Sensata Technologies Holding plc (ST) Q2 2026 Earnings Call Transcript

Sensata Technologies Holding plc ( ST ) Q2 2026 Earnings Call July 29, 2026 5:00 PM EDT Company Participants James Entwistle - Senior Director of Investor Relations Stephan Von Schuckmann - CEO & Director Andrew Lynch - CFO & Executive VP Conference Call Participants Wamsi Mohan - BofA Securities, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division William Stein - Truist Securities, Inc., Research Division Joseph Spak - UBS Investment Bank, Research Division Joseph Giordano - TD Cowen, Research Division Christopher Glynn - Oppenheimer & Co. Inc., Research Division Guy Drummond Hardwick - Barclays Bank PLC, Research Division Caden Dahl Shreyas Patil - Wolfe Research, LLC Presentation Operator Good afternoon, and welcome to the Sensata Technologies Second Quarter 2026 Earnings Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Mr. James Entwistle, Senior Director of Investor Relations. Please go ahead. James Entwistle Senior Director of Investor Relations Thank you, operator, and good afternoon, everyone. I'm James Entwistle, Senior Director of Investor Relations for Sensata, and I would like to welcome you to Sensata's Second Quarter 2026 Earnings Conference Call. Joining me on today's call are Stephan Von Schuckmann, Sensata's Chief Executive Officer; and Andrew Lynch, Sensata's Chief Financial Officer. In addition to the financial results press release we issued earlier today, we will reference a slide presentation during today's conference call. A PDF of this presentation can be downloaded from Sensata's Investor Relations website. This conference call is being recorded, and we will post a replay on our Investor Relations website shortly after today's call concludes. As we begin, I would like to reference Sensata's safe harbor statement on Slide 2. During this conference call, we will make forward-looking statements regarding future events or the financial performance of the company that involve certain risks and uncertainties. The company's actual results