Stoneridge

What Stoneridge does

Stoneridge, Inc. (NYSE: SRI) is an independent, publicly traded designer and manufacturer of highly engineered electrical and electronic components, modules, and systems primarily for the global commercial vehicle, off-highway, and bus and coach markets. Headquartered in Novi, Michigan, with approximately 3,200 employees across North America, Europe (Sweden, Netherlands, Estonia, France, UK), South America (Brazil), and Asia Pacific, the company sells to commercial truck OEMs including Mack, Daimler/Freightliner, Volvo, Renault, DAF, Kenworth, and Peterbilt, and to fleet operators through direct sales and a dealer/retrofit channel of over 40 fleet partners. Its flagship product is the MirrorEye Camera Monitor System (CMS), an FMCSA-exempt digital replacement for traditional rear- and side-view mirrors with five high-definition cameras, infrared night vision, trailer panning, video retrieval, and Class V look-down, of which over 150,000 units have been produced globally across six programs and ten OEM truck brands. The portfolio also includes the Connected Trailer wired rear-view camera and tractor-trailer data system, the Smart 2 Tachograph, the Orlaco off-highway vision brand, and the newly introduced EVO ECU platform for software-defined vehicle architectures, bundled in the Cockpit of the Future Suite.

Stoneridge generates the substantial majority of its revenue through OEM hardware sales of camera monitor systems, electronic control units, and other components sold on multi-year program contracts and recognized upon delivery, with a secondary aftermarket/retrofit stream selling mirror removal kits and retrofit systems to fleets. Pricing is quote-based and contractually negotiated with OEMs; specifics are not publicly disclosed. In January 2026 the company divested its Control Devices segment to Center Rock Capital Partners for $59 million, refocusing the remaining portfolio on Electronics and Brazil, and entered FY2026 with revised full-year revenue guidance of $645–670 million, Q1 2026 sales of $160.8 million, and an FY2026 adjusted EBITDA guide of $20–25M stepping up to at least $44M in 2027.

The company is undergoing a near-complete leadership transition in 2026: Natalia Noblet succeeded Jim Zizelman as President and CEO effective April 1, 2026, Scott Humphrey was appointed CFO and Treasurer effective June 3, 2026, and activist investor 22NW LP secured a board seat through Aron R. English pursuant to a cooperation agreement. The combination of portfolio simplification, accelerating MirrorEye adoption, a new ECU platform, and an activist on the board positions Stoneridge as a focused, mid-cap automotive electronics pure-play with concentrated commercial vehicle OEM exposure and a distinctive regulatory moat.

Name

Stoneridge

Legal name

Stoneridge, Inc.

Website

https://stoneridge.com

Company type

Public

Founded year

1968

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Stoneridge designs and manufactures highly engineered electronic components and camera monitor systems — primarily the MirrorEye CMS — for global commercial truck OEMs (Mack, Daimler, Volvo, Renault, DAF, Kenworth, Peterbilt), fleets, off-highway, and bus markets, operating from Novi, Michigan.

Ownership category

akta.pro rank

Product category

Commercial Vehicle Electronics

NAICS

Motor Vehicle Electrical and Electronic Equipment Manufacturing (336320), Motor Vehicle Electrical and Electronic Equipment Manufacturing (33632)

SIC

Electronic & Other Electrical Equipment (No Computer Equip) (3600)

akta.pro primary industry

Automotive Lighting Systems & Components Manufacturing (LED/Headlamps/Signal/Interior) (IMACAJAF)

akta.pro secondary industries

Automotive Mirrors & Exterior Vision Systems Manufacturing (Mirrors/Housings/Camera Modules) (IMACAKAF), Driver Monitoring & Cabin Monitoring Hardware Manufacturing (IR Cameras/Sensors) (IMACAMAL), Automotive E/E Architecture Components Manufacturing (Domain/Zonal Controllers, Gateways, Network Switches) (IMACAJAI)

Keywords

• Commercial vehicle electronics
• Camera monitor systems
• Electronic control units
• Driver assistance systems
• Vehicle vision technology

Headquarters

HQ city

Novi

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Personnel, Technology or R&D, Supply Chain, Infrastructure, Marketing or Sales

Revenue model

1. OEM Hardware Sales: Sale of electronic systems and components directly to vehicle OEMs as built-in equipment. Revenue recognized upon delivery of camera monitor systems, ECUs, and other electronic components to truck, bus, and off-highway vehicle manufacturers. Represents the primary revenue stream.
2. Aftermarket/Retrofit Sales: Sale of MirrorEye retrofit systems and mirror removal kits to fleet operators for installation on existing vehicles. Targets the approximately 40+ fleet partners including Schneider, Maverick Transportation, and others.
3. Contract Manufacturing Revenue: Revenue from the Mexico Supply Agreement associated with the Control Devices segment sale, providing incremental contract manufacturing revenue from January 2026. Previously guided as non-operating other income.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Stoneridge designs and manufactures highly engineered electrical and electronic components, modules and systems for commercial vehicles, off-highway equipment, buses and coaches, with its flagship MirrorEye® Camera Monitor System replacing traditional mirrors via digital cameras and HD monitors, complemented by the EVO ECU software-defined vehicle platform and Connected Trailer camera connectivity solutions. Revenue is generated primarily through OEM factory integration of these systems into new trucks and buses, supplemented by retrofit/aftermarket sales to commercial fleet operators.

Product overview

Stoneridge offers a unified portfolio of advanced vehicle safety and intelligence technologies for commercial vehicles, off-highway equipment, and buses/coaches. The core product is the award-winning MirrorEye® Camera Monitor System (CMS), a camera-based visibility solution that has surpassed 150,000+ units produced globally. This integrates with the Connected Trailer system for tractor-trailer data transmission. The new EVO ECU Platform serves as the foundation for software-defined vehicles. The Cockpit of the Future Suite bundles 360° visibility, enhanced displays, trailer health monitoring, and digital video recording. The company also offers Orlaco Vision Systems for off-highway applications and the Smart 2 Tachograph. Products serve commercial trucks (Mack, Freightliner Cascadia, Volvo FH, DAF, Kenworth, Peterbilt), buses/coaches, and off-highway vehicles through OEM partnerships and North American retrofit programs.

Differentiator

Problem solved

Functional benefit

Brands

• MirrorEye: Award-winning camera monitor system (CMS) that replaces traditional mirrors with digital cameras and monitors for commercial vehicles, providing enhanced visibility and safety features.
• EVO ECU
• Connected Trailer

Products and services

• MirrorEye® Camera Monitor System Award-winning camera monitor system for commercial vehicles that replaces traditional rear and side-view mirrors with five digital cameras and high-definition in-cab monitors, providing real-time visibility, trailer panning, infrared night vision, blind-spot reduction via Class V look-down, video retrieval for liability documentation, and inclement-weather driving support via heated camera wings; designed for commercial truck OEMs and fleet retrofit customers.
• EVO ECU Platform Next-generation scalable electronic control unit platform supporting software-defined vehicle architectures in commercial vehicles; delivers increased processing capability, enhanced connectivity, and reduced integration complexity while serving as a foundation for future safety, security, and connected vehicle applications. Targeted at commercial vehicle and off-highway OEM integration.
• Connected Trailer Industry-first wired digital rear-view camera and data connectivity solution that enables reliable tractor and trailer transmission of video and sensor data through existing vehicle architecture (J-560 connector), delivering real-time in-cab Class I field-of-view for backing maneuvers and trailer state-of-health monitoring; designed for commercial vehicle OEMs and fleet operators.
• Orlaco Vision Systems Brand of camera-based vision solutions designed to enhance safety and efficiency in heavy-duty and off-highway applications, including rugged cameras and monitors for construction, agricultural, and specialty vehicles; obtained through the 2017 acquisition of Orlaco and showcased alongside MirrorEye at industry events.
• Smart 2 Tachograph Digital tachograph device for commercial vehicles, used to record driver hours and vehicle activity in compliance with regulatory requirements; referenced in Stoneridge's Q1 2026 results in connection with the end of a regulatory retrofit campaign.
• Mirror Removal Kit Dealer-installed kit enabling trucks equipped with Stoneridge OEM camera monitor systems to physically remove their conventional mirrors under MirrorEye's FMCSA exemption, allowing full aerodynamic and visibility benefit utilization for OEM-equipped fleets.
• MirrorEye North America Retrofit Program North American retrofit deployment service offering MirrorEye Camera Monitor System installations for existing commercial trucking fleets, including driver training, fuel-efficiency benefits of 2-3% per vehicle, and greenhouse gas reduction of approximately 2.5 tons of CO2 annually per vehicle; served through a network of 40+ fleet partners and authorized dealers.

Quantifiable outcome

• MirrorEye can reduce fuel consumption by 2-3% through improved aerodynamics compared to traditional mirrors
• +6 more outcomes

Named customers14 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

One partnership is on record.

• European Innovation Truck Partnership (Volvo)coreStrategic or Co-development PartnerCollaboration with Volvo on Innovation Truck demonstrator showcasing advanced integrated vision systems. Demonstrates next-generation commercial vehicle technology integration combining MirrorEye with other intelligent systems.

Scale indicators10 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Aptiv PLC: Aptiv is a global technology company focused on making mobility safer with advanced driver assistance systems, connected vehicle solutions, and electrical architecture. Comparable as a broad incumbent in automotive ECUs, sensors, and ADAS with software-defined vehicle capabilities.
• WABCO / ZF Commercial Vehicle Control Systems: ZF (which acquired WABCO) is one of the largest suppliers of commercial vehicle technology including ADAS, ECUs, and advanced braking systems. Comparable as a broad incumbent in commercial vehicle electronics with deep OEM relationships at the same truck manufacturers.
• Continental AG: Continental is a major Tier-1 supplier with a strong commercial vehicle ADAS and electronics portfolio, including camera monitor systems on European trucks. Comparable as a broad incumbent in commercial vehicle vision systems and ECUs, with potential competitive overlap in MirrorEye's European OEM programs.
• Bosch Mobility Solutions: Robert Bosch is the world's largest automotive supplier with extensive commercial vehicle ADAS, ECU, and sensor portfolios. Comparable as a broad incumbent with the broadest scale in automotive electronics, capable of developing competing CMS offerings for commercial vehicle OEMs.
• Magna International: Magna is a major global Tier-1 automotive supplier with significant electronic and vision systems divisions (including the acquired Veoneer business). Comparable as a broad incumbent supplying camera monitoring systems, ADAS, and ECUs across passenger and commercial vehicle OEMs.
• Autoliv: Autoliv is a global leader in automotive safety systems with products including restraint systems and electronics. Comparable in the broader automotive safety electronics space, with some overlap in driver monitoring and cabin electronics adjacent to Stoneridge's Cockpit of the Future suite.

Direct peers

• Gentex Corporation: Gentex manufactures auto-dimming mirrors and electronic vision products for the automotive industry, including camera-based mirror systems. Directly comparable to Stoneridge in automotive mirrors/vision systems, with significant overlap in commercial vehicle CMS through partnerships.
• Bendix Commercial Vehicle Systems: Bendix is a leading supplier of safety and ADAS technology for commercial vehicles in North America, including collision mitigation systems and cameras. Directly comparable to Stoneridge as a North American commercial vehicle safety technology specialist with strong OEM relationships.

Regional players

• Haldex (SAF-HOLLAND): SAF-HOLLAND (including Haldex) supplies braking systems, sensors, and electronic control units for commercial vehicles and trailers. Comparable in trailer electronics and EBS systems that may overlap or integrate with Stoneridge's Connected Trailer platform.

Emerging players

• Orlaco (Stoneridge subsidiary, formerly independent): Orlaco manufactures camera systems for off-highway, heavy equipment, and maritime applications. Now a Stoneridge sub-brand, but conceptually comparable for camera monitoring in non-trucking commercial vehicle applications.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/StoneridgeInc
• YouTubeyoutube.com/@stoneridgeGlobal
• Facebookfacebook.com/StoneridgeGlobal
• LinkedInlinkedin.com/company/stoneridge
• Instagraminstagram.com/stoneridgeglobal

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A8 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stoneridge