Stoneridge (SRI) Earnings Date & Reports

Now I have all the information needed to write the article. Let me compile it. Key facts: - **Company**: Stoneridge, Inc. (NYSE: SRI) - **Fiscal year**: Calendar year (ends December 31) - **Current date**: July 28, 2026 - **Next earnings**: Q2 2026, August 5, 2026 (after market close) — NOT yet released - **Article type**: Earnings Preview Key data points: - Q1 2026 adjusted EPS: -$0.75 (missed -$0.19 consensus) - Q1 2026 revenue: $160.85M (beat $139-141M consensus) - Q2 2026 consensus EPS: approximately -$0.12 to -$0.14 - Q2 2026 consensus revenue: approximately $145.89M to $147.35M - Year-ago Q2 2025 adjusted EPS: -$0.25 on revenue of $227.95M - FY 2026 guidance: revenue $645M-$670M, adjusted EBITDA $20M-$25M - Management expects Q2 revenue slightly above Q1 - Stock ~$7.45, market cap ~$210M

Key Takeaways

• Stoneridge, Inc. (NYSE: SRI) is scheduled to report second-quarter 2026 results after the market closes on Wednesday, August 5, 2026, followed by a conference call on Thursday, August 6.
• Consensus estimates point to an adjusted loss per share of approximately $0.12 to $0.14 on revenue near $146 million to $147 million, reflecting a significant year-over-year revenue decline from $227.95 million in Q2 2025.
• Management guided for Q2 revenue to be slightly above Q1's $160.8 million, signaling that consensus may not fully capture the benefit of incremental contract manufacturing revenue from the recently sold Control Devices segment.
• The quarter is the first full period under new CEO Natalia Noblet, who assumed the role on April 1, 2026, adding an element of leadership narrative to the report.
• Investor attention will center on MirrorEye momentum, gross margin trajectory, and progress on the $5 million structural cost-reduction plan as the company navigates a weak commercial vehicle end market.
• The stock has gained approximately 28% year-to-date through late July, but remains down roughly 62% over the past three years, leaving sentiment cautiously mixed heading into the print.

Earnings Context and Why It Matters

Stoneridge's Q2 2026 report arrives at a pivotal moment for the Novi, Michigan-based supplier of electronic systems for commercial vehicles. The company is in the early innings of a significant transformation following the January 2026 sale of its Control Devices segment for $59 million — a deal that sharpened the portfolio around higher-growth platforms in vision and safety, connectivity, and vehicle intelligence. While the strategic pivot has been well-received, financial results remain under pressure. Q1 2026 adjusted earnings per share (EPS) of -$0.75 missed consensus by a wide margin, even as revenue exceeded expectations. Investors are now watching for evidence that management's restructuring — including $5 million in targeted cost reductions — is translating into tangible margin improvement, particularly against the backdrop of declining commercial vehicle production in North America and Europe.

Earnings Expectations

Wall Street anticipates Stoneridge will report an adjusted loss of approximately $0.12 to $0.14 per share for the second quarter of fiscal 2026, according to consensus data from multiple research platforms. Revenue estimates cluster around $146 million to $147 million, though these figures sit well below management's own indication that Q2 sales should trend slightly above the $160.8 million posted in Q1. The wide gap between consensus and internal expectations likely reflects the complexity introduced by the Control Devices divestiture and associated transition-supply and contract-manufacturing arrangements, which added $3.8 million to Q1 revenue and are expected to contribute roughly $20 million for the full year.

For context, in the same quarter last year (Q2 2025), Stoneridge reported an adjusted loss of $0.25 per share on revenue of $227.95 million. The steep expected year-over-year revenue decline — potentially exceeding 30% — is largely attributable to the removal of Control Devices from continuing operations, as well as softer end-market demand. On a positive note, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) is expected to improve sequentially from the $2 million recorded in Q1, with the second half of 2026 carrying the bulk of full-year profit improvement.

Key metrics to watch beyond the headline numbers include gross margin expansion (Q1 showed a 400-basis-point sequential improvement), MirrorEye quarterly sales (which hit a record $33 million in Q1), and operating expense discipline. The company's full-year 2026 guidance calls for revenue of $645 million to $670 million, adjusted operating margin of approximately breakeven to 0.5%, and adjusted EBITDA of $20 million to $25 million.

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Market Reaction and Investor Sentiment

Heading into the Q2 report, investor sentiment toward Stoneridge reflects a mix of cautious optimism and lingering frustration. The stock has rallied approximately 28% year-to-date, recovering from a 52-week low of $4.60 in late March to trade near $7.45 in late July, though it remains well below the 52-week high of $9.71 set in early February. The post-Q1 earnings reaction was notably positive — shares gained over 8% the following day despite a large EPS miss — suggesting the market is willing to look through near-term losses in favor of the restructuring narrative and MirrorEye growth story.

However, risks remain front and center. The commercial vehicle cycle in North America and Europe continues to face headwinds, with Stoneridge's updated weighted-average original equipment manufacturer (OEM) production forecast implying only a 1.8% increase in 2026, down sharply from a prior estimate of 7.1%. With the company still generating negative earnings and operating with a relatively thin liquidity cushion, any disappointment on gross margin or cost execution could trigger outsized volatility. Options market data indicates an implied move of roughly 16% to 23% around the earnings release, underscoring elevated event risk.

Forward Outlook and Key Factors to Monitor

Beyond the second-quarter numbers, investors will be listening closely for any updates to the full-year 2026 outlook. Management reaffirmed its base guidance on the Q1 call — calling for $645 million to $670 million in revenue and adjusted EBITDA of $20 million to $25 million — but noted that approximately two-thirds of that EBITDA is back-half weighted. Any shift in that trajectory, particularly if tied to weakening commercial vehicle order books or tariff-related cost pressures, would carry significant implications for the stock.

The MirrorEye camera monitor system remains the company's most visible growth engine. With Q1 setting a quarterly sales record of $33 million and cumulative production surpassing 150,000 units globally, the product is steadily gaining adoption across Class 8 truck platforms. Two new program awards announced in Q1 — a MirrorEye integrated program with a fourth North American Class 8 OEM (original equipment manufacturer) and a next-generation electronic control unit program for a European off-highway manufacturer — together represent an estimated $135 million in lifetime revenue. Investors will want to hear whether the pipeline continues to build, particularly as launch timelines extend toward 2028.

Cost execution is another critical variable. The company has targeted $5 million in structural cost reductions for 2026, and Q1 showed encouraging early progress with a 180-basis-point sequential improvement in adjusted operating margin. Continued discipline on selling, general, and administrative expenses will be essential to reaching the breakeven-to-slightly-positive operating margin guided for the full year.

Finally, balance sheet health warrants attention. Stoneridge reduced net debt by approximately $42 million in Q1 using proceeds from the Control Devices sale and trimmed inventory by about $16 million year-over-year. Management is targeting completion of a credit facility refinancing by November 2026. Progress on that front, combined with any update on covenant compliance, will shape perceptions of financial stability as the company navigates a challenging demand environment.

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