Stoneridge (SRI) Invested Capital (2009 - 2026)
Stoneridge (SRI) reported Invested Capital of $267.98 million for Q3 2026, down 36.5% from $422.34 million a year earlier and down 10.7% from the prior quarter.
Stoneridge (SRI) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Stoneridge posted Invested Capital of $360.72 million, down 19.3% from FY2024.
- Invested Capital has a five-year compound annual growth rate of 3.2% (FY2020 to FY2025).
- By year, Invested Capital came in at $446.84 million in FY2024 (-6.7%), $479.18 million in FY2023 (+6.4%), $450.19 million in FY2022 (+48.7%) and $302.69 million in FY2021 (-1.6%).
- The Q3 2026 figure ranks as the lowest quarterly Invested Capital since Q2 2018.
- Year over year, Invested Capital has now declined in each of the last eight quarters, with an average decline of 18.0% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q1 2024 (growth of 65.7%); the low point was Q3 2026 (a decline of 36.5%).
- Per Business Quant data, the three quarters before Q3 2026 came in at $300.21 million (Q2 2026), $312.65 million (Q1 2026) and $360.72 million (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 274.62 Bn | 245.93 Bn | 7.35 Bn | 66.68 Bn |
| 2 | Amphenol | 193.27 Bn | 188.11 Bn | 4.02 Bn | 35.13 Bn |
| 3 | Deere | 181.55 Bn | 190.32 Bn | 4.66 Bn | 85.74 Bn |
| 4 | Eaton | 137.15 Bn | 134.13 Bn | 3.11 Bn | 41.13 Bn |
| 5 | Parker-Hannifin | 120.49 Bn | 118.48 Bn | 2.26 Bn | 33.55 Bn |
| 6 | 3M | 94.89 Bn | 77.30 Bn | 2.78 Bn | 19.17 Bn |
| 7 | Emerson Electric | 92.74 Bn | 85.23 Bn | 2.74 Bn | 32.93 Bn |
| 8 | Illinois Tool Works | 81.69 Bn | 78.37 Bn | 1.91 Bn | 12.51 Bn |
| 9 | Vertiv Holdings | 77.79 Bn | 66.64 Bn | 1.64 Bn | 8.43 Bn |
| 10 | Stoneridge | 144.69 Mn | -113.87 Mn | 11.51 Mn | 267.98 Mn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 267.98 Mn |
| Jun 30, 2026 | 300.21 Mn |
| Mar 31, 2026 | 312.65 Mn |
| Dec 31, 2025 | 360.72 Mn |
| Sep 30, 2025 | 422.34 Mn |
| Jun 30, 2025 | 424.89 Mn |
| Mar 31, 2025 | 456.28 Mn |
| Dec 31, 2024 | 446.84 Mn |
| Sep 30, 2024 | 467.67 Mn |
| Jun 30, 2024 | 459.93 Mn |
| Mar 31, 2024 | 473.75 Mn |
| Dec 31, 2023 | 479.18 Mn |
| Sep 30, 2023 | 459.32 Mn |
| Jun 30, 2023 | 449.24 Mn |
| Mar 31, 2023 | 285.90 Mn |
| Dec 31, 2022 | 450.19 Mn |
| Sep 30, 2022 | 293.19 Mn |
| Jun 30, 2022 | 293.34 Mn |
| Mar 31, 2022 | 308.99 Mn |
| Dec 31, 2021 | 302.69 Mn |
Stoneridge Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=SRI&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SRI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=SRI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();