Stoneridge — Third Quarter 2026 Earnings Summary

Stoneridge, Inc. reported third-quarter 2026 net sales of $155.8 million, a 12.4% year-over-year increase that included a $24.2 million reduction due to an adverse arbitration ruling regarding legacy PM sensor warranty claims. On an adjusted basis, excluding the arbitration charge, revenue grew 29.9% to $180.0 million, driven by strong performance in the MirrorEye, Stoneridge Brazil, and Electronics divisions. The company recorded a GAAP net loss of $22.9 million, or $0.81 per share, compared to an adjusted net income of $1.6 million, or $0.06 per share, while adjusted EBITDA rose 41.7% to $7.3 million. In response to improved market demand and year-to-date outperformance, Stoneridge revised its full-year 2026 adjusted sales guidance upward to a range of $690 million to $700 million, though it lowered its adjusted EBITDA outlook to the bottom end of the previous range due to inflationary pressures and currency impacts.