Strattec Security's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Strattec Security (STRT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Strattec Security vs Its Competitors
- TTM: Trailing 12-month revenue of 571M vs 203,291M combined for its competitors (0.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.1% annualized vs trailing 12 months), vs decelerating (-2.8%) for its tracked peer group.
- Growth: Strattec Security generated -4.3% revenue growth year over year in Q1 2026, vs -2.8% for its competitors combined.
- Profitability: Its 3.3% net margin compares with 8.7% for the peer group.
- Scale: Strattec Security ranks #34 of 56 companies by market capitalization in the Auto & Truck Parts industry, holding 0.1% of industry market cap.
- Peer revenue share: Strattec Security accounted for 0.3% of combined revenue among its tracked peer group, down from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.22M compares with $0.29M for the peer group (0.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
STRT Sales vs. its Competitors, Q1 2026
Strattec Security reported revenue contraction of 4.31 % year on year in Q1 2026, below its competitors' combined revenue change of -2.84 %.
With a net margin of 3.32 %, Strattec Security reported lower profitability than its competitors (8.65 %).
Strattec Security generated 0.29 % of the combined sales of its peer group, down from 0.30 % a year earlier.
API endpoints for this dataset
Strattec Security vs. its Competitors, Q1 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Strattec Security reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Strattec Security and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Strattec Security Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Strattec Security's competitor groups requires a Commercial License.
For context: the Auto & Truck Parts industry grew revenue 4.1% year over year, combined, vs -4.3% for Strattec Security. Strattec Security's share of combined industry revenue moved from 0.13% to 0.12%, a loss of 0.01 percentage points.
Strattec Security's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Strattec Security Corp | Yes | No | No | No |
| Competitors combined (13) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (9) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 50.00 % (4 of 8) | 0.00 % (0 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
STRT Stock Performance relative to its Competitors
STRT Stock Performance relative to High-Confidence Competitors
STRT Stock Performance relative to Similar-Size Competitors
STRT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Dow Inc | 282.9% | Outperformed |
| 2 | Bel Fuse Inc | 282.9% | Outperformed |
| 3 | Emerson Electric Co | 282.9% | Outperformed |
| 4 | Regal Rexnord Corp | 282.9% | Outperformed |
| 5 | Johnson Controls International Plc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Strattec Security's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Strattec Security's Comment on Competition and Industry Peers
Publicly Traded Peers of Strattec Security Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Strattec Security Corp |
251.12 | 570.98 |
 General Electric Company |
336,492.84 | 52,575.00 |
 Emerson Electric Co |
91,094.59 | 18,637.00 |
 Johnson Controls International Plc |
82,908.42 | 24,433.00 |
 Honeywell International Inc |
70,239.96 | 30,716.00 |
 Dow Inc |
22,840.36 | 40,494.00 |
| SUBTOTAL | 665,717.50 | 247,697.93 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Strattec Security Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Strattec Security's Competitors Named by the Company
Competitive relationships identified from Strattec Security reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Magna | Company report | 85% |
| Ohi | Company report | 85% |
| Ushin | Company report | 85% |
| WITTE Automotive | Company report | 85% |
| Edscha | Company report | 85% |
| JNS Auto Parts | Company report | 85% |
| Mitsuba | Company report | 85% |
| Stabilus | Company report | 85% |
| Huf Group | Company report | 85% |
| Brose | Company report | 85% |
| Marquardt | Company report | 85% |
| PHA Automotive | Company report | 85% |
| Valeo | Company report | 85% |
| Aisin | Company report | 85% |
| Novares | Company report | 85% |
| Tokai-Rika | Company report | 85% |
| MinebeaMitsumi | Company report | 85% |
| Inteva | Company report | 85% |
| Shin Chang | Company report | 85% |
| Aumovio | Company report | 85% |
| Alpha-Tech | Company report | 85% |
| Honda Lock | Company report | 85% |
| Huf North America | Company report | 85% |
| Gecom | Company report | 85% |
| Kiekert | Company report | 85% |
| Continental | Company report | 85% |
| MinbeaMitsumi | Company report | 85% |
| Autoliv Inc | Company report | 85% |
| Visteon Corp | Company report | 85% |
Company report basis, confidence, active dates and source counts for Strattec Security's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Strattec Security's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| General Electric Company | Commercial Engines and Services, Reportable 73.25 % |
| Emerson Electric Co | Safety and Productivity 11.33 % |
| Johnson Controls International Plc | Americas 66.79 % |
| Honeywell International Inc | Building Automation 40.45 % |
| Dow Inc | Operating Segment Total 98.39 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Strattec Security's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Strattec Security Corp | 251 | 215,140 | 6,752 |
| General Electric Company | 336,493 | 922,368 | 159,930 |
| Emerson Electric Co | 91,095 | 255,301 | 35,329 |
| Johnson Controls International Plc | 82,908 | 108,591 | 16,342 |
| Honeywell International Inc | 70,240 | 304,119 | 69,525 |
| Dow Inc | 22,840 | 1,170,347 | -38,728 |
| PEERS TOTAL | 665,466 | 292,910 | 28,433 |
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Strattec Security's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Dow Inc | U.S.& Canada 40.37 % |
| Genuine Parts Co | United States 64.75 % |
| Textron Inc | United States 70.17 % |
| Regal Rexnord Corp | North America 70.12 % |
| Autoliv Inc | Americas 33.46 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Strattec Security's Position in Industry Market Structure
Market-capitalization share and concentration across all 51 companies in Strattec Security's industry classification, broader than the peer set above. Market cap in millions of $.Strattec Security ranks #34 of 51 companies by market capitalization in its industry, holding 0.12 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,136, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Cummins Inc | 62,335 | 29.15 % |
| 2 | Magna International Inc | 17,475 | 8.17 % |
| 3 | Genuine Parts Co | 16,944 | 7.92 % |
| 4 | Bwx Technologies Inc | 10,997 | 5.14 % |
| 5 | Borgwarner Inc | 1,234 | 5.2% |
| 6 | Allison Transmission Holdings Inc | 1,234 | 5.2% |
| 7 | Autoliv Inc | 1,234 | 5.2% |
| 8 | Aptiv Plc | 1,234 | 5.2% |
| 9 | Lear Corp | 1,234 | 5.2% |
| 10 | Modine Manufacturing Co | 1,234 | 5.2% |
| 34 | Strattec Security Corp | 255 | 0.12 % |
Market cap and industry share for the rest of Strattec Security's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Strattec Security's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 29 | Power Solutions International Inc | 903 | -54.77 % |
| 30 | China Yuchai International Limited | 820 | -46.15 % |
| 31 | Fox Factory Holding Corp | 752 | -22.06 % |
| 32 | Aeva Technologies Inc | 711 | -27.03 % |
| 33 | Cooper standard Holdings Inc | 1,234 | 12.3% |
| 34 | Strattec Security Corp | 255 | -10.31 % |
| 35 | Holley Inc | 1,234 | 12.3% |
| 36 | Securetech Innovations Inc | 1,234 | 12.3% |
| 38 | Motorcar Parts Of America Inc | 1,234 | 12.3% |
| 39 | Stoneridge Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Strattec Security's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Strattec Security's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Auto & Truck Parts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (88 companies). See the full Auto & Truck Parts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 16.35 % | 18.13 % (avg) | -1.8 pp |
| Operating Margin | 3.94 % | industry median | -4.4 pp |
| EBITDA Margin | 8.93 % | 1.67 % (avg) | +7.3 pp |
| Capital Intensity (Capex / Revenue) | - | 4.91 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Strattec Security's Valuation vs Competitive Position
Valuation multiples vs the Auto & Truck Parts industry average (88 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Auto & Truck Parts industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 19.4x | 24.9x | -5.5x |
| EV / EBITDA | 4.2x | 12.8x | -8.6x |
| P/B | 1.2x | 2.6x | -1.4x |
| Return on Equity | 6.86 % | industry aggregate | -3.59 % |
| Return on Invested Capital | 3.92 % | -0.70 % (avg) | 4.62 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Strattec Security's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2017 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | 16.89 % | 16.82 % | -8.03 % | -6.11 % | 9.26 % | 7.32 % | 6.12 % |
| Operating Margin | 3.35 % | -0.22 % | 0.54 % | 7.24 % | -1.42 % | - | 4.52 % | 5.28 % |
| Return on Invested Capital | 3.24 % | -0.27 % | 0.66 % | 7.30 % | -1.30 % | - | 5.13 % | 5.65 % |
| P/E | 15.2x | 9.7x | - | 6.2x | - | 441.8x | 10.0x | 10.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Strattec Security's Strategic Group Map
Strattec Security is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Strattec Security's trailing-12-month revenue growth of -1.2% and operating margin of 3.9% compares with an average of -1.0% growth and 4.0% margin across its 8 closest peers by combined growth, margin and ROIC -- Strattec Security sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Strattec Security's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Strattec Security falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 4.7% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Strattec Security's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,136 (see Industry Market Structure & Concentration above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Strattec Security's dedicated Suppliers and Customers pages, not here.
Strattec Security's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Strattec Security falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Strattec Security's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+2.1% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Trades at a lower P/E than the industry average (19.4x vs 24.9x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-2.8% annualized).
Methodology: see Methodology: SWOT Analysis.
Strattec Security's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Strattec Security Corp | 0.95 | 2.72 | 0.01 |
| General Electric Company | - | 0.90 | 1.09 |
| Emerson Electric Co | 0.05 | 0.88 | 0.65 |
| Johnson Controls International Plc | 0.05 | 0.96 | 0.70 |
| Honeywell International Inc | 0.47 | 1.24 | 1.69 |
| Dow Inc | 0.40 | 1.87 | 1.01 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Strattec Security's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Strattec Security Corp | Q3 2026 | -4.3 % | -43.4 % |
| General Electric Company | Q3 2026 | +15.9 % | +6.2 % |
| Emerson Electric Co | Q2 2026 | +7.0 % | +22.5 % |
| Johnson Controls International Plc | Q1 2026 | +8.2 % | +17.1 % |
| Honeywell International Inc | Q3 2026 | -52.0 % | -64.3 % |
| Dow Inc | Q3 2026 | +11.5 % | - |
| PEERS TOTAL | -1.1 % | +19.3 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Strattec Security's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Strattec Security Corp | Q3 2026 | -2.5 % | -22.5 % |
| General Electric Company | Q3 2026 | +450.6 % | +9.4 % |
| Emerson Electric Co | Q2 2026 | +2.7 % | +9.7 % |
| Johnson Controls International Plc | Q1 2026 | +7.6 % | - |
| Honeywell International Inc | Q3 2026 | -5.7 % | - |
| Dow Inc | Q3 2026 | +3.9 % | +98.0 % |
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Strattec Security's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Strattec Security Corp | 4.59% | 5.73% | 6.86% |
| General Electric Company | 7.10% | 10.18% | 50.08% |
| Emerson Electric Co | 6.13% | 8.71% | 12.69% |
| Johnson Controls International Plc | 9.33% | 15.77% | 26.03% |
| Honeywell International Inc | 10.10% | 15.11% | 39.45% |
| Dow Inc | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Strattec Security's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Strattec Security Corp | 15.45 | 0.44 |
| General Electric Company | 37.37 | 6.40 |
| Emerson Electric Co | 35.53 | 4.89 |
| Johnson Controls International Plc | 24.51 | 3.39 |
| Honeywell International Inc | 10.46 | 2.29 |
| Dow Inc | - | 0.56 |
| PEERS AVERAGE | 27.73 | 2.69 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.