Every 8-K that Sensata Technologies Holding plc (ST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ST filings page.
Sensata Technologies reported stronger results for the second quarter ended June 30, 2026. Net revenue was $990.6 million, up 5.0% year over year, with organic revenue up 4.4%. GAAP operating income rose to $165.4 million, a 16.7% margin, while adjusted operating income reached $193.3 million, or 19.5% of revenue. GAAP diluted EPS increased to $0.70 from $0.41, and adjusted EPS rose to $0.98 from $0.87.
Cash generation improved significantly: Q2 net cash from operating activities was $210.0 million, and free cash flow was $186.4 million, a 130% free cash flow conversion. For the first six months of 2026, revenue was $1,925.4 million and GAAP diluted EPS was $1.29, with adjusted EPS of $1.84. Sensata completed a $400 million cash tender offer, retiring approximately $406 million of long-term debt, contributing to a lower gross leverage ratio of 2.9 and net leverage of 2.4 as of June 30, 2026. For the third quarter of 2026, the company guides to revenue of $957–$987 million and adjusted EPS of $0.93–$0.97, including about $10 million of tariff recovery that is expected to be offset in adjusted measures.
Sensata Technologies Holding plc reported the results of its Annual General Meeting held on June 9, 2026. Shareholder turnout was high, with 139,715,809 ordinary shares represented, equal to 96.06% of shares entitled to vote.
All nominated directors were elected for one-year terms, and shareholders approved the advisory vote on executive compensation and chose an annual “say-on-pay” frequency. They also ratified Deloitte & Touche LLP as independent registered public accounting firm and appointed Deloitte Ireland LLP as U.K. statutory auditor for 2026.
Investors approved the Director Compensation Report, an amendment to the 2021 Equity Incentive Plan, authorities for the Board to issue equity securities and equity incentive shares (including certain issuances without preemptive rights), and a special resolution covering share repurchase contracts and counterparties.
Sensata Technologies Holding plc and two wholly owned subsidiaries reported early results of their cash tender offers for certain senior notes. The companies increased the maximum total cash consideration for the tender from $350,000,000 to $400,000,000 due to strong participation.
Holders tendered $553,580,000 in aggregate principal of STBV 4.000% Senior Notes due 2029 by the early deadline, exceeding the increased cap. STBV expects to purchase 2029 notes with an aggregate principal of about $406,091,000 at a price of $985 per $1,000 principal, implying proration at roughly 69.1448%.
The tender offers began on May 15, 2026 and are scheduled to expire on June 15, 2026, but no additional tenders after the early deadline are expected to be accepted. STBV expects to settle accepted 2029 notes on June 2, 2026, paying the stated consideration plus accrued and unpaid interest.
Sensata Technologies Holding plc is launching cash tender offers through its subsidiaries to repurchase up to $350,000,000 of outstanding senior notes. The offers cover 4.000% notes due 2029, 4.375% notes due 2030 and 5.875% notes due 2030, with tiered pricing and acceptance priorities.
Holders who tender by the early deadline on May 29, 2026 and are accepted receive total consideration that includes a $50 early tender premium per $1,000 principal amount. Each offer expires at 5:00 p.m. New York City time on June 15, 2026, and settlement may occur on early and final settlement dates.
Sensata Technologies Holding plc reported higher results for the first quarter of 2026. Net revenue reached $934.8 million, up 2.6% from $911.3 million a year earlier, with organic revenue growing 4.2%. Operating income rose to $141.6 million, or 15.2% of revenue, compared with 13.4% previously.
Profitability improved meaningfully. Net income increased to $87.1 million from $69.9 million, and diluted earnings per share climbed to $0.59 from $0.47. Adjusted EPS was $0.86, up 10.3%. Free cash flow was $104.6 million, and cash on hand was $635.1 million as of March 31, 2026.
Management is guiding to further growth in the second quarter of 2026. The company expects revenue between $950 million and $980 million and adjusted EPS between $0.89 and $0.95, implying low single-digit revenue growth and higher margins versus the prior-year quarter.
Sensata Technologies Holding plc reported mixed fourth-quarter and full-year 2025 results while highlighting progress in its transformation program. Q4 revenue was $917.9 million, up 1.1% year over year, with organic revenue up 3.5%. Q4 operating income rose to $100.1 million, and adjusted operating income reached $179.7 million, or 19.6% of revenue. Diluted EPS increased to $0.43, while adjusted EPS rose to $0.88, up 18.9%.
For 2025, revenue was $3.70 billion, down 5.8%, largely from divestitures and product lifecycle actions, while organic revenue was essentially flat. Full-year operating income increased to $237.5 million, but GAAP EPS fell to $0.21, primarily due to $352.2 million of restructuring and other charges, including a $225.7 million non-cash goodwill impairment tied to the Dynapower business. Adjusted operating income was $704.9 million, maintaining a 19.0% margin, and adjusted EPS was $3.42, slightly below 2024.
Cash generation strengthened, with full-year operating cash flow of $621.5 million and free cash flow of $490.2 million, up 24.7%. Net debt declined to $2.29 billion, lowering the net leverage ratio to 2.7 from 3.0. The company returned $191.0 million to shareholders through dividends and share repurchases. For Q1 2026, Sensata guides revenue to $917–$937 million and adjusted EPS of $0.81–$0.85, implying mid-single-digit percentage growth versus Q1 2025.
Sensata Technologies Holding plc updated compensation for its Chief Executive Officer and Chief Financial Officer following an annual review by the Board’s Compensation Committee. Effective July 1, 2026, CEO Stephan von Schuckmann will see his base salary increase from $1,117,000 to $1,150,000, and his target annual bonus opportunity will rise from 125% to 135% of base salary, based on performance goals set by the Committee.
The Board also approved long-term incentive awards for both executives. For Mr. von Schuckmann, the award has a grant-date value of $8,700,000 in restricted stock units and performance-based restricted stock units, to be granted on April 1, 2026 under the 2021 Equity Incentive Plan and vest according to terms set on that date. Effective April 1, 2026, CFO Andrew Lynch will have his base salary increased from $540,000 to $650,000 and receive a long-term incentive award with a grant-date value of $1,500,000, also in restricted and performance-based restricted stock units, granted and vesting under the same plan framework.
Sensata Technologies Holding plc disclosed that its wholly owned subsidiary has entered into a Separation and Release of Claims Agreement with George Verras, Executive Vice President and Chief Technology Officer. Under the agreement, Verras will continue in his current role through December 31, 2025, and the company states his departure is not due to any disagreement over operations, policies, or practices.
The agreement provides standard severance benefits under the company’s Severance and Change-in-Control Plan, including $600,000 in cash severance equal to 12 months of base salary, payable in installments over a 12‑month period beginning January 1, 2026. He will also receive a bonus equal to 100% of his average bonuses for 2024 and 2025 paid over the same period, a 2025 annual bonus in a lump sum, and continued health and dental coverage during the severance period, along with customary release, non‑disparagement, and cooperation terms.
Sensata Technologies Holding plc reported early tender results and amended its ongoing cash tender offers to repurchase certain senior notes. The offers provide for the purchase of up to $350,000,000 in total cash consideration, excluding applicable accrued and unpaid interest, across three series: STBV’s 4.000% Senior Notes due 2029, STBV’s 5.875% Senior Notes due 2030, and STI’s 4.375% Senior Notes due 2030, each subject to acceptance priority levels and proration.
The amendment eliminates the cap on STBV’s 2029 Notes, which had been $300,000,000 in aggregate principal amount. A press release detailing the early tender results and the amendment is furnished as Exhibit 99.1.
Sensata Technologies Holding plc reported multiple updates. The company recorded approximately $259 million in third‑quarter 2025 charges, including $226 million of non‑cash goodwill impairment for the Dynapower reporting unit and about $33 million primarily tied to excess capacity in electrification products. Management cited evolving clean energy policies and emissions regulations that reduced the pace of expected market adoption for electrification technologies. The company expects future cash expenditures from these charges to be immaterial.
Sensata also launched cash tender offers by subsidiaries to purchase up to $350,000,000 in total cash consideration (excluding accrued interest) for certain outstanding senior notes, with an early tender premium of $50 per $1,000 principal. The early tender deadline is November 10, 2025, and the offers expire November 26, 2025, subject to terms in the Offer to Purchase.
Additionally, Nicolas Bardot was named Executive Vice President and Chief Operations Officer effective November 1, 2025, with a base salary of 452,685 CHF, a 657,657 CHF sign‑on bonus, and equity awards as outlined.
Sensata Technologies Holding plc announced that on September 24, 2025, its subsidiary Sensata Technologies, Inc., together with certain other wholly owned subsidiaries, entered into an amendment to its existing Credit Agreement with Morgan Stanley Senior Funding, Inc. and a syndicate of lenders.
The amendment reduces the total revolving credit facility commitments from $750,000,000 to $650,000,000 and extends the revolving credit facility maturity date to September 24, 2030. In addition, various operational and restrictive covenants and other terms were modified to provide the borrower and its affiliates with increased flexibility and permissions under the amended facility.
Sensata Technologies Holding plc (ST) filed an 8-K (Item 5.02) announcing that Andrew Lynch, 37, was promoted to Executive VP & Chief Financial Officer effective 21 Jul 2025. Lynch has been with Sensata since 2009 and has served as Interim CFO since 16 May 2025, holding prior finance leadership roles across Performance Sensing, Sensing Solutions and the European region.
Compensation package: (1) $540,000 annual base salary, subject to Compensation Committee review; (2) 100 % target annual cash bonus tied to performance; (3) $600,000 equity grant split 45 % RSUs and 55 % performance-based RSUs; (4) eligibility for existing executive benefit and severance/change-in-control plans. The full employment agreement will be filed with the Q2-25 Form 10-Q.
The filing states that Lynch has no related-party relationships or arrangements affecting his selection. His appointment provides continuity of leadership for all global finance functions and is effective until resignation, retirement or removal.