The stock may react positively to the strong 2027 EBITDA guidance of $44M and MirrorEye growth, but investors should monitor execution on the turnaround and whether 2026 guidance is achieved given the recent loss and segment sale transition.
Price Chart
Executive Summary
Stoneridge reported a net loss of $102.8 million for full-year 2025, driven by a $21.6 million impairment of Control Devices assets and $44.5 million in tax valuation allowances. The company sold its Control Devices segment and issued 2026 EBITDA guidance of $20-25 million, projecting a recovery to $44 million EBITDA in 2027 based on MirrorEye growth and cost improvements.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue was $861.3 million, down from $908.3 million in 2024
- Net loss was $102.8 million in 2025, including $21.6 million impairment charge and $44.5 million in tax valuation allowances
- Adjusted EBITDA was $25.0 million in 2025 (2.9% margin)
- Company sold Control Devices segment in January 2026
- 2026 revenue guidance is $625-650 million (4.2% growth vs 2025 ex-Control Devices)
- 2026 EBITDA guidance is $20-25 million, with 2027 target of $44 million
- MirrorEye sales grew 69% to $111 million in 2025
Financial Impact
Revenue declined 5.2% YoY; net loss increased from $16.5M to $102.8M; guidance projects 4.2% revenue growth and EBITDA recovery
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Electronics | $551.4M | -7.3% |
| Stoneridge Brazil | $65.1M | +29.9% |
| Control Devices | $277.9M | -6.2% |
Risk Factors
- Execution risk on turnaround plan and achieving 2026/2027 guidance
- Dependence on MirrorEye growth to drive recovery
- Integration risk from Control Devices segment sale
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001043337-26-000021 |
| Document: sri-20260311xexx992earni.htm | 0001043337-26-000021 |
| Document: sri-20260311.htm | 0001043337-26-000021 |
| Document: 0001043337-26-000021-index-headers.html | 0001043337-26-000021 |
| Document: 0001043337-26-000021-index.html | 0001043337-26-000021 |
| Document: 0001043337-26-000021.txt | 0001043337-26-000021 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | 8-K | $6.49 | awaiting T+20 | — | $5.89 (−9.24%) |
Sep 23, 2026 4w ago | 8-K | $6.81 $5.93 | ▼ −12.92% | ▼ −12.50% | $5.89 (−13.51%) |
Sep 23, 2026 4w ago | Press Release | $6.81 $5.93 | ▼ −12.92% | ▼ −12.50% | $5.89 (−13.51%) |
Aug 27, 2026 8w ago | Press Release | $7.17 $6.67 | ▼ −6.97% | ▼ −7.23% | $5.89 (−17.85%) |
Aug 5, 2026 11w ago | Press Release | $7.25 $7.15 | ▲ +1.38% | ▲ +1.98% | $5.89 (+18.76%) |
Jul 22, 2026 13w ago | Press Release | $7.13 $7.08 | ▼ −0.70% | ▼ −4.01% | $5.89 (−17.39%) |
Jun 18, 2026 18w ago | Insider Cluster | $7.60 $7.25 | ▼ −4.61% | ▼ −5.14% | $5.89 (−22.50%) |
Jun 3, 2026 20w ago | 8-K | $7.41 $6.93 | ▼ −6.48% | ▼ −5.11% | $5.89 (−20.51%) |
May 26, 2026 22w ago | 8-K | $7.73 $7.06 | ▼ −8.67% | ▼ −6.77% | $5.89 (−23.80%) |
May 7, 2026 24w ago | 8-K | $7.63 $7.53 | ▲ +1.31% | ▲ +4.45% | $5.89 (+22.80%) |
US Market Status
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