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Side-by-side financial comparison of PACS Group, Inc. (PACS) and Sensata Technologies Holding plc (ST). Click either name above to swap in a different company.

PACS Group, Inc. is the larger business by last-quarter revenue ($1.4B vs $934.8M, roughly 1.5× Sensata Technologies Holding plc). Sensata Technologies Holding plc runs the higher net margin — 9.3% vs 4.4%, a 4.9% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 2.6%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs -5.0%).

Sensata Technologies Holding plc is a global industrial technology company that designs, manufactures and sells a broad portfolio of sensing, electrical protection and control solutions. Its products serve automotive, industrial, aerospace, HVAC, telecommunications and heavy vehicle end markets, catering to manufacturing and enterprise clients across the world.

PACS vs ST — Head-to-Head

Bigger by revenue
PACS
PACS
1.5× larger
PACS
$1.4B
$934.8M
ST
Growing faster (revenue YoY)
PACS
PACS
+15.8% gap
PACS
18.4%
2.6%
ST
Higher net margin
ST
ST
4.9% more per $
ST
9.3%
4.4%
PACS
Faster 2-yr revenue CAGR
PACS
PACS
Annualised
PACS
20.5%
-5.0%
ST

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
PACS
PACS
ST
ST
Revenue
$1.4B
$934.8M
Net Profit
$59.7M
$87.1M
Gross Margin
30.6%
Operating Margin
7.0%
15.1%
Net Margin
4.4%
9.3%
Revenue YoY
18.4%
2.6%
Net Profit YoY
3022.5%
24.6%
EPS (diluted)
$0.42
$0.59

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
PACS
PACS
ST
ST
Q1 26
$934.8M
Q4 25
$1.4B
$917.9M
Q3 25
$1.3B
$932.0M
Q2 25
$1.3B
$943.4M
Q1 25
$1.3B
$911.3M
Q4 24
$1.1B
$907.7M
Q3 24
$1.0B
$982.8M
Q2 24
$981.4M
$1.0B
Net Profit
PACS
PACS
ST
ST
Q1 26
$87.1M
Q4 25
$59.7M
$63.2M
Q3 25
$52.4M
$-162.5M
Q2 25
$51.0M
$60.7M
Q1 25
$28.5M
$69.9M
Q4 24
$1.9M
$5.8M
Q3 24
$15.6M
$-25.0M
Q2 24
$-10.9M
$71.7M
Gross Margin
PACS
PACS
ST
ST
Q1 26
30.6%
Q4 25
29.0%
Q3 25
27.8%
Q2 25
30.3%
Q1 25
29.9%
Q4 24
27.1%
Q3 24
17.1%
28.6%
Q2 24
22.3%
30.0%
Operating Margin
PACS
PACS
ST
ST
Q1 26
15.1%
Q4 25
7.0%
10.9%
Q3 25
6.4%
-13.2%
Q2 25
6.2%
14.6%
Q1 25
3.8%
13.4%
Q4 24
1.7%
8.1%
Q3 24
2.2%
-20.3%
Q2 24
0.1%
12.5%
Net Margin
PACS
PACS
ST
ST
Q1 26
9.3%
Q4 25
4.4%
6.9%
Q3 25
3.9%
-17.4%
Q2 25
3.9%
6.4%
Q1 25
2.2%
7.7%
Q4 24
0.2%
0.6%
Q3 24
1.5%
-2.5%
Q2 24
-1.1%
6.9%
EPS (diluted)
PACS
PACS
ST
ST
Q1 26
$0.59
Q4 25
$0.42
$0.45
Q3 25
$0.32
$-1.12
Q2 25
$0.31
$0.41
Q1 25
$0.17
$0.47
Q4 24
$-0.03
$0.05
Q3 24
$0.10
$-0.17
Q2 24
$-0.07
$0.47

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PACS
PACS
ST
ST
Cash + ST InvestmentsLiquidity on hand
$197.0M
$635.1M
Total DebtLower is stronger
$353.2M
Stockholders' EquityBook value
$946.8M
$2.9B
Total Assets
$5.6B
$6.8B
Debt / EquityLower = less leverage
0.37×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PACS
PACS
ST
ST
Q1 26
$635.1M
Q4 25
$197.0M
$573.0M
Q3 25
$355.7M
$791.3M
Q2 25
$294.2M
$661.8M
Q1 25
$287.5M
$588.1M
Q4 24
$157.7M
$593.7M
Q3 24
$49.5M
$506.2M
Q2 24
$73.4M
$1.0B
Total Debt
PACS
PACS
ST
ST
Q1 26
Q4 25
$353.2M
$2.8B
Q3 25
Q2 25
Q1 25
Q4 24
$411.9M
$3.2B
Q3 24
Q2 24
Stockholders' Equity
PACS
PACS
ST
ST
Q1 26
$2.9B
Q4 25
$946.8M
$2.8B
Q3 25
$871.3M
$2.7B
Q2 25
$806.8M
$2.9B
Q1 25
$750.2M
$2.8B
Q4 24
$709.6M
$2.9B
Q3 24
$660.0M
$3.0B
Q2 24
$572.1M
$3.0B
Total Assets
PACS
PACS
ST
ST
Q1 26
$6.8B
Q4 25
$5.6B
$6.8B
Q3 25
$5.6B
$7.1B
Q2 25
$5.5B
$7.3B
Q1 25
$5.5B
$7.2B
Q4 24
$5.2B
$7.1B
Q3 24
$4.5B
$7.3B
Q2 24
$3.9B
$8.2B
Debt / Equity
PACS
PACS
ST
ST
Q1 26
Q4 25
0.37×
1.02×
Q3 25
Q2 25
Q1 25
Q4 24
0.58×
1.11×
Q3 24
Q2 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
PACS
PACS
ST
ST
Operating Cash FlowLast quarter
$-3.4M
$122.5M
Free Cash FlowOCF − Capex
$104.6M
FCF MarginFCF / Revenue
11.2%
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
-0.06×
1.41×
TTM Free Cash FlowTrailing 4 quarters
$508.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PACS
PACS
ST
ST
Q1 26
$122.5M
Q4 25
$-3.4M
$201.5M
Q3 25
$204.8M
$159.9M
Q2 25
$52.6M
$140.9M
Q1 25
$150.2M
$119.2M
Q4 24
$64.6M
$170.7M
Q3 24
$209.2M
$130.9M
Q2 24
$34.8M
$143.5M
Free Cash Flow
PACS
PACS
ST
ST
Q1 26
$104.6M
Q4 25
$151.9M
Q3 25
$136.2M
Q2 25
$115.5M
Q1 25
$86.6M
Q4 24
$138.9M
Q3 24
$91.3M
Q2 24
$98.4M
FCF Margin
PACS
PACS
ST
ST
Q1 26
11.2%
Q4 25
16.6%
Q3 25
14.6%
Q2 25
12.2%
Q1 25
9.5%
Q4 24
15.3%
Q3 24
9.3%
Q2 24
9.5%
Capex Intensity
PACS
PACS
ST
ST
Q1 26
Q4 25
5.4%
Q3 25
2.5%
Q2 25
2.7%
Q1 25
3.6%
Q4 24
3.5%
Q3 24
4.0%
Q2 24
4.4%
Cash Conversion
PACS
PACS
ST
ST
Q1 26
1.41×
Q4 25
-0.06×
3.19×
Q3 25
3.91×
Q2 25
1.03×
2.32×
Q1 25
5.28×
1.70×
Q4 24
33.78×
29.50×
Q3 24
13.39×
Q2 24
2.00×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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