Stoneridge (SRI) Q2 FY26 earnings call

Stoneridge delivered strong Q2 FY26 results, driven by nearly 8% organic revenue growth and significant operational efficiency gains, including improved SG&A leverage and record MirrorEye sales. Despite gross margin pressures from material costs and inventory, adjusted EBITDA expanded significantly. The company reaffirmed its full-year guidance, balancing market tailwinds with macroeconomic uncertainties, and is focused on strategic execution and capital structure optimization.