Stoneridge, Inc.
- Open
- 7.08
- Day high
- 7.12
- Day low
- 6.90
- Prev close
- 7.17
- Volume
- 141K
- Mkt cap
- $197M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.3
- P/S
- 0.3
- Yield
- —
- Per share
- —
- ▲Insiders net buying $86K over the last 3 months (4 open-market buys, 1 sale)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions mixed (13F)
Stoneridge, Inc. (SRI) is a Consumer Cyclical company listed on NYSE. The stock is down 15% over the past year. Over the trailing 3 months, insiders filed 4 open-market buys and 1 sale (SEC Form 4).
Stoneridge, Inc. (SRI) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SRI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $0.08 | $-0.18 | -325.0% | $181M | +10.9% |
| May 7, 2026 | $-0.19 | $-0.75 | -294.7% | $161M | +13.4% |
| Nov 5, 2025 | — | $-0.18 | — | $210M | -0.4% |
| Aug 6, 2025 | $-0.07 | $-0.25 | -257.1% | $228M | +10.8% |
| Apr 30, 2025 | $-0.17 | $-0.19 | -11.8% | $218M | -0.9% |
| Feb 26, 2025 | $0.18 | $-0.18 | -200.0% | $218M | +4.9% |
| Oct 30, 2024 | $0.08 | $-0.24 | -400.0% | $214M | +2.4% |
| Jul 31, 2024 | $0.02 | $0.17 | +950.0% | $237M | -3.1% |
| May 1, 2024 | $-0.02 | $-0.09 | -450.1% | $239M | -0.5% |
| Feb 28, 2024 | $0.10 | $0.11 | +10.0% | $230M | -0.6% |
| Nov 1, 2023 | $0.01 | $0.08 | +500.2% | $238M | +2.2% |
| Aug 2, 2023 | $-0.04 | $-0.05 | -25.0% | $267M | +11.6% |
SRI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 18, 2026 | Humphrey Scott Randallofficer: CFO and Treasurer | Buy | 6,000 | $7.01 |
| Aug 11, 2026 | Noblet Nataliadirector, officer: President and CEO | Buy | 5,000 | $7.31 |
| Jun 18, 2026 | Ferraiolo Caetano Robertoofficer: President Stoneridge Brazil | Sell | 9,000 | $7.55 |
| Jun 16, 2026 | Humphrey Scott Randallofficer: CFO and Treasurer | Grant | 40,053 | — |
| Jun 12, 2026 | LASKY WILLIAM Mdirector | Buy | 5,000 | $7.46 |
| Jun 4, 2026 | Kaplan Ira C.director | Buy | 5,000 | $7.54 |
| May 22, 2026 | Zizelman Jamesdirector, officer: President and CEO | Option | 142,933 | — |
| May 22, 2026 | Zizelman Jamesdirector, officer: President and CEO | Tax | 169,465 | $6.89 |
| May 22, 2026 | Zizelman Jamesdirector, officer: President and CEO | Option | 430,663 | — |
| Mar 18, 2026 | Sklarsky Frank Sdirector | Grant | 23,478 | — |
| Mar 18, 2026 | Rutt Sheila Mdirector | Grant | 23,478 | — |
| Mar 18, 2026 | LASKY WILLIAM Mdirector | Grant | 23,478 | — |
| Mar 18, 2026 | Kaplan Ira C.director | Grant | 23,478 | — |
| Mar 18, 2026 | Reinhardt Carsten Jdirector | Grant | 23,478 | — |
| Mar 18, 2026 | English Aron R.director | Grant | 23,478 | — |
Source: SRI SEC Form 4 filings, latest Aug 18, 2026. For informational purposes only — not investment advice.
See the full SRI insider & 13F page →Stoneridge, Inc. company profile
Overview
Stoneridge, Inc. (NASDAQ:SRI) is a Michigan-based automotive technology company founded in 1965 that designs and manufactures electronic components and systems for vehicles. The company went public in 1997 and has evolved from a traditional automotive parts supplier into a technology-focused provider of advanced electronic systems for commercial and passenger vehicles. Stoneridge operates globally with manufacturing facilities in North America, South America, Europe, and Asia, serving original equipment manufacturers (OEMs) and aftermarket customers across multiple vehicle segments including automotive, commercial trucking, off-highway, motorcycle, and agricultural vehicles.
Business
Stoneridge operates in the automotive electronics industry, developing sophisticated electronic components that serve as the "nervous system" of modern vehicles. The company's products fall into three main business segments: Control Devices (approximately 33% of revenue): This segment manufactures the fundamental electronic building blocks that vehicles need to function properly. These include sensors that monitor tire pressure, engine temperature, and fluid levels; switches that control lights, wipers, and other vehicle functions; actuators that physically move parts like mirrors or seats when electronically commanded; and connectors that link different electronic systems together. Think of these as the basic sensory and control organs that allow a vehicle to "feel" its environment and respond accordingly. Electronics (approximately 65% of revenue): This is the company's largest and most technologically advanced segment, creating the "brains" of modern vehicles. The division produces driver information systems - the digital displays that show speed, fuel level, and warning messages to drivers. More importantly, it develops camera-based vision systems like MirrorEye, which replaces traditional side mirrors with cameras and interior displays, providing better visibility and aerodynamics. The segment also creates electronic control units (ECUs) that coordinate and manage various vehicle systems, connectivity products that enable vehicles to communicate with external networks, and compliance products like SMART 2 tachographs that help commercial vehicles meet regulatory requirements for driver hours and vehicle performance tracking. Stoneridge Brazil (approximately 2% of revenue): This smaller segment focuses on the South American market, producing vehicle tracking devices for fleet management, security alarms, audio and infotainment systems, and telematics solutions that provide real-time vehicle data and communication capabilities. The automotive electronics industry has been transformed by the shift toward electric vehicles, autonomous driving features, and connected car technologies. Modern vehicles contain dozens of electronic control units and hundreds of sensors, making companies like Stoneridge essential suppliers in an increasingly digital automotive ecosystem.
Revenue model
Stoneridge generates revenue primarily through product sales to automotive original equipment manufacturers (OEMs) and Tier 1 suppliers, who integrate Stoneridge's components into new vehicles during manufacturing. The company also serves aftermarket distributors and fleet operators who purchase retrofit solutions and replacement parts. Revenue is typically generated through long-term supply contracts with OEMs, often spanning 5-7 years and worth millions of dollars per program. The company's business model faces several margin-influencing factors. Positive margin drivers include the ongoing shift toward electric and autonomous vehicles, which require more sophisticated electronic systems and higher-value components. The growing adoption of advanced driver assistance systems (ADAS) and regulatory requirements for safety and compliance technologies also drive demand for Stoneridge's higher-margin electronics products. The company's MirrorEye system commands premium pricing due to its advanced technology and regulatory approval advantages. Negative margin pressures come from the cyclical nature of automotive production, which can cause significant revenue volatility during economic downturns. Raw material cost inflation, particularly for semiconductors and metals, directly impacts margins since automotive suppliers typically operate on thin margins with limited pricing power. The company also faces ongoing quality-related costs when products fail in the field, requiring expensive recalls or warranty repairs. Labor cost inflation and the need for continuous R&D investment to stay competitive in rapidly evolving automotive technology also pressure profitability. Additionally, the automotive industry's traditional expectation of annual price reductions from suppliers creates ongoing margin compression challenges. The company's global manufacturing footprint helps mitigate some cost pressures through labor arbitrage, but also exposes it to foreign exchange fluctuations and trade policy changes, including potential tariffs on products manufactured in Mexico and sold in the United States.
Competitive moat
Stoneridge operates in a highly competitive automotive supply industry with limited sustainable competitive advantages. The company's primary moat comes from its regulatory approvals and certifications, particularly for safety-critical systems like MirrorEye camera mirror systems. These products require extensive testing and government approval processes that can take years to complete, creating barriers for new entrants. Once approved and integrated into OEM production lines, switching costs for automakers are significant due to the complexity of revalidating and retooling for alternative suppliers. The company also benefits from customer relationships and integration complexity. Automotive OEMs prefer working with established suppliers who have proven track records of quality and on-time delivery, as vehicle recalls due to supplier defects can cost hundreds of millions of dollars. Stoneridge's 60-year operating history and global manufacturing capabilities provide some competitive positioning. However, the company's moat is relatively narrow and vulnerable. The automotive supply industry is characterized by intense price competition, with OEMs regularly seeking multiple suppliers for most components to ensure competitive pricing. Stoneridge faces competition from much larger suppliers like Bosch, Continental, and Aptiv, who have greater resources for R&D investment and can offer more comprehensive product portfolios. The company's technology, while sophisticated, is not proprietary enough to prevent competitors from developing similar solutions. The shift toward electric vehicles also presents both opportunity and threat, as traditional automotive supply relationships may be disrupted by new entrants and changing technology requirements. Chinese suppliers are increasingly competing in global markets with lower-cost alternatives, particularly threatening in price-sensitive component categories. Overall, Stoneridge's competitive position depends more on execution excellence and customer service than on sustainable structural advantages.
Risks & safety
Stoneridge presents a moderate margin of safety profile with mixed financial health indicators. **Liquidity and Solvency:** - Strong current ratio of 2.39 indicates solid short-term liquidity - Cash position of $79 million provides reasonable operating cushion - Low debt-to-equity ratio of 0.024 shows minimal leverage risk - Positive free cash flow of $4.8 million in Q1 2025, improving from previous periods **Valuation Metrics:** - Trading at 0.50x book value suggests potential undervaluation - Negative earnings make traditional P/E ratios meaningless - Enterprise value metrics distorted by minimal EBITDA - Market cap of $157 million appears reasonable relative to $908 million annual revenue **Other Considerations:** - Company has been unprofitable for multiple years, raising sustainability concerns - Cyclical automotive industry exposure creates earnings volatility - Working capital management has improved but inventory levels remain elevated - Long-term debt is manageable but company needs to return to profitability soon
Recent development
Over the past few years, Stoneridge has undergone a significant strategic transformation focused on advanced automotive technologies. The company's most important development has been the commercialization of its MirrorEye camera mirror system, which has evolved from a niche product to a major growth driver. MirrorEye revenue grew from $34 million in 2022 to over $50 million in 2023, with expectations to reach $120 million in 2025 - representing 75% growth. The system has gained traction with major OEMs including Volvo, Peterbilt, Freightliner, and DAF, with several making it standard equipment on new truck models. The company has also expanded its SMART 2 tachograph business in Europe, achieving consecutive quarterly sales records. This digital compliance device helps commercial vehicle operators meet European Union regulations for driver hours and vehicle monitoring. Additionally, Stoneridge has been developing AI-powered software solutions, including predictive algorithms for MirrorEye systems and a fuel advice system that analyzes driver behavior to optimize fleet performance. Operationally, the company has focused heavily on cost reduction and quality improvement initiatives. Management has successfully reduced material costs by 220 basis points, cut direct labor costs by 7%, and decreased quality-related expenses by $2.5 million in recent quarters. The company has also been working to reduce inventory levels and improve working capital management, targeting high single-digit inventory turns. Looking forward, Stoneridge is developing a suite of trailer connectivity products, including digital backup cameras with hardwired connections, expected to launch in limited quantities in 2025 with significant expansion in 2026. The company has also been globalizing its engineering functions to leverage cost advantages while maintaining technical capabilities.
SRI company profile · for informational purposes only — not investment advice.
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