Strattec Security CorporationSTRT
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資産への影響 2
Consumer Discretionary
Strattec Security CorporationEnergy Transition & Power Demand
Strattec Security shares have lost about 7.9% in the month since its fourth-quarter fiscal 2026 earnings report, underperforming the S&P 500. The company reported adjusted earnings of $2.06 per share, unchanged year over year but above the Zacks Consensus Estimate of $1.36 by 51.47%, while revenue of $152 million slipped 0.1% year over year and beat the consensus mark of $147 million by 3.45%. Fourth-quarter gross profit declined to $23.6 million from $25.4 million, with gross margin contracting to 15.6% from 16.7%, as restructuring savings of $0.8 million, a $0.9 million reduction in tariff charges and pricing were more than offset by $1.9 million of unfavorable foreign exchange and the absence of $1.3 million of prior-year incremental tooling gains. The company repurchased 110,269 shares for $7.4 million during the quarter, and its board authorized a new $40 million repurchase program. For fiscal 2027, management expects North American automotive production to decline about 2%, while production at its three largest customers is projected to fall nearly 6%, and it continues to target an 18%-20% gross margin over the next few years. Strattec Security carries a Zacks Rank #4 (Sell).
