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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Stoneridge
Stoneridge (SRI) investor relations material
Stoneridge Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary28 Oct, 2026
Business profile and markets
Founded in 1965; 2025 revenue of $611M excluding Control Devices, with five manufacturing facilities globally.
Electronics represented 90% of 2025 revenue excluding Control Devices; Stoneridge Brazil represented 10%.
Revenue mix: Europe 61%, North America 28%, South America 10%, Asia Pacific 1%; end markets included Commercial Vehicle 69% and Off-Highway 18%.
Focused primarily on Commercial Vehicle and Off-Highway markets in North America, South America and Europe.
Technology and growth priorities
MirrorEye replaces conventional mirrors with cameras and monitors; cited benefits include 2–3% fuel-efficiency improvement and 2.5 tons of annual CO2 reduction per vehicle for a 1,000-truck fleet average.
MirrorEye had 20+ global customers and six OEM truck programs; launches included DAF in Europe, Volvo in Europe and North America, PACCAR brands and DTNA in North America.
A bus and coach MirrorEye award carries estimated lifetime revenue of ~$42M and peak annual revenue of ~$10M; full commercialization is expected in 2027.
An off-highway next-generation electronic control unit program carries estimated lifetime revenue of ~$65M and peak annual revenue of ~$15M, with launch expected in Q1 2028.
Advanced software and AI development targets object and pedestrian detection, trailer-path analytics, event recording, driver behavior analytics and perception sensor fusion.
Market update
Weighted-average North American OEM end markets are forecast to grow 5.5% in 2026 and 5.4% in 2027, versus prior forecasts of 1.8% and 10.0%, respectively.
North America represented 22.7% of 2025 sales; Europe represented 45.5% of 2025 sales, with market forecasts based on Q3 2026 IHS data.
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Latest events from Stoneridge
- 2024 guidance targets growth and $64M–$70M EBITDA despite a declining OEM market.SRI
Q4 2023 - Q2 2026 revenue up 15.1%, net loss narrowed, and guidance reaffirmed on strong vehicle demand.SRIQ2 2026
- Growth driven by MirrorEye, regulatory tailwinds, and operational improvements amid macro softness.SRIStephens 26th Annual Investment Conference | NASH2024
- All proposals, including director elections and compensation, were approved without shareholder questions.SRIAGM 2026
- Q1 2026 saw 9.2% sales growth, margin gains, record MirrorEye sales, and net debt reduction.SRIQ1 2026
- Annual meeting covers director elections, auditor ratification, compensation, and ESG oversight.SRIProxy filing
- Annual meeting covers director elections, auditor ratification, and incentive plan amendment.SRIProxy filing
- Sales and earnings fell on market weakness, but MirrorEye and cash flow showed improvement.SRIQ3 2024
- Q2 2024 delivered margin gains and improved profitability, with key OEM launches accelerating.SRIQ2 2024
Next Stoneridge earnings date
Q3 20265 Nov, 2026
Stoneridge
Next Stoneridge earnings date
Q3 20265 Nov, 2026
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Frequently asked questions
Stoneridge Inc. designs and manufactures electrical and electronic components, modules, and systems for the automotive, commercial vehicle, and agricultural industries. The company’s product offerings include sensors, actuators, switches, electronic control units, and telematics systems that enhance vehicle performance, safety, and efficiency. Stoneridge serves original equipment manufacturers (OEMs) globally, focusing on advanced technologies and customized solutions. The company is headquartered in Novi, Michigan, and its shares are listed on the NYSE.