- Sensata's fourth quarter was mixed, with some margin underperformance, but major end-markets are recovering.
- Sensata has done a good job of securing new content wins on EV launches and continues to invest (organic and M&A) in its EV capabilities.
- Management's efforts to build up its opportunities in EVs and growth markets like telematics aren't getting their full due yet, but it's still early in the growth cycle.
- Sensata shares still offer worthwhile upside, though more on a margins/returns basis than FCF growth.
For further details see:
Sensata Technologies Still Has More To Offer