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Stoneridge Reports Third Quarter 2026 Results

PR Newswire•04/11/2026•18:54 ET
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Key Highlights

  • ➤Adjusted Q3 sales rose 29.9% YoY to $180.0 million
  • ➤Adjusted EBITDA increased 41.7% YoY to $7.3 million
  • ➤2026 adjusted revenue guidance raised to $690 million-$700 million
  • ➤$24.2 million PM sensor arbitration charge drove reported net loss
  • ➤Vision systems orders expected to generate approximately $180 million through 2028

Expert Statements

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“We delivered another quarter of strong execution, with adjusted sales growth of nearly 30% and adjusted EBITDA growth of more than 40% year over year, despite increasing inflationary pressures and supply chain disruption.”

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“During the third quarter, we also resolved several legacy customer warranty matters and completed a review of obsolete inventory across our Electronics Division.”

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“Finally, the approximate $180 million of additional vision systems business further validates our technology and strengthens our position in the OEM market.”

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“We are encouraged by our progress, and our strengthened leadership team remains intensely focused on execution, mitigating inflationary headwinds and delivering results as global vehicle production volumes recover from the cyclical trough.”

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“During the third quarter we made tangible progress realigning our cost structure, which should provide a durable foundation for profitable growth over the long term.”

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“Given strengthening demand across the European and North American commercial vehicle markets, which is anticipated to carry into 2027, year-to-date outperformance in our Brazilian business, and the demonstrated success of our innovative safety and efficiency enhancing technologies, we now expect 2026 adjusted revenue to exceed our prior expectations.”

Natalia Noblet, President and Chief Executive Officer of Stoneridge

“That said, given the proactive measures we have undertaken to resolve several legacy warranty and inventory-related matters that were not envisioned in our original guidance and uncertainty created by ongoing inflationary cost pressures, in particular for semiconductors, and unfavorable currency movements, we now anticipate that full year adjusted EBITDA will come in at the bottom end of our prior expectations.”

Continued Sales Momentum and Cost Discipline Highlight 3Q Progress

NOVI, Mich., Nov. 4, 2026 /PRNewswire/ -- Stoneridge, Inc. (NYSE: SRI) today announced financial results for the third quarter ended September 30, 2026.

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