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Sensata Technologies Holding vs Cognex: ST and CGNX compared
Sensata Technologies Holding is the larger company: $1.0B of revenue in its latest quarter (Q3 2026) against $313M for Cognex (Q3 2026). Cognex is growing faster (+13% against +8% a year earlier). Cognex is more profitable, with an operating margin of 32.2% against 17.5%.
Where the money goes: ST and CGNX
Sensata Technologies Holding (ST) · Q3 2026
Sensata Technologies Holding, Q3 2026: revenue $1.0B (+8% year over year), operating margin 17.5%, net earnings $114M, operating cash flow $225M. The chart follows the revenue to costs, profit and cash.
Cognex (CGNX) · Q3 2026
Cognex, Q3 2026: revenue $313M (+13% year over year), operating margin 32.2%, net earnings $84.8M, operating cash flow $106M. The chart follows the revenue to costs, profit and cash.
| Sensata Technologies Holding (ST) | Cognex (CGNX) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.0B | $313M |
| Revenue growth, Y/Y | +8% | +13% |
| Gross margin | — | 70.8% |
| Operating margin | 17.5% | 32.2% |
| Net earnings | $114M | $84.8M |
| Net margin | 11.4% | 27.1% |
| Operating cash flow | $225M | $106M |
| Free cash flow | $198M | $104M |
| Market value | $5.8B | $9.9B |
| P/E | 15.6× | 56.8× |
| Analysts’ mean target | $52.80 | $74.21 |
Where the revenue comes from
Cognex
- Standard products and services (1): $266M (85%)
- Application-specific customer solutions: $47.0M (15%)
Questions
Which is bigger, Sensata Technologies Holding or Cognex?
Sensata Technologies Holding is the larger company: $1.0B of revenue in its latest quarter (Q3 2026) against $313M for Cognex (Q3 2026).
Is Sensata Technologies Holding or Cognex growing faster?
Cognex is growing faster (+13% against +8% a year earlier).
Which is more profitable, Sensata Technologies Holding or Cognex?
Cognex is more profitable, with an operating margin of 32.2% against 17.5%.
More: Sensata Technologies Holding earnings · how Sensata Technologies Holding makes money · Cognex earnings · how Cognex makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 27, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.