Sensata Technologies' strong third-quarter results showed sales rising 8% year over year to $1 billion. Even adjusting for a $24 million one-time benefit, both sales and earnings beat guidance midpoints. Fourth-quarter guidance implies a modest sequential decline from some pressure in China autos.
Sensata should benefit from secular trends toward electrification and efficiency to continue outperforming global production.
Sensata derives roughly three fourth of its sales from the cyclical transportation industry, leaving it vulnerable to downturns like those seen in 2019 and 2020.
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Metric
|
ST
|
APH
|
LFUS
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.72 | 36.29 | 29.15 |
Price/Book Value | 1.52 | 12.45 | 3.71 |
Price/Sales | 1.28 | 6.94 | 3.68 |
Price/Cash Flow | 7.49 | 29.20 | 19.65 |
|
Metric
|
ST
|
APH
|
LFUS
|
|---|---|---|---|
Quick Ratio | 1.53 | 1.29 | 1.84 |
Current Ratio | 2.39 | 1.89 | 2.76 |
Interest Coverage | 5.50 | 12.59 | 3.68 |
|
Metric
|
ST
|
APH
|
LFUS
|
|---|---|---|---|
Return on Assets (Normalized) | 6.21% | 15.80% | 12.44% |
Return on Equity (Normalized) | 14.58% | 41.55% | 19.46% |
Return on Invested Capital (Normalized) | 9.05% | 21.99% | 15.40% |
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1-Day Chart
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United States