Sensata第三季度营收10.04亿美元增7.7%：净利1.14亿美元扭亏，含2400万美元电动车项目终止赔付
传感器与电气保护产品制造商 Sensata Technologies（纽约证券交易所代码：ST）10月27日公布截至2026年9月30日的第三季度业绩：营收10.036亿美元，同比增长7.7%（去年同期9.320亿美元）；净利润1.142亿美元，扭转去年同期1.625亿美元的净亏损（去年同期含2.257亿美元商誉减值）；每股收益0.78美元，去年同期为每股亏损1.12美元。
公司称，本季营收中包含一笔2,400万美元的客户赔付，来自一个电动车项目被取消的终止付款；剔除该笔款项后营收为9.796亿美元，有机增长6.8%，其中终止赔付贡献了2.6个百分点。营业利润为1.753亿美元、营业利润率17.5%，去年同期为营业亏损1.229亿美元。调整后每股收益1.13美元，同比增长27%，其中含终止赔付带来的每股0.16美元收益；调整后营业利润率21.5%，去年同期为19.3%。本季自由现金流1.98亿美元。
分业务看，汽车业务营收5.56亿美元，有机增速比市场产量高约4个百分点；工业业务营收2.10亿美元，有机增长12%；航空航天、国防与商用设备业务营收2.38亿美元，有机增长13%。公司数据中心相关营收预计2026年达4,800万美元，较2025年的2,700万美元增长76%，并已在六家超大规模云厂商处取得七个设计定点。截至9月30日，公司净债务19亿美元，低于2024年底的26亿美元；本季在公开市场回购了3,300万美元债务。
首席执行官 Stephan von Schuckmann 说：「我们的核心业务更强了，我们对加速长期有机增长的信心也在增强。」公司自2025年第四季度起按汽车、工业、航空航天国防与商用设备三个板块重述分部业绩。2026年前九个月，公司营收29.291亿美元，同比增长5.1%，净利润3.034亿美元，去年同期为净亏损3,190万美元。
Sensata Q3 Revenue Rises 7.7% to $1.0036 Billion: Net Income of $114.2 Million Swings From Year-Ago Loss
Sensata Technologies (NYSE: ST), a maker of sensors and electrical protection products, reported results for the third quarter ended September 30, 2026 on October 27: revenue was $1,003.6 million, up 7.7% from $932.0 million a year earlier; net income was $114.2 million, swinging from a net loss of $162.5 million in the year-ago quarter, which included a $225.7 million goodwill impairment charge; earnings per share were $0.78, compared with a loss of $1.12 per share a year earlier.
Revenue for the quarter included a $24.0 million termination payment from a customer related to the cancellation of an electric vehicle program; excluding it, revenue was $979.6 million and organic growth was 6.8%, with the payment contributing 2.6 percentage points. Operating income was $175.3 million, or 17.5% of revenue, compared with an operating loss of $122.9 million a year earlier. Adjusted earnings per share were $1.13, up 27% year over year, including a $0.16 per-share benefit from the termination payment, and the adjusted operating margin was 21.5%, versus 19.3% a year earlier. Free cash flow for the quarter was $198 million.
By business, automotive revenue was $556 million, outgrowing market production by about 4% organically; industrials revenue was $210 million, up 12% organically; and aerospace, defense and commercial equipment revenue was $238 million, up 13% organically. Data center revenue is projected at $48 million for 2026, up 76% from $27 million in 2025, with seven design wins across six hyperscalers. Net debt stood at $1.9 billion as of September 30, down from $2.6 billion at the end of 2024, and the company repurchased $33 million of debt in the open market during the quarter.
'Our core business is stronger, and we have growing conviction in our ability to accelerate long-term organic growth,' said Chief Executive Officer Stephan von Schuckmann. For the first nine months of 2026, revenue was $2,929.1 million, up 5.1%, and net income was $303.4 million, compared with a net loss of $31.9 million a year earlier.
来源：GSM·美国（原文链接）
图片来源：Sensata Technologies 公司标识（资料图）。公共领域，经 Wikimedia Commons。 / Sensata Technologies logo (file image). Public domain, via Wikimedia Commons.
