Stoneridge (SRI) Corporate presentation summary

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.