Welcome to our dedicated page for STONERIDGE SEC filings (Ticker: SRI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Stoneridge, Inc. filings document the company's public disclosures as an Ohio corporation and supplier of electronic systems for transportation markets. Its reports cover quarterly and annual operating results, non-GAAP financial measures, segment and product commentary, and disclosures tied to the MirrorEye® Camera Monitor System, electronic controls, and related vehicle technologies.
Regulatory filings also address governance and shareholder voting matters through proxy materials, executive and director appointments, compensation arrangements, cooperation agreements, and board composition. Material-event reports include credit facility amendments, covenant and borrowing arrangements, leadership transitions, Regulation FD disclosures, and other capital-structure and corporate-governance matters.
Stoneridge, Inc. reported weak 2025 GAAP results but highlighted growth in core technologies and a reshaped business. Full-year sales were $861.3 million, down from 2024, with a net loss of $102.8 million driven largely by a $21.6 million impairment of Control Devices assets and $44.5 million of tax valuation allowances. Adjusted net loss was narrower at $31.9 million and adjusted EBITDA was $25.0 million, or 2.9% of sales.
MirrorEye camera system sales reached $111 million in 2025, up 69% year over year and helping Stoneridge outperform its weighted-average OEM end markets by 150 basis points. Inventory fell by $18.7 million, supporting adjusted free cash flow of $19.0 million. The company completed the sale of its Control Devices segment in January 2026 to focus on higher-growth electronics and Brazil operations.
For 2026, Stoneridge issued revenue guidance of $625 million to $650 million and adjusted EBITDA of $20 million to $25 million, assuming flat end markets but at least 45% MirrorEye growth. Management targets at least $715 million of revenue and $44 million of EBITDA in 2027, and 2030 revenue of $850 million to $1 billion with EBITDA of $80 million to $120 million. Natalia Noblet will become president and CEO on April 1, 2026.
Stoneridge, Inc. entered into Amendment No. 3 to its Fifth Amended and Restated Credit Agreement, which will amend and restate the existing credit facility from December 31, 2025 through a new termination date of July 1, 2027. The amendment extends the facility’s expiration from November 2, 2026 to July 1, 2027, provides temporary covenant relief by lowering the minimum interest coverage ratio for 2026 quarters, and raises the maximum leverage ratio for quarters from December 31, 2025 through September 30, 2026 before tightening again from December 31, 2026. On December 31, 2026, borrowing capacity will be reduced from $175.0 million to the lesser of $157.5 million or the then current commitment, and the agreement also revises the definition of Consolidated EBITDA and updates affirmative covenants.
STONERIDGE INC executive Caetano Roberto Ferraiolo reported exercising share-based awards and related tax withholding in company stock. On March 2, 2026, he converted 4,961 Share Units granted under the Long-Term Incentive Plan into the same number of common shares at a stated price of $0.00 per share.
As part of this event, 1,337 common shares were disposed of at $7.69 per share to cover taxes through a share-withholding transaction, not an open-market sale. After these transactions, he directly owned 12,996 common shares and 21,744 Share Units related holdings as reported.
Stoneridge Chief Accounting Officer Robert J. Hartman Jr. exercised 3,148 share units into 3,148 common shares at $0 per share under the company’s long-term incentive plan. To cover tax obligations, 1,063 common shares were disposed of at $7.69 per share. After these transactions, he directly holds 38,202 common shares and 13,794 share units.
Stoneridge Inc. Chief Financial Officer Matthew R. Horvath reported equity compensation transactions involving Company share units and common shares. On March 2, he exercised 9,052 Share Units, which were granted on March 13, 2023 under the Long-Term Incentive Plan, receiving an equal number of common shares at no exercise price.
On the same date, 3,946 common shares were disposed of at $7.69 per share to cover tax obligations through a tax-withholding disposition. After these transactions, Horvath directly owned 18,994 common shares of Stoneridge Inc., reflecting his ongoing equity stake as an executive.
Stoneridge Inc. officer Susan C. Benedict, CHRO and Assistant General Counsel, reported equity award activity. On March 2, 2026, she exercised 7,396 Share Units from a March 13, 2023 grant, receiving the same number of common shares at a stated price of $0.00 per share.
To cover tax obligations tied to this vesting, 3,224 common shares were disposed of at $7.69 per share through a tax-withholding transaction rather than an open‑market sale. After these transactions, she directly held 17,244 common shares and 56,415 Share Units. She also held 45,029 Phantom Shares, which are cash‑settled awards economically equivalent to common shares and scheduled to vest on January 31, 2027 if she remains employed.
Stoneridge Inc. President and CEO James Zizelman reported equity award activity involving share units and common shares. He exercised 19,363 Share Units, converting them on a one-for-one basis into 19,363 Common Shares at a stated price of $0.00 per share.
To cover tax obligations related to this equity event, 7,619 Common Shares were disposed of at $7.69 per share through a tax-withholding disposition, leaving 31,439 Common Shares held directly after the transactions. He also holds 142,933 Phantom Shares, which are economically equivalent to common shares and payable in cash on January 31, 2027, and 6,500 Common Shares indirectly through a trust.
Stoneridge Inc. shareholder 22NW and related entities report beneficial ownership of 2,297,092 common shares, representing 8.2% of the company. All reporting persons disclose sole voting and dispositive power over these shares.
The investors entered into a cooperation agreement with Stoneridge on February 26, 2026. The board will increase from seven to eight directors, and Aron R. English will join the board effective March 16, 2026, with his initial term running through the 2026 annual meeting. Stoneridge will nominate him on its slate in 2026 and support his election like other board nominees.
During a defined standstill period, the reporting persons agree not to exceed 12.9% ownership of outstanding shares, solicit proxies, submit shareholder proposals or nominations, or seek board changes, subject to specified change-of-control exceptions. They also commit to vote their shares in favor of board nominees and generally in line with board recommendations, with limited exceptions based on board votes and proxy advisor recommendations.
Stoneridge, Inc. entered into a cooperation agreement with investment firm 22NW, whose group owns about 2,297,092 common shares, or 8.2% of the company. Under the agreement, Stoneridge will expand its Board from seven to eight members and appoint 22NW founder Aron R. English as an independent director effective March 16, 2026, with plans to nominate him for election at the 2026 annual shareholders meeting.
In return, 22NW agreed to a standstill that limits its ownership to 12.9% of outstanding shares, restricts proxy contests and public campaigns, and commits the group to vote largely in line with Board recommendations during the standstill period. English must offer to resign if 22NW’s ownership falls below set thresholds or if certain breaches or independence issues occur. Both sides agreed to mutual non-disparagement, and English will receive the same compensation and benefits as other non-employee directors.
Stoneridge, Inc. is implementing a planned leadership succession in its top role. President and Chief Executive Officer Jim Zizelman will retire from employment on May 20, 2026, stepping down as CEO at 12:01 a.m. on April 1, 2026 and serving as a strategic advisor until his retirement date at his current compensation.
The Board of Directors has appointed Natalia Noblet, currently President of Electronics, as President and Chief Executive Officer effective April 1, 2026, and elected her to the Board for a term expiring at the 2026 Annual Meeting of Shareholders. Zizelman will remain a director, and both he and Noblet are expected to be nominated for re-election at that meeting.
The company characterizes the transition as part of its succession planning and broader transformation, including after the sale of its Control Devices segment. Noblet will receive no additional compensation for Board service, and her CEO employment agreement and compensation terms will be disclosed in a later filing.