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Stoneridge Q2 2025: Unraveling the Contradictions in MirrorEye Revenue and Adoption
Generated by AI AgentEarnings Decrypt
Thursday, Aug 7, 2025 2:59 pm ET1min read
Aime SummaryMirrorEye revenue expectations, mirrorEye technology adoption and revenue impact, impact of MirrorEye contracts on revenue, MirrorEye adoption and market opportunity are the key contradictions discussed in Stoneridge's latest 2025Q2 earnings call.
MirrorEye Sales Records and Growth:
- reported yet another record for MirrorEye sales in Q2 2025, with a 21% growth relative to Q1 2025.
- This growth was driven by the ramp-up of launched OEM programs and expansion in North America's aftermarket applications.
Largest Program Award and Extended Contract:
- Stoneridge announced its largest program award in history, a global MirrorEye program extension through 2033, with lifetime revenue of $535 million.
- The award was secured due to consistent delivery of high-quality systems and technologies, enabling Stoneridge to win new business for next-generation programs.
Cash Flow and Debt Reduction:
- The company achieved a second quarter free cash flow of $7.6 million, an improvement of $5.9 million relative to the second quarter of the prior year.
- This was due to a focus on reducing inventory, executing a global cash repatriation project, and reducing total debt by $38.8 million during the quarter.
Business Expansion and New Awards:
- Stoneridge secured new business awards totaling $775 million in lifetime revenue, including a $40 million award for the SMART2 tachograph and a $115 million award for secondary displays and electronic control units.
- These awards were secured through consistent delivery of high-quality products and focus on customer support, contributing significantly to long-term growth.
Strategic Review of Control Devices Division:
- The company announced a review of strategic alternatives for its Control Devices division, considering a potential sale of the business.
- This is part of a long-term strategy to focus resources and investment on Electronics and Brazil businesses, driving shareholder value and enhancing growth opportunities.
MirrorEye Sales Records and Growth:
- reported yet another record for MirrorEye sales in Q2 2025, with a 21% growth relative to Q1 2025.
- This growth was driven by the ramp-up of launched OEM programs and expansion in North America's aftermarket applications.
Largest Program Award and Extended Contract:
- Stoneridge announced its largest program award in history, a global MirrorEye program extension through 2033, with lifetime revenue of $535 million.
- The award was secured due to consistent delivery of high-quality systems and technologies, enabling Stoneridge to win new business for next-generation programs.
Cash Flow and Debt Reduction:
- The company achieved a second quarter free cash flow of $7.6 million, an improvement of $5.9 million relative to the second quarter of the prior year.
- This was due to a focus on reducing inventory, executing a global cash repatriation project, and reducing total debt by $38.8 million during the quarter.
Business Expansion and New Awards:
- Stoneridge secured new business awards totaling $775 million in lifetime revenue, including a $40 million award for the SMART2 tachograph and a $115 million award for secondary displays and electronic control units.
- These awards were secured through consistent delivery of high-quality products and focus on customer support, contributing significantly to long-term growth.
Strategic Review of Control Devices Division:
- The company announced a review of strategic alternatives for its Control Devices division, considering a potential sale of the business.
- This is part of a long-term strategy to focus resources and investment on Electronics and Brazil businesses, driving shareholder value and enhancing growth opportunities.
Earnings Decrypt
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