Stoneridge Inc (SRI)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
$7.48+4.62%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
QuarterlyIQ Insights · SRI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing MirrorEye product revenue to at least $160 million in 2026 as a key growth driver.
Stated as a priority in 3 of last 3 quarters. MirrorEye revenue reached a record quarterly level of approximately $37 million in 2026-Q2, a 39% increase year-over-year. Management reaffirmed the expectation of at least $160 million in MirrorEye revenue for 2026. The trajectory is delivering with strong growth in MirrorEye sales.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Record quarterly MirrorEye revenue of ~$37 million (+39% YoY).”
“MirrorEye continues to be a key growth driver, delivering record first quarter sales.”
“The Companys previously disclosed expectation of at least $160 million in MirrorEye revenue for 2026.”
Maintain full-year 2026 revenue guidance range between $645 million and $670 million.
Stated as a priority in 3 of last 3 quarters. Full-year revenue guidance was introduced at a midpoint of $638 million and updated to a range of $645 million to $670 million for 2026. The company reaffirmed this guidance in 2026-Q2. Revenue grew from $149 million in 2026-Q1 to $181 million in 2026-Q2, supporting the guidance. The trajectory is delivering consistent growth.
“We are reaffirming our full-year guidance for 2026 with revenue of $645 million to $670 million.”
“Updating full-year revenue guidance to $645 million - $670 million.”
“Introducing full-year 2026 guidance ranges including midpoint revenue of $638 million.”
Target adjusted operating margin between break-even and 0.5% for full-year 2026.
Stated as a priority in 3 of last 3 quarters. Adjusted operating margin guidance was introduced at break-even to 0.5% and reaffirmed in 2026-Q2. Operating loss improved from $(4.2) million in 2025-Q2 to $(1.2) million in 2026-Q2, reflecting a 71.7% improvement. The trajectory shows progress toward the margin target.
“Reaffirming adjusted operating margin guidance of approximately break-even to 0.5% for 2026.”
“Updated adjusted operating margin guidance to approximately break-even to 0.5%.”
“Introduced adjusted operating margin guidance of approximately break-even to 0.5%.”
Focus on disciplined execution to improve cost structure and control expenses for long-term value.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA improved significantly from $0.8 million in 2025-Q2 to $5.5 million in 2026-Q2, a 578.5% increase. Management emphasized disciplined execution and expense control to improve cost structure. The trajectory shows delivering progress on cost control.
“Disciplined execution of our strategy as we improve our cost structure and focus our resources.”
“Improved manufacturing performance, reduced quality-related costs, favorable net tariff recoveries, and cost control.”
Complete refinancing of the credit facility by November 2026 to improve financial flexibility and support growth.
Stated as a priority in 2 of last 2 quarters. Management initiated and is engaged in refinancing the credit facility to better align capital structure, targeting completion by November 2026. Total debt decreased from $180.9 million at 2025-Q4 to $151.1 million at 2026-Q2, reflecting progress. The trajectory shows delivering on capital structure improvement.
“Initiated a process to refinance our existing credit facility to better align our capital structure.”
“Engaged in a global refinancing process of the credit facility, expected to complete by November 2026.”
Over the trailing year it converted -0.50x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.