Stoneridge (SRI)
NYSE:SRI
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.19Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a mixed but constructive picture: strong, product-driven growth (notably MirrorEye) and substantial new-business wins and cash generation underpin an optimistic long-term outlook, supported by cost and quality improvements and a strategic divestiture. However, near-term headwinds — including a significant 2025 production decline, tariff and FX impacts, incremental Q4 quality costs, lower 2026 EBITDA guidance versus 2025, and an expected weak Q1 — temper immediate earnings momentum. Overall, the positives (robust product momentum, large awards, cash flow, and structural actions) outweigh the short-term challenges, while management emphasizes disciplined execution and conservative near-term guidance.Company Guidance
MirrorEye Rapid Growth
MirrorEye sales totaled approximately $111,000,000 in 2025 (management also referenced "over $110,000,000"), representing ~69–70% year-over-year growth in total MirrorEye sales and an 84% increase in MirrorEye OEM revenue as programs mature and take rates increase.
Large New Business Awards
Company announced approximately $830,000,000 in estimated life revenue of new business awards in 2025, including the largest business award in company history for a global OEM MirrorEye program extension and the largest OEM program award in Stoneridge Brazil's history.
Positive Free Cash Flow and Inventory Improvement
Generated positive adjusted free cash flow of approximately $19,000,000 in 2025, driven by an $18,700,000 reduction in inventory balances and disciplined capex and working capital management.
Cost and Quality Improvements
Reduced material costs by 80 basis points company-wide (Electronics improvement cited at ~120 bps) and reduced quality-related costs by $6,600,000 year-over-year (Electronics quality costs down ~$3,700,000), contributing to margin resilience.
Market Outperformance
Outperformed weighted average OEM end markets by 150 basis points in 2025; Electronics segment outperformed weighted end markets by ~430 basis points, driven mainly by MirrorEye momentum.
Stoneridge Brazil Momentum
Brazil sales grew by about $15,000,000 (~30% year-over-year); Brazilian OEM sales set a record at $26,700,000 (approximately doubled year-over-year) and adjusted operating income improved by $4,600,000 (660 basis points).
Strategic Divestiture and Capital Allocation
Completed sale of the Control Devices segment for a base purchase price of $59,000,000, enabling focus on higher-growth businesses, planned debt paydown, reduced organizational complexity, and expected lower interest expense.
Mid- and Long-Term Growth Targets
Management targets continued MirrorEye growth (2026 MirrorEye sales target of at least $160,000,000, ~45% growth vs 2025), 2027 revenue estimate of at least $715,000,000 (~12% above 2026 midpoint), and 2030 revenue range of $850,000,000–$1,000,000,000 (CAGR 6.8%–10.3%), with EBITDA targets of at least $44,000,000 in 2027 and $80,000,000–$120,000,000 by 2030.
SRI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SRI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $7.49 | $7.66 | +2.27% |
Nov 05, 2025 | $6.88 | $5.76 | -16.28% |
Aug 06, 2025 | $7.63 | $8.34 | +9.31% |
Apr 30, 2025 | $3.86 | $4.15 | +7.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stoneridge (SRI) report earnings?
Stoneridge (SRI) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Stoneridge (SRI) earnings time?
Stoneridge (SRI) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SRI EPS forecast?
Currently, no data Available