Stoneridge, Inc. (SRI)

In the past six months, Stoneridge, Inc. stock has experienced several notable events. Stoneridge reported Q3 2025 earnings per share (EPS) of -$0.18, missing analysts' expectations of -$0.07, and quarterly revenue was reported at $210.27 million, exceeding analyst estimates of $203.14 million. The company reported an EPS of -$0.25 for Q2 2025, missing estimates of -$0.09. The company reported an EPS of -$0.19 for Q1 2025, missing estimates of -$0.17. The company reported an EPS of -$0.18 for Q4 2024, missing estimates of -$0.04. As of February 3, 2026, the share price had a significant month, posting a 27% gain and recovering from prior weakness, and the stock was up 73% in the last year. Stoneridge completed the sale of its Control Devices segment for $59 million, intending to dedicate capital and resources to its core growth platforms. The last year delivered a 4.9% decrease in the company's top line, but revenue is anticipated to climb by 3.2% during the coming year.

Stoneridge, Inc. experiences demand seasonality for its products and services, with Q3 2024 sales decreasing by 9.8% compared to Q2, and Q3 2025 Electronics sales decreasing by 14.4% relative to Q2 2025. The company's business operations benefit from diversified revenue streams across OEM, aftermarket, and connected services segments, and it prioritizes high-margin products to enhance profitability.

Stoneridge, Inc. is a global supplier of safe and efficient electronics systems and technologies in the transportation sector. The company focuses on powering vehicle intelligence and enhancing safety and security for on- and off-highway transportation. Historically operating through three segments, the company sold its Control Devices segment and now focuses on technology solutions for the global commercial vehicle and off-highway end markets. Major products include advanced driver assistance products, vision systems, connectivity and compliance solutions, and electronic control units, as well as vehicle tracking devices, driver information systems, and telematics solutions.

Stoneridge, Inc. serves customers in 15 countries across five continents, with a significant presence in Europe, North America, and South America. Brazil is a critical engineering center, and the company has a joint venture in India and operations in China.

In the past year, Stoneridge has seen positive developments in its brand reputation, achieving record sales for its MirrorEye® Camera Monitor System and SMART 2 Tachograph in Q1 2025. The company also announced several significant new OEM program awards for its Electronics and Stoneridge Brazil businesses, representing approximately $775 million in lifetime revenue. The 2025 Strategic Review of Control Devices culminated in the sale of this segment, allowing Stoneridge to focus on its core growth platforms.

Stoneridge, Inc. has 244 institutional owners and shareholders, holding a total of 27,004,482 shares, with institutional investors collectively owning more than half of the company. The top 12 shareholders control 51% of the ownership. Major institutional owners include 22NW, LP; Vanguard Group Inc; Dimensional Fund Advisors Lp; Ewing Morris & Co. Investment Partners Ltd; BlackRock, Inc.; Millennium Management Llc; AYAL Capital Advisors Ltd; Federated Hermes, Inc.; Royce & Associates Lp; and ArrowMark Colorado Holdings LLC.