NYSE$SRI

Stoneridge Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Stoneridge reported a strong first quarter in 2025, exceeding expectations with significant margin expansion and record sales in key product lines, while maintaining full-year guidance.

Stoneridge, Inc. announced first quarter 2025 results with sales of $217.9 million, a net loss of $(7.2) million, and adjusted EBITDA of $7.6 million. The company saw significant margin expansion driven by material cost improvement and reduced quality-related costs, and achieved record quarterly sales for MirrorEye and SMART 2. Despite a net loss, adjusted operating margin improved, and the company generated positive free cash flow.

  • Sales for Q1 2025 were $217.9 million.
  • Adjusted gross profit margin improved by 210 basis points quarter-over-quarter.
  • Adjusted EBITDA for Q1 2025 was $7.6 million, an improvement of $1.6 million over Q4 2024.
  • Record quarterly sales were achieved for both MirrorEye and SMART 2.

Headline financials

Total Revenue

$218M

Previous: $239M-8.9%
EPS (adj)

-$0.19

Previous: -$0.22+13.6%
Free Cash Flow

$4.9M

Previous: -$6.13M+180.0%
Net Income

-$7.2M

Previous: -$6.13M-17.5%
Operating Income

-$3.23M

Previous: $331K-1074.3%
Gross Profit

$46.3M

Previous: $48.4M-4.3%

Revenue & EPS history

Stoneridge · Revenue · Quarterly

$218M

Q1 2025-8.9%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Stoneridge · $161M total across 2 segments · Q1 2026

  • Electronics
    $145M
  • Stoneridge Brazil
    $16M

Forward guidance

Stoneridge is maintaining its full-year 2025 guidance ranges, expecting continued progress on material cost improvement and quality-related costs despite anticipated volatility in end markets and supply chains.

Tailwinds

  • Maintaining full-year 2025 sales guidance of $860 million to $890 million.
  • Maintaining adjusted gross margin guidance of 22.0% to 22.5%.
  • Maintaining adjusted operating margin guidance of 0.75% to 1.25%.
  • Maintaining adjusted EBITDA guidance of $38 million to $42 million (4.4% to 4.7% of sales).
  • Maintaining full-year 2025 free cash flow guidance of $25 million to $30 million.

Headwinds

  • Expects some volatility in end markets.
  • Anticipates volatility in supply chains.
  • Acknowledges macroeconomic and political factors, including tariff uncertainties.
  • Recognizes increased uncertainty in consumer demand and production volumes due to tariffs.
  • Will continue to monitor shifts in macroeconomic policies and their impacts on the business.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.3%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-0.6%

Avg return

30 days after

56%

37 / 66 earnings

Positive

+20.7%

Q4 2024

Best reaction

-26.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.6%-3.9%
Q4 2025-22.8%-26.5%-26.1%
Q3 2025-3.8%-4.5%-19.1%
Q2 2025+9.2%+2.4%+9.5%
Q1 2025+7.5%+13.7%+30.1%
Q4 2024+20.7%+27.4%+10.2%
Q3 2024-26.0%-26.0%-27.4%
Q2 2024+7.9%-7.4%-13.4%
Q1 2024-1.2%+6.1%+5.9%
Q4 2023-5.6%-10.7%-0.9%
Q3 2023+2.0%+0.7%+3.0%
Q2 2023+12.8%+17.5%+1.1%
Q1 2023-11.4%-13.6%-7.8%
Q4 2022-11.5%-15.7%-21.5%
Q3 2022+9.4%+18.7%+16.5%
Q2 2022-2.0%+1.1%-1.1%
Q1 2022+1.4%-11.7%+14.8%
Q4 2021+9.3%+11.2%+19.0%
Q3 2021-7.2%-6.6%+2.9%
Q2 2021-11.2%-7.8%-17.2%
Q1 2021+2.9%-1.7%-9.2%
Q4 2020+8.2%+10.8%+11.8%
Q3 2020+6.5%+1.1%+20.4%
Q2 2020-3.3%-3.5%-3.5%
Q1 2020-5.4%-5.9%+23.8%
Q4 2019-16.9%-22.2%-42.1%
Q3 2019-7.7%-9.5%-9.9%
Q2 2019-7.5%-7.2%-8.1%
Q1 2019-2.3%-2.4%-17.2%
Q4 2018+5.3%+7.0%+2.8%
Q3 2018+10.4%+12.2%+20.5%
Q2 2018+2.4%-7.7%-12.0%
Q1 2018+2.7%+5.7%+21.3%
Q4 2017+2.1%+5.5%+23.4%
Q3 2017-5.1%-2.7%-3.8%
Q2 2017+11.0%+11.1%+9.6%
Q1 2017-8.0%-9.7%-20.9%
Q4 2016+5.3%+4.2%+0.5%
Q3 2016-20.2%-20.1%-12.2%
Q2 2016-0.3%+1.0%+1.7%
Q1 2016+5.4%
Q4 2015+11.0%
Q3 2015+2.3%
Q2 2015+17.2%
Q1 2015-0.8%
Q4 2014+2.5%
Q3 2014+0.7%
Q2 2014-5.2%
Q1 2014-6.2%
Q4 2013+4.2%
Q3 2013-2.7%
Q2 2013+9.0%
Q1 2013+15.1%
Q4 2012+0.6%
Q3 2012+0.2%
Q4 2011+7.9%
Q2 2012+7.9%
Q1 2011-5.7%
Q1 2012+2.2%
Q4 2009+5.2%
Q3 2010+2.8%
Q3 2011+2.8%
Q2 2011-22.1%
Q2 2010-22.1%
Q4 2010-22.1%
Q1 2010+20.3%

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