STONERIDGE INC
SRI · Motor Vehicle Parts & Accessories · 28.2M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $2M (gross $5M, SBC $3M)
Reference price $7.55 · est. market cap ~$213M — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D45Vehicle-electronics supplier in a loss year with negative margins, high leverage, and falling sales.
Strengths
- MirrorEye vision-system ramp and Control Devices divestiture sharpen the growth portfolio
- Quick ratio 1.45 (75th pct) and improved operating cash flow from working-capital reductions
Risks
- Net loss of $102.8M (net margin -11.9%, ROE -57%) including a deferred-tax valuation allowance and impairments
- Revenue down 5.2%, debt/equity 1.0 (74th pct), and heavy OEM customer concentration (top 5 = 57%)
Notable findings
- Restatement9 million in borrowings outstanding on our Fifth Amended and Restated Credit Agreement, as amended (the “Credit Facility”) 8-K ↗
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -11.9%)
- Customer concentration~93% of revenue from one customer/distributor — In 2025, approximately 93% of our net sales were derived from commercial, automotive, off-highway and agricultural vehicle markets while approximately 7% were derived from aftermarket distributors and
- Insider buyingInsider buying — 2 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, last 6mo) Form 4 ↗
- Revenue declineRevenue -21.6% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
19.9%
Operating margin
-4.5%
Net margin
-11.9%
Return on equity
-57.2%
Return on assets
-18.7%
ROIC
-8.5%
Revenue growth (QoQ)
-21.6%
Debt / equity
1.0×
Current ratio
2.3×
EBITDA
-$6M
Tangible book value
$104M
Cash & investments
$66M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Ferraiolo Caetano Roberto | Sell | 9.0K | $7.55 |
| 2026-06-12 | LASKY WILLIAM M | Buy | 5.0K | $7.46 |
| 2026-06-03 | Kaplan Ira C. | Buy | 5.0K | $7.54 |
| 2026-05-20 | Zizelman James | Option exercise | 143K | — |
| 2026-05-20 | Zizelman James | Disposition | 143K | $6.89 |
| 2026-05-20 | Zizelman James | Option exercise | 431K | — |
| 2026-05-20 | Zizelman James | Tax withheld | 169K | $6.89 |
| 2026-03-16 | English Aron R. | Grant | 23K | — |
| 2026-03-16 | Kaplan Ira C. | Grant | 23K | — |
| 2026-03-16 | Reinhardt Carsten J | Grant | 23K | — |
| 2026-03-16 | Rutt Sheila M | Grant | 23K | — |
| 2026-03-16 | Sklarsky Frank S | Grant | 23K | — |
| 2026-03-16 | LASKY WILLIAM M | Grant | 23K | — |
| 2026-03-16 | Korth Kim | Grant | 23K | — |
| 2026-03-02 | Horvath Matthew R. | Option exercise | 9.1K | — |
| 2026-03-02 | Horvath Matthew R. | Tax withheld | 3.9K | $7.69 |
| 2026-03-02 | Zizelman James | Option exercise | 19K | — |
| 2026-03-02 | Zizelman James | Tax withheld | 7.6K | $7.69 |
| 2026-03-02 | Benedict Susan C. | Option exercise | 7.4K | — |
| 2026-03-02 | Benedict Susan C. | Tax withheld | 3.2K | $7.69 |
| 2026-03-02 | Ferraiolo Caetano Roberto | Option exercise | 5.0K | — |
| 2026-03-02 | Ferraiolo Caetano Roberto | Tax withheld | 1.3K | $7.69 |
| 2026-03-02 | Hartman Robert J. Jr. | Option exercise | 3.1K | — |
| 2026-03-02 | Hartman Robert J. Jr. | Tax withheld | 1.1K | $7.69 |
| 2025-06-20 | Horvath Matthew R. | Option exercise | 29K | — |
| 2025-06-20 | Horvath Matthew R. | Disposition | 29K | $5.61 |
| 2025-06-20 | Benedict Susan C. | Option exercise | 29K | — |
| 2025-06-20 | Benedict Susan C. | Disposition | 29K | $5.61 |
| 2025-06-20 | Kased Rajaey | Option exercise | 15K | — |
| 2025-06-20 | Kased Rajaey | Disposition | 15K | $5.61 |
| 2025-06-20 | Cooprider Troy | Option exercise | 12K | — |
| 2025-06-20 | Cooprider Troy | Disposition | 12K | $5.61 |
| 2025-06-20 | Ferraiolo Caetano Roberto | Option exercise | 15K | — |
| 2025-06-20 | Ferraiolo Caetano Roberto | Disposition | 15K | $5.61 |
| 2025-05-13 | Korth Kim | Grant | 16K | — |
| 2025-05-13 | Reinhardt Carsten J | Grant | 16K | — |
| 2025-05-13 | Rutt Sheila M | Grant | 16K | — |
| 2025-05-13 | Sklarsky Frank S | Grant | 16K | — |
| 2025-05-13 | LASKY WILLIAM M | Grant | 16K | — |
| 2025-05-13 | Kaplan Ira C. | Grant | 16K | — |
| 2025-03-10 | Kaplan Ira C. | Grant | 10K | — |
| 2025-03-10 | Reinhardt Carsten J | Grant | 10K | — |
| 2025-03-10 | LASKY WILLIAM M | Grant | 10K | — |
| 2025-03-10 | Mayes George S JR | Grant | 10K | — |
| 2025-03-10 | Sklarsky Frank S | Grant | 10K | — |
| 2025-03-10 | Schlather Paul J. | Grant | 10K | — |
| 2025-03-10 | Korth Kim | Grant | 10K | — |
| 2025-03-10 | Rutt Sheila M | Grant | 10K | — |
| 2025-03-03 | Ferraiolo Caetano Roberto | Option exercise | 3.3K | — |
| 2025-03-03 | Ferraiolo Caetano Roberto | Tax withheld | 877 | $5.47 |
| 2025-03-03 | Horvath Matthew R. | Option exercise | 6.4K | — |
| 2025-03-03 | Horvath Matthew R. | Tax withheld | 3.1K | $5.47 |
| 2025-03-03 | Benedict Susan C. | Option exercise | 6.6K | — |
| 2025-03-03 | Benedict Susan C. | Tax withheld | 3.2K | $5.47 |
| 2025-03-03 | Hartman Robert J. Jr. | Option exercise | 2.9K | — |
| 2025-03-03 | Hartman Robert J. Jr. | Sell | 969 | $5.47 |
| 2025-03-03 | Kased Rajaey | Option exercise | 4.3K | — |
| 2025-03-03 | Kased Rajaey | Tax withheld | 1.5K | $5.47 |
| 2025-03-03 | Cooprider Troy | Option exercise | 1.2K | — |
| 2025-03-03 | Cooprider Troy | Tax withheld | 404 | $5.47 |
| 2025-03-03 | Zizelman James | Option exercise | 11K | — |
| 2025-03-03 | Zizelman James | Tax withheld | 4.9K | $5.47 |
| 2025-02-28 | Orsini Salvatore D. | Option exercise | 12K | — |
| 2025-02-28 | Orsini Salvatore D. | Disposition | 12K | — |
| 2025-02-28 | Orsini Salvatore D. | Option exercise | 4.2K | — |
| 2025-02-28 | Orsini Salvatore D. | Grant | 5.1K | — |
| 2025-02-28 | Orsini Salvatore D. | Tax withheld | 3.1K | $5.62 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (5)
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-03 | Exec/director changeExhibits | filing ↗ |
| 2026-05-26 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsReg FDExhibits | filing ↗ |
| 2026-04-28 | ResultsReg FDExhibits | filing ↗ |
| 2026-04-06 | Exec/director changeExhibits | filing ↗ |
| 2026-03-23 | Exec/director changeExhibits | filing ↗ |
| 2026-03-12 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-11 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-03 | 0001043337-26-000061 ↗ |
| 8-K | 2026-05-26 | 2026-05-19 | 0001043337-26-000057 ↗ |
| 10-Q | 2026-05-15 | 2026-03-31 | 0001043337-26-000052 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001043337-26-000046 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001043337-26-000043 ↗ |
| 8-K/A | 2026-04-06 | 2026-02-19 | 0001043337-26-000033 ↗ |
| 8-K | 2026-03-23 | 2026-03-17 | 0001043337-26-000031 ↗ |
| 10-K | 2026-03-16 | 2025-12-31 | 0001043337-26-000023 ↗ |
| 8-K | 2026-03-12 | 2026-03-11 | 0001043337-26-000021 ↗ |
| 8-K | 2026-03-11 | 2026-03-06 | 0001043337-26-000016 ↗ |
| 8-K | 2026-02-26 | 2026-02-24 | 0001043337-26-000014 ↗ |
| 8-K | 2026-02-23 | 2026-02-19 | 0001043337-26-000011 ↗ |