Stoneridge, Inc. (SRI)

Stoneridge, Inc. stock has experienced significant movements in the past six months, with the share price increasing by 34.51% over the last six months and by 49.80% in the last month as of May 7, 2026. The stock was up 73% in the last year as of February 3, 2026, and 71.07% over the period from April 28, 2025, to April 27, 2026. The sale of its Control Devices segment to an affiliate of Center Rock Capital Partners, LP, was completed on January 30, 2026, for $59 million. The company reported its first-quarter 2026 results on May 7, 2026, with sales of $160.8 million, a 9.2% increase from the fourth quarter of 2025 and raised its full-year 2026 revenue guidance to $645 million–$670 million.

Stoneridge, Inc. experiences some demand seasonality for its products and services, noting "third quarter seasonality in Europe" as a factor contributing to lower customer production volumes in the European commercial vehicle end market during the third quarter of 2025.

Stoneridge, Inc. is a global supplier of electrical and electronic systems and technologies for the automotive, commercial, off-highway, and agricultural vehicle markets. The company operates primarily in two segments: Electronics and Stoneridge Brazil, with a historical Control Devices segment that was sold in January 2026. The Electronics segment focuses on advanced driver assistance products, vision systems, connectivity and compliance solutions, driver information systems, and electronic control units. The Stoneridge Brazil segment provides vehicle tracking devices and monitoring services, telematics solutions, driver information systems, and aftermarket multimedia and alarms.

Stoneridge, Inc. has a strong global presence, serving customers in 15 countries across five continents with manufacturing facilities in North America, South America, and Europe. The company's global headquarters is located in Novi, Michigan, USA. Key operational locations include Juarez, Mexico, and Stoneridge Brazil. The company expanded its European presence through acquisitions in Sweden and Estonia and entered the Asian market with a joint venture in India and a sales office and manufacturing subsidiary in China.

Stoneridge, Inc. has maintained a positive brand reputation, driven by the performance and market acceptance of its MirrorEye® Camera Monitor System. MirrorEye sales reached a new record in the first quarter of 2026, with approximately 10% growth. The company has surpassed 150,000 MirrorEye systems produced globally and has six global MirrorEye programs across ten OEM truck brands. MirrorEye is gaining traction in the bus and coach market, with 2026 revenue expected to be roughly double 2024 levels.

Stoneridge, Inc.'s ownership is primarily dominated by institutional investors, holding 85.24% of the company as of May 6, 2026. Major institutional shareholders include 22nw, Lp, Vanguard Group Inc, Ewing Morris & Co. Investment Partners Ltd., Dimensional Fund Advisors Lp, BlackRock, Inc., Federated Hermes, Inc., AYAL Capital Advisors Ltd, ArrowMark Colorado Holdings LLC, D. E. Shaw & Co., Inc., American Century Companies Inc, T. Rowe Price, and Royce Micro-Cap Trust, Inc. The largest individual shareholder is D. M. Draime, who owns 20.17% of the company. Insiders hold a modest stake, and the general public owns approximately 10% of the company.