Slide 1: Full-Year & Q4 2025 Results
Full-Year & Q4 2025 Results March 12, 2026 stoneridge.com © 2026
Slide 2: Non-GAAP Financial Measures
Full-Year & Q4 2025 Results Non-GAAP Q4 Q4 Full-Year Full-Year Financial Measures Reported Adjusted / Non-GAAP Reported Adjusted / Non-GAAP This presentation contains information about the Company’s financial results that is not presented in accordance with accounting principles generally accepted i
Slide 3: Forward-Looking Statements
Full-Year & Q4 2025 Results 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,
Slide 4: 2025 Overview of Achievements
Full-Year & Q4 2025 Results 2025 Overview of Achievements Full Year 2025 Results • Outperformed weighted-average OEM end markets by 150 basis points* Sales Adjusted • MirrorEye revenue growth of 69% year-over-year driven by the continued EBITDA ramp-up of previously launched programs and new program
Slide 5: Financial Summary
Full-Year & Q4 2025 Results Financial Full-year 2024 vs. 2025 Summary $’s in USD Millions $908.3 $861.3 Outperformed our weighted-average end-markets, reduced material Adjusted costs and significantly improved quality-related costs Sales FY 2024 FY 2025 Q4 2025 Key Drivers $189.8 • Underperformed ou
Slide 6: Organizational Announcement
Full-Year & Q4 2025 Results Organizational Announcement Natalia Noblet appointed as President and Chief Executive Officer effective April 1, 2026 • Noblet will assume the role as President and Chief Executive Officer and member of the Board of Directors effective April 1, 2026 • Natalia joined Stone
Slide 7: Stoneridge Global Footprint
Full-Year & Q4 2025 Results Stoneridge Global Footprint Stockholm, Sweden Orebro, Sweden • • Tallinn, Estonia Stoneridge will continue to utilize our global footprint •• Barneveld, to serve our global customers primarily in the The Netherlands Gothenburg, Sweden • Commercial Vehicle and Off-Highway
Slide 8: Stoneridge Technology Focus
Full-Year & Q4 2025 Results Vision and Safety • MirrorEye • Off-Highway Vision Systems Stoneridge • Trailer Safety & Electronics Technology Focus Vehicle Intelligence and Electronic Controls • Digital Driver Information Connectivity Systems • Telematics • Secondary Vehicle Displays • Tachograph • El
Slide 9: Drivers for Sustainable & Profitable Growth
Full-Year & Q4 2025 Results Drivers for Sustainable & Profitable Growth Clear Path to Sustainable, Long-Term Value Creation Superior Customer Value Proposition Drive Long-Term Shareholder Value Focused Advanced Technology • Portfolio optimization and agility Market 2x - 3x Market • Aligned with indu
Slide 10: Financial Update
Financial Update stoneridge.com © 2026
Slide 11: 2025 Financial Performance
Full-Year & Q4 2025 Results 2025 Financial Electronics Stoneridge Brazil Performance $’s in USD Millions Outperformed our weighted average end-markets, reduced material $594.7 $551.4 $65.1 $50.1 costs and significantly improved quality-related costs Electronics Sales • 2025 sales outperformed weight
Slide 12: Commercial Vehicle Market Update
Full-Year & Q4 2025 Results Commercial Vehicle COMMERCIAL VEHICLE FORECAST* (Thousands of Units) NORTH AMERICA Market Update 22.7% OF 2025 SALES** 376.5 335.0 Our weighted-average OEM end markets are expected to 289.9 318.4 5.2% 9.8% grow by 7.1% in 2026 and 6.6% in 2027 based on current (23.0)% IHS
Slide 13: 2026 Guidance Detail Revenue
Full-Year & Q4 2025 Results 2026 Guidance Detail Revenue 2026 Revenue Guidance Walk Expecting strong revenue growth as MirrorEye revenue $’s in USD Millions expected to continue significant growth. Cautiously $625.0 - $650.0 optimistic end-markets will return to growth. $50.0 ($12.0) $611.5 2026 Rev
Slide 14: 2026 Guidance Detail EBITDA
Full-Year & Q4 2025 Results 2026 Guidance Detail EBITDA Revenue growth, gross margin improvement, and streamlined operations to drive margin expansion 2026 EBITDA Guidance Walk $’s in USD Millions 2026 EBITDA Guidance Drivers • Volume-driven earnings growth at low-end of historical $1.0 - $6.0 $20 -
Slide 15: Capital Structure Update
Full-Year & Q4 2025 Results Capital Structure Update Expecting continued inventory improvement to drive cash Compliance Net Debt performance. Amended existing credit facility to provide time for refinancing under new company structure. $’s in USD Millions Total Adjusted Net 2026 Expectations Debt (C
Slide 16: Long-Term Targets
Long-Term Targets stoneridge.com © 2026
Slide 17: Long-Term Targets
Full-Year & Q4 2025 Results $’s in USD Millions Long-Term Long-Term Revenue Targets $850 - $1,000 Targets $625 - $650 $42 $35 $715+ MirrorEye Aftermarket / Brazilian Connected Based on OEM Off-highway / OEM Trailer / OEM Bus 360-degree 6.8%-10.3% Revenue Growth weighted avg surround view 5-year mark
Slide 18: Summary
Full-Year & Q4 2025 Results Summary 2026 Outlook Driving Long-Term Shareholder Value • Sales of $625 million - $650 million • Strong portfolio of technologies and systems driving growth throughout the business • Guidance based on flat end markets and 45% growth in MirrorEye sales • 2027 targeted rev
Slide 19: Appendix Materials
Appendix Materials stoneridge.com © 2026
Slide 20: Balance Sheets
December 31, (in thousands) 2025 2024 ASSETS Current assets: Cash and cash equivalents $ 66,252 $ 71,832 Appendix Accounts receivable, less reserves of $383 and $1,060, respectively 131,430 137,766 Inventories, net 132,673 151,337 Prepaid expenses and other current assets 31,514 26,579 Total current
Slide 21: Income Statement
Appendix Year ended December 31, (in thousands, except per share data) 2025 2024 2023 Income Net sales $ 861,263 $ 908,295 $ 975,818 Costs and expenses: Statement Cost of goods sold 690,109 719,042 774,512 Selling, general and administrative 125,605 117,460 117,395 Impairment of Control Devices asse
Slide 22: Statements of Cash Flows
Year ended December 31, (in thousands) 2025 2024 2023 OPERATING ACTIVITIES: Appendix Net loss $ (102,835) $ (16,524) $ (5,183) Adjustments to reconcile net loss to net cash provided by (used for) operating activities: Depreciation 23,731 26,140 26,749 Amortization, including accretion and write-off
Slide 23: Segment Reporting
December 31, 2025 2024 2023 Net Sales: Control Devices $ 274,500 $ 292,606 $ 342,065 Appendix Inter-segment sales 3,409 3,677 3,195 Control Devices net sales 277,909 296,283 345,260 Electronics 526,405 566,040 576,539 Inter-segment sales 24,967 28,664 31,621 Segment Electronics net sales 551,372 594
Slide 24: Segment Reporting
Design and Development: Control Devices $ 15,857 $ 20,044 $ 21,848 Electronics 40,914 45,560 43,027 Stoneridge Brazil 2,545 3,113 3,061 Appendix Unallocated Corporate (A) 3,211 3,457 3,139 Total design and development $ 62,527 $ 72,174 $ 71,075 Other Segment Costs: Control Devices $ 22,080 $ 22,600
Slide 25: Reconciliations to US GAAP
Reconciliations to US GAAP stoneridge.com © 2026
Slide 26: US GAAP Reconciliations
US GAAP Reconciliations US GAAP Reconciliations This document contains information about Stoneridge's financial results which is not presented in accordance with accounting principles generally accepted in the United States ("GAAP"). Such non-GAAP financial measures are reconciled to their closest G
Slide 27: Reconciliations to US GAAP
Reconciliations to US GAAP stoneridge.com © 2026
Slide 28: Reconciliation of Adjusted Gross Profit
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Adjusted Gross Profit (USD in millions) Q4 2024 2024 Q4 2025 2025 Gross Profit $ 42.7 $ 189.3 $ 33.2 $ 171.2 Add: Pre-Tax Business Realignment Costs 0.4 0.5 0.1 2.4 Adjusted Gross Profit $ 43.1 $ 189.8 $ 33.2 $ 173.6 stoneridge.com 28
Slide 29: Reconciliation of Adjusted Operating Income (Loss)
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Adjusted Operating Income (Loss) (USD in millions) Q4 2024 2024 Q4 2025 2025 Operating Income (Loss) $ (4.4) $ (0.4) $ (29.5) $ (38.6) Add: Pre-Tax Business Realignment Costs 0.4 2.6 (0.1) 6.4 Add: Pre-Tax Environmental Remediation Co
Slide 30: Reconciliation of Adjusted EBITDA
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Adjusted EBITDA (USD in millions) Q4 2024 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 2025 Loss Before Tax $ (6.2) $ (13.6) $ (5.6) $ (9.1) $ (9.7) $ (31.0) $ (55.5) Interest expense, net 3.4 14.4 3.2 3.1 3.8 3.5 13.6 Depreciation and amorti
Slide 31: Segment Adjusted Operating Income Reconciliations
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Control Devices Adjusted Operating Income (Loss) (USD in millions) Q4 2024 2024 Q4 2025 2025 Control Devices Operating Income (Loss) $ (1.8) $ 6.2 $ (22.9) $ (17.9) Add: Pre-Tax Environmental Remediation Costs — 0.2 — — Add: Pre-Tax B
Slide 32: Reconciliation of Q4 2025 Adjusted Tax Rate
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Q4 2025 Adjusted Tax Rate (USD in millions) Q4 2025 Tax Rate Loss Before Tax $ (31.0) Add: Pre-Tax Business Realignment Costs (0.1) Add: Pre-Tax Strategic Review Costs 1.3 Add: Pre-Tax Deferred Financing Fee Write Off 0.2 Add: Pre-Tax
Slide 33: Reconciliation of YTD 2025 Adjusted Tax Rate
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of YTD 2025 Adjusted Tax Rate (USD in millions) 2025 Tax Rate Loss Before Tax $ (55.5) Add: Pre-Tax Business Realignment Costs 6.4 Add: Pre-Tax Deferred Financing Fee Write Off 0.2 Add: Pre-Tax Impairment of Control Devices Assets 21.6 A
Slide 34: Reconciliation of Q4 2025 Adjusted Net Income and EPS
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Q4 2025 Adjusted Net Income and EPS (USD in millions, except EPS) Q4 2025 Q4 2025 EPS Net Loss $ (76.9) $ (2.76) Add: After-Tax Business Realignment Costs (0.1) — Add: After-Tax Deferred Financing Fee Write Off 0.1 0.01 Add: After-Tax
Slide 35: Reconciliation of Full-Year 2025 Adjusted Net Income and EPS
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Full-Year 2025 Adjusted Net Income and EPS (USD in millions, except EPS) 2025 2025 EPS Net Loss $ (102.8) $ (3.70) Add: After-Tax Business Realignment Costs 4.8 0.17 Add: After-Tax Deferred Financing Fee Write Off 0.1 0.01 Add: After-
Slide 36: Sales and EBITDA Excluding Control Devices
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Sales Excluding Control Devices (USD in millions) YTD 2025 Sales $ 861.3 Less: Control Devices Sales (274.5) Add: Inter-segment Sales to Control Devices 24.7 Sales Excluding Control Devices $ 611.5 Reconciliation of EBITDA Excluding C
Slide 37: Reconciliation of Adjusted Free Cash Flow
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Adjusted Free Cash Flow (USD in millions) Q4 2024 YTD 2024 Q4 2025 YTD 2025 Net Cash Provided by Operating Activities $ 19.2 $ 47.7 $ 8.8 $ 34.0 Capital Expenditures, including Intangibles (5.3) (24.3) (6.2) (21.9) Proceeds from Sale
Slide 38: Reconciliation of Net Debt
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Net Debt (USD in millions) YTD 2024 YTD 2025 Total Debt $ 201.6 $ 180.9 Cash and Cash Equivalents 71.8 66.3 Net debt $ 129.7 $ 114.7 stoneridge.com 38 © 2026
Slide 39: Adjusted EBITDA for Compliance Calculation
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Adjusted EBITDA for Compliance Calculation (USD in millions) Q1 2025 Q2 2025 Q3 2025 Q4 2025 Loss Before Tax (5.6) (9.1) (9.7) (31.0) Interest Expense, net 3.2 3.1 3.8 3.5 Depreciation and Amortization 7.3 7.6 9.5 8.1 EBITDA $ 4.8 $ 1
Slide 40: Adjusted Cash and Debt for Compliance Calculation
US GAAP Reconciliations US GAAP Reconciliations Reconciliation of Adjusted Cash for Compliance Calculation (USD in millions) Q1 2025 Q2 2025 Q3 2025 Q4 2025 Total Cash and Cash Equivalents $ 79.1 $ 49.8 $ 54.0 $ 66.3 Less: 35% of Cash in Foreign Locations (23.3) (13.4) (16.4) 20.9 Total Adjusted Cas
Slide 41: stoneridge.com
stoneridge.com Stoneridge @StoneridgeInc StoneridgeGlobal 41 © 2025