Stoneridge, Inc. · NYSE:SRI
Stoneridge — Investor Presentation (October 2026)
25 slides from Stoneridge's investor presentation, October 2026
Slide 1: Stoneridge, Inc. Company Overview
Stoneridge, Inc. Company Overview October 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements Statements in this presentation contain “forward-looking statements” under the Private Securities Litigation Reform Act of 1995. These statements appear in a number of places in this presentation and may include statements regarding the intent, belief or current expectatio
Slide 3: About Stoneridge
About Stoneridge Electronics 90% of Total 2025 Revenue* Stoneridge is a global supplier of safe and efficient Driver Information Vision & Driver Connectivity Controls electronics systems and technologies. Its solutions Systems Assistance • Tachographs • Electronic power vehicle intelligence, while e
Slide 4: Stoneridge Global Footprint
Stoneridge Global Footprint Orebro, Sweden • Stockholm, Sweden • Stoneridge will continue to utilize our global footprint Tallinn, Estonia •• to serve our global customers primarily in the Barneveld, Gothenburg, Sweden The Netherlands Commercial Vehicle and Off-Highway end markets • Novi, Michigan G
Slide 5: Stoneridge Technology
Stoneridge Technology
Slide 6: Stoneridge Technology Focus
Vision and Safety • MirrorEye Stoneridge • Off-Highway Vision Systems • Trailer Safety & Electronics Technology Focus Vehicle Intelligence and Electronic Controls • Digital Driver Information Connectivity Systems • Tachograph • Secondary Vehicle Displays • Track and Trace • Electronic Control Units
Slide 7: MirrorEye Camera Monitor System
MirrorEye ® Camera Monitor System Stoneridge technologies are driving the future of advanced vision systems for commercial vehicle applications. MirrorEye, the foundation of our vision system portfolio, replaces traditional rear and side-view mirrors with digital cameras and monitors, delivering gre
Slide 8: MirrorEye Features & Benefits
MirrorEye ® 2-3% Features & Benefits Improvement in fuel efficiency MirrorEye was the first CMS to receive exemption from the Federal Motor Carrier Safety Administration (FMCSA), enabling trucks equipped with MirrorEye Enables improved driver operate on the road as an alternative to conventional vis
Slide 9: MirrorEye Market Adoption
20+ Unnamed OEM Global Customers Launching in 2027 MirrorEye ® Bus & Coach Programs Market Adoption DAF Volvo Launched (EU) Launched (EU) Q4 2022 Q1 2024 Launched (NA) Q1 2025 PACCAR DTNA Launched (NA) Launched (NA) Mid 2025 Expansion to Off-Highway Applications Kenworth - Q2 2023 Peterbilt - Q3 202
Slide 10: Driving Growth: Advanced Software & AI
Driving Growth Commercial Vehicle Driver Side View Advanced Software & AI Furthering technology capabilities and expanding growth opportunities in ADAS applications Artificial Intelligence and Advanced Software Algorithms • Dedicated team of engineers directly involved in AI-based advanced developme
Slide 11: Driver Information Systems
Driver Information Systems Stoneridge is a high-volume supplier of instrument clusters and digital displays to the industry’s leading commercial vehicle manufacturers. Offering hybrid, digital and secondary displays, Stoneridge delivers real-time, mission-critical information to the driver while ena
Slide 12: SE5000 Smart Tachograph
SE5000 Smart 2 Tachograph The SE5000 Smart 2 tachograph from Stoneridge will ensure that drivers and fleets comply with the latest European regulations for tachographs. This new tachograph has been designed to meet the requirements of Annex Smart 2 (EU 2016/799), which comes into effect in August 20
Slide 13: SE5000 Smart Tachograph EU Mobility Package Standards Timeline
SE5000 Smart 2 Tachograph EU Mobility Package Standards Timeline From August 21, 2023 The SE5000 Smart 2 tachograph from In all newly registered vehicles Stoneridge will ensure that drivers and (national and international) above 3.5 tons fleets comply with the latest European regulations for tachogr
Slide 14: Orlaco Vision Systems
Orlaco Vision Systems Stoneridge is the leading provider of camera and monitor systems for commercial and industrial vehicles, proudly delivering Orlaco Vision Systems to top manufacturers worldwide. Our products contribute to enhancing safety, ergonomics, and efficiency across our industries in eve
Slide 15: Digital Portfolio
Digital Portfolio Our products and systems offer complete and innovative solutions that meet all key safety requirements and are specifically tailored to the needs of various heavy-duty industries. We recognize that the world is increasingly demanding visionary advancements: from vision to insight.
Slide 16: Recent Announcements
Recent Announcements
Slide 17: Commercial Vehicle Market Update
Commercial Vehicle COMMERCIAL VEHICLE FORECAST* (Thousands of Units) NORTH AMERICA Market Update 22.7% OF 2025 SALES** 376 (23.0)% (1.6)% 332 Production Forecast Update 12.7% 327 322 300 • Our weighted-average OEM end markets are forecasted to grow by 290 5.5% in 2026 and 5.4% in 2027 based on curre
Slide 18: Announcing the Largest Bus & Coach MirrorEye Award to Date
Full-Year & Q4 2025 Results Announcing the Largest Bus & Coach MirrorEye Award to ® Date ~$42M ~$10M Estimated Lifetime Revenue Estimated Peak Annual Revenue Program Highlights • Program with an existing bus platform of a leading global commercial vehicle manufacturer • Full commercialization expect
Slide 19: Driving Controls Growth in Off-Highway Markets
Driving Controls Growth in ~$65M Off-Highway Markets Estimated Lifetime Revenue ~$15M Stoneridge remains focused on consistently delivering innovative, next-generation solutions that meet our customers’ evolving needs Estimated Peak Annual Revenue Awarded Next-Generation Controls Program • Next-gene
Slide 20: Financial Foundation
Financial Foundation
Slide 21: Financial Summary
Financial Summary Solid Q2 results marked by revenue growth and EBITDA margin expansion Sales Adjusted Gross Margin Adjusted Operating Margin Adjusted EBITDA Margin +251 -277 +100 bps* +15.1% bps bps $181.4 $5.5 $157.5 $36.3 $36.8 (0.6)% 3.0% 23.1% 23.1% 20.3% $(1.0) $0.8 (1.6)% 0.5% $(2.5) Q2 2025
Slide 22: Capital Structure Update
Capital Structure Inventory Balances Update $’s in USD Millions $118.1 Inventory balance improvement of $5.1 million vs. Q2 2025 $113.0 $5.1M Initiated debt refinancing process Improvement Q2 2025 Q2 2026 Q2 2026 Performance • Q2 net debt of $79.6 million Net Debt • $38.5 million improvement vs. Q2
Slide 23: 2026 Full-Year Guidance
2026 Full-Year Guidance Reaffirming full-year 2026 guidance • Base full-year guidance remains unchanged Sales $645 - $670 million • Macroeconomic and geopolitical market headwinds persist • Growing OEM adoption of MirrorEye CMS technology Adj. Gross Margin 21.5% - 22.0% • Maintain commitment to redu
Slide 24: Q2 Summary
Q2 Summary Progressing on our key strategic priorities to drive long-term shareholder value Superior Customer Value Proposition Drive Long-Term Shareholder Value – Q2 Progress Focused Advanced Technology • Largest Bus & Coach MirrorEye Award to date Market ~10% • Continued momentum in Brazil OEM bus
Slide 25: Stoneridge
Stoneridge StoneridgeInc StoneridgeGlobal StoneridgeGlobal stoneridge.com