Stoneridge, Inc. · NYSE:SRI

Stoneridge — Q2 2026 Earnings Presentation

31 slides from Stoneridge's earnings presentation, Aug 5, 2026

Slide 2: Non-GAAP Financial Measures
stoneridge.com © 2026 Q2 2026 Results 2 Non-GAAP Financial Measures This presentation contains information about the Company’s financial results that is not presented in accordance with accounting principles generally accepted in the United States (“GAAP”). Such non-GAAP financial measures are recon
Slide 3: Forward-Looking Statements
stoneridge.com © 2026 Q2 2026 Results 3 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
Slide 4: Q2 2026 Achievements
stoneridge.com © 2026 Q2 2026 Results 4 Q2 2026 Achievements • Delivered another quarter of progress • Year over year revenue and margin improvement; outperformed weighted-average OEM end markets by ~10% • Record quarterly revenue for Stoneridge Brazil of $20.5 million • Record quarterly MirrorEye r
Slide 5: Commercial Vehicle Market Update
stoneridge.com © 2026 Q2 2026 Results 452 497 455 496 468 447 2024 2025 2026 2027 Prior Forecast Current Forecast 300 332 327 322 376 290 2024 2025 2026 2027 Prior Forecast Current Forecast 5 Commercial Vehicle Market Update NORTH AMERICA 22.7% OF 2025 SALES** EUROPE 45.5% OF 2025 SALES** COMMERCIAL
Slide 6: Announcing the Largest Bus & Coach MirrorEye Award to Date
stoneridge.com © 2026 Q2 2026 Results Announcing the Largest Bus & Coach MirrorEye® Award to Date 6 Program Highlights • Program with an existing bus platform of a leading global commercial vehicle manufacturer • Full commercialization expected in 2027 • Expecting this award to pave the way for futu
Slide 7: MirrorEye Market Adoption
MirrorEye® Market Adoption DAF Launched (EU) Q4 2022 PACCAR Launched (NA) Kenworth - Q2 2023 Peterbilt - Q3 2024 Volvo Launched (EU) Q1 2024 Launched (NA) Q1 2025 DTNA Launched (NA) Mid 2025 6 OEM Truck Programs Bus & Coach Programs 7 Unnamed NA OEM Standard version in Q4 2025 OEM-integrated system
Slide 9: Financial Summary
stoneridge.com © 2026 Q2 2026 Results $0.8 $5.5 Q2 2025 Q2 2026 Financial Summary Solid Q2 results marked by revenue growth and EBITDA margin expansion • D&D cost improvement of 195 bps • SG&A cost improvement of 182 bps • Adjusted EBITDA improved by 251 bps • Higher Brazilian OEM sales • Higher sal
Slide 10: Electronics Performance
10stoneridge.com © 2026 Q2 2026 Results Sales Adjusted Operating Income $4.2 $4.9 Q2 2025 Q2 2026 Electronics Performance Q2 2026 Financial Results • Q2 sales growth of 12.8% vs. Q2 2025 • Higher sales in NA commercial vehicle • Favorable FX translation impact of ~$3m • Adjusted operating income imp
Slide 11: Stoneridge Brazil Performance
11stoneridge.com © 2026 Q2 2026 Results Sales Adjusted Operating Income Stoneridge Brazil Performance Q2 2026 Financial Results • Q2 sales growth of $5.6 million, or 37.6% vs. Q2 2025 • Best-ever quarterly revenue for Stoneridge Brazil • Favorable FX translation impact of ~$2 million • Adjusted oper
Slide 12: Capital Structure Update
12stoneridge.com © 2026 Q2 2026 Results Q2 2026 Performance • Q2 net debt of $79.6 million • $38.5 million improvement vs. Q2 2025 • Continued focus on working capital management – specifically inventory improvement • Inventory balance improved by $5.1 million year over year • Reduced days inventory
Slide 13: 2026 Full-Year Guidance
13stoneridge.com © 2026 Q2 2026 Results 2026 Full-Year Guidance Reaffirming full-year 2026 guidance Sales Adj. Gross Margin Adj. Operating Margin Adj. EBITDA | Margin $645 - $670 million 21.5% - 22.0% 0.0% - 0.5% $20 - $25 million 3.1% - 3.7% • Base full-year guidance remains unchanged • Macroeconom
Slide 14: Drive Long-Term Shareholder Value – Q2 Progress
stoneridge.com © 2026 Q2 2026 Results 14 Focused Advanced Technology Progressing on our key strategic priorities to drive long-term shareholder value Excellence in Execution Strong Performance Culture Driven by Passion Market Outperformance Margin Expansion Cash Generation ~10% Market Outperformance
Slide 17: Appendix Income Statement
stoneridge.com © 2026 Appendix 17 Income Statement Six months ended June 30, Three months ended June 30, 2025202620252026(in thousands, except per share data) $ 306,598$ 342,231$ 157,541$ 181,384Net sales Costs and expenses: 234,998270,442121,192144,551Cost of goods sold 51,56958,59025,70426,061Sell
Slide 18: Appendix Segment Reporting
stoneridge.com © 2026 Appendix 18 Segment Reporting (A) Unallocated Corporate expenses include, among other items, accounting/finance, human resources, information technology and legal costs as well as share-based compensation.
Slide 19: Appendix Segment Reporting
stoneridge.com © 2026 Appendix 19 Segment Reporting (A) Unallocated Corporate expenses include, among other items, accounting/finance, human resources, information technology and legal costs as well as share-based compensation. (B) These amounts represent depreciation and amortization on a property,
Slide 21: US GAAP Reconciliations
stoneridge.com © 2026 US GAAP Reconciliations US GAAP Reconciliations 21 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 reco
Slide 22: Reconciliation of Adjusted Gross Profit
stoneridge.com © 2026 US GAAP Reconciliations 22 US GAAP Reconciliations Reconciliation of Adjusted Gross Profit Q2 2026Q2 2025(USD in millions) $ 36.8$ 36.3Gross Profit $ 36.8$ 36.3Adjusted Gross Profit
Slide 23: Reconciliation of Adjusted Operating Loss
stoneridge.com © 2026 US GAAP Reconciliations 23 US GAAP Reconciliations Reconciliation of Adjusted Operating Loss Q2 2026Q2 2025(USD in millions) $ (1.2)$ (4.2)Operating Loss —1.4Add: Pre-Tax Business Realignment Costs 0.40.3Add: Pre-Tax Share-Based Compensation Accelerated Vesting (0.3)—Add: Pre-T
Slide 24: Reconciliation of Adjusted Loss From Continuing Operations
stoneridge.com © 2026 US GAAP Reconciliations 24 US GAAP Reconciliations Reconciliation of Adjusted Loss From Continuing Operations Q2 2026Q2 2025(USD in millions) $ (5.3)$ (11.1)Loss From Continuing Operations —1.1Add: After-Tax Business Realignment Costs 0.40.2Add: After-Tax Share-Based Compensati
Slide 25: Reconciliation of Adjusted Net Loss
stoneridge.com © 2026 US GAAP Reconciliations 25 US GAAP Reconciliations Reconciliation of Adjusted Net Loss Q2 2026Q2 2025(USD in millions) $ (5.3)$ (9.4)Net Loss —1.1Add: After-Tax Business Realignment Costs 0.40.2Add: After-Tax Share-Based Compensation Accelerated Vesting (0.3)—Add: After-Tax Bra
Slide 26: Reconciliation of Adjusted Tax Rate
stoneridge.com © 2026 US GAAP Reconciliations 26 US GAAP Reconciliations Reconciliation of Adjusted Tax Rate Tax RateQ2 2026(USD in millions) $ (2.7)Loss Before Tax 0.4Add: Pre-Tax Share-Based Compensation Accelerated Vesting (0.5)Add: Pre-Tax Brazilian Indirect Taxes $ (2.8)Adjusted Loss Before Tax
Slide 27: Reconciliation of Adjusted Net Income and EPS
stoneridge.com © 2026 US GAAP Reconciliations 27 US GAAP Reconciliations Reconciliation of Adjusted Net Income and EPS EPSQ2 2026(USD in millions, except EPS) $ (0.19)$ (5.3)Net Loss 0.020.4Add: After-Tax Share-Based Compensation Accelerated Vesting (0.01)(0.3)Add: After-Tax Brazilian Indirect Taxes
Slide 28: Reconciliation of Adjusted EBITDA
stoneridge.com © 2026 US GAAP Reconciliations 28 US GAAP Reconciliations Reconciliation of Adjusted EBITDA Q2 2026Q2 2025(USD in millions) $ (2.7)$ (9.6)Loss Before Income Taxes from Continuing Operations 2.43.2Interest expense, net 5.65.5Depreciation and amortization $ 5.3$ (0.9)EBITDA —1.4Add: Pre
Slide 29: Reconciliation of Electronics and Brazil Adjusted Operating Income
stoneridge.com © 2026 US GAAP Reconciliations 29 US GAAP Reconciliations Reconciliation of Electronics Adjusted Operating Income Q2 2026Q2 2025(USD in millions) $ 4.9$ 2.7Electronics Operating Income —1.4Add: Pre-Tax Business Realignment Costs $ 4.9$ 4.2Electronics Adjusted Operating Income Reconcil
Slide 30: Reconciliation of Net Debt
stoneridge.com © 2026 US GAAP Reconciliations 30 US GAAP Reconciliations Reconciliation of Net Debt Q2 2026Q2 2025(USD in millions) $ 151.1$ 164.4Total Debt $ 71.546.3Cash and Cash Equivalents $ 79.6$ 118.1Net Debt

Stoneridge — Q2 2026 Earnings Presentation on 6ix

Stoneridge — Q2 2026 Earnings Presentation

Slide 1: Q2 2026 Results

Slide 2: Non-GAAP Financial Measures

Slide 3: Forward-Looking Statements

Slide 4: Q2 2026 Achievements

Slide 5: Commercial Vehicle Market Update

Slide 6: Announcing the Largest Bus & Coach MirrorEye Award to Date

Slide 7: MirrorEye Market Adoption

Slide 8: Financial Update

Slide 9: Financial Summary

Slide 10: Electronics Performance

Slide 11: Stoneridge Brazil Performance

Slide 12: Capital Structure Update

Slide 13: 2026 Full-Year Guidance

Slide 14: Drive Long-Term Shareholder Value – Q2 Progress

Slide 15: Appendix Materials

Slide 16: Appendix Balance Sheets

Slide 17: Appendix Income Statement

Slide 18: Appendix Segment Reporting

Slide 19: Appendix Segment Reporting

Slide 20: Reconciliations to US GAAP

Slide 21: US GAAP Reconciliations

Slide 22: Reconciliation of Adjusted Gross Profit

Slide 23: Reconciliation of Adjusted Operating Loss

Slide 24: Reconciliation of Adjusted Loss From Continuing Operations

Slide 25: Reconciliation of Adjusted Net Loss

Slide 26: Reconciliation of Adjusted Tax Rate

Slide 27: Reconciliation of Adjusted Net Income and EPS

Slide 28: Reconciliation of Adjusted EBITDA

Slide 29: Reconciliation of Electronics and Brazil Adjusted Operating Income

Slide 30: Reconciliation of Net Debt

Slide 31: Stoneridge