANSFORMATION OFFICER
Lynne Caljouw
EVP, CHIEF HUMAN RESOURCES OFFICER
David Stott
EVP, GENERAL
COUNSEL
Business
Alice Martins
EVP, AND PRESIDENT OF INDUSTRIALS
Markus Schwabe
EVP, AND PRESIDENT OF AUTOMOTIVE
Brian Wilkie
EVP, AND PRESIDENT OF AEROSPACE, DEFENSE, AND COMMERCIAL EQUIPMENT
Jackie Chen
EVP, AND PRESIDENT OF SENSATA CHINA
Operational Excellence: Expanded adjusted operating margins each quarter throughout the year and delivered record Free Cash Flow of $490 million, or 97% conversion
Capital Allocation: Reduced net leverage to 2.7x while returning $191 million of capital to shareholders and improving ROIC by 40 pts to 10.6%
"With our Q4 and Full Year 2025 results, I am pleased to report that we delivered on our objectives for the first year of our transformation journey. We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth. As we look ahead to 2026 and beyond, we are now a more resilient organization, and we have a solid foundation on which to
build. I am confident that with our strengthened leadership team and renewed focus, we will build upon this momentum to unlock growth in each of our segments over time."
Stephan von Schuckmann,
Chief Executive Officer
Growth: Delivered Y/Y organic growth in both Q4
and the second half
Our
Return to
Growth
Capital Allocation Optimization
Operational
Excellence
3 key pillars
We have reorganized Sensata into 3 segments to unlock value and accelerate growth
Automotive
Industrials
Aerospace, Defense, and Commercial Equipment
Technologically open across all powertrain
Value Creation Mandate
types
Serve high margin long ICE tail and capture share as competitors exit
Win on EVs and capture market share with leading OEMs in Asia
Launching ground for products and technology with adaptability for other end markets
Highly diversified, short-cycle business with highest opportunity for whitespace growth
Pursue adjacent markets and geographies
Capture our share entitlement in Data Centers
Growth Dynamics
Expand presence in micro-grid applications
Maximize performance in commercial
aviation growth cycle
Accelerate growth by expanding into
UAVs
Prepare for growth cycles in on-highway trucks, construction and agriculture
Expand Defense footprint into Europe
High volume market where growth is driven primarily by market outgrowth
High growth market driven by secular trends (e.g., data centers)
Diversified market with multiple growth cycles and tailwinds
Maximize value from our core products
Leverage our scale & pedigree
Rigorous standards for new
business
Legacy Sensing: Pressure, Temperature,
Position
Specialty Sensing: Leak, Flow, Force
Electrical Protection: Power Conversion/Inversion, High Voltage, Low Voltage & Circuit
Leverage our Automotive business to
benefit from scale
Monetize our pedigree by emphasizing high automotive quality & delivery standards to win in other end-markets
Adapt automotive products and technologies to develop new products for new end markets
High volume, platform-driven business
where we are designed-in, or spec'd-in
Mission-critical or regulated sockets
where business is sticky
Hard-to-do applications where our technical differentiation wins
Sensing and Electrical Protection, in multiple end markets
Automotive is a reliable end market to build and leverage scale
High volume applications with high switching costs and long platform lives
Foster core ICE Powertrain Investments
Drive Entitlement in PHEVs and EREVs
Grow EV Profitability in High Voltage BEV Content
Strengthen and sustain ICE offerings
to maximize core business value
Expand product penetration
and value capture
Accelerate growth in BEV high voltage
systems with a focus on profitability
Pressure
Temperature
Pressure
Temperature
Contactors
Pressure and Temperature
Contactors
Fuses
Force
EV/Hybrid ICE Propulsion Agnostic
content per vehicle grows with Plug-in Hybrids, Extended Range EVs, and BEVs
We expand product
offerings and value capture in
high growth PHEVs and EREVs
We accelerate growth in BEV-centric markets with high-voltage systems and a focus on profitability
Key content
We strengthen ICE offerings to maximize core business value
Key content areas:
Pressure Thermal
1.7x with High Voltage
1.5x
ICE CPV
Key content areas:
Contactors Fuses Pressure Thermal
2.0x
ICE CPV
areas:
Contactors Force Fuses Pressure Thermal
ICE CPV
ICE PHEV and EREV BEV
9 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION
EV/Hybrid ICE Propulsion AgnosticCPV, or Content Per Vehicle =
$ revenue per vehicle produced
Chassis
Brake Force Sensor
Pedal Force Sensor
Zero Displacement Pedal
Brake Pressure Sensor
Suspension Pressure
Exhaust Aftertreatment
Exhaust Gas Recirculation Sensor
High Temp Sensor
Tire Monitoring
Tire Pressure Monitoring Sensors
12% CAGRProjected global PHEV + EREV
production from 2025-2030*
Tire Pressure Monitoring Software and Engine Control Unit
High Voltage
Main Contactors Fuses
Thermal Management
CO2Pressure & Temperature
A/C Sensor
Thermal Management P+T
Engine
Gasoline Direct Injection Sensor
Fuel Delivery Pressure Sensor
Oil Pressure Sensor
Transmission
Transmission Pressure Sensor
10 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION
EV/Hybrid ICE Propulsion Agnostic*Per S&P Global, EREV platform shown above
Power & Peak Management
Sensing and Thermal
Management
Electrical Protection
Delivering reliable, customizable
power solutions
Customizable sensors to meet growing
demand for air and liquid cooling solutions
Offering one stop shop for protection and
switching devices
Inverters
Rectifiers Converters
Pressure Temperature Gas
Sensors Sensors Detection
Flow
Sensors
Contactors
Circuit
Breakers
Motor
Protectors
Relays
Clean Energy Solutions
HVAC/R
Diversified Industrial
Infrastructure: Industrial, Data Centers and Renewables
Electrical Protection Sensing
Ground Fault Circuit Protection
Circuit
Pressure & Temperature Sensors
Breakers
Fuses
Flow Sensors
New for
2026
Sensata content
insidedata centers
today
Computer Room Air Conditioner
Contactors
Pressure & Temperature Sensors
Power Distribution Unit
Coolant Distribution Unit
Flow Sensors
New for
2026
Refrigerant Leak Detection
Chiller
Power & Peak Management
DC-DC
Converter
Energy Storage
Inverter
PowerSkidTM
Sensing
a
New for
2026
Pressure & Temperature Sensors
Flow Sensors
Refrigerant Leak Detection
Sensata content
outsidedata centers
today
Electrical Protection
Contactors
Motor Protection
Air Cooled Chiller
Aviation
Ground Transportation
Off-road Vehicles
Commercial Airframe, Military Aircraft, Business Jets, UAVs: strong growth projected through 2030
Truck, Bus, Military Vehicles: Content growth opportunities driven by regulatory cycles
Construction, Agriculture, Machinery: Diversity can offset inherent cyclicality
Inceptors
Flight Surface Controls
Electrical Protection
High-Efficiency BLDC Motors
Thermal Management
Contactors
& Fuses
Pressure
Temperature
Pressure Thermal
Management
Contactors
& Fuses
Temperature Joysticks
Thermal Management
Hermetic Thermostats
Thermostat Probes
Electrical Protection & Control
Circuit Breakers
Cockpit Controls
Position & Motion Sensing
Angular Position Sensors
Linear Position Sensors
Force Sensors
Position Switches
Pressure Sensing
Pressure Switches
Modular Pressure
Sensors
15 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION
40 million sensors
installed globally
Most existing contracts have
20+ year lifespan
High reliability products
command premium margins
Commercial airliner
production forecasted to grow at High Single-digit % CAGR from 2025 through 2030*
*Per Forecast International
Powertrain Systems
Temperature Sensors
High-Efficiency BLDC Motors
Pressure Sensors
Mission Systems & Targeting
Voice Coil Actuators
High-Efficiency BLDC Motors
Precision Sensing & Feedback Flight Control & Actuation Systems
Pressure Sensors
Position
Sensors
Temperature
Sensors
Position Sensors
High-Efficiency BLDC Motors
Sensata motors and
actuators in-flight today on 6 major defense UAV platforms
Major whitespace with
expanding customer base
In period of super-cycle
growth of EU and US defense spending
Expecting Double-digit %
CAGR end market growth potential of military drones through 2030
Q4 AND FULL YEAR 2025 FINANCIALS AND Q1 2026 FINANCIAL GUIDE
Demonstrating continued margin expansion and a return to revenue growth
$918MRevenue
+$13M above midpoint of guidance
+4% Organic growth Y/Y
Seasonally lower than Q3 by
~2%, as expected
~1% increase vs. Q4 '24, as market outgrowth more than offset the impact from divestitures
19.6%Adj. Op. Margin
+10 bps above high end of guidance
30 bps margin expansion sequentially
19.9% excl. tariff pass-through revenue
Margin up 30 bps vs. Q4 '24 on reported basis, up ~60 bps Y/Y excl. tariff pass-through
$0.88Adj. EPS
+$.01 above high end of guidance
Increased 14 cents Y/Y, enabled by revenue growth and margin expansion
$130MAdj. Net Income
+$3M above high end of guidance
+16% Y/Y, enabled by revenue growth and margin expansion
ANI margin was 14.1%,
+180 bps Y/Y
We expanded margins to 19.6% and delivered 4% organic revenue growth
A transformative year in which we laid the foundation for our future
$3.7BRevenue
19.0%Adj. Op. Margin
$3.42Adj. EPS
$503MAdj. Net Income
Flat organically Y/Y
Organic growth of 3% in the second half
6% decrease in 2025 on a reported basis, primarily due to product divestitures
+20 bps Y/Y on an ex-Tariff basis
19.2% excl. tariff pass-through revenue
Increased 20 bps Y/Y excl. tariff pass-through, despite lower revenue base attributable to product divestitures
Above our guidance range each quarter
Y/Y decrease of 2 cents primarily attributable to ~20 cent headwind from divestitures and FX, largely offset by positive impacts from operational improvements
Expanded 40 bps to 13.6% of NR, Y/Y
ANI margin increased Y/Y
despite lower revenues
ANI decreased 3% Y/Y primarily due to lower revenues attributable to product divestitures
Consistent execution with a focus on delivering on our commitments
We delivered Record Free Cash Flow through disciplined capex and working capital management
$393
$490
Historical Free Cash Flow Conversion1,2
We are deploying our robust free cash flow
$356
$391
$413
$461
$458
$410
$311
$272
2015 2016 2017 2018 2019 2021 2022 2023 2024 2025
xx
Free Cash Flow ($M)
conversion to accelerate deleveraging
$3.43
3.2
$3.22
3.0
$2.87
2023
2024
Net Leverage Ratio
2025
Gross Indebtedness
2.7
2020 not included due to atypical result impacted by the pandemic
Prior period Free Cash Flow Conversion calculations have been recast to reflect exclusion of Other Income/Expense from Adjusted Net Income
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