STRATTEC SECURITY CORPORATION (STRT)

STRATTEC's stock price has seen significant movement in the past six months. As of September 23, 2025, the share price was $67.72, representing an increase of 73.20% from $39.10 on September 24, 2024. The stock reached a 52-week high of $83.00 on August 15, 2025, before a pullback. Key events impacting the stock include the Q4 FY2025 earnings report on August 14, 2025, where STRATTEC reported strong results with EPS of $2.01 and revenue of $152 million. The company reported EPS of $0.65 for Q3 FY2025, which was $0.04 worse than the analyst estimate. STRATTEC reported EPS of $0.65 for Q2 FY2025, beating the analyst estimate by $0.54. The stock price increased by over 10% on April 10, 2025, and on May 15, 2025. Strattec Security insiders have sold more company stock than they have bought in the past three months, with sales totaling $1,507,535.00.

STRATTEC's revenues and margins can be volatile on a quarterly, seasonal, or even yearly basis, reflecting the cyclicality of the automotive industry. The company's performance is closely tied to North American automotive production, which is expected to be lower by 5% to 6% for STRATTEC's fiscal year ending June 2026. The development and engineering design time for vehicle access control products typically takes 1 to 3 years before a vehicle is offered to the public, with commitments occurring prior to the start of production.

STRATTEC Security Corporation is a designer, developer, manufacturer, and marketer of automotive access control products operating in the Consumer Discretionary sector, specifically in the Auto Parts industry, with a history spanning over 110 years. Its products include mechanical and electronically enhanced locks and keys; fobs, passive entry passive start (PEPS) systems, digital key, and phone as a key systems; steering column and instrument panel ignition lock housings; latches and door handles; power sliding side door systems, power tailgate and liftgate systems, and power deck lid systems; steering wheel switches and controllers, and E-shifters; and related access control products and user interface controls. The company also provides service and aftermarket support for its products.

STRATTEC Security Corporation designs, develops, manufactures, and markets its products in North America and internationally, primarily serving automotive original equipment manufacturers (OEMs) and aftermarket customers. Its products are shipped to customer locations in the United States, Canada, Mexico, Europe, South America, Korea, and China. The company's largest customers include three leading automotive OEMs in North America, with General Motors, Ford Motor Company, and Stellantis N.V. accounting for a significant portion of its annual sales in fiscal year 2025.

STRATTEC has a strong brand reputation, built over 110 years, as a trusted partner for vehicle manufacturers due to its focus on innovation and quality in automotive access, security, and user interface solutions. The company is recognized for its engineering expertise in security and vehicle access, flexible service, and deep customer relationships. STRATTEC announced a strategic partnership with a major automaker to develop a new generation of advanced security systems. The company's strong financial results contribute positively to its reputation. Shareholders approved a new equity incentive plan and amendments to the company's articles of incorporation and bylaws to eliminate the classified board and provide for annual director terms. STRATTEC announced plans to list its Milwaukee facility on the market as part of a broader strategy to assess and upgrade its manufacturing and office spaces. While some analysts have maintained a "Hold" rating, the company's recent performance and strategic shifts are being watched for their effectiveness.

STRATTEC Security Corporation has a mixed ownership structure, with institutional investors holding a significant portion. Approximately 75.08% of the total shares outstanding are held by institutions. Major institutional owners include Gamco Investors, Inc. Et Al, Dimensional Fund Advisors Lp, Vanguard Group Inc, and BlackRock, Inc. Individual insider ownership is approximately 8.21% (341,607 shares). Gate City Capital Management LLC is noted as the largest individual shareholder, owning 412,341 shares, representing 9.91% of the company. Mario Gabelli also owns a significant number of shares.