Stoneridge, Inc. (SRI) AI Stock Analysis
SRI AI stock analysis summary
AI ResearchStoneridge, Inc. (SRI) designs and manufactures electrical and electronic systems for global commercial and passenger vehicle markets. In FY2025, the company recorded revenue of $861.3M and a net loss of -$102.8M following two consecutive years of revenue contraction. However, quarterly revenue rebounded with 15.1% year-over-year growth in the quarter ended June 30, 2026, alongside $12.2M in FY2025 free cash flow.
- Market cap
- $165.1M
- Revenue (TTM)
- $896.9M
- P/E
- — fwd 20.3x
- 1Y return
- -13.7% S&P 500 16.8%
- Avg. target
- $14.50 150.4% vs last close
Bull case
- Quarterly revenue grew 15.1% year-over-year in the quarter ended June 30, 2026, accompanied by quarterly earnings growth of 194.8%.
- Free cash flow remained positive at $12.2M in FY2025, supported by $34.0M in operating cash flow.
- The consensus analyst price target of $14.50 reflects a 150.4% upside relative to the last close of $5.79.
Bear case
- Net losses expanded substantially to -$102.8M in FY2025, resulting in an annual EPS of -$3.44.
- The stock has dropped 72.6% over a five-year period, significantly trailing the S&P 500 return of 83.0%.
- Stoneridge achieved 0 EPS beats over the last four quarters while operating with net debt of $85.4M.
What Stoneridge does
Stoneridge, Inc. designs and manufactures advanced electrical and electronic components, modules, and systems for automotive, commercial, off-highway, motorcycle, and agricultural vehicle markets. It operates across North America, South America, Europe, and other regions through three segments: Control Devices, Electronics, and Stoneridge Brazil. Control Devices produces actuators, sensors, switches, and connectors. The Electronics segment provides driver information systems, camera-based vision systems, connectivity products, compliance technologies, and electronic control units. Stoneridge Brazil delivers vehicle tracking devices, security alarms, infotainment systems, and telematics solutions to original equipment manufacturers, Tier 1 suppliers, and aftermarket distributors.
Growth and profitability
Stoneridge expanded revenue from $770.5M in FY2021 to a peak of $975.8M in FY2023, before contracting to $908.3M in FY2024 and $861.3M in FY2025, which marked a 5.2% annual decline. Operating margin fell from 2.0% in FY2021 to -1.4% in FY2025, while net income shifted from $3.4M in FY2021 to -$102.8M in FY2025, bringing EPS to -$3.44. Across the trailing twelve months, revenue was $896.9M with a net profit margin of -13.3%. For the latest quarter ended June 30, 2026, quarterly revenue increased 15.1% year-over-year, and quarterly earnings grew 194.8%.
Balance sheet and cash flow
As of June 30, 2026, Stoneridge held $71.5M in cash and short-term investments against total debt of $156.9M, resulting in net debt of $85.4M. The company maintained a current ratio of 1.89 and a debt-to-equity ratio of 1.05, supported by shareholders' equity of $149.1M and total assets of $506.7M. In FY2025, operating cash flow was $34.0M, which funded capital expenditures of $21.9M to deliver $12.2M in free cash flow, while share buybacks totaled $340,000.
Valuation and performance
Stoneridge trades at a forward P/E of 20.3x, above the 14.1x median of its US-listed Consumer Cyclical peers. Its EV to EBITDA ratio stands at 15.4x compared to the peer median of 11.1x, while its price-to-sales multiple of 0.2x sits below the peer median of 0.7x. Over the past year, the stock fell 13.7%, trailing the 16.8% gain of the S&P 500. Over a 5-year span, the stock declined 72.6%, underperforming the 83.0% return of the benchmark.
What analysts expect
Wall Street coverage reflects 1 Hold rating, with 0 Buy and 0 Sell ratings. The mean price target is $14.50, implying an upside of 150.4% from the last close of $5.79. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.82 on revenue of $695.3M. For the next fiscal year, 1 analyst expects revenue of $715.5M and an EPS of -$0.18. Stoneridge delivered 0 EPS beats over the trailing four quarters. The next earnings date is November 4, 2026.
Key risks and what to watch
- Balance sheet leverage remains elevated, with total debt of $156.9M and a debt-to-equity ratio of 1.05 as of June 30, 2026.
- Annual revenue has declined for two consecutive years, dropping 6.9% in FY2024 and 5.2% in FY2025.
- Trailing twelve-month operating margin is negative at -0.7%, indicating ongoing profitability challenges.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this SRI AI stock analysis
This page is an AI-written research summary of Stoneridge, Inc. (SRI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: SRI income statement, SRI balance sheet, SRI key metrics, SRI analyst forecast, SRI chart. See the SRI stock overview for the latest quote and news.
SRI AI stock analysis FAQ
What products does Stoneridge, Inc. manufacture?
Stoneridge manufactures vehicle electronic systems, including sensors, switches, actuators, driver information displays, camera vision systems, and telematics products across its Control Devices, Electronics, and Stoneridge Brazil segments.
Does Stoneridge pay a dividend?
Stoneridge does not report an active dividend payment.
What is Stoneridge's current financial leverage?
As of June 30, 2026, Stoneridge held $156.9M in total debt and $71.5M in cash and short-term investments, resulting in net debt of $85.4M and a debt-to-equity ratio of 1.05.
When is Stoneridge's next earnings report?
Stoneridge is scheduled to release its next earnings report on November 4, 2026.