Stoneridge (SRI) Return on Invested Capital [ROIC] (2009 - 2026)
Stoneridge's Return on Invested Capital [ROIC] came in at -22.04% for Q3 2026, down 18.65 percentage points from -3.39% a year earlier and down 8.90 percentage points from the prior quarter.
Stoneridge (SRI) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Stoneridge's Return on Invested Capital [ROIC] was -9.56%, down 9.48 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of -7.67 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was -0.08% in FY2024 (-2.84 pp), 2.76% in FY2023 (+1.98 pp), 0.78% in FY2022 (-0.60 pp) and 1.38% in FY2021 (+3.28 pp).
- The Q3 2026 figure represents the lowest quarterly Return on Invested Capital [ROIC] in data going back to Q3 2011.
- Year-over-year, Return on Invested Capital [ROIC] has declined for 11 consecutive quarters, with an average year-over-year change of -8.06 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q2 2023 (a gain of 10.69 percentage points), and the weakest in Q3 2026 (a drop of 18.65 percentage points).
- Business Quant data shows SRI's Return on Invested Capital [ROIC] at -13.14% (Q2 2026), -12.85% (Q1 2026) and -9.86% (Q4 2025) in the three quarters before Q3 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 274.62 Bn | 245.93 Bn | 7.35 Bn | 16.80% |
| 2 | Amphenol | 193.27 Bn | 188.11 Bn | 4.02 Bn | 18.53% |
| 3 | Deere | 181.55 Bn | 190.32 Bn | 4.66 Bn | 5.47% |
| 4 | Eaton | 137.15 Bn | 134.13 Bn | 3.11 Bn | 10.72% |
| 5 | Parker-Hannifin | 120.49 Bn | 118.48 Bn | 2.26 Bn | 13.34% |
| 6 | 3M | 94.89 Bn | 77.30 Bn | 2.78 Bn | 22.04% |
| 7 | Emerson Electric | 92.74 Bn | 85.23 Bn | 2.74 Bn | 11.23% |
| 8 | Illinois Tool Works | 81.69 Bn | 78.37 Bn | 1.91 Bn | 27.11% |
| 9 | Vertiv Holdings | 77.79 Bn | 66.64 Bn | 1.64 Bn | 26.27% |
| 10 | Stoneridge | 144.69 Mn | -113.87 Mn | 11.51 Mn | -22.04% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -22.04% |
| Jun 30, 2026 | -13.14% |
| Mar 31, 2026 | -12.85% |
| Dec 31, 2025 | -9.86% |
| Sep 30, 2025 | -3.39% |
| Jun 30, 2025 | -2.86% |
| Mar 31, 2025 | -1.11% |
| Dec 31, 2024 | -0.08% |
| Sep 30, 2024 | 2.17% |
| Jun 30, 2024 | 1.65% |
| Mar 31, 2024 | 0.00% |
| Dec 31, 2023 | 2.74% |
| Sep 30, 2023 | 2.82% |
| Jun 30, 2023 | 3.31% |
| Mar 31, 2023 | 0.51% |
| Dec 31, 2022 | 0.79% |
| Sep 30, 2022 | -2.54% |
| Jun 30, 2022 | -7.39% |
| Mar 31, 2022 | 0.00% |
| Dec 31, 2021 | 1.40% |
Stoneridge Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=SRI&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=SRI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();