Slide 1: Q2 2026 Results
Q2 2026 Results August 6, 2026 stoneridge.com stoneridge.com © 2026
Slide 2: Non-GAAP Financial Measures
Q2 2026 Results Non-GAAP Q2 2025 Q2 2025 Q2 2026 Q2 2026 Financial Measures Recast Adjusted / Reported Adjusted / GAAP* Non-GAAP Non-GAAP This presentation contains information about the Company’s financial results that is not presented in $157.5 million $181.4 million - - accordance with accounting
Slide 3: Forward-Looking Statements
Q2 2026 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, belief or cu
Slide 4: Q2 2026 Achievements
Q2 2026 Results Q2 2026 Achievements Q2 2026 Results • Delivered another quarter of progress Sales SG&A Leverage • 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 $181M 14.3% • Reco
Slide 5: Commercial Vehicle Market Update
Q2 2026 Results Commercial Vehicle COMMERCIAL VEHICLE FORECAST* (Thousands of Units) NORTH AMERICA Market Update 22.7% OF 2025 SALES** 376 (23.0)% (1.6)% 327 332 Production Forecast Update 12.7% 322 300 • Our weighted-average OEM end markets are forecasted to grow by 290 5.5% in 2026 and 5.4% in 202
Slide 6: Announcing the Largest Bus & Coach MirrorEye Award to Date
Q2 2026 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 expected in 2027 •
Slide 7: 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 8: Financial Update
Financial Update stoneridge.com stoneridge.com © 2026
Slide 9: Financial Summary
Q2 2026 Results 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%
Slide 10: Electronics Performance
Q2 2026 Results Electronics Q2 2025 vs Q2 2026 Performance $’s in USD Millions Q2 revenue growth and operating margin expansion $160.9 $142.7 Sales Q2 2026 Financial Results + 12.8% Q2 2025 Q2 2026 • Q2 sales growth of 12.8% vs. Q2 2025 • Higher sales in NA commercial vehicle • Favorable FX translat
Slide 11: Stoneridge Brazil Performance
Q2 2026 Results Stoneridge Brazil Q2 2025 vs Q2 2026 Performance $’s in USD Millions Revenue growth and margin expansion in Q2 $20.5 Local OEM business grew 78% vs. Q2 2025 Sales $14.9 Q2 2026 Financial Results + 37.6% • Q2 sales growth of $5.6 million, or 37.6% vs. Q2 2025 Q2 2025 Q2 2026 • Best-ev
Slide 12: Capital Structure Update
Q2 2026 Results 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 imp
Slide 13: 2026 Full-Year Guidance
Q2 2026 Results 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 • Maintain commitment to reduce structural co
Slide 14: Q2 Summary
Q2 2026 Results 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 i
Slide 15: Appendix Materials
Appendix Materials stoneridge.com stoneridge.com © 2026
Slide 16: Balance Sheets
Appendix Balance Sheets stoneridge.com stoneridge.com 16 © 2026
Slide 17: Income Statement
Three months ended Six months ended June 30, June 30, (in thousands, except per share data) 2026 2025 2026 2025 Appendix Net sales $ 181,384 $ 157,541 $ 342,231 $ 306,598 Costs and expenses: Cost of goods sold 144,551 121,192 270,442 234,998 Selling, general and administrative 26,061 25,704 58,590 5
Slide 18: Segment Reporting
Appendix Segment Reporting (A) Unallocated Co rporate expenses in clud e, among other items, acco unting/fina nce , human resour ces, in for ma tion technolog y and le gal costs as well as share-based compensation. stoneridge.com stoneridge.com 18 © 2026
Slide 19: Segment Reporting
Appendix Segment Reporting (A) Unallocated Co rporate expenses in clud e, among other items, acco unting/fina nce , human resour ces, in for ma tion technolog y and le gal costs as well as sha re-based compensation. (B) These amounts rep resent de preciation and amortiza tion on a pro perty, plant a
Slide 20: Reconciliations to US GAAP
Reconciliations to US GAAP stoneridge.com stoneridge.com © 2026
Slide 21: US GAAP Reconciliations
US GAAP Reconci liations 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
Slide 22: Reconciliation of Adjusted Gross Profit
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted Gross Profit (USD in millions) Q2 2025 Q2 2026 Gross Profit $ 36.3 $ 36.8 Adjusted Gross Profit $ 36.3 $ 36.8 stoneridge.com stoneridge.com 22 © 2026
Slide 23: Reconciliation of Adjusted Operating Loss
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted Operating Loss (USD in millions) Q2 2025 Q2 2026 Operating Loss $ (4.2) $ (1.2) Add: Pre-Tax Business Realignment Costs 1.4 — Add: Pre-Tax Share-Based Compensation Accelerated Vesting 0.3 0.4 Add: Pre-Tax Brazilian Indirect
Slide 24: Reconciliation of Adjusted Loss From Continuing Operations
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted Loss From Continuing Operations (USD in millions) Q2 2025 Q2 2026 Loss From Continuing Operations $ (11.1) $ (5.3) Add: After-Tax Business Realignment Costs 1.1 — Add: After-Tax Share-Based Compensation Accelerated Vesting 0
Slide 25: Reconciliation of Adjusted Net Loss
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted Net Loss (USD in millions) Q2 2025 Q2 2026 Net Loss $ (9.4) $ (5.3) Add: After-Tax Business Realignment Costs 1.1 — Add: After-Tax Share-Based Compensation Accelerated Vesting 0.2 0.4 Add: After-Tax Brazilian Indirect Taxes
Slide 26: Reconciliation of Adjusted Tax Rate
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted Tax Rate (USD in millions) Q2 2026 Tax Rate Loss Before Tax $ (2.7) Add: Pre-Tax Share-Based Compensation Accelerated Vesting 0.4 Add: Pre-Tax Brazilian Indirect Taxes (0.5) Adjusted Loss Before Tax $ (2.8) Income Tax Expens
Slide 27: Reconciliation of Adjusted Net Income and EPS
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted Net Income and EPS (USD in millions, except EPS) Q2 2026 EPS Net Loss $ (5.3) $ (0.19) Add: After-Tax Share-Based Compensation Accelerated Vesting 0.4 0.02 Add: After-Tax Brazilian Indirect Taxes (0.3) (0.01) Adjusted Net Lo
Slide 28: Reconciliation of Adjusted EBITDA
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Adjusted EBITDA (USD in millions) Q2 2025 Q2 2026 Loss Before Income Taxes from Continuing Operations $ (9.6) $ (2.7) Interest expense, net 3.2 2.4 Depreciation and amortization 5.5 5.6 EBITDA $ (0.9) $ 5.3 Add: Pre-Tax Business Real
Slide 29: Reconciliation of Segment Adjusted Operating Income
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Electronics Adjusted Operating Income (USD in millions) Q2 2025 Q2 2026 Electronics Operating Income $ 2.7 $ 4.9 Add: Pre-Tax Business Realignment Costs 1.4 — Electronics Adjusted Operating Income $ 4.2 $ 4.9 Reconciliation of Stoner
Slide 30: Reconciliation of Net Debt
US GAAP Reconci liations US GAAP Reconciliations Reconciliation of Net Debt (USD in millions) Q2 2025 Q2 2026 Total Debt $ 164.4 $ 151.1 Cash and Cash Equivalents 46.3 $ 71.5 Net Debt $ 118.1 $ 79.6 stoneridge.com stoneridge.com 30 © 2026
Slide 31: stoneridge.com
stoneridge.com stoneridge.com Stoneridge Stoneridge @StoneridgeInc @StoneridgeInc StoneridgeGlobal 31 © 2026