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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Strattec Security (STRT) investor relations material
Strattec Security 49th Annual Automotive Symposium summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.49th Annual Automotive Symposium summary3 Nov, 2025
Operational transformation and leadership
New CEO and CFO have driven substantial operational changes, including a nearly complete overhaul of the executive team and increased talent at all levels.
Focused on four strategic initiatives: talent, culture shift, business operating system, and modernization, including HQ relocation and IT enhancements.
Emphasis on innovation, collaboration, and results, breaking down organizational silos.
Implemented a business operating system to improve margins and cash generation, with headcount reduction and restructuring in Mexico resulting in $6M annual savings.
Achieved significant improvements in underlying business performance over the last five quarters.
Product portfolio, innovation, and market positioning
Diverse product range includes power access systems, digital keys, key fobs, and user interface controls, serving major automakers and all powertrains.
Next-generation digital key fob integrates ultra-wideband technology, mobile compatibility, and advanced cyber security.
Deprioritized crowded product segments to focus on higher-growth opportunities and powered vehicle access.
Power access products expected to proliferate across more vehicle segments and customers, leveraging electronics and software engineering.
Competitive landscape includes major global suppliers across all product categories.
Financial performance and outlook
Q1 fiscal 2026 revenue reached $152 million, up 10% year-over-year, with TTM revenue at $578.4 million and 6% growth since fiscal 2022.
Gross margin improved to 17.3%, expanding by 370 basis points year-over-year, supported by pricing, volume, and restructuring savings.
Net income for Q1 was $8.5 million, up 130% year-over-year, with adjusted EPS up 91% and adjusted EBITDA margin surpassing 10% for the first time in two years.
Cash from operations normalized at $11.3 million in Q1 FY26, with $90 million in cash, $5 million in debt, and a new $40 million revolving credit facility.
Near-term headwinds include supply chain disruptions from an aluminum fire and chip shortages, impacting Q2 and possibly Q3 FY26.
Strategy for 2029+ model year platform launches
Path to 18-20% gross margin given headwinds?
Digital key fob competitive differentiation
What specific strategies drive power access product growth?
How will automation impact Mexico operations?
How does Strattec manage USMCA renegotiation risk?
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Next Strattec Security earnings date
Q2 20266 Feb, 2026
Next Strattec Security earnings date
Q2 20266 Feb, 2026
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Frequently asked questions
Strattec Security Corporation designs, manufactures, and markets mechanical locks, electro-mechanical locks, latches, and related security products for the automotive industry. The company’s product offerings include keyless entry systems, steering column and door handle components, and other vehicle access control products. Strattec serves major automotive original equipment manufacturers (OEMs) and the aftermarket sector, providing both high-volume production and custom solutions tailored to specific vehicle models. In addition to its core automotive focus, Strattec also supplies products for commercial, recreational, and industrial vehicles. The company is headquartered in Milwaukee, Wisconsin, and its shares are listed on the NASDAQ.
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