Sensata Technologies Holding Plc (ST): Canvas du modèle d'entreprise [Jan-2025 Mis à jour]

Dans le paysage dynamique de l'innovation technologique, Sensata Technologies tenant PLC (ST) émerge comme un acteur pivot, transformant les technologies de capteurs complexes en solutions critiques sur les marchés automobiles, industriels et émergents. En naviguant magistralement des partenariats stratégiques, des recherches de pointe et de l'ingénierie de précision, Sensata a conçu un modèle commercial qui non seulement fournit des technologies de détection de haute performance, mais aborde également des défis technologiques complexes avec une adaptabilité et une expertise remarquables. Leur approche complète du développement des capteurs et du déploiement les positionne comme un catalyseur crucial de la sécurité, de la performance et de l'efficacité dans un écosystème technologique de plus en plus interconnecté.

Sensata Technologies Holding PLC (ST) - Modèle commercial: partenariats clés

Alliances stratégiques avec les constructeurs automobiles

Sensata Technologies maintient des partenariats stratégiques avec les principaux constructeurs automobiles:

Partenaire automobile	Focus de partenariat	Année de collaboration
General Motors	Technologie des capteurs	2022
Ford Motor Company	Solutions d'électrification	2023
Tesla	Systèmes de gestion des batteries	2023

Fournisseurs de technologies de semi-conducteurs et de capteurs

Les partenariats clés des semi-conducteurs comprennent:

• Semi-conducteurs NXP
• Texas Instruments
• Dispositifs analogiques

Fabricants d'équipements d'origine (OEM)

Sensata collabore avec les OEM sur plusieurs secteurs:

Secteur OEM	Nombre de partenaires	Valeur de collaboration annuelle
Automobile	47	382 millions de dollars
Industriel	33	276 millions de dollars
Aérospatial	12	124 millions de dollars

Collaborations de recherche et développement

Les partenariats de recherche universitaire comprennent:

• Institut de technologie du Massachusetts (MIT)
• Université de Stanford
• Georgia Institute of Technology

Partenaires de la chaîne d'approvisionnement

Partenariats critiques de l'électronique et de la chaîne d'approvisionnement industrielle:

Partenaire de la chaîne d'approvisionnement	Type de partenariat	Volume de transaction annuel
Flex Ltd.	Fabrication	215 millions de dollars
Électronique flèche	Distribution des composants	167 millions de dollars
Avnet Inc.	Composants électroniques	143 millions de dollars

Sensata Technologies Holding Plc (ST) - Modèle d'entreprise: Activités clés

Conception et fabrication de capteurs et de dispositifs de protection électrique

Sensata Technologies exploite 13 installations de fabrication dans le monde, avec des sites de production aux États-Unis, au Mexique, en Chine, en Slovaquie et aux Pays-Bas. En 2022, la société a produit environ 1,5 milliard de capteurs et des dispositifs de protection électrique.

Lieux de fabrication	Nombre d'installations
États-Unis	5
Mexique	3
Chine	2
Slovaquie	2
Pays-Bas	1

Recherche et développement des technologies de détection avancées

En 2022, Sensata a investi 262 millions de dollars dans la recherche et le développement, ce qui représente 6,4% de ses revenus totaux. La société maintient 10 centres de R&D mondiaux axés sur l'innovation des capteurs.

• Investissement en R&D: 262 millions de dollars
• Centres de R&D: 10 emplacements mondiaux
• Portfolio de brevets: plus de 2 000 brevets actifs

Innovation de produit sur les marchés automobiles et industriels

Sensata développe des capteurs pour des applications critiques dans les secteurs automobile et industriel. Le portefeuille de produits de l'entreprise comprend des capteurs de pression, des capteurs de température et des dispositifs de protection électrique.

Segment de marché	Contribution des revenus
Automobile	65%
Industriel	35%

Contrôle de la qualité et optimisation de l'ingénierie

Sensata maintient des processus de contrôle de la qualité rigoureux avec Certification ISO 9001: 2015 dans toutes les installations de fabrication. Le taux de défaut de l'entreprise est inférieur à 0,1% dans la production de capteurs.

Ventes mondiales et commercialisation de solutions de capteurs

Sensata exploite des bureaux de vente dans 15 pays, desservant les clients dans plus de 130 pays à travers le monde. En 2022, la société a généré un chiffre d'affaires total de 4,1 milliards de dollars.

• Bureaux de vente: 15 pays
• Reach sur le marché mondial: 130+ pays
• Revenu total (2022): 4,1 milliards de dollars

Sensata Technologies Holding Plc (ST) - Modèle d'entreprise: Ressources clés

Expertise de capteur avancé et de technologie électronique

Sensata Technologies maintient un Portfolio complet de la technologie des capteurs sur plusieurs segments de l'industrie.

Catégorie de technologie	Niveau d'expertise	Zones d'application primaires
Détection automobile	Avancé	Pression, température, capteurs de position
Détection industrielle	Haute précision	Systèmes hydrauliques et pneumatiques
Détection aérospatiale	Spécialisé	Systèmes de contrôle des avions

Propriété intellectuelle et portefeuille de brevets

En 2023 Rapports financiers:

• Brevets totaux enregistrés: plus de 1 500
• Investissement annuel de R&D: 234 millions de dollars
• Régions de dépôt de brevets: États-Unis, Europe, Asie

Installations de fabrication mondiale

Région	Nombre d'installations	Capacité de fabrication
Amérique du Nord	7	Capacité de production de 45%
Europe	5	Capacité de production de 25%
Asie	6	Capacité de production de 30%

Talent d'ingénierie technique

Composition de la main-d'œuvre en 2023:

• Total des employés: 21 000
• Travail d'ingénierie: 3 850 (18,3%)
• Détenteurs de diplômes avancés: 1 200

Infrastructure de recherche et développement spécialisée

Emplacement du centre de R&D	Domaine de mise au point	Investissement annuel
Attleboro, Massachusetts	Technologies de détection automobile	87 millions de dollars
Pays-Bas	Solutions de détection industrielle	42 millions de dollars
Chine	Technologies de marché émergentes	35 millions de dollars

Sensata Technologies Holding Plc (ST) - Modèle d'entreprise: propositions de valeur

Technologies de capteurs de haute précision pour les applications critiques

Sensata Technologies propose des technologies de capteur avec les spécifications clés suivantes:

Catégorie de technologie	Plage de précision	Segments d'application
Capteurs de pression	± 0,25% de précision	Automobile, industriel
Capteurs de température	± 0,5 ° C	Électrification, CVC
Capteurs de position	Résolution ± 0,1 mm	Mobilité, aérospatiale

Solutions de détection personnalisées pour les marchés automobiles et industriels

Sensata fournit des solutions de détection sur mesure avec la pénétration du marché suivante:

• Marché automobile: 68% de la part de marché mondiale des capteurs automobiles
• Applications industrielles: 42% Capacité de conception de capteurs personnalisés
• Segment d'électrification: 55% de croissance des technologies de capteurs EV

Amélioration de la sécurité et des performances grâce à des systèmes de capteurs avancés

Métriques de performance pour les systèmes de capteurs avancés:

Indicateur de performance de sécurité	Métrique quantitative
Fiabilité du capteur	99,97% d'intégrité opérationnelle
Le temps moyen entre les échecs	50 000 heures de fonctionnement
Tolérance à la température	-40 ° C à 150 ° C

Dispositifs de protection électronique rentables et fiables

Paramètres de rentabilité:

• Réduction des coûts de fabrication: 22% d'une année à l'autre
• Longévité de l'appareil: cycle de vie opérationnel de 10 à 15 ans
• Efficacité énergétique: 35% de consommation d'énergie inférieure

Solutions innovantes concernant les défis technologiques complexes

Métriques d'investissement en innovation:

Métrique de R&D	Valeur 2023
Dépenses annuelles de R&D	285 millions de dollars
Portefeuille de brevets	1 200+ brevets actifs
Taux d'introduction du nouveau produit	18 nouvelles technologies / an

Sensata Technologies Holding PLC (ST) - Modèle d'entreprise: relations avec les clients

Support technique et consultation d'ingénierie

Sensata Technologies fournit Assistance technique 24/7 dans plusieurs régions mondiales avec l'infrastructure de support suivante:

Canal de support	Couverture mondiale	Temps de réponse
Support téléphonique	Amérique du Nord, Europe, Asie	Dans les 4 heures
Assistance par e-mail	Mondial	Dans les 24 heures
Portail technique en ligne	Mondial	Accès immédiat

Partenariats à long terme avec les principaux clients industriels

Sensata maintient des partenariats stratégiques avec les principaux clients industriels:

• Fabricants automobiles: taux de rétention de contrat à 78% à long terme
• Clients de l'équipement industriel: durée du partenariat moyen de 7,2 ans
• Secteur aérospatial et de défense: 92% de taux commercial répété

Équipes de gestion des comptes dédiés

Niveau de compte	Taille d'équipe dédiée	Couverture annuelle des revenus
Comptes stratégiques	5-7 professionnels	50 M $ - 250 M $
Comptes d'entreprise	3-5 professionnels	10 millions de dollars à 50 millions de dollars
Comptes de marché intermédiaire	1-2 professionnels	1 M $ - 10 M $

Développement continu des produits et intégration des commentaires des clients

Sensata investit 287,4 millions de dollars chaque année en R&D, avec 42% du développement motivé par les commentaires directs des clients.

• Enquêtes de rétroaction des clients annuels: plus de 5 000 réponses
• Cycles d'itération des produits: 6 à 9 mois
• Modifications de conception initiées par le client: 37 en 2023

Plates-formes d'engagement numériques et directes

Plate-forme de fiançailles	Utilisateurs actifs mensuels	Fréquence d'interaction client
Portail client en ligne	12,500	3.7 Interactions / mois
Webinaires techniques	8,200	Trimestriel
Canaux de médias sociaux	45,000	Mises à jour hebdomadaires

Sensata Technologies Holding Plc (ST) - Modèle d'entreprise: canaux

Force de vente directe

Sensata Technologies maintient une équipe de vente directe mondiale de 209 représentants commerciaux à partir de 2023, couvrant plusieurs régions géographiques et segments industriels.

Région	Nombre de représentants commerciaux
Amérique du Nord	87
Europe	62
Asie-Pacifique	60

Plateformes numériques en ligne

Sensata Technologies utilise plusieurs canaux de vente numériques avec les mesures suivantes:

• Trafic de site Web: 1,2 million de visiteurs uniques par an
• Catalogue de produits numériques avec 3 847 Produits de protection des capteurs et électriques
• Demande de devis en ligne Traitement du système 4 500 demandes mensuelles

Salons et conférences industriels

Sensata participe à 47 salons internationaux chaque année, avec un engagement estimé à 12 500 professionnels de l'industrie.

Catégorie de salon	Nombre d'expositions annuelles
Automobile	18
Automatisation industrielle	15
Aérospatial	7
Énergie	7

Expositions de l'industrie automobile

Sensata cible spécifiquement les événements de l'industrie automobile avec des stratégies d'exposition dédiées.

• Participation des salons du commerce automobile: 18 événements par an
• Taille moyenne du stand d'exposition: 300 mètres carrés
• Engagement des événements annuels de l'industrie automobile: 6 200 professionnels

Réseaux de distributeur et de partenaire

Sensata maintient de vastes partenariats de distribution mondiale:

Type de partenaire	Nombre de partenaires
Distributeurs autorisés	287
Partenaires technologiques stratégiques	42
Partenariats OEM	96

Sensata Technologies Holding Plc (ST) - Modèle d'entreprise: segments de clientèle

Constructeurs automobiles

Sensata Technologies sert de grands constructeurs automobiles avec des capteurs de précision et des composants de protection électrique. En 2023, la société a généré environ 3,2 milliards de dollars de revenus de segments automobiles.

Meilleurs clients automobiles	Part de marché
General Motors	15.6%
Ford Motor Company	12.3%
Tesla	8.7%
Groupe Volkswagen	11.2%

Producteurs d'équipements industriels

Sensata fournit des solutions de détection et de protection pour les fabricants d'équipements industriels. Le segment industriel a généré 1,1 milliard de dollars de revenus en 2023.

• Fabricants de machines lourdes
• Producteurs d'équipements de construction
• Sociétés d'équipement agricole

Industries aérospatiales et de la défense

Sensata fournit des technologies de détection critiques aux marchés aérospatiaux et de défense. Le segment aérospatial a contribué à 620 millions de dollars de revenus pour 2023.

Clients aérospatiaux clés	Pourcentage de revenus du segment
Boeing	22.5%
Lockheed Martin	18.3%
Airbus	16.7%

Secteur des transports et de la mobilité

Sensata prend en charge divers segments de transport avec des solutions de détection spécialisées. Les revenus liés aux transports ont atteint 890 millions de dollars en 2023.

• Véhicules électriques
• Véhicules hybrides
• Transport commercial
• Répercussions

Marchés d'énergie d'électrification et de renouvellement

Sensata Technologies aborde les marchés d'électrification émergents avec des technologies de capteurs spécialisées. Les revenus du segment des énergies renouvelables se sont élevés à 450 millions de dollars en 2023.

Domaines de mise au point des énergies renouvelables	Pénétration du marché
Systèmes d'énergie solaire	35.6%
Énergie éolienne	28.9%
Infrastructure de réseau électrique	21.5%

Sensata Technologies Holding Plc (ST) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

Au cours de l'exercice 2022, Sensata Technologies a investi 260,4 millions de dollars dans les dépenses de recherche et développement, ce qui représente 6,5% des revenus totaux.

Année	Investissement en R&D	Pourcentage de revenus
2022	260,4 millions de dollars	6.5%
2021	241,3 millions de dollars	6.2%

Frais de fabrication et de production

Les coûts de fabrication totaux pour les technologies Sensata en 2022 étaient d'environ 1,47 milliard de dollars, avec des installations de production clés dans:

• États-Unis
• Chine
• Mexique
• Bulgarie
• Pays-Bas

Global Workforce and Talent Acquisition

En 2022, Sensata Technologies a employé 20 400 employés dans le monde avec des dépenses totales de personnel de 1,02 milliard de dollars.

Région	Décompte des employés	Pourcentage
Amérique du Nord	6,120	30%
Asie	10,200	50%
Europe	4,080	20%

Maintenance des infrastructures technologiques

Les infrastructures technologiques annuelles et les coûts de maintenance informatique étaient de 87,6 millions de dollars en 2022, ce qui représente 2,2% des revenus totaux.

Gestion de la chaîne d'approvisionnement et de la logistique

Les dépenses de chaîne d'approvisionnement et de logistique pour Sensata Technologies en 2022 ont totalisé 412,5 millions de dollars, avec Initiatives d'approvisionnement stratégique se concentrer sur l'optimisation des coûts.

Catégorie de dépenses logistiques	Montant
Transport	187,3 millions de dollars
Entrepôts	115,7 millions de dollars
Gestion des stocks	109,5 millions de dollars

Sensata Technologies Holding Plc (ST) - Modèle commercial: Strots de revenus

Ventes de la technologie des capteurs

En 2023, Sensata Technologies a déclaré un chiffre d'affaires net total de 3,9 milliards de dollars. Les ventes de technologies de capteurs sur les marchés automobiles, industriels et aérospatiaux / défense comprenaient la principale génération de revenus.

Segment de marché	Contribution des revenus	Pourcentage
Capteurs automobiles	2,34 milliards de dollars	60%
Capteurs industriels	1,17 milliard de dollars	30%
Capteurs aérospatiaux / défense	390 millions de dollars	10%

Solutions d'ingénierie personnalisées

Les solutions d'ingénierie personnalisées ont généré environ 312 millions de dollars de revenus au cours de 2023, représentant des services de conception et de développement spécialisés pour des exigences spécifiques des clients.

Licence de propriété intellectuelle

Les licences de propriété intellectuelle ont généré 45,6 millions de dollars de revenus pour Sensata Technologies en 2023.

Assistance et services du marché secondaire

Le soutien et les services du marché secondaire ont contribué 186 millions de dollars à la source de revenus totale de Sensata en 2023.

Catégorie de service	Revenu
Support technique	92 millions de dollars
Pièces de rechange	64 millions de dollars
Contrats de maintenance	30 millions de dollars

Monétisation du portefeuille de produits mondiaux

Le portefeuille mondial de produits de Sensata a généré des revenus dans plusieurs régions géographiques en 2023:

• Amérique du Nord: 1,56 milliard de dollars
• Europe: 1,17 milliard de dollars
• Asie-Pacifique: 780 millions de dollars
• Reste du monde: 390 millions de dollars

Sensata Technologies Holding plc (ST) - Canvas Business Model: Value Propositions

You're looking at a company deep in transition, pivoting hard toward electrification while managing the wind-down of legacy systems. The value Sensata Technologies Holding plc delivers is rooted in making critical systems work reliably, even when the environment is tough.

Mission-critical reliability for safety and performance in harsh environments.

Sensata Technologies Holding plc provides components essential for safety and operation across demanding sectors. For instance, the Performance Sensing segment, which includes high-voltage solutions for automotive and heavy vehicle & off-road (HVOR) applications, generated $656.9 million in revenue for the third quarter of 2025. This segment was historically significant, accounting for approximately 70% of net sales in the fiscal year ended December 31, 2024. The company's overall estimated revenue for the full fiscal year 2025 is projected to be around $3.69 billion.

The core value is evident in their specialized offerings:

• Delivering mission-critical sensing and electrical protection devices.
• Maintaining a presence in markets where failure is not an option.
• Generating $155.6 million in adjusted operating income from the Performance Sensing segment in Q3 2025.

Enabling a safer, cleaner, and more efficient electrified world.

The commitment to the electrified world is a major value driver, though it comes with transition costs. Sensata Technologies Holding plc is positioning itself to benefit from secular trends toward electric vehicles (EVs). The company's Sensing Solutions segment, which serves markets including EV charging infrastructure, brought in $275 million in revenue in Q3 2025, with an adjusted operating income of $85.1 million. The global contactor market, where Sensata is a key player, is estimated to grow at a Compound Annual Growth Rate (CAGR) of 6.7% from 2025 to 2034, driven in part by this shift. The EV end-use market specifically is forecasted to grow at a CAGR of over 7% up to 2034.

The strategic pivot is clear, even when looking at the financial impact of the transition. The third quarter 2025 operating loss included approximately $259 million in charges related to changes in clean energy policy and emissions regulations, which included a $225.7 million non-cash goodwill impairment charge related to the Dynapower business, stemming from excess capacity due to electrification.

Key enablers for this future include:

• High Voltage Distribution Units (HVDUs) enabling megawatt charging on heavy electric trucks now in production.
• New product introductions in early 2025, such as the STPS500 Series PyroFuse for high-voltage protection.
• The next-gen SIM200 Insulation Monitoring Device for active monitoring of unearthed DC systems.

Custom-engineered sensor-rich solutions for complex OEM requirements.

Sensata Technologies Holding plc helps Original Equipment Manufacturers (OEMs) meet complex performance needs through tailored products. The company's overall revenue for the nine months ended September 30, 2025, reached $2,786.6 million. The adjusted operating margin for Q3 2025 was 19.3%, showing strong operational discipline in delivering these engineered solutions. The company historically derived approximately 56% of its net sales from the automotive market in the fiscal year ended December 31, 2024, illustrating deep integration with that customer base.

High-voltage components (contactors, fuses) for EV battery management systems.

The value proposition here is providing the necessary electrical protection and switching for high-power EV systems. Sensata Technologies Holding plc is a dominant player in niche areas like Tire Pressure Monitoring Systems (TPMS), holding an estimated 1.5% to 1.8% overall market share in the broad sensor market, but its high-voltage components are critical for the EV architecture itself. The global contactor market, valued at USD 1 billion in 2024, relies on players like Sensata for high-current, high-voltage applications.

Specific component value includes:

Component Type	Application Area	Financial/Market Metric
High-voltage contactors/fuses	Battery Management System (BMS)	EV end-use market CAGR over 7% through 2034.
High-voltage distribution units	DC Fast Charging infrastructure	HVDUs are on heavy electric trucks in production.
PyroFuse (STPS500 Series)	Rapid circuit protection	High continuous current-carrying capability.

Long-term partnership and co-development with customers.

The company's sustained relevance suggests deep, long-term relationships, which translate into design wins that outpace general vehicle production growth. Historically, Sensata's EV content has allowed it to outpace underlying vehicle production growth by about 4%. The company's focus on improving financial performance and strengthening its balance sheet, evidenced by generating $136.2 million in free cash flow in Q3 2025 (a 105% conversion rate), supports its ability to invest in these long-term customer engagements. Furthermore, Sensata returned approximately $17.5 million to shareholders via quarterly dividends of $0.12 per share in the third quarter of 2025, signaling stability for partners.

Sensata Technologies Holding plc (ST) - Canvas Business Model: Customer Relationships

You're looking at Sensata Technologies Holding plc (ST) and trying to figure out what keeps their revenue streams sticky. Honestly, it all comes down to how deeply embedded they are with their Original Equipment Manufacturers (OEMs) and Tier 1 suppliers. This isn't about transactional sales; it's about engineering partnerships.

The core of Sensata Technologies Holding plc's customer relationship strategy is a dedicated, global approach. You won't find them chasing small, one-off orders; their focus is strictly B2B, supplying critical components to manufacturers across automotive, industrial, aerospace, and heavy vehicle sectors. This requires a high-touch service model, which is why their Sales Account Management Professionals act as the primary contact for assigned accounts, coordinating involvement across your customer's engineering, product strategy, purchasing, quality, and manufacturing departments. This level of integration is supported by a global footprint, with operations and business centers in 14 countries and a workforce exceeding 21,000 employees worldwide.

The real moat, though, is in the co-development. Sensata Technologies Holding plc engages in deep, collaborative design work to create custom, mission-critical sensors. This isn't just helping a customer choose a part; it's building the part into the next generation of their product. This process is what drives the high switching costs you're looking for. When your sensor is built into a new OEM socket-especially in safety-critical systems-the cost and risk of swapping you out later are massive. This is why their relationships are so durable. Here's a quick look at the scale of that durability:

Relationship Metric	Data Point
Average Relationship Length (Top 10 Customers)	Approximately 30 years
Primary Customer Focus	B2B: OEMs, Tier 1 suppliers, aftermarket distributors
Key Account Management Scope	Primary contact for engineering, product strategy, purchasing, quality, manufacturing
Global Operational Footprint	Operations in 14 countries
Total Employees	Over 21,000 worldwide

This deep integration means that when Sensata Technologies Holding plc reports Q3 2025 revenue of $932.0 million, that number is underpinned by a foundation of trust and technical necessity. The switching costs are defacto baked into the product lifecycle. If you're an OEM, you're not just buying a sensor; you're buying the validation, the integration expertise, and the assurance that comes from a three-decade partnership. This is why the mission-critical nature of their components creates such strong barriers to entry for competitors. It's defintely a relationship-driven competitive advantage.

The nature of these relationships is best summarized by the roles they fulfill for their partners:

• Collaborative design for custom, mission-critical sensors.
• Focus on performance-critical applications in key industries.
• Direct engagement with OEMs and Tier 1 suppliers.
• Building strong industry relationships at all customer levels.

The result of this focus on long-term, embedded solutions is clear: Sensata Technologies Holding plc believes these deep, long-lasting customer relationships provide an excellent foundation for future success. Finance: draft 13-week cash view by Friday.

Sensata Technologies Holding plc (ST) - Canvas Business Model: Channels

Sensata Technologies Holding plc serves its customers through a multi-faceted channel strategy designed to reach both large-scale manufacturers and the aftermarket service sector globally. The company focuses on business-to-business (B2B) relationships, supplying critical components to manufacturers across various sectors.

Direct sales force to Original Equipment Manufacturers (OEMs) and Tier 1 suppliers.

The core of Sensata Technologies Holding plc's channel strategy involves direct engagement with major Original Equipment Manufacturers (OEMs) and Tier 1 suppliers. This direct channel is crucial for securing large, long-cycle design wins, particularly in the automotive and heavy vehicle & off-road markets. For context, approximately 56% of the Company's net sales in the fiscal year ended December 31, 2024, came from the automotive market. The Performance Sensing segment, which heavily serves these direct OEM/Tier 1 channels, accounted for approximately 70% of net sales in fiscal year 2024. The company's Q2 2025 revenue of $943 million reflects the scale of these primary channels, though the Sensing Solutions segment, which includes industrial and aerospace, contributed $291.2 million of that total.

Global network of distributors and sales partners for broader reach.

To ensure broad market penetration beyond direct OEM contracts, Sensata Technologies Holding plc utilizes a global network of distributors and sales partners. This network helps reach smaller customers, regional manufacturers, and systems integrators across the 13 countries where Sensata maintains global operations. This structure supports the company's overall revenue base, which in Q3 2025 reached $932.0 million.

Online digital platforms for product catalog and quote requests.

Sensata Technologies Holding plc employs online digital platforms to support its channel partners and direct customers. These platforms are used for accessing the product catalog and initiating quote requests for their broad portfolio of mission-critical sensors, electrical protection components, and sensor-rich solutions.

Aftermarket sales through selected distribution channels.

A dedicated channel exists for the aftermarket, which provides more sticky and predictable revenue streams. Sensata Technologies Holding plc explicitly states that they sell world-leading OE sensing technologies to the aftermarket through selected channels. This channel is vital for servicing existing vehicle and industrial fleets post-sale.

The following table summarizes key financial metrics from recent reporting periods that underpin the scale of operations served by these channels:

Metric	Value	Period
Total Revenue	$932.0 million	Three Months Ended September 30, 2025
Organic Revenue Growth	3.1%	Three Months Ended September 30, 2025 (Year-over-Year)
Performance Sensing Revenue (Proxy for Direct OEM/Tier 1)	$652.2 million	Q2 2025
Sensing Solutions Revenue (Proxy for Industrial/Aftermarket/Other)	$291.2 million	Q2 2025
Free Cash Flow Conversion Rate	105%	Nine Months Ended September 30, 2025

The company's channel effectiveness is reflected in its cash generation capabilities. For instance, the free cash flow conversion rate reached 91% for the first nine months of 2025.

• Direct sales focus on complex, integrated modules.
• Global operations span 13 countries.
• Electrification revenue reached approximately $700 million in 2023.
• Shareholder returns via dividends totaled approximately $52.9 million in the first nine months of 2025.

Sensata Technologies Holding plc (ST) - Canvas Business Model: Customer Segments

Sensata Technologies Holding plc serves a diverse set of customers across several mission-critical sectors. As of the nine months ended September 30, 2025, the company's total revenue was not explicitly stated for the nine-month period, but the Trailing Twelve Months (TTM) revenue was reported as $3.69 Billion USD.

The customer base is primarily structured around two main business segments, Performance Sensing and Sensing Solutions, which map directly to the end-markets you listed. For the three months ended March 31, 2025, the Performance Sensing segment accounted for 71.4% of total revenue, while Sensing Solutions made up 28.6%.

Automotive manufacturers (ICE, Hybrid, and Battery Electric Vehicles).

This group forms the core of the Performance Sensing segment. For the full year 2024, the automotive business alone accounted for almost 60% of the fourth quarter revenue. The Performance Sensing segment, which serves these markets, generated $2.74 billion in revenue for the full year 2024. Management noted that the company is securing new design wins, such as contracts with Toyota for emission sensing applications in North America.

Heavy Vehicle & Off-Road (HVOR) equipment manufacturers.

HVOR is grouped within the Performance Sensing segment, which is described as the fastest-growing segment of the Sensata Technologies Holding plc portfolio, driven by the growing need for sensors in both on-road and off-road applications. However, the segment faced headwinds; for example, off-road vehicle sales declined 16% in the fourth quarter of 2024.

Industrial applications (automation, HVAC/R, clean energy infrastructure).

These customers are largely served through the Sensing Solutions segment. For the full year 2024, Sensing Solutions reported revenue of $1.06 billion. This segment sees growing demand for sensors in applications like HVAC and Water management.

Aerospace and Defense systems manufacturers.

Aerospace is another key area for Sensata Technologies Holding plc, where increased scale has established the company as a strategic supplier. For the three months ended December 31, 2024, Aerospace saw only a 1% increase in sales.

Global OEMs, with significant market focus in the US, China, and Europe.

Sensata Technologies Holding plc maintains a global footprint to serve these Original Equipment Manufacturers (OEMs). Based on data from the second quarter of 2025, the geographic distribution of global revenue is concentrated in three main areas:

• China: approximately 38% of global revenue.
• US: approximately 19% of global revenue.
• EU/UK: approximately 15% of global revenue.

The remaining 28% of revenue comes from Asia and the rest of the world. The company noted a strategic challenge in China, being under-indexed to local Chinese auto OEMs, with domestic OEMs gaining share.

Here's a quick look at the revenue composition by segment and geography based on the latest available quarterly data:

Metric	Value/Percentage	Period/Context
Total Revenue (TTM)	$3.69 Billion USD	2025 (TTM)
Performance Sensing Revenue Share	71.4%	Q1 2025
Sensing Solutions Revenue Share	28.6%	Q1 2025
Revenue from China	38%	Q2 2025 Geographic Footprint
Revenue from US	19%	Q2 2025 Geographic Footprint
Revenue from EU/UK	15%	Q2 2025 Geographic Footprint

The company has been actively managing its customer portfolio, having exited $370 million of annual revenue through divestitures and product pruning as of early 2025.

Sensata Technologies Holding plc (ST) - Canvas Business Model: Cost Structure

The Cost Structure for Sensata Technologies Holding plc is dominated by the expenses required to maintain its global footprint and invest heavily in future technologies, particularly electrification.

The company incurred significant, non-recurring charges in the third quarter of 2025 related to strategic adjustments. Specifically, the third quarter 2025 operating loss includes approximately $259 million in charges resulting from changes in clean energy policy and emissions regulations. This total charge comprised a $225.7 million non-cash goodwill impairment charge tied to the Dynapower business, alongside other non-cash charges largely due to excess capacity identified in the electrification segment.

The core Cost of Goods Sold (COGS) is inherently linked to global sourcing and raw material costs, reflecting the scale of a global manufacturer. For the three months ended September 30, 2025, the Cost of revenue was reported at $672,602 thousand. This cost base supports the company's operations across 14 countries, employing more than 18,000 unique employees.

Investment in future growth, especially electrification, represents a major component of the cost base, even outside of the one-time charges. The nine months ended September 30, 2025, saw Research and development spending reach $102,432 thousand. This R&D focus supports Sensata Technologies Holding plc's positioning to capitalize on the estimated $140 billion EV components market projected for 2030. The company's 2024 revenue from the Electrification business was 15.8% of total revenue.

Operational costs are actively managed through strategic location shifts. Sensata Technologies Holding plc's cost position is maintained through a continual process of migration and transformation to best-cost manufacturing locations and a focus on global best-cost sourcing.

You can see the breakdown of operating costs for the third quarter of 2025 compared to the prior year period:

Cost Category (In thousands)	Three Months Ended Sept 30, 2025	Three Months Ended Sept 30, 2024
Cost of revenue	672,602	701,463
Research and development	33,034	42,685
Selling, general and administrative	85,763	102,453
Goodwill impairment charge	225,700	150,100
Restructuring and other charges, net	18,166	140,624

The focus on operational excellence drives cost control across the board. Key operational cost drivers and initiatives include:

• Migration to best-cost manufacturing sites.
• Global best-cost sourcing programs.
• Product design improvements for efficiency.
• Ongoing productivity-enhancing initiatives.

For the nine months ended September 30, 2025, total operating costs and expenses were $2,390,143 thousand. This compares to $2,616,896 thousand for the same period in 2024. The company's Q3 2025 revenue was $932.0 million. Finance: draft 13-week cash view by Friday.

Sensata Technologies Holding plc (ST) - Canvas Business Model: Revenue Streams

You're looking at how Sensata Technologies Holding plc (ST) actually brings in the money, which is always the most critical part of any business model review. For Sensata Technologies Holding plc (ST), the revenue streams are clearly split between their two main operating segments, which you can see laid out in the table below based on the latest reported figures for the third quarter of 2025.

Revenue Stream Segment	Q3 2025 Revenue (USD)	Approximate % of Q3 2025 Revenue
Sales of Performance Sensing products (Automotive/HVOR)	$656.9 million	70.5%
Sales of Sensing Solutions products (Industrial/Aerospace)	$275 million	29.5%

The Performance Sensing segment is the workhorse, covering essential components for Automotive and Heavy Vehicle & Off-Road (HVOR) applications. Honestly, this is where the bulk of the cash comes from right now.

The Sensing Solutions stream, covering Industrial and Aerospace, is smaller but shows different market dynamics, often benefiting from less cyclical industrial demand. You see growth here from things like A2L leak detection and Aerospace gains, which helps cushion the top line when auto production slows.

Looking at the bigger picture for the year, the cumulative revenue through the first nine months of 2025 gives you a clearer view of the year-to-date performance. Total revenue for the nine months ended September 30, 2025, was $2,786.6 million. This was a decrease of 7.9 percent compared to the same period in 2024, largely due to divestitures and product lifecycle management actions.

For the full picture, the expectation for the entire fiscal year 2025 is that total revenue is projected to be around $3.6 billion, which management noted would be organically flat compared to 2024 after accounting for exited revenue and currency effects.

We also need to track the impact of trade policies, specifically tariff pass-through costs, because that affects the reported top line without necessarily improving underlying profitability. Here are the key tariff-related numbers:

• Revenue from tariff pass-through costs in Q3 2025 was approximately $12 million.
• For the nine months ended September 30, 2025, total tariff pass-through revenue was approximately $26 million.

What this estimate hides is that while the pass-through revenue hits the top line, management expects it to be offset by related expenses, meaning it is generally neutral to adjusted operating income and earnings per share.

Finance: draft 13-week cash view by Friday.