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NASDAQ: STRT STRATTEC SECURITY CORP 8-K

STRATTEC reports FY2026 results: gross margin expands to 16.5%, $108M cash, zero debt

Filed August 25, 2026 · Period ending August 25, 2026 · ~1 min read

5 key changes 3 high relevance 2 sections

Key Changes

  • high

    Full-year gross margin expanded 150 basis points to 16.5% from 15.0% in FY2025, driven by pricing actions, cost reductions, and operational improvements despite foreign exchange headwinds and tariffs.

    Exhibit 99.1 view on EDGAR →
  • high

    Ended FY2026 with $108.2M cash (up from $84.6M prior year) and zero debt after paying down final $1.0M on JV credit facility; repurchased 110,269 shares for $7.4M in Q4 at $67.10 average price.

    Exhibit 99.1 view on EDGAR →
  • high

    Full-year Adjusted EBITDA grew 15.3% to $50.5M; Q4 sales of $151.8M essentially flat year-over-year, with Q4 adjusted diluted EPS of $2.06 unchanged from prior year.

    Exhibit 99.1 view on EDGAR →
  • medium

    Q4 gross margin contracted 110 basis points to 15.6% as $1.9M unfavorable FX impact and absence of $1.3M prior-year tooling gains offset restructuring savings and reduced tariff charges.

    Exhibit 99.1 view on EDGAR →
  • medium

    Q4 SAE expenses included $1.4M in business transformation and executive transition costs, partially offset by lower engineering and professional fees.

    Exhibit 99.1 view on EDGAR →

Summary

STRATTEC disclosed fiscal 2026 results showing meaningful margin expansion and balance sheet improvement despite a challenging operating environment. Full-year gross margin expanded 150 basis points to 16.5% from 15.0% in the prior year, driven by pricing actions, cost reductions, and operational improvements that more than offset foreign exchange headwinds and tariff pressures.

Adjusted EBITDA grew 15.3% to $50.5 million, demonstrating the company's ability to convert margin gains into profitability. The balance sheet strengthened significantly: cash increased to $108.2 million from $84.6 million at the prior year-end, and the company eliminated all debt by paying down the final $1.0 million on its JV credit facility during the quarter.

STRATTEC deployed $7.4 million to repurchase 110,269 shares at an average price of $67.10 and has $40 million remaining under its current buyback authorization. Fourth quarter results were mixed—sales of $151.8 million were flat year-over-year and gross margin contracted 110 basis points to 15.6% due to unfavorable foreign exchange impacts and the absence of prior-year tooling gains, though adjusted diluted EPS of $2.06 matched the prior year. The company incurred $1.4 million in business transformation and executive transition costs during the quarter, reflecting ongoing operational reshaping efforts.

Section-by-Section Diff

Event · Item 7.01 — Regulation FD Disclosure

~100 words

STRATTEC furnished Q4 FY2026 earnings results via press release under Regulation FD.

1 Added
Added Q4 FY2026 earnings disclosure medium

Added in current filing · verify on EDGAR →

on August 25, 2026, the Company issued a Press Release announcing earnings results for the fiscal fourth quarter ended June 28, 2026.

STRATTEC disclosed fiscal fourth quarter 2026 earnings results ending June 28, 2026 via press release. The 8-K body does not contain the actual financial figures; those appear in the attached Exhibit 99.1 press release.

Event · Exhibit 99.1

Strattec reported Q4 and FY2026 results, expanded gross margin to 16.5%, generated $50.5M Adjusted EBITDA, ended with $108.2M cash and no debt.

5 Added
Added Q4 and FY2026 financial results high

Added in current filing · view on EDGAR →

Fourth quarter fiscal 2026 sales of $151.8 million was better than expected and relatively unchanged from prior year; achieved sales of $579.4 million for fiscal year 2026 ... Reported fourth quarter gross margin of 15.6%; full year gross margin expanded to 16.5%, up from 15.0% in fiscal 2025 ... Generated fourth quarter net income attributable to Strattec of $3.9 million, or $0.95 per diluted share; adjusted diluted earnings per share were $2.06, unchanged from the prior-year period ... Fourth quarter Adjusted EBITDA was $12.5 million, or 8.3% of net sales, compared with $13.0 million, or 8.5% of sales in the prior-year period; fiscal 2026 Adjusted EBITDA1 was $50.5 million, a 15.3% increase over the prior year

Strattec disclosed fourth quarter fiscal 2026 sales of $151.8 million, essentially flat year-over-year, and full-year sales of $579.4 million. Full-year gross margin expanded 150 basis points to 16.5% from 15.0% in fiscal 2025, driven by pricing actions, cost reductions, and operational improvements. Fourth quarter adjusted diluted EPS was $2.06, unchanged from the prior year, while full-year Adjusted EBITDA grew 15.3% to $50.5 million. Results were impacted by foreign exchange headwinds and tariffs, but the company delivered margin improvement through disciplined execution.

Added Balance sheet and capital allocation high

Added in current filing · view on EDGAR →

$108.2 million in cash and no debt; returned $7.4 million to shareholders through share repurchases in the fourth quarter and authorized a new $40 million share buyback program ... At June 28, 2026, Strattec had $108.2 million in cash and cash equivalents, up from $107.0 million at the end of the third quarter of fiscal 2026 and $84.6 million at the end of the prior fiscal year. During the quarter, the Company paid down the remaining $1.0 million in outstanding borrowings on the JV credit facility. The Company also repurchased 110,269 shares for $7.4 million for an average price of $67.10. There is $40 million remaining under the current share repurchase authorization.

Strattec ended fiscal 2026 with $108.2 million in cash and zero debt, having paid down the final $1.0 million on its JV credit facility during the quarter. The company repurchased 110,269 shares for $7.4 million at an average price of $67.10 per share in Q4 and has $40 million remaining under its current share repurchase authorization. The strong cash position provides flexibility for investments in product technology, automation, and potential strategic opportunities.

Added Q4 gross margin and cost dynamics medium

Added in current filing · view on EDGAR →

Gross profit was $23.6 million, compared with $25.4 million in the prior year while gross margin contracted 110 basis points to 15.6%. 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 higher costs related to unfavorable foreign currency exchange rates and the prior year benefit of $1.3 million of incremental tooling gains.

Fourth quarter gross margin contracted 110 basis points to 15.6% from 16.7% in the prior year. Restructuring savings of $0.8 million, a $0.9 million reduction in tariff charges, and pricing actions were more than offset by $1.9 million of unfavorable foreign currency impacts and the absence of $1.3 million in prior-year tooling gains. Despite the quarterly contraction, full-year gross margin expanded significantly.

Added Q4 operating expenses and transformation costs medium

Added in current filing · view on EDGAR →

Selling, administrative and engineering (“SAE”) expenses increased 3%, or $0.6 million, to $17.5 million, or 11.5% of sales, compared with $16.9 million, or 11.1% of sales, in the prior-year period. Higher SAE expenses included $1.4 million in business transformation and executive transition costs. These costs were partially offset by a $0.7 million reduction in engineering and professional fees and $0.2 million of restructuring savings.

Fourth quarter SAE expenses increased 3% to $17.5 million, or 11.5% of sales, from $16.9 million in the prior year. The increase included $1.4 million in business transformation and executive transition costs, partially offset by $0.7 million in lower engineering and professional fees and $0.2 million in restructuring savings. These transformation costs reflect the company's ongoing efforts to reshape its operations.

Added Cash flow and working capital medium

Added in current filing · view on EDGAR →

Cash from operations in the fourth quarter of fiscal 2026 was $9.7 million, compared with $30.2 million in the prior-year period which benefited from a significant reduction in working capital.

Fourth quarter operating cash flow was $9.7 million, down from $30.2 million in the prior year. The prior-year quarter benefited from a significant reduction in working capital, making the comparison less meaningful. Despite the year-over-year decline, the company generated positive cash flow and increased its cash balance during the quarter.

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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 26, 2026 · How we verify