Stoneridge (SRI) Q4 2025 Earnings Call Transcript

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Thursday, March 12, 2026 astatine 9 a.m. ET

• President and Chief Executive Officer — James Zizelman

• Chief Financial Officer — Matthew R. Horvath

• President of Stoneridge Electronics; Incoming President and Chief Executive Officer — Natalia Noble

• Chief Accounting Officer; Incoming Interim Chief Financial Officer — Bob Hartman

• Director of Investor Relations — Kelly K. Harvey

Kelly K. Harvey: Good morning, everyone, and convey you for joining america to sermon our 4th fourth and afloat twelvemonth 2025 results. The merchandise and accompanying presumption were filed with the SEC and are posted connected our website astatine stoneridge.com successful the Investors conception nether Presentations and Events. Joining maine connected today's telephone are James Zizelman, our President and Chief Executive Officer, and Matthew R. Horvath, our Chief Financial Officer. Also connected today's telephone are Natalia Noble, our President of Stoneridge Electronics and incoming Chief Executive Officer, and Bob Hartman, our Chief Accounting Officer who volition beryllium stepping into the relation of interim Chief Financial Officer connected April 1. During today's call, we volition beryllium referring to definite non-GAAP fiscal measures.

Please spot Slide 2 of the presumption for a much elaborate statement of these non-GAAP measures, and the appendix for a reconciliation of these non-GAAP fiscal measures to the astir straight comparable GAAP measures. In addition, definite statements contiguous whitethorn beryllium forward-looking statements. Forward-looking statements see statements that are not humanities successful nature, and see accusation concerning our aboriginal results oregon plans. Although we judge that specified statements are based upon tenable assumptions, you should recognize that these statements are taxable to risks and uncertainties and existent results whitethorn disagree materially.

Additional accusation astir specified factors and uncertainties that could origin existent results to disagree whitethorn beryllium recovered connected leafage 3 of the presumption and successful our astir precocious filed Form 8-K and the 2025 Form 10-Ks which volition beryllium filed successful the adjacent fewer concern days with the Securities and Exchange Commission nether the heading Forward-Looking Statements. After our speakers person finished their ceremonial remarks, we volition past unfastened up the telephone to questions. I volition present crook the telephone implicit to James Zizelman.

James Zizelman: Thank you, Kelly, and bully morning, everyone. Let maine statesman connected leafage 4. In 2025, our focused maturation strategy, continuous improvements connected worldly and quality-related costs, and rigorous structural outgo power enabled america to successfully navigate different twelvemonth marked by precise challenging macroeconomic conditions. We are arrogant of our quality to continuously outperform our extremity markets adjacent successful a importantly challenged accumulation situation portion besides limiting the interaction connected our bottommost line. Our outperformance was chiefly driven by continued momentum with MirrorEye resulting successful income of implicit $110,000,000, oregon astir 70% maturation compared to the anterior year.