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1 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Sensata Fourth Quarter and Full Year 2025 Earnings Presentation February 19, 2026
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2 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION 2 | Sensata Proprietary Information. Strictly Confidential. Forward-Looking Statements and Non-GAAP Measures Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by terminology such as "may," "will," "could," "should," "expect," "anticipate," "believe," "estimate," "predict," "project," "forecast," "continue," "intend," "plan," "potential," "opportunity," "guidance," and similar terms or phrases. Forward-looking statements involve, among other things, expectations, projections, and assumptions about future financial and operating results, objectives, business and market outlook, trends, priorities, growth, shareholder value, capital expenditures, cash flows, demand for products and services, share repurchases, and Sensata’s strategic initiatives, including those relating to acquisitions and dispositions and the impact of such transactions on our strategic and operational plans and financial results. These statements are subject to risks, uncertainties, and other important factors relating to our operations and business environment, and we can give no assurances that these forward-looking statements will prove to be correct. A wide variety of potential risks, uncertainties, and other factors could materially affect our ability to achieve the results either expressed or implied by these forward- looking statements, including, but not limited to, risks related to instability and changes in the global markets, supplier interruption or non-performance, changes in trade-related tariffs and risks with uncertain trade environments, the acquisition or disposition of businesses, variability in metals pricing, cybersecurity, adverse conditions or competition in the industries upon which we are dependent, intellectual property, product liability, warranty, and recall claims, public health crises, market acceptance of new product introductions and product innovations, labor disruptions or increased labor costs, and changes in existing environmental or safety laws, regulations, and programs. Investors and others should carefully consider the foregoing factors and other uncertainties, risks, and potential events including, but not limited to, those described in Item 1A: Risk Factors in our most recent Annual Report on Form 10-K and as may be updated from time to time in Item 1A: Risk Factors in our Quarterly Reports on Form 10-Q or other subsequent filings with the United States ("U.S.") Securities and Exchange Commission (the "SEC"). All such forward-looking statements speak only as of the date they are made, and we do not undertake any obligation to update these statements other than as required by law. Non-GAAP Financial Measures Where we have used non-GAAP financial measures, reconciliations to the most comparable GAAP measures are provided, along with a disclosure on the usefulness of the non-GAAP measure, at the back of this presentation as well as in the “Investor Relations” section of the Company’s website, www.investors.sensata.com.
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3 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Established a 3-pillar transformation framework and achieved strong performance, enabled by a new high-caliber leadership team and measure-based operating model Operational Excellence Delivered 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 Transformation Update Sensatais gaining momentum
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4 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Lynne Caljouw EVP, CHIEF HUMAN RESOURCES OFFICER Stephan von Schuckmann CHIEF EXECUTIVE OFFICER Patrick Hertzke EVP, CHIEF GROWTH AND TRANSFORMATION OFFICER Markus Schwabe EVP, AND PRESIDENT OF AUTOMOTIVE David Stott EVP, GENERAL COUNSEL Brian Wilkie EVP, AND PRESIDENT OF AEROSPACE, DEFENSE, AND COMMERCIAL EQUIPMENT Alice Martins EVP, AND PRESIDENT OF INDUSTRIALS Andrew Lynch EVP, CHIEF FINANCIAL OFFICER Nicolas Bardot EVP, CHIEF OPERATIONS OFFICER Jackie Chen EVP, AND PRESIDENT OF SENSATA CHINA Corporate Business New in role New to Sensata Our leadershipis comprised of best-in-class industry talent and proven Sensata performers Strengthened Leadership Team
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5 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION 5 | Sensata Proprietary Information. Strictly Confidential. 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% 2025 Performanceis a compelling proof point for the transformationunderway “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 Operational Excellence Capital Allocation Optimization Return to Growth Our 3 key pillars Growth: Delivered Y/Y organic growth in both Q4 and the second half
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6 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Aerospace, Defense, and Commercial EquipmentIndustrials Technologically open across all powertrain 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 Automotive Highly diversified, short-cycle business with highest opportunity for whitespace growth Pursue adjacent markets and geographies Capture our share entitlement in Data Centers 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 Value Creation Mandate Growth Dynamics Three New Business Segments We have reorganized Sensata into 3 segments to unlock value and accelerate growth
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7 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Growth Framework Legacy Sensing: Pressure, Temperature, Position Specialty Sensing: Leak, Flow, Force Electrical Protection: Power Conversion/Inversion, High Voltage, Low Voltage & Circuit We apply a disciplined framework to capitalize on growth opportunities 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 Rigorous standards for new businessLeverage our scale & pedigreeMaximize value from our core products 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
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8 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION High volume, mature market, with ample opportunities for content-driven outgrowth EV/Hybrid ICE Propulsion Agnostic Automotive - Business Overview Foster core ICE Powertrain Investments Drive Entitlement in PHEVs and EREVs Strengthen and sustain ICE offerings to maximize core business value Expand product penetration and value capture Pressure Temperature Contactors Grow EV Profitability in High Voltage BEV Content Accelerate growth in BEV high voltage systems with a focus on profitability Pressure and Temperature Contactors Fuses Force Pressure Temperature
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9 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION ICE PHEV and EREV BEV Key content areas: Pressure Thermal Key content areas: Contactors Fuses Pressure Thermal Key content areas: Contactors Force Fuses Pressure Thermal We strengthen ICE offerings to maximize core business value 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 ICE CPV 1.5x ICE CPV 2.0x ICE CPV Positioned to win in all global markets regardless of electrification pace; available content per vehicle grows with Plug-in Hybrids, Extended Range EVs, and BEVs EV/Hybrid ICE Propulsion Agnostic Automotive - Content Per Vehicle Opportunity by Powertrain 1.7x with High Voltage CPV, or Content Per Vehicle = $ revenue per vehicle produced
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10 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Tire Monitoring Fuses High Voltage Automotive - Content Per Vehicle Growth Plug-in Hybrid and Extended Range Electric Vehicles offer content-rich growth opportunities EV/Hybrid ICE Propulsion Agnostic 12% CAGR Projected global PHEV + EREV production from 2025-2030* *Per S&P Global, EREV platform shown above Thermal Management Transmission Pressure Sensor Transmission Chassis Engine High Temp Sensor Exhaust Gas Recirculation Sensor Exhaust Aftertreatment CO2 Pressure & Temperature A/C Sensor Thermal Management P+T Brake Force Sensor Pedal Force Sensor Zero Displacement Pedal Suspension Pressure Brake Pressure Sensor Gasoline Direct Injection Sensor Fuel Delivery Pressure Sensor Tire Pressure Monitoring Sensors Tire Pressure Monitoring Software and Engine Control Unit Main Contactors Oil Pressure Sensor
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11 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Offering one stop shop for protection and switching devices Customizable sensors to meet growing demand for air and liquid cooling solutions Delivering reliable, customizable power solutions Power & Peak Management Electrical ProtectionSensing and Thermal Management Infrastructure: Industrial, Data Centers and Renewables HVAC/R Diversified Industrial Pressure Sensors Flow Sensors Gas Detection Converters RectifiersInverters Industrial products and technologies serve multiple high growth and high margin sectors Industrials - Business Overview Motor Protectors Circuit Breakers Contactors Clean Energy Solutions Relays Temperature Sensors
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12 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Contactors Electrical Protection Sensing Refrigerant Leak Detection Pressure & Temperature Sensors Flow Sensors Pressure & Temperature Sensors Industrials - Data Center Growth Sensata content inside data centers today Ground Fault Circuit Protection Circuit Breakers Fuses Flow Sensors Coolant Distribution UnitPower Distribution Unit Chiller Computer Room Air Conditioner New for 2026 New for 2026 Content-rich market with growth in sensing, power management, and electrical protection
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13 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Industrials - Data Center Growth a Pressure & Temperature Sensors Sensing Air Cooled Chiller Flow SensorsNew for 2026 Power & Peak Management Energy Storage Inverter DC-DC Converter Contactors PowerSkidTM Content-rich market with growth in sensing, power management, and electrical protection Refrigerant Leak Detection Electrical Protection Motor Protection Sensata content outside data centers today
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14 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Highly diversified business with countercyclical markets and strong growth tailwinds Aerospace, Defense, and Commercial Equipment - Business Overview Commercial Airframe, Military Aircraft, Business Jets, UAVs: strong growth projected through 2030 Truck, Bus, Military Vehicles: Content growth opportunities driven by regulatory cycles Aviation Ground Transportation Off-road Vehicles Construction, Agriculture, Machinery: Diversity can offset inherent cyclicality Inceptors Electrical Protection PressureThermal Management Temperature Pressure Thermal Management Contactors & Fuses Temperature Joysticks Contactors & Fuses Flight Surface Controls High-Efficiency BLDC Motors
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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* Pressure Sensing Circuit Breakers Electrical Protection & Control Thermal Management Position & Motion Sensing Hermetic Thermostats Thermostat Probes Cockpit Controls Pressure Switches Modular Pressure Sensors Angular Position Sensors Linear Position Sensors Force Sensors Position Switches Aerospace, Defense, andCommercial Equipment *Per Forecast International Commercial airliner market haslong lifespans and consistent growth
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16 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION 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 Precision Sensing & Feedback High-Efficiency BLDC Motors Pressure Sensors Temperature Sensors Mission Systems & Targeting Voice Coil Actuators Flight Control & Actuation Systems High-Efficiency BLDC Motors Position Sensors Pressure Sensors Position Sensors Temperature Sensors Powertrain Systems Aerospace, Defense, and Commercial Equipment Unmanned Aerial Vehicle market is fast growing with major whitespace High-Efficiency BLDC Motors
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Q4 AND FULL YEAR 2025 FINANCIALS AND Q1 2026 FINANCIAL GUIDE
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18 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Q4 2025 Results +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 $918M Revenue +$13M above mid- point 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 19.6% Adj. Op. Margin +10 bps above high end of guidance $0.88 Adj. EPS +$.01 above high end of guidance Increased 14 cents Y/Y, enabled by revenue growth and margin expansion +16% Y/Y, enabled by revenue growth and margin expansion ANI margin was 14.1%, +180 bps Y/Y $130M Adj. Net Income +$3M above high end of guidance Demonstrating continued margin expansion and a return to revenue growth We expanded margins to 19.6% and delivered 4% organic revenue growth
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19 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION FY 2025 Results ANI margin increased Y/Y despite lower revenues ANI decreased 3% Y/Y primarily due to lower revenues attributable to product divestitures Organic growth of 3% in the second half 6% decrease in 2025 on a reported basis, primarily due to product divestitures $3.42 Adj. EPS $3.7B Revenue $503M Adj. Net Income 19.2% excl. tariff pass-through revenue Increased 20 bps Y/Y excl. tariff pass-through, despite lower revenue base attributable to product divestitures 19.0% Adj. Op. Margin Consistent execution with a focus on delivering on our commitments Above our guidance range each quarter +20 bps Y/Y on an ex- Tariff basis 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 Flat organically Y/Y A transformative year in which we laid the foundation for our future
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20 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Free Cash Flow and Deleveraging We are deploying our robust free cash flow conversion to accelerate deleveragingHistorical Free Cash Flow Conversion1,2 2015 2016 2017 2018 2019 2021 2022 2023 2024 2025 $356 $391 $413 $461 $458 $410 $311 $272 $393 xx Free Cash Flow ($M) 1) 2020 not included due to atypical result impacted by the pandemic 2) Prior period Free Cash Flow Conversion calculations have been recast to reflect exclusion of Other Income/Expense from Adjusted Net Income $490 We delivered Record Free Cash Flow through disciplined capex and working capital management 3.2 3.0 2.7 $3.43 $3.22 $2.87 2023 2024 2025 Net Leverage Ratio Gross Indebtedness
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21 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Capital Deployment Free cash flow grew 25% Y/Y on lower revenues FCF Conversion improved 21 percentage points Y/Y to 97% Shifted capital allocation strategy towards deleveraging in H2 '25 $490M FY 2025 FCF 10.6% ROIC Improved from 3.0x prior year $121M repurchases and $70M dividends Up 40 bps from prior year Reduced Gross Debt by ~$356M in FY 2025 *Net leverage ratio is calculated using trailing twelve months adjusted EBITDA Continued ROIC expansion reflects value-compounding capital allocation strategy $191M Shareholder Returns 2.7 X Net leverage ratio* 97% conversion Prioritizing deleveraging while funding returns of capital to shareholders; balanced capital deployment improved ROIC We are compounding value by improving free cash flow and strengthening our balance sheet
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22 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Q4 2025 Segment Performance Revenue Growth Segment $ in millions Q4-25 Q4-24 YoY B/(W) Reported Organic Automotive(1) Net Revenue $527.0 $534.5 $(7.4) (1.4) % 0.9 % Operating Income $128.6 $124.9 $3.7 % Segment Revenue 24.4 % 23.4 % 100 bps Industrials(1) Net Revenue $191.5 $181.1 $10.4 5.8 % 7.9 % Operating Income $59.2 $44.6 $14.5 % Segment Revenue 30.9 % 24.7 % 620 bps Aerospace, Defense, and Commercial Equipment(1) Net Revenue $199.4 $192.2 $7.2 3.8 % 6.5 % Operating Income $56.1 $48.1 $8.0 % Segment Revenue 28.1 % 25.0 % 310 bps Corporate and other Operating Expenses $105.8 $116.0 $10.3 Adj. Operating Expenses $64.1 $42.7 $(21.4) (1) Beginning in Q1 2025 we realigned our definition of segment operating income to include certain costs for developing new and emerging technologies, referred to as "megatrend expenses," which were previously presented within our Corporate & other expenses. Prior periods have been recast to conform to the current presentation. Organic revenue growth in all segments Y/Y Automotive ~1% Y/Y organic revenue growth; reported revenue Y/Y decrease was due to divestitures Industrials ~8% Y/Y organic revenue growth driven by gas leak detection Aerospace, Defense, and Commercial Equipment ~7% Y/Y organic revenue growth due to strength in Construction, Agriculture, and Aerospace
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23 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Segment and End Market Overview Platform-driven business serving highly ruggedized applications across multiple cyclical end markets enabling us to operate the business to participate in cyclical growth Aerospace, Defense, and Commercial Equipment Mature market with high volume production where we are well positioned to outgrow production by serving evolving powertrain mix Automotive Diversified, short-cycle business where we are well positioned to participate in secular growth Industrials • Expect growth to continue in 2026 through secular growth opportunities and stabilizing end markets • Soft housing market and residential HVAC slowdown may challenge near-term market growth prospects • ~8% organic growth in both Q4 and FY '25 • Global LVP(1) up 2% in Q4, led by continued strength in China • Global LVP grew 4% Y/Y in 2025, mostly attributable to China, which grew 10% Y/Y • Global LVP expected -4% in Q1 '26 as China auto production slows • Global LVP expected ~flat Y/Y in 2026; we expect LSD% outgrowth • ~1% organic growth in Q4 '25 (1) Global Light Vehicle Production as per February 2026 S&P Publication • Aerospace: commercial market growing low to mid single digits • Defense: government spending to drive market growth for several years • On-road truck: NA production expected -22% in Q1 '26; softness expected through H1 '26; Europe and China CV production expected up 8% and 11% respectively in Q1 '26 • Construction: 2026 production outlook expected up MSD% Y/Y • Agriculture: flat production outlook in 2026 • ~7% organic growth in Q4 '25 Our segmentation reflects the unique market dynamics around which we organized our business
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24 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Q1 2026 Financial Guidance $ in millions, except EPS Q1 2026 GUIDANCE Q1 2025 B/(W) Revenue $917 - $937 $911 1 % - 3 % Adj. Op Income Adj. Operating Margin $168 - $175 18.4 % - 18.6 % $167 18.3 % 1 % - 5 % 10 - 30 bps Adj. Net Income $118 - $125 $117 1 % - 7 % Adj. EPS $0.81 - $0.85 $0.78 4 % - 9 % • Revenue includes approximately $12 million related to expected tariff recovery from customers. • Adjusted Operating Income, Adjusted Net Income, and Adjusted EPS are not expected to be impacted by tariffs as $12 million of expected tariff costs would be offset by $12 million in expected pass-through revenue. • Adjusted Operating Margin, excluding the dilutive impact of tariff revenue and related expense, is expected to be in the range of 18.6% - 18.8%. The tariff expectations included in guidance reflect trade policies in effect as of February 18, 2026. Revenue expected to grow ~3% organically at the mid-point Adjusted Operating Income expected to grow Y/Y on stronger revenues and productivity gains Adjusted Operating Margin expected to expand 30-50 bps excluding tariff pass-through revenue; sequential margin decrease of ~110 bps vs. Q4 2025 due to seasonality Adjusted EPS up Y/Y , supported by higher expectations for Adjusted Net Income and slightly lower shares outstanding Targeting low single-digit revenue growth and Y/Y Adj. Operating Margin expansion in FY 2026
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25 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION We are taking bold steps to accelerate transformation and maximize value creation Strengthened Leadership With Three New Segments Positioned for Growth Building upon the foundation we laid in 2025 Sensata is gaining momentum
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APPENDIX A: OTHER FINANCIAL INFORMATION
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27 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION 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 Intangibles $80.2 $145.7 44.9 %% Revenue 2.2 % 3.7 % Goodwill Impairment Charge $225.7 $150.1 (50.4) %% Revenue 6.1 % 3.8 % Restructuring and Other $50.8 $149.2 66.0 %% Revenue 1.4 % 3.8 % Operating Income $237.5 $149.3 59.1 %% Revenue 6.4 % 3.8 % Tax Rate 74.6 % 1185.4 % n.m. Net Income $31.3 $128.5 (75.6) %% Revenue 0.8 % 3.3 % Diluted EPS $0.21 $0.85 (75.3) % Diluted Shares Outstanding 147.1 150.7 3.6 n.m. = "not meaningful"
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28 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Q4 2025 GAAP Results $ and shares outstanding in millions, except EPS Q4 2025 Q4 2024 B/(W) Revenue $917.9 $907.7 1.1 % Gross Profit $266.0 $245.9 8.2 %% Revenue 29.0 % 27.1 % R&D $31.4 $36.0 12.6 %% Revenue 3.4 % 4.0 % SG&A $96.6 $108.4 10.9 %% Revenue 10.5 % 11.9 % Amortization of Intangibles $18.9 $23.4 19.4 %% Revenue 2.1 % 2.6 % Restructuring and Other $19.0 $4.3 n.m.% Revenue 2.1 % 0.5 % Operating Income $100.1 $73.8 35.7 %% Revenue 10.9 % 8.1 % Tax Rate 16.0 % 83.6 % n.m. Net Income $63.2 $5.8 n.m.% Revenue 6.9 % 0.6 % Diluted EPS $0.43 $0.04 n.m. Diluted Shares Outstanding 146.6 149.8 3.3 n.m. = "not meaningful"
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29 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION 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 % Adj. Operating Income $704.9 $748.5 (5.8) %% Revenue 19.0 % 19.0 % Adj. Tax Rate(1) 13.2 % 15.5 % 230 bps Adj. Net Income $503.2 $519.3 (3.1) %% Revenue 13.6 % 13.2 % Adj. EPS $3.42 $3.44 (0.6) % Diluted Shares Outstanding 147.1 150.7 3.6 (1) Adjusted tax rate expressed as a % of adjusted profit before tax. Adjusted tax rate expressed as a % of adjusted EBIT was 10.8% and 12.7% in FY-2025 and FY-2024, respectively.
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30 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Q4 2025 Non-GAAP Results $ and shares outstanding in millions, except EPS Q4 2025 Q4 2024 YoY B/(W) Revenue $917.9 $907.7 1.1 % Adj. Gross Profit $294.4 $283.4 3.9 %% Revenue 32.1 % 31.2 % R&D $31.4 $36.0 12.6 %% Revenue 3.4 % 4.0 % Adj. SG&A $83.3 $72.5 (14.9) %% Revenue 9.1 % 8.0 % Adj. Operating Income $179.7 $174.9 2.7 %% Revenue 19.6 % 19.3 % Adj. Tax Rate(1) 13.6 % 20.0 % 640 bps Adj. Net Income $129.6 $111.4 16.3 %% Revenue 14.1 % 12.3 % Adj. EPS $0.88 $0.74 18.9 % Diluted Shares Outstanding 146.6 149.8 3.3 (1) Adjusted tax rate expressed as a % of adjusted profit before tax. Adjusted tax rate expressed as a % of adjusted EBIT was 11.4% and 15.9% in Q4 2025 and Q4 2024, respectively.
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31 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Q4 2025 Select Cash Flow Information $ in millions Q4 2025 Q4 2024 B/(W) Net Income $63.2 $5.8 n.m. Depreciation & Amortization $67.4 $89.8 (24.9) % Changes in Working Capital $49.1 ($17.2) n.m. Other $21.7 $92.3 (76.5) % Operating Cash Flow $201.5 $170.7 18.0 % Capital Expenditures ($49.7) ($31.8) (56.2) % Free Cash Flow $151.8 $138.9 9.3 % Changes recalculated based on unrounded numbers. Certain amounts may not appear to sum due to rounding.
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32 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION FY 2025 Segment Performance Automotive reported revenue decreased Y/Y primarily due to divestitures Industrials Net Revenue grew Y/Y primarily due to gas leak detection Aerospace, Defense, and Commercial Equipment Net Revenue decreased Y/Y primarily due to divestitures and softness in NA On-road truck production, partially offset by growth in Aerospace & Defense revenue Other reflects divestiture of Insights business on 9/30/2024 Revenue Growth Segment $ in millions FY 2025 FY 2024 YoY B/(W) Reported Organic Automotive(1) Net Revenue $2,111.7 $2,195.5 $(83.8) (3.8) % (1.2) % Operating Income $500.8 $507.5 $(6.8) % Segment Revenue 23.7 % 23.1 % 60 bps Industrials(1) Net Revenue $787.8 $749.2 $38.6 5.1 % 8.2 % Operating Income $226.0 $192.3 $33.7 % Segment Revenue 28.7 % 25.7 % 300 bps Aerospace, Defense, and Commercial Equipment(1) Net Revenue $805.0 $860.2 $(55.2) (6.4) % (3.8) % Operating Income $211.5 $226.5 $(15.0) % Segment Revenue 26.3 % 26.3 % — Other(1) Net Revenue $0.0 $127.9 $(127.9) (100.0) % — % Operating Income $0.0 $28.1 $(28.1) % Segment Revenue — % 21.9 % n.m. Corporate and other Operating Expenses $344.1 $360.1 $15.9 Adj. Operating Expenses $233.4 $201.6 $(31.9) (1) Beginning in Q1 2025 we realigned our definition of segment operating income to include certain costs for developing new and emerging technologies, referred to as "megatrend expenses," which were previously presented within our Corporate & other expenses. Prior periods have been recast to conform to the current presentation. n.m. = “not meaningful”
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33 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION 2025 Historical Segment Performance Segment $ in millions Q1-25 Q2-25 Q3-25 Q4-25 FY-25 Automotive(1) Net Revenue $528.9 $524.2 $531.7 $527.0 $2,111.7 Operating Income $120.3 $122.5 $129.4 $128.6 $500.8 % Segment Revenue 22.8 % 23.4 % 24.3 % 24.4 % 23.7 % Industrials(1) Net Revenue $185.7 $214.7 $195.9 $191.5 $787.8 Operating Income $48.5 $62.7 $55.6 $59.2 $226.0 % Segment Revenue 26.1 % 29.2 % 28.4 % 30.9 % 28.7 % Aerospace, Defense, and Commercial Equipment(1) Net Revenue $196.7 $204.5 $204.4 $199.4 $805.0 Operating Income $50.1 $49.7 $55.7 $56.1 $211.5 % Segment Revenue 25.5 % 24.3 % 27.3 % 28.1 % 26.3 % Corporate and other Operating Expenses $69.2 $69.1 $100.1 $105.8 $344.1 Adj. Operating Expenses $52.4 $55.8 $61.1 $64.1 $233.4 (1) Beginning in Q1 2025 we realigned our definition of segment operating income to include certain costs for developing new and emerging technologies, referred to as "megatrend expenses," which were previously presented within our Corporate & other expenses. Prior periods have been recast to conform to the current presentation.
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34 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Select Balance Sheet Information $ in millions Dec 31, 2025 Dec 31, 2024 Total Assets $ 6,751.7 $ 7,143.3 Working Capital $ 1,219.2 $ 1,315.9 Intangibles, Net & Other Long-Term Assets $ 4,757.4 $ 5,116.0 $ in millions Dec 31, 2025 Dec 31, 2024 Cash & Equivalents $ 573.0 $ 593.7 Current Debt $ 2.3 $ 2.4 Net Cash $ 570.8 $ 591.3
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35 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION End Market Revenue In millions FY Revenue by End Market 2025 2024 Change Automotive $ 2,111.7 $ 2,195.5 (3.8) % Industrials(1) 787.8 749.2 5.1 % Commercial Equipment(2) 609.2 669.8 (9.0) % Aerospace and Defense 195.8 190.4 2.8 % Other — 127.9 n.m. Total $ 3,704.5 $ 3,932.8 (5.8) % (1) Includes HVAC, appliance, and other industrial activity (2) Includes on-road truck, construction and agriculture
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APPENDIX B: GAAP TO NON-GAAP RECONCILIATIONS
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37 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Non-GAAP Measures We supplement the reporting of our financial information determined in accordance with U.S. generally accepted accounting principles (“GAAP”) with certain non-GAAP financial measures. We use these non-GAAP financial measures internally to make operating and strategic decisions, including the preparation of our annual operating plan, evaluation of our overall business performance, and as a factor in determining compensation for certain employees. We believe presenting non-GAAP financial measures is useful for period-over-period comparisons of underlying business trends and our ongoing business performance. We also believe presenting these non-GAAP measures provides additional transparency into how management evaluates the business. Non-GAAP financial measures should be considered as supplemental in nature and are not intended to be considered in isolation from, or as an alternative to, the related financial information prepared in accordance with U.S. GAAP. In addition, our non-GAAP financial measures may not be the same as, or comparable to, similar non-GAAP measures presented by other companies. Within this presentation we may refer to the below measures which are not determined in accordance with U.S. GAAP (i.e., non-GAAP measures). Reconciliations of each non-GAAP measure to the most directly comparable U.S. GAAP financial measure are included within this Appendix. Adjusted Net income (“ANI”) – is defined as net income (or loss), determined in accordance with U.S. GAAP, excluding certain non-GAAP adjustments including: a. Restructuring related and other - includes net charges related to certain restructuring and other exit activities, other costs (or income) that we believe are either unique or unusual to the identified reporting period, and the impact of commodity forward contacts that we believe impact comparisons to prior period operating results. Such costs include charges related to optimization of our manufacturing processes to increase productivity. This type of activity occurs periodically; however, each action is unique, discrete, and driven by various facts and circumstances. Such amounts are excluded from internal financial statements and analyses that management uses in connection with financial planning and in its review and assessment of our operating and financial performance, including the performance of our segments. b. Financing and other transaction costs – includes costs incurred, such as legal, accounting, and other professional services, that are directly related to an acquisition, divestiture, or equity financing transaction, expenses related to compensation arrangements entered into concurrent with the closing of an acquisition, adjustments related to changes in the fair value of acquisition-related contingent consideration amounts, and historical adjustments to exclude step-up depreciation in our non-GAAP measures. Beginning with the three months ended December 31, 2024, we discontinued the use of adjustments to exclude step-up depreciation in our non-GAAP measures. Prior periods have not been recast. c. Amortization of intangible assets – includes amortization of intangible assets. Beginning with the three months ended December 31, 2024, we started adjusting operating income and net income to exclude the amortization of all our intangible assets. Prior periods have not been recast. d. Other, net - includes expenses (or income) recorded within Other, net on our consolidated statements of operations. Beginning with the three months ended March 31, 2025, we started adjusting net income to exclude the impacts of these losses (or gains). Prior periods have been recast. e. Deferred taxes and other tax related – includes adjustments for deferred taxes and other timing differences including, but not limited to, book-to-tax basis differences on the fair value of intangible assets and goodwill, the utilization of net operating losses, and adjustments to our valuation allowance in connection with certain transactions and tax law changes. Other tax related items include certain adjustments to unrecognized tax benefits and withholding tax on repatriation of foreign earnings. f. Amortization of debt issuance costs - represents interest expense related to the amortization of deferred financing costs as well as debt discounts, net of premiums.. g. Where applicable, the current tax effect of non-GAAP adjustments. Adjusted EPS – is calculated by dividing ANI by the number of diluted weighted-average ordinary shares outstanding in the period. Adjusted Operating Income – is defined as operating income (or loss), determined in accordance with U.S. GAAP, adjusted to exclude the following non-GAAP items, if applicable: (1) restructuring related and other, (2) financing and other transaction costs, and (3) amortization of intangible assets. Refer to the definition of ANI for additional information regarding the nature of these non-GAAP adjustments. Adjusted Operating Margin – is calculated by dividing adjusted operating income (or loss) by net revenue. We believe that ANI, Adjusted EPS, Adjusted Operating Income, and Adjusted Operating Margin are useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.
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38 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Non-GAAP Measures – continued Free Cash Flow – is defined as net cash provided by operating activities less additions to property, plant and equipment and capitalized software. We believe free cash flow is useful to management and investors as a measure of cash generated by business operations that will be used to repay scheduled debt maturities and can be used to, among other things, fund acquisitions, repurchase ordinary shares, or accelerate the repayment of debt obligations. Organic or Constant Currency Measures – in discussing trends in the Company’s performance, we may refer to the percentage change of certain GAAP or non-GAAP financial measures in one period versus another, calculated on either a reported, constant currency, or organic basis. Changes calculated on a constant currency basis are determined by stating revenues and expenses at prior period foreign currency exchange rates and excludes the impact of foreign currency exchange rates on all hedges and, as applicable, net monetary assets. Changes calculated on an organic basis exclude the period-over-period impact of foreign exchange rate differences as well as the net impact of material acquisitions and divestitures, and product life-cycle management for the 12-month period following the respective transaction date(s). We believe that these measures are useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends. Adjusted EBITDA –is defined as net income (or loss), determined in accordance with U.S. GAAP, excluding interest expense, interest income, and provision for (or benefit from) income taxes, depreciation expense, amortization of intangible assets, and the following non-GAAP adjustments, if applicable: (1) restructuring related and other, (2) financing and other transaction costs, and (3) other, net. Refer to definition of ANI for additional information regarding the nature of these non-GAAP adjustments. Gross Leverage Ratio – is defined as gross debt (total debt and finance lease obligations) divided by last twelve months ("LTM") adjusted EBITDA. We believe that gross leverage ratio is a useful measure to management and investors in understanding trends in our overall financial condition. Net Debt – is defined as gross debt less cash and cash equivalents. We believe net debt is a useful measure to management and investors in understanding trends in our overall financial condition. Net Leverage Ratio – is defined as net debt divided by LTM adjusted EBITDA. We believe that the net leverage ratio is a useful measure to management and investors in understanding trends in our overall financial condition. ROIC – is defined as a percentage calculated by dividing adjusted EBIT minus adjusted taxes by total invested capital, which is the average trailing five quarter sum of shareholders' equity, gross long-term debt, net deferred tax liabilities (assets), and the long-term portion of our finance lease and other financing obligations. We believe ROIC is a useful measure to investors and management in understanding how well we use our capital to generate returns. Adjusted Taxes & Adjusted Tax Rate – adjusted taxes represents the provision for/(benefit from) income taxes, determined in accordance with U.S. GAAP, adjusted to exclude deferred taxes and other tax related items as well as the current tax effect of other non-GAAP adjustments (refer also to definition of ANI). The adjusted tax rate is calculated as adjusted taxes divided by adjusted income before taxes.
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39 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Adjusted EBITDA In millions Period Total Sensata LTM 4Q 2025 3Q 2025 2Q 2025 1Q 2025 4Q 2024 Net income/(loss) $ 31.3 $ 63.2 $ (162.5) $ 60.7 $ 69.9 $ 5.8 Interest expense, net 130.0 30.7 32.4 33.2 33.7 36.8 Provision for income taxes 92.0 12.1 14.1 45.1 20.7 29.4 Depreciation expense 176.2 48.6 53.4 33.3 41.0 66.4 Amortization of intangible assets 80.2 18.9 19.6 21.2 20.6 23.4 Earnings before interest, taxes, depreciation, and amortization ("EBITDA") 509.8 173.5 (43.1) 193.5 185.9 161.8 Non-GAAP adjustments: Restructuring related and other 307.0 33.0 247.0 16.0 11.0 47.0 Financing and other transaction costs/(credits), net 34.9 10.9 15.0 3.6 5.4 (5.7) Other, net (15.8) (5.9) (6.9) (0.9) (2.1) 1.8 Adjusted EBITDA $ 835.9 $ 211.5 $ 212.1 $ 212.1 $ 200.2 $ 204.9
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40 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Organic Revenue Growth Q4 2025 Reported % Change (GAAP) Less: FX Impact Constant Currency % Change (non-GAAP) Less: Acquisition & Divestitures, net Organic Growth (non-GAAP) Automotive (1.4) % 1.4 % (2.8) % (3.7) % 0.9 % Industrials 5.8 % 1.0 % 4.8 % (3.1) % 7.9 % Aerospace, Defense, and Commercial Equipment 3.8 % 1.2 % 2.6 % (3.9) % 6.5 % Sensata Total 1.1 % 1.2 % (0.1) % (3.6) % 3.5 % FY 2025 Reported % Change (GAAP) Less: FX Impact Constant Currency % Change (non-GAAP) Less: Acquisition & Divestitures, net Organic Growth/(Decline) (non-GAAP) Automotive (3.8) % 0.7 % (4.5) % (3.3) % (1.2) % Industrials 5.1 % 0.3 % 4.8 % (3.4) % 8.2 % Aerospace, Defense, and Commercial Equipment (6.4) % 0.6 % (7.0) % (3.2) % (3.8) % Other (100.0) % — % (100.0) % (100.0) % — % Sensata Total (5.8) % 0.6 % (6.4) % (6.5) % 0.1 %
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41 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Free Cash Flow $ in millions Q4 FY Total Sensata 2025 2024 Change 2025 2024 Change Net cash provided by operating activities $ 201.5 $ 170.7 18.0 % $ 621.5 $ 551.5 12.7 % Additions to property, plant and equipment and capitalized software (49.7) (31.8) (56.2) % (131.2) (158.6) 17.2 % Free cash flow $ 151.8 $ 138.9 9.3 % $ 490.2 $ 393.0 24.7 %
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42 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Debt and Leverage Ratio (Gross and Net) $ in millions As of Total Sensata 12/31/2025 9/30/2025 6/30/2025 3/31/2025 12/31/2024 Current portion of long-term debt and finance lease obligations $ 2.3 $ 2.2 $ 2.2 $ 2.1 $ 2.4 Finance lease obligations, less current portion 18.9 19.6 20.0 20.6 21.0 Long-term debt, net 2,828.6 3,181.4 3,178.5 3,177.3 3,176.1 Total debt and finance lease obligations 2,849.7 3,203.2 3,200.6 3,200.0 3,199.5 Less: Premium/(discount), net 0.5 0.8 0.9 0.9 1.0 Less: Deferred financing costs (17.9) (19.4) (22.4) (23.7) (24.9) Total gross indebtedness $ 2,867.2 $ 3,221.8 $ 3,222.1 $ 3,222.8 $ 3,223.4 Adjusted EBITDA (LTM) $ 835.9 $ 829.3 $ 840.3 $ 859.8 $ 882.8 Gross leverage ratio 3.4 3.9 3.8 3.7 3.7 Total gross indebtedness 2,867.2 $ 3,221.8 $ 3,222.1 $ 3,222.8 $ 3,223.4 Less: Cash and cash equivalents 573.0 791.3 661.8 588.1 593.7 Net debt $ 2,294.2 $ 2,430.5 $ 2,560.3 $ 2,634.6 $ 2,629.7 Adjusted EBITDA (LTM) $ 835.9 $ 829.3 $ 840.3 $ 859.8 $ 882.8 Net leverage ratio 2.7 2.9 3.0 3.1 3.0
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43 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Adjusted Taxes and Adjusted Tax Rate $ in millions Q4 FY Total Sensata 2025 2024 2025 2024 Provision for/(benefit from) income taxes $ 12.1 $ 29.4 $ 92.0 $ (140.3) Non-GAAP adjustments: Deferred income tax and other tax expense/(benefit) (9.0) 5.1 17.2 (228.7) Current tax effect of non-GAAP adjustments 0.7 (3.5) (1.5) (7.0) Adjusted taxes $ 20.4 $ 27.9 $ 76.3 $ 95.3 Adjusted income before taxes $ 150.1 $ 139.3 $ 579.5 $ 614.6 Adjusted tax rate 13.6 % 20.0 % 13.2 % 15.5 %
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44 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Adjusted Corporate and Other Expenses $ in millions Q4 FY Total Sensata 2025 2024 2025 2024 Corporate and other expenses $ (105.8) $ (116.0) $ (344.1) $ (360.1) Non-GAAP adjustments: Restructuring related and other 41.2 76.4 107.6 136.9 Financing and other transaction (credits)/costs, net 0.4 (3.0) 3.1 21.6 Total adjustments 41.7 73.4 110.7 158.5 Adjusted corporate and other expenses $ (64.1) $ (42.7) $ (233.4) $ (201.6)
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45 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Other GAAP to non-GAAP Reconciliations $ in millions (except EPS amounts) Q4 2025 Q4 2024 Total Sensata Operating Income Operating Margin Net Income EPS Operating Income Operating Margin Net Income EPS Reported (GAAP) $ 100.1 10.9 % $ 63.2 $ 0.43 $ 73.8 8.1 % $ 5.8 $ 0.04 Non-GAAP adjustments: Restructuring related and other 49.8 5.4 % 47.6 0.32 83.4 9.2 % 80.3 0.54 Financing and other transaction costs 10.9 1.2 % 10.8 0.07 (5.7) (0.6) % (5.7) (0.04) Amortization of intangible assets 18.9 2.1 % 18.9 0.13 23.4 2.6 % 23.4 0.16 Amortization of debt issuance costs — — % 1.1 0.01 — — % 1.2 0.01 Other, net — — % (2.9) (0.02) — — % 1.3 0.01 Deferred income tax and other tax related — — % (9.0) (0.06) — — % 5.1 0.03 Total adjustments 79.6 8.7 % 66.4 0.45 101.1 11.1 % 105.7 $ 0.71 Adjusted (non-GAAP) $ 179.7 19.6 % $ 129.6 $ 0.88 $ 174.9 19.3 % $ 111.4 $ 0.74 $ in millions (except EPS amounts) FY 2025 FY 2024 Total Sensata Operating Income Operating Margin Net Income EPS Operating Income Operating Margin Net Income EPS Reported (GAAP) $ 237.5 6.4 % $ 31.3 $ 0.21 $ 149.3 3.8 % $ 128.5 $ 0.85 Non-GAAP adjustments: Restructuring related and other 352.2 9.5 % 347.0 2.36 324.0 8.2 % 318.5 2.11 Financing and transaction costs 34.9 0.9 % 34.9 0.24 133.8 3.4 % 132.1 0.88 Amortization of intangible assets 80.2 2.2 % 80.2 0.55 141.4 3.6 % 141.4 0.94 Amortization of debt issuance costs — — % 4.7 0.03 — — % 5.7 0.04 Other, net — — % (12.0) (0.08) — — % 21.8 0.14 Deferred income tax and other tax related — — % 17.2 0.12 — — % (228.7) (1.52) Total adjustments 467.4 12.6 % 471.9 3.21 599.2 15.2 % 390.8 $ 2.59 Adjusted (non-GAAP) $ 704.9 19.0 % $ 503.2 $ 3.42 $ 748.5 19.0 % $ 519.3 $ 3.44
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