Start here if you're new
what it is
It makes sensors, dashboards, alarms, and tracking gear for vehicles.
how it gets paid
Last year Stoneridge made $861M in revenue. Control Devices was the main engine at $300M, or 35% of sales.
why growth slowed
Revenue fell 5.2% last year. The $656M revenue figure matters because it shows the business is still large.
what just happened
Stoneridge missed badly with -$0.93 EPS on $656M revenue.
At a glance
C++ balance sheet — some cracks in the foundation
20/100 earnings predictability — expect surprises
35.1x trailing p/e — you're paying up for this one
0.3% return on capital — nothing to write home about
-$0.60 fy2024 eps est
xvary composite: 33/100 — weak
What they do
It makes sensors, dashboards, alarms, and tracking gear for vehicles.
You are not buying a logo. You are buying parts buried inside a car's wiring and dashboard. Stoneridge has 4,450 employees and sells into North America, South America, and Europe. Leaving is painful because the car maker has to re-test the part, not just swap it.
How they make money
$861M
annual revenue · their business grew -5.2% last year
Control Devices
$300M
Electronics
$220M
Driver Information Systems
$120M
Security and Tracking
$103M
Infotainment and Audio-Video
$118M
The products that matter
camera monitor system
MirrorEye
$223M · +69% growth
it generated $223M last year and is now the only segment growing fast enough to change the story. if you are betting on SRI, you are betting this product keeps compounding from here.
26% of revenue
vehicle electronics and sensors
Electronics & Sensors
$638M · 74% of revenue
this is still the larger business at $638M, but sales fell 5.2% last year. it funds the company today while MirrorEye tries to become the reason you own it tomorrow.
legacy core
portfolio reset
Control Devices divestiture
$59M sale
the $59M sale made the company smaller on purpose. that sharpens the focus, but it also removes revenue now and leaves less room for the remaining business to miss.
refocus
Key numbers
$861M
annual revenue
This is the top line. It tells you the company still has real scale, even while margins are negative.
4.5%
operating margin
This is profit after running the business. Negative means the company lost money on operations.
0.3%
return on capital
This means every dollar tied up in the business earned almost nothing. That is a weak use of capital.
$180M
long-term debt
This is the bill sitting on the balance sheet. It matters because weak profits make debt harder to live with.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 4 — safer than 20% of stocks
- price stability 15 / 100
- long-term debt $180M (53% of capital)
C++ — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for SRI right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Stoneridge missed badly with -$0.93 EPS on $656M revenue.
EDGAR shows $656M in revenue and EPS of -$0.93 for the latest quarter. The latest company release also shows a much smaller post-sale business, which is why the numbers look noisy.
$656M
revenue
-$0.93
eps
16.2%
gross margin
the number that mattered
The $656M revenue figure matters because it shows the business is still large, but the -$0.93 EPS says that size is not translating into profit.
source: EDGAR quarterly filing and company earnings release, 2026
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What could go wrong
the #1 risk is MirrorEye failing to scale fast enough after the Control Devices sale.
high
MirrorEye concentration risk
MirrorEye grew 69% last year, but it is still $223M of revenue. The 2027 target of $750M puts a lot of weight on one platform.
If that growth rate breaks before margins improve, the turnaround loses its only visible engine.
high
Leadership transition during a reset
President and CEO Jim Zizelman retires effective May 20, 2026. CFO Matt Horvath resigns effective March 31, 2026.
A reset is hard enough. Doing it while replacing both the CEO and CFO raises the odds of delay, drift, or changed targets.
med
Thin margins with debt attached
Q4 gross margin was 16.2%, long-term debt is $180M, and the balance sheet grade is C++.
At that margin level, you do not need a disaster to miss the $22.5M EBITDA target. A few weak quarters would do it.
med
The legacy core keeps shrinking
Electronics & Sensors still generates 74% of revenue, or about $638M, but it declined 5.2% last year.
If the core keeps sliding, MirrorEye has to run faster just to keep total revenue from falling again.
A forced miss on either growth or margin would hit a company with a $162M market cap, a $102.8M annual loss, $180M of long-term debt, and little room to absorb disappointment.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
q1 2026 earnings report
Estimated for Wednesday, April 29, 2026. You want the first clean read on the post-divestiture company, not the old portfolio.
risk
management handoff
The CFO leaves on March 31, 2026 and the CEO retires on May 20, 2026. Watch for continuity, not strategic drift.
metric
gross margin above 16.2%
This is the pressure gauge. If margin does not improve from 16.2%, the $22.5M EBITDA target starts to look aspirational.
trend
MirrorEye versus the shrinking core
MirrorEye grew 69% last year while Electronics & Sensors fell 5.2%. That spread needs to stay wide or the reset stalls.
Analyst rankings
earnings predictability
20 / 100
Only 20 / 100. in human-speak, analysts do not trust the earnings path to stay smooth.
risk rank
4
Risk rank 4 means this screens as riskier than most stocks. You are not buying stability here.
source: institutional data
Institutional activity
institutional ownership data for SRI is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$6
current price
n/a
target midpoint · n/a from current
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