HIGHBuilt-inProduct / Revenue mix
57%
Automotive segment
“10-K Item 1: 'The Automotive reportable segment accounted for approximately 57.0% of our net revenue in fiscal year 2025.'”
ST · Concentration risk · 10-K extracted
Sensata Technologies Holding pl (ST) concentration risks
Updated
The most significant concentration Sensata Technologies Holding pl discloses is Automotive segment at 57%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Sensata Technologies Holding pl’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM0
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
LOWBuilt-inGeographic
20%
China
“10-K Item 1A: 'Our subsidiaries located outside of the U.S. generated approximately 61% of our net revenue in fiscal year 2025 (including approximately 20% in China)'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's disclosed concentration profile combines a high-share product-segment dependency and a lower-share geographic exposure with structurally distinct characters. The Automotive reportable segment accounted for approximately 57.0% of net revenue in fiscal year 2025, a high-share, structural concentration — the business is predominantly oriented toward sensor and sensing solutions for the automotive end-market, reflecting deliberate product positioning rather than reliance on any individual customer. The automotive segment's performance is therefore closely tied to global vehicle production volumes, the pace of vehicle electrification and content-per-vehicle trends, and the competitive dynamics of the automotive supply chain. The second disclosed concentration is geographic: subsidiaries located outside the United States generated approximately 61% of net revenue in fiscal year 2025, including approximately 20% in China. The China contribution is a lower-share, structural exposure that follows from manufacturing and customer presence in one of the world's largest automotive markets. At the low disclosed-size band, the China exposure in isolation is limited in scale, but it carries additional sensitivity to trade policy, technology export controls, and local market dynamics that differ from those in the rest of the non-U.S. portfolio. The two exposures interact: the automotive segment drives results across geographies, so a global vehicle production slowdown — or specific conditions in China affecting local OEM demand — would affect both dimensions simultaneously. No named customer, supplier, or counterparty concentration is disclosed above a threshold in the source claims.
For the engine’s reasoning on ST’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Scientific & Technical Instruments
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| BMI | Badger Meter, Inc. | 2 | 0 | 0 | 2 |
| ESE | ESCO Technologies Inc. | 1 | 1 | 2 | 4 |
| COHR | Coherent Corp. | 1 | 1 | 0 | 2 |
| ST● | Sensata Technologies Holding pl | 1 | 0 | 1 | 2 |
| FTV | Fortive Corporation | 1 | 0 | 0 | 1 |
| CGNX | Cognex Corporation | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.