Stoneridge, Inc. (SRI) Earnings
Stoneridge, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.08. SRI has beaten EPS estimates in 4 of its last 11 reported quarters (average surprise -190.9% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.19 | $-0.75 | -294.7% | $161M | +15.7% |
| Nov 5, 2025 | — | $-0.18 | — | $210M | -0.7% |
| Aug 6, 2025 | $-0.07 | $-0.25 | -257.1% | $228M | +11.0% |
| Apr 30, 2025 | $-0.17 | $-0.19 | -11.8% | $218M | -0.9% |
| Feb 26, 2025 | $0.18 | $-0.18 | -200.0% | $218M | +5.1% |
| Oct 30, 2024 | $0.08 | $-0.24 | -400.0% | $214M | +3.0% |
| Jul 31, 2024 | $0.02 | $0.17 | +950.0% | $237M | -2.3% |
| May 1, 2024 | $-0.02 | $-0.09 | -450.1% | $239M | +0.0% |
| Feb 28, 2024 | $0.10 | $0.11 | +10.0% | $230M | -0.0% |
| Nov 1, 2023 | $0.01 | $0.08 | +500.2% | $238M | +2.2% |
| Aug 2, 2023 | $-0.04 | $-0.05 | -25.0% | $267M | +11.6% |
| May 3, 2023 | $-0.30 | $-0.25 | +16.7% | $241M | +2.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- **Focus on advanced technology solutions**: Top - line growth exceeded the average OEM and markets by more than 15% driven by execution in core programs like Mirai, the Brazilian OEM business, and off - highway products. Strong customer intimacy and deep integration led to new business awards, and expect to drive market outperformance two to three times over the long term. - **Focus on excellence in execution**: Made progress in improving margins and long - term sustainable performance. Reinforced processes to enhance operational efficiency and product reliability, resulting in modestly lower quality - related costs compared to the fourth quarter, with first quarter gross margin expanding by 400 basis points. Focused on cash flow conversion through disciplined working capital improvements and capital allocation, reduced inventory balances and net debt. Mobilized to mitigate inflationary pressures in the semiconductor space and volume uncertainty due to market and geopolitical situations.
Guidance
- Adjusted full - year revenue guidance by $20 million, resulting in four - year revenue guidance of $645 million to $670 million and adjusted operating margin of approximately break - even to 0.5%. - Adjusted EBITDA guidance remains unchanged at $20 million to $25 million, resulting in 3.1% to 3.7% sales. - Expect second quarter revenue to be slightly above the first quarter. Expect EBITDA to continue to improve in the second half of the year, aligned with expected revenue growth and the ramp - up of benefits from material and structural cost improvements.
Segment performance
**Mirai**: In 2028, estimated lifetime revenue is approximately $70 million with peak annual revenue of ~$20 million. First quarter sales for Mirai set another quarterly record, growing to $33 million, which is 11% relative to the fourth quarter of 2025. **Electronics control business**: Secured a business award for a next - generation control program with a leading global off - highway vehicle manufacturer in Europe. The program is expected to launch in Q1 2028, with total lifetime revenue of approximately $65 million and estimated peak annual revenue of ~$15 million. **StoneRidge Brazil**: First quarter sales totaled $18.1 million, a $1.6 million or 9.4% growth relative to the fourth quarter of last year. First quarter adjusted operating income was $1.7 million, or 9.5% of sales, improving by 140 basis points compared to the fourth quarter of 2025.
Risks & headwinds
- Macro - economic and geopolitical volatility continues to persist.
Analyst Q&A
Q: Participants who wish to ask a question may press star and 1 on your telephone keypad. If you're using a speakerphone, you may pick up your handset before pressing the keys. If at any time your question has been addressed and you would like to withdraw your question, you may press star and then 2. At this time, you will pause momentarily to assemble a roster. As we have no questions, I would now like to turn the conference over back to Ms. Natalia Nobale for closing remarks. Thank you for joining us for the call. I know your time is very important, and as always, we truly appreciate your willingness to engage us today. While the external environment remains dynamic with ongoing inflationary and geopolitical risks, we are focused on what we can control. who are executing with discipline, strengthening our operations, and focusing to mitigate risks. We remain committed to delivering consistent performance, improving results, and creating sustainable value for our shareholders. Thank you again, and we look forward to updating you on our progress next quarter. Thank you. The conference is now concluded. Thank you for attending today's presentation. You may now disconnect.
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