Sensata (ST) Q3 2026 Earnings Call Transcript
Data center revenue surged 76% year over year across all segments.
Mindfully Curated
Data center revenue surged 76% year over year across all segments.
Data center revenue jumped 63% year over year, fueling record cash flow.
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Management shifts to operational optimization amid occupancy headwinds and asset sales.
Revenue surged 13.3% as Durango, Muck, and XTRATUF brands drove broad-based demand.
Sales jumped 14% and net income swung to $9.7 million profit.
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Acquisitions and brand expansion drive adjusted EBITDA growth and narrowed full-year guidance.
Adjusted EPS surged 55% as utility operations and favorable weather drove strong results.
Engineered Solutions surged 14% organically on automation and fluid power demand.
Signature merger closes, assets surge to $4.8B as litigation lending expands into Chicago market.
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Net income jumped to $10.2 million as efficiency improved and core deposits grew.
Backlog surges to $6.7B as day rates recover and fleet utilization nears peak levels.
Revenue grew 21% year-over-year as RUCONEST stabilized and Joenja expanded internationally.
Polaris raises full-year guidance on strong utility demand and market share gains.
Revenue beat guidance as insurance and international markets accelerated.
Polysilicon shipments tripled as revenue hit $194.2 million on pricing shift.