How does Stoneridge's performance this quarter compare to its key competitors in the control devices market?

Bottom‑line answer

Based on the press release you supplied, Stoner‑ridge, Inc. (ticker SRI) posted a very strong second‑quarter 2025, highlighted by record MirrorEye® sales, a historic OEM award in Brazil and the launch of a review of strategic alternatives for its Control Devices business.

However, the release does not contain any quantitative or qualitative information about the performance of Stoneridge’s key rivals in the “control devices” segment (e.g., Honeywell International (HON), Bosch (BOE), Denso (6902 JP), TE Connectivity (TE), etc.). Consequently, a precise, apples‑to‑apples comparison cannot be made from the material you provided.

Below is a structured summary of what we do know about Stoneridge’s quarter, followed by a discussion of the information gaps and a brief outline of the data you would need to complete a competitive comparison.

1. Stoneridge’s Q2 2025 Highlights (from the PR)

Interpretation: The record sales in MirrorEye and the award wins point to strong top‑line momentum in the imaging‑sensor side of the business. The mention of a strategic review for the Control Devices segment hints that Stoneridge may be re‑balancing its portfolio, possibly because that segment is under‑performing relative to expectations or because the company sees a better valuation elsewhere.

2. What’s Missing for a Competitive Benchmark

Without any of the above, any comparative statement would be speculative.

3. How You Could Build the Comparison (Next Steps)

1. Collect Peer Quarterly Results

   • Pull the Q2‑2025 earnings releases (or 10‑Qs) for the identified competitors.
     
   • Extract the “Automotive Electronics,” “Control Devices,” or similarly named segment numbers.

2. Normalize the Data

   • Express each company’s segment revenue as a % of its total revenue (or in absolute $) to enable a fair side‑by‑side view.
     
   • Adjust for currency differences (e.g., convert Euro/JPY‑denominated figures to USD).

3. Calculate Growth & Margin Metrics

   • YoY growth = (Current Quarter Revenue – Same Quarter Last Year) / Same Quarter Last Year.
     
   • Segment operating margin = Segment operating income ÷ Segment revenue.

4. Add Contextual Market Data

   • Use third‑party market‑share reports (e.g., “Automotive Sensor Market Share 2024‑2025”) to see if Stoneridge’s record MirrorEye sales are translating into a larger share of the overall control‑devices market.
     

5. Summarize Findings

   • Highlight where Stoneridge outperforms (e.g., faster sales growth, higher margin) and where it lags (e.g., smaller absolute revenue, lower market‑share).
     
   • Note any strategic differences (e.g., Stoneridge reviewing alternatives while peers are investing in new fab capacity).

4. Quick Qualitative Takeaway (Given Only Stoneridge Data)

• Strengths: Record‑setting sales for MirrorEye, historic OEM wins, and strong branding in Brazil suggest Stoneridge’s sensor‑technology side is gaining traction and may be out‑performing peers in that niche.
• Potential Weakness: The need to “review strategic alternatives” for its Control Devices business could imply that this segment is under‑performing relative to expectations or that the company sees a better use of capital elsewhere. Competitors that are doubling down on control‑device investments (e.g., Honeywell’s Aerospace & Building Technologies, Bosch’s Mobility Solutions) might be pulling ahead if Stoneridge decides to divest or scale back.

Bottom Line

From the information you provided, Stoneridge appears to have had a *very strong quarter** on the MirrorEye sensor side, but the release offers no concrete data on how its Control Devices segment stacks up against the likes of Honeywell, Bosch, Denso, TE Connectivity, or other automotive‑electronics players. To answer the question definitively, you’ll need to gather the comparable segment‑level financials and market‑share figures for those competitors.*