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Stoneridge (SRI) guidance and outlook
Stoneridge (SRI) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $690M–$700M for FY2026; EBITDA +4.1% for FY2026; Gross margin 20.5%–21% for FY2026; Operating margin −0.5% to 0% for FY2026. Stoneridge's 10-Q filed Nov 4, 2026 makes 23 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $690M–$700M | raised |
| EBITDA | FY2026 | +4.1% | new |
| Gross margin | FY2026 | 20.5%–21% | lowered |
| Operating margin | FY2026 | −0.5% to 0% | lowered |
| EBITDA | FY2026 | $20.0M–$25.0M | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- We expect continued expansion of our vision and safety systems, including MirrorEye® and adjacent products and advanced technologies, through maturity of our existing products and the introduction of new products to the market, including our surround-view capabilities.
- As we continue to invest in these capabilities, we have generated a comprehensive technology roadmap that we expect will both enhance and expand on our existing products and bring new products and technologies to the market.
- We expect this will drive growth that significantly outpaces our weighted-average end markets resulting in shareholder value creation.
- While we expect these actions will benefit financial performance by offsetting cost pressures, there can be no assurance that our mitigation efforts will fully offset the impact of these cost increases.
- Over the long-term, we expect our Electronics’ segment sales to continue to outperform forecasted changes in production volumes due to strong demand for our existing products including our OEM MirrorEye programs in North America and Europe as well as from launches of awarded business.
- In addition, over the long-term we expect revenue growth and margin contribution from our off-highway products including the launch of a new off-highway vision product in 2027.
- We expect our served market channels to moderately improve throughout 2027 based on current market and economic conditions; however our sales of in-region OEM products will continue to be benefited by the launch of an infotainment product in the second quarter of 2026.
- In 2026, we expect D&D spend, net of business realignment to increase driven by spend for quality improvement, product cost optimization, and the development of next generation products.
- We continue to evaluate and optimize our engineering footprint to enhance capabilities and capacity for the most efficient return on our engineering spend including increasing the utilization of our Stoneridge Brazil engineering function and dedicated engineering partners in India to support Electronics segment projects.
- While we expect continued material inflation and supply chain challenges associated with memory and other electronic component pricing and availability to persist into 2027, we continue to focus on operating performance and enterprise-wide cost reduction.
- We remain focused on improving cash generation and the reduction of debt through efficient operating performance, structural cost savings and targeted actions to reduce our inventory levels.
- However, we anticipate working capital investment in the fourth quarter of 2026 related to the mid-2027 launch of a new off-highway vision product.
Stoneridge's latest quarter
Stoneridge, Q3 2026: revenue $156M (+12% year over year), operating margin -15.3%, net loss $22.9M, operating cash flow $4.2M. The chart follows the revenue to costs, profit and cash.
Questions
Did Stoneridge raise or lower its guidance?
Stoneridge (SRI) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $690M–$700M for FY2026; EBITDA +4.1% for FY2026; Gross margin 20.5%–21% for FY2026; Operating margin −0.5% to 0% for FY2026.
What does Stoneridge expect?
We expect continued expansion of our vision and safety systems, including MirrorEye® and adjacent products and advanced technologies, through maturity of our existing products and the introduction of new products to the market, including our surround-view capabilities. As we continue to invest in these capabilities, we have generated a comprehensive technology roadmap that we expect will both enhance and expand on our existing products and bring new products and technologies to the market. We expect this will drive growth that significantly outpaces our weighted-average end markets resulting i
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.