业绩总结 - 2025年第二季度收入为943百万美元，同比下降8.9%[35] - 调整后营业收入为179百万美元，调整后每股收益为0.87美元，均高于指导范围上限[6][31] - 自由现金流为116百万美元，转换率为91%，同比提升20个百分点[6][19] - 调整后的毛利润为2.922亿美元，同比下降10.3%，毛利率为31.0%[36] - 调整后的运营收入为1.791亿美元，同比下降8.9%，运营利润率保持在19.0%[36] - 调整后的净收入为1.273亿美元，同比下降8.6%，净利率为13.5%[36] - 调整后的每股收益（EPS）为0.87美元，同比下降5.4%[36] 用户数据 - 性能传感部门净收入为652.2百万美元，同比下降9.9%[23] - 感应解决方案部门净收入为291.2百万美元，同比增长8.6%[23] - Sensata在2025年第二季度的有机收入增长为-1.5%[58] - Performance Sensing部门在2025年第二季度的有机收入下降为-6.1%[58] - Sensing Solutions部门在2025年第二季度的有机收入增长为10.7%[58] 未来展望 - 预计2025年第三季度收入在900百万至930百万美元之间，调整后每股收益预计在0.81至0.87美元之间[31][33] - 预计2025年北美卡车生产同比下降24%[11] - 预计全球汽车生产在2025年上半年持平，下半年下降中个位数百分比[11] - 预计2025年第三季度调整后营业利润率将达到19.0%至19.2%[31] 财务状况 - 截至2025年6月30日，总资产为72.701亿美元，较2024年12月31日的71.433亿美元有所增加[40] - 现金及现金等价物为6.618亿美元，净现金为6.596亿美元[40] - 截至2025年6月30日，Sensata的总债务为3,200,581千美元[60] - Sensata的净债务为2,560,347千美元，较2025年3月31日下降[60] - 2025年第二季度的自由现金流为115,519千美元，较2024年增长17.4%[59] - 2025年第二季度的净现金流入为140,904千美元，较2024年下降1.8%[59] 研发与费用 - 研发费用为3,260万美元，占收入的3.5%，同比下降28.1%[36] - 调整后的企业和其他费用为-55,839千美元，较2024年有所改善[62] - 调整后的税率为13.4%，较去年同期的14.7%下降130个基点[36]

Table of Contents As filed with the Securities and Exchange Commission on June 26, 2024 Registration No. 333-280016 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MULTISENSOR AI HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 86-3938682 (I.R.S. Em ...

Table of Contents As filed with the Securities and Exchange Commission on June 21, 2024 Registration No. 333-280016 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MULTISENSOR AI HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 86-3938682 (I.R.S. Em ...

Table of Contents As filed with the Securities and Exchange Commission on June 6, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MULTISENSOR AI HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 86-3938682 (I.R.S. Employer Identification No.) ...

Table of Contents As filed with the Securities and Exchange Commission on April 18, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MULTISENSOR AI HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 2105 West Cardinal Drive Beaumont, Texas 7770 ...

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on December 19, 2023 Registration No. 333-275521 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SPORTSMAP TECH ACQUISITION CORP.* (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 5353 West Ala ...

Table of Contents As filed with the Securities and Exchange Commission on December 12, 2023 Registration No. 333-275521 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SPORTSMAP TECH ACQUISITION CORP.* (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 86-3938682 (I ...