- Sensata's fourth quarter results were a little better than expected, but guidance for 2022 was more mixed with some conservative end-market outlooks and more margin pressure.
- Management continues to grow the Electrification portfolio, but really isn't getting much credit for the growth leverage/potential in autos or other markets like industrial and aerospace.
- Sensata doesn't have a flawless track record, but the valuation seems to low given the company's market positioning and ongoing new business wins.
For further details see:
Sensata Not Enjoying The Best Sentiment, But Sensitized To Future Electrification Growth