STSensata Technologies Holding plc
Industrial Instruments For Measurement, Display, And Control
- Revenue
- $3.7B
- 5.8% YoY
- Operating margin
- 6.4%
- 69% YoY
- EBITDA
- $494M
- 6.9% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.6×
- $2.3B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear20× net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear31% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired47% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.8B | $4.0B | $4.1B | $3.9B | $3.7B | 5.8% |
| Operating income | $633M | $670M | $182M | $149M | $238M | 59% |
| Net income | $364M | $311M | −$4M | $129M | $31M | 76% |
| Operating cash flow | $554M | $461M | $457M | $552M | $622M | 13% |
| Capex | $144M | $150M | $185M | $159M | $131M | 17% |
| Stock-based comp | $26M | $32M | $30M | $39M | $25M | 35% |
| Buybacks | $48M | $292M | $88M | $69M | $121M | 75% |
| Dividends | $0 | $51M | $72M | $72M | $70M | 2.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $502K · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $502K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 124 | 118 |
| FY2024 | — | — | 53 | 162 |
| FY2023 | — | — | 71 | 140 |
| FY2022 | — | — | 76 | 121 |
| FY2021 | — | — | 115 | 130 |