STRT at a glance
STRATTEC SECURITY CORP (STRT, SEC CIK 933034) filed its latest 10-K annual report on August 28, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 28, 2026 (FY2026), STRATTEC SECURITY CORP (STRT) reported revenue of $579.4 million (up 2.5% from FY2025) and net income of $20.6 million. Diluted EPS was $5.00.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding STRATTEC SECURITY CORP (STRT) shares worth $111.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $579.4M
- +2.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $111.8M · +2 vs prior quarter
- Latest 8-K
- May 28, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 28, 2026
Business Overview
- Core business: designs and supplies automotive vehicle access and security systems focused on Permission (authorized entry), Motion (powered access), and Hold (latching solutions)
- Fiscal 2026 emphasis on digital key products leveraging system/software integration, and increased automation and supply chain resiliency in manufacturing
- Strategic shift: ongoing multi-year business transformation to improve profitability, operational efficiency, and customer diversification including international expansion
- Notable quantitative: 3% net sales growth to $579.4M, 7% workforce reduction, gross margin up 150 basis points to 16.5%, cash flow from operations $46.3M
- Share repurchase program renewed with $40M authorization in May 2026; repurchased 110,269 shares for $7.4M in Q4 fiscal 2026
Risk Factors
- Regulatory risk from potential adverse modifications to USMCA after July 2026 joint review, impacting trade terms, tariff treatment, and regional value content requirements
- Geopolitical instability including U.S.-China tensions affecting supply chain for key components with uncertain future trade actions from U.S. administration
- Supply chain vulnerability due to reliance on a consolidated supplier base and Mexico manufacturing, risking shortages and cost increases of raw materials and components
- Competitive pressure from Chinese OEMs growing market share in electric vehicles through pricing, technology, and scale, potentially reducing traditional OEM production volumes
- Financial risk from customer concentration: top three OEMs GM, Ford, Stellantis represent 64% of sales, with non-binding contracts and annual market tests creating revenue unpredictability
Management Discussion & Analysis
- Net sales $579.4M, up 3% YoY (+$14.3M) driven by $11.0M pricing including tariffs and $3.3M volume increases
- Gross margin 16.5% vs 15.0%, +150bps; operating margin 4.6% vs 4.0%, +60bps; net income $20.6M, up 10% YoY
- Best segment: existing platforms +$9.5M sales; worst: EV programs down $9.5M due to cancellations
- Cash flow from operations $46.3M; capex $7.3M; share repurchases $7.4M for 110,269 shares; no dividends paid or planned
- Management outlook cautious: FY27 light vehicle production expected to decline 2-3%, customer production declines 5-6%, tariff and FX uncertainty ongoing
AI summary of the STRT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- New $40.0 million authorization replaces the prior program initiated in 1996
- Repurchases may occur through open-market, private transactions, or Rule 10b5-1 plans
AI summaries of STRT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for STRT
Don't miss the next STRT filing
- Alerts as it files. A push when STRT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut STRT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pauli Matthew | A | Sep 1, 2026 | 3,090 | - |
| Becker-Varto Chey | A | Sep 1, 2026 | 1,498 | - |
| Becker-Varto Chey | A | Sep 1, 2026 | 1,498 | - |
| Slater Jennifer Lynn | A | Sep 1, 2026 | 9,296 | - |
| Slater Jennifer Lynn | A | Sep 1, 2026 | 9,296 | - |
| Denis James | A | Sep 1, 2026 | 1,721 | - |
| Denis James | A | Sep 1, 2026 | 1,721 | - |
| Pauli Matthew | A | Sep 1, 2026 | 3,090 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $565.1M | $579.4M |
| Gross Profit | - | $84.6M | $95.4M |
| Operating Income | - | $22.8M | $26.5M |
| Net Income | - | $18.7M | $20.6M |
| Gross Margin | - | 15.0% | 16.5% |
| Op. Margin | - | 4.0% | 4.6% |
| Net Margin | - | 3.3% | 3.6% |
| Balance Sheet | |||
| Total Assets | - | $391.5M | $387.5M |
| Equity | - | $221.6M | $238.6M |
| ROE | - | 8.4% | 8.6% |
| Per Share | |||
| EPS | $4.07 | $4.58 | $5.00 |
| Cash Flow | |||
| Operating CF | - | $71.7M | $46.3M |
| CapEx | $9.8M | $7.2M | $7.3M |
Source: XBRL data in STRATTEC SECURITY CORP (STRT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate STRT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $111.8M |
| Q1 2026 | 27 | $98.7M |
| Q4 2025 | 24 | $95.3M |
| Q3 2025 | 23 | $84.0M |
| Q2 2025 | 22 | $71.9M |
| Q1 2025 | 13 | $28.6M |
| Q4 2024 | 9 | $25.4M |
| Q3 2024 | 7 | $15.8M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 154 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
STRT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-K | Aug 28, 2026 | Jun 28, 2026 | Analysis | |
| 4 | Aug 25, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 29, 2026 | - | |
| 8-K | May 7, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Feb 17, 2026 | - | - | |
| 10-Q | Feb 6, 2026 | Dec 28, 2025 | - | |
| 8-K | Feb 5, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 10-Q | Oct 31, 2025 | Sep 28, 2025 | - | |
| 10-K | Aug 25, 2025 | Jun 29, 2025 | - | |
| SC 13G | Jul 29, 2025 | - | - | |
| SC 13G | Jul 17, 2025 | - | - |
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STRT SEC filings: frequently asked questions
Which institutions hold STRT stock?
As of June 30, 2026, the largest STRATTEC SECURITY CORP (STRT) holders among the 13F filers tracked by SignalX were BlackRock ($26.5 million), Dimensional Fund Advisors ($20.7 million), Vanguard Capital Management LLC ($14.1 million), Millennium Management ($8.6 million), State Street Corp ($6.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was STRT's revenue in fiscal year 2026?
For the fiscal year ended June 28, 2026 (FY2026), STRATTEC SECURITY CORP (STRT) reported revenue of $579.4 million (up 2.5% from FY2025) and net income of $20.6 million. Diluted EPS was $5.00. The figures come from the XBRL data in the 10-K.
What are the main risks in STRT's latest 10-K?
In the 10-K filed August 28, 2026, STRATTEC SECURITY CORP (STRT) flagged: Regulatory risk from potential adverse modifications to USMCA after July 2026 joint review, impacting trade terms, tariff treatment, and regional value content requirements. Geopolitical instability including U.S.-China tensions affecting supply chain for key components with uncertain future trade actions from U.S. administration. (AI summary of the Risk Factors section.)
What did STRT report in its latest 8-K?
STRATTEC SECURITY CORP (STRT) filed an 8-K on May 28, 2026 reporting Item 7.01 (Regulation FD Disclosure). New $40.0 million authorization replaces the prior program initiated in 1996.
What are the latest STRT SEC filings?
STRATTEC SECURITY CORP (STRT) filed its latest 10-K annual report on August 28, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on September 3, 2026.
What is STRT's SEC CIK number?
STRATTEC SECURITY CORP (STRT)'s SEC Central Index Key (CIK) is 933034. EDGAR lists every STRT filing under that number.
Ask anything about STRT
The research agent reads STRT's filings, financials, insider trades and 13F holders, then answers with sources.