Sensata Technologies Announces Fourth Quarter and Full-Year 2025 Financial Results Date and Updates Reporting Segments
Sensata Technologies (NYSE: ST), a global leader in advanced sensing, electrical protection, and control solutions, today announced that it will release its Fourth Quarter and Full-Year 2025 financial results on Thursday, February 19, 2026, at approximately 4:05 p.m. Eastern Time. The results will be followed by a live earnings release conference call and webcast at 5:00 p.m. Eastern Time to provide investors and analysts with a detailed overview of the Company’s financial performance and strategic progress.
In conjunction with the earnings announcement, Sensata Technologies also unveiled a reorganization of its Operating Segments, which will be reflected in updated Reporting Segments starting with the disclosure of Fourth Quarter and Full-Year 2025 results. This reorganization is part of the Company’s ongoing efforts to streamline operations, enhance transparency, and provide investors with a clearer view of performance across its diverse business areas.
Fourth Quarter and Full-Year 2025 Earnings Release Conference Call
Following the publication of its financial results, Sensata Technologies will host a live conference call and webcast on Thursday, February 19, 2026, at 5:00 p.m. Eastern Time. During the call, Sensata’s management team will review the Company’s performance across key business segments, discuss strategic initiatives, and provide forward-looking perspectives on market opportunities and challenges.
The webcast, along with a replay, will be accessible via the investor relations page of Sensata Technologies’ website at http://investors.sensata.com. Investors, analysts, and stakeholders who wish to participate in the live call can dial 1-844-784-1726 (domestic) or 1-412-380-7411 (international) and reference the Sensata Technologies Q4 2025 Financial Results Conference Call.
For those unable to attend the live session, a replay will be available through Thursday, February 26, 2026. To access the replay, interested parties can call 1-855-669-9658 (domestic) or 1-412-317-0088 (international) and enter the confirmation code 3707434. This ensures that investors have ample opportunity to review the Company’s performance metrics, strategic commentary, and management’s outlook even if they cannot join the live webcast.
Changes to Reporting Segments
Sensata Technologies announced a significant restructuring of its business segments during the fourth quarter of 2025. The Company consolidated its operations into three primary reporting segments to better align with strategic objectives, simplify reporting, and provide investors with enhanced visibility into its business performance. The three new segments are:
- Automotive – Encompassing the Automotive and Aftermarket businesses, this segment focuses on providing innovative solutions for passenger vehicles, commercial vehicles, and aftermarket applications. The Automotive segment continues to serve a global customer base with products that enhance safety, efficiency, and performance, including advanced sensing, powertrain control, and electrical protection solutions.
- Industrials – This segment combines the Industrial and Dynapower businesses. The Industrials segment addresses key markets such as industrial automation, energy management, heavy equipment, and infrastructure projects. By integrating the Industrial and Dynapower units, Sensata aims to provide comprehensive solutions that improve operational efficiency, reliability, and sustainability for industrial customers.
- Aerospace, Defense, and Commercial Equipment – This segment includes the Aerospace and HVOR businesses, focusing on high-reliability solutions for aerospace, defense, and commercial applications. Sensata delivers advanced sensing, monitoring, and control solutions for aircraft, defense systems, and specialized equipment, emphasizing safety, precision, and performance under demanding operating conditions.
To ensure effective management and accountability across the new segments, Sensata appointed senior executives with extensive industry expertise to lead each area:
- Markus Schwabe, Executive Vice President, leads the Automotive segment. Schwabe brings decades of experience in automotive technologies and global market strategies.
- Alice Martins, Executive Vice President, oversees the Industrials segment, driving innovation and operational excellence across industrial and energy-focused solutions.
- Brian Wilkie, Executive Vice President, manages the Aerospace, Defense, and Commercial Equipment segment, leveraging his deep knowledge of aerospace and defense markets to strengthen the Company’s leadership position.
This strategic realignment will be reflected in Sensata’s Fourth Quarter and Full-Year 2025 financial reporting, with prior periods recast to maintain comparability. By presenting results according to the new segment structure, Sensata aims to provide stakeholders with a more granular and accurate view of business performance and growth potential.
Strategic Rationale Behind Segment Changes
The decision to reorganize into three reporting segments reflects Sensata’s commitment to aligning its operational structure with its strategic imperatives. According to the Company, the reorganization supports several key objectives:
- Enhanced Transparency for Investors – By simplifying the reporting framework, Sensata provides clearer insights into revenue, profitability, and growth dynamics across its core business areas. Investors will now have a more direct view of the performance drivers and market trends shaping each segment.
- Optimized Management Oversight – Consolidating related businesses under single leadership teams improves decision-making, accountability, and operational efficiency. This enables segment leaders to focus on specific market challenges and opportunities while fostering innovation and collaboration across related units.
- Support for Growth and Transformation – Sensata continues to execute its long-term strategy to expand its presence in high-growth markets, develop cutting-edge technologies, and strengthen relationships with global customers. The new segment structure aligns the Company’s reporting with its transformation journey, emphasizing markets where Sensata can achieve competitive advantage.
- Improved Comparability and Benchmarking – With prior periods recast in accordance with the new segments, investors and analysts can better evaluate performance trends, assess the impact of strategic initiatives, and benchmark results against competitors in each sector.
Management Commentary on the Reorganization
Andrew Lynch, Executive Vice President and Chief Financial Officer of Sensata Technologies, commented on the changes:
Sensata has reorganized its business and leadership to align with its strategic imperatives and to most effectively execute our strategy. We have updated our reporting segments to give investors visibility into our business results and the ongoing progress of our transformation journey. We look forward to sharing more on our fourth quarter earnings conference call.
Lynch emphasized that the reorganization is a proactive step to strengthen Sensata’s competitive position and provide transparency to stakeholders. The leadership changes within the segments, combined with the streamlined reporting structure, are intended to enhance operational efficiency, drive growth in key markets, and improve alignment with the Company’s strategic objectives.
Investor Access and Engagement
Sensata Technologies has continued to prioritize investor engagement through regular updates, webcasts, and conference calls. The upcoming Fourth Quarter and Full-Year 2025 earnings call represents an opportunity for investors to interact directly with the Company’s senior management, gain insights into operational performance, and ask questions regarding market trends, segment performance, and strategic initiatives.
The Company’s investor relations website (http://investors.sensata.com) provides a comprehensive repository of financial reports, presentations, press releases, and SEC filings, allowing stakeholders to stay informed about Sensata’s ongoing performance and strategic direction.
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