In its third-quarter 2026 earnings call on October 27, 2026, Sensata reported 7% year-over-year organic revenue growth and said it is using rising free cash flow to pay down debt. Net debt fell from US$2.6 billion at year-end 2024 to US$1.9 billion by September 2026. Its data center power and liquid cooling products generated US$27 million of revenue in 2025 and are expected to reach US$48 million in 2026, 76% growth. Management said new custom motor and aerospace wins, such as those for drones, reached a record, doubling last year's pace. Automotive margins are expanding despite softer vehicle production in China.
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