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Posted by
Two Blokes Jul 12 -
Filed in
Stock
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Strattec has executed a strong turnaround, expanding margins and cash flow through pricing, cost cuts, and operational improvements, despite a turbulent auto market. The company's balance sheet is robust, with no parent-level debt, rising cash, and prudent capital allocation, positioning it to weather industry volatility. Risks include customer concentration, wage inflation in Mexico, and tariff volatility, but Strattec is largely insulated from direct tariff impacts.
