Stoneridge

SRI

Market cap $195M

Stoneridge remains a "Buy" despite recent revenue and profit declines, driven by optimism around MirrorEye and long-term growth prospects. Recent results were weak, with 2025 revenue down 6% and net loss widening, but impairment charges and income taxes drove much of the deterioration. MirrorEye revenue grew 69% year-over-year to $111 million, with management projecting significant incremental growth and new business awards totaling $830 million.

Stoneridge, Inc. (SRI) Q4 2025 Earnings Call Transcript

Outperformed End-Markets by 150 Basis Points in 2025 Driven by MirrorEye® Growth of 69% Drove Improvements in Material Cost of 80 bps and Quality-Related Costs of $6.6 Million in 2025 Issues 2026 Midpoint EBITDA Guidance of $22.5 Million and 2027 EBITDA Target of $44 Million 2025 Fourth Quarter Results Sales of $205.2 million Net loss of $(76.9) million ((37.5)% of sales) Includes the after-tax impairment of Control Devices assets of $(16.7) million and income tax expense related to the recording of valuation allowances of $(44.5) million, net Adjusted net loss of $(14.7) million ((7.2)% of sales) Adjusted EBITDA of $3.4 million (1.7% of sales)   2026 Full-Year Guidance Revenue guidance of $625 million - $650 million (midpoint of $638 million) represents growth of 4.2% vs. 2025 sales (excluding Control Devices) of $612 million Guidance conservatively assumes flat end market growth based on current customer expectations (IHS third party production data expects 7.1% year-over-year growth based on our weighted-average OEM end markets) Expecting continued market outperformance led by MirrorEye growth of at least 45% Adjusted EBITDA of $20 million to $25 million (adjusted EBITDA margin of 3.2% to 3.8%) Contribution margin from incremental sales, continued performance improvements and structural cost reductions of $5 million expected to drive significant margin improvement.

NOVI, Mich., March 2, 2026 /PRNewswire/ -- Stoneridge, Inc. (NYSE: SRI) will webcast its fourth quarter 2025 earnings conference call live on Thursday, March 12, 2026, at 9:00 a.m.

NOVI, Mich., Feb. 26, 2026 /PRNewswire/ -- Stoneridge, Inc. (NYSE: SRI) today announced that it will appoint Aron R.

NOVI, Mich., Feb. 23, 2026 /PRNewswire/ -- Stoneridge, Inc. (NYSE: SRI) today announced that Jim Zizelman, president and chief executive officer, is retiring, effective May 20, 2026, following nearly seven years of dedicated service to the Company.

NOVI, Mich., Feb. 2, 2026 /PRNewswire/ -- Stoneridge, Inc. (NYSE: SRI) today announced that Chief Financial Officer and Treasurer, Matt Horvath, has resigned, effective March 31, 2026, to pursue an opportunity in a different industry sector.

Stoneridge, Inc. (SRI) Discusses Sale of Control Devices Segment and Strategic Alternatives Review Transcript

Transaction Closed January 30, 2026, with a Base Purchase Price of $59 Million NOVI, Mich., Feb. 2, 2026 /PRNewswire/ -- Stoneridge, Inc. (NYSE: SRI) today announced that it has completed the sale of its Control Devices segment to an affiliate of Center Rock Capital Partners, LP ("Center Rock"), a private investment firm specializing in driving long-term value creation for middle-market industrial businesses.

Stoneridge remains a 'buy' despite near-term automotive sector headwinds and a 27.9% stock decline since reaffirmation. 2025 revenue and EBITDA guidance were revised downward, but multi-year contract wins—especially for MirrorEye—support optimism for outsized long-term growth. Current valuation is not exceptional versus peers, but if SRI achieves its 2026–2029 targets, shares could be extremely undervalued.