Strattec Security Corp. (STRT)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
$60.43-5.78%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
QuarterlyIQ Insights · STRT
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.
We continue to improve our cost structure through targeted operational initiatives.
Stated in 2 of 2 supplied quarters. Management reported: “During the quarter, we took actions in our Mexico operations that are expected to generate $1.3 million in annualized savings.” “We believe there remain meaningful opportunities to reduce costs through supply chain improvements and automation which we expect to support margin improvement and strengthen our competitive position.”” Gross profit was $22.661 million in 2026-Q3.
“We continue to improve our cost structure through targeted operational initiatives.”
“Our near-term objectives remain focused on improving our cost structure and driving a stronger more predictable business while positioning ourselves to win new opportunities on future platforms for m…”
We have an active acquisition funnel that we believe could advance our long-term strategy.
Stated in 2 of 2 supplied quarters. Management reported: “We have an active acquisition funnel that we believe could advance our long-term strategy.” “Business Development Efforts The Company maintains an active acquisition funnel of strategic opportunities designed to diversify its customers and geographies, increase the scale of its operations and enhance its product offerings within Permission, Motion and Hold.” Revenue was $137.632 million in 2026-Q3.
“We have an active acquisition funnel that we believe could advance our long-term strategy.”
“Our near-term objectives remain focused on improving our cost structure and driving a stronger more predictable business while positioning ourselves to win new opportunities on future platforms for m…”
She added, “Importantly, the strength of our balance sheet provides us the flexibility to invest in our business while also returning capital to shareholders and pursuing strategic growth opportuniti…
Stated in 1 of 2 supplied quarters. Management reported: “She added, “Importantly, the strength of our balance sheet provides us the flexibility to invest in our business while also returning capital to shareholders and pursuing strategic growth opportunities.” “Jennifer Slater, President and CEO of Strattec, stated, “Our strong cash position allows us to continue investing in our transformation and growth strategy while also returning capital to shareholders through this new repurchase authorization.”
“She added, “Importantly, the strength of our balance sheet provides us the flexibility to invest in our business while also returning capital to shareholders and pursuing strategic growth opportuniti…”
Continue margin improvement through pricing, restructuring savings, operational improvements and cost actions, with a stated long-term margin goal.
Improve operating performance through cost actions, operational initiatives, supply chain improvements, and automation.
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 3 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Over the trailing year it converted 1.51x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=4907).
Not investment advice. As of 2026-11-05.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.