The EPS miss outweighs the revenue beat, keeping the stock under pressure. Monitor refinancing progress and the North American commercial vehicle market for near-term catalysts. Guidance reaffirmation provides a floor for the stock.
Price Chart
Executive Summary
Stoneridge reported Q2 2026 EPS of -$0.19, significantly missing consensus of -$0.14, though revenue of $181.4M beat the $161.8M estimate on 15.1% YoY growth. Net loss improved to -$5.3M from -$11.1M a year ago, driven by MirrorEye revenue and Brazil sales. The company reaffirmed its 2026 full-year guidance despite ongoing macroeconomic uncertainty.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $181.4M, up 15.1% YoY, above $161.8M consensus
- GAAP EPS -$0.19, missed consensus of -$0.14
- Net loss from continuing operations improved to -$5.3M from -$11.1M YoY
- MirrorEye revenue ~$37M, a record (+39% YoY)
- Stoneridge Brazil revenue $20.5M, a record (+37.6% YoY)
- Gross margin contracted 277 bps to 20.3% due to higher material costs and product mix
- Adjusted EBITDA $5.5M vs $0.8M a year ago
- Net debt reduced to $79.6M from $118.1M
- Full-year 2026 guidance reaffirmed: revenue $645M-$670M, Adj. EBITDA $20M-$25M
- Credit facility matures July 2027; company engaged in refinancing process
Financial Impact
GAAP EPS miss of $0.05 vs consensus; revenue beat of $19.6M; net loss improvement of $5.8M YoY
Risk Factors
- Credit facility maturity and refinancing risk
- Gross margin compression from adverse product mix and material costs
- Macroeconomic and geopolitical uncertainty affecting end markets
- Ongoing net losses and negative GAAP net income
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302843860 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | 8-K | $6.49 | awaiting T+20 | — | $5.81 (−10.48%) |
Sep 23, 2026 4w ago | 8-K | $6.81 $5.93 | ▼ −12.92% | ▼ −12.50% | $5.81 (−14.68%) |
Sep 23, 2026 4w ago | Press Release | $6.81 $5.93 | ▼ −12.92% | ▼ −12.50% | $5.81 (−14.68%) |
Aug 27, 2026 8w ago | Press Release | $7.17 $6.67 | ▼ −6.97% | ▼ −7.23% | $5.81 (−18.97%) |
Aug 5, 2026 11w ago | Press Release | $7.25 $7.15 | ▲ +1.38% | ▲ +1.98% | $5.81 (+19.86%) |
Jul 22, 2026 13w ago | Press Release | $7.13 $7.08 | ▼ −0.70% | ▼ −4.01% | $5.81 (−18.51%) |
Jun 18, 2026 18w ago | Insider Cluster | $7.60 $7.25 | ▼ −4.61% | ▼ −5.14% | $5.81 (−23.55%) |
Jun 3, 2026 20w ago | 8-K | $7.41 $6.93 | ▼ −6.48% | ▼ −5.11% | $5.81 (−21.59%) |
May 26, 2026 22w ago | 8-K | $7.73 $7.06 | ▼ −8.67% | ▼ −6.77% | $5.81 (−24.84%) |
May 7, 2026 24w ago | 8-K | $7.63 $7.53 | ▲ +1.31% | ▲ +4.45% | $5.81 (+23.85%) |
US Market Status
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