Press Release: Stellantis Reports Full Year 2025 Financial Results

Dow Jones02-26 15:04

Stellantis Reports Full Year 2025 Financial Results

Decisive Reset to Meet Customer Preferences

Focus on Strong Execution in 2026

   -- Net revenues of EUR153.5 billion, down 2% compared to 2024, mainly due to 
      FX headwinds and also from H1 2025 net pricing declines 
 
   -- Net loss of EUR22.3 billion due to EUR25.4 billion of full year unusual 
      charges, primarily reflects a strategic shift to put customer preferences 
      and freedom-of-choice back at the heart of the Company's plans 
 
   -- Adjusted operating loss(2) of EUR842 million with AOI margin(3) of (0.5)%, 
      AOI negatively impacted by a number of specific items 
 
   -- Industrial free cash flows(4) were negative EUR4.5 billion 
 
   -- H2 2025, the first full 6 months of the renewed leadership team, saw 
      improvements in revenue growth and IFCF(4). Top-line growth was 
      re-established with a 10% year-over-year increase in Net revenues. H2 
      2025 IFCF(4) of negative EUR1.5 billion represents approximately 50% 
      improvement compared to H1 2025, and 73% improvement compared to H2 2024 
 
   -- Industrial available liquidity(9) was EUR46 billion at the end of 2025. 
      To preserve a strong balance sheet the Board authorized the suspension of 
      the 2026 dividend and the issuance of up to EUR5 billion of hybrid bonds 
 
   -- New product wave broadens market coverage with added white-space products 
      and powertrain options across North America, Enlarged Europe, South 
      America and Middle East & Africa targeting profitable growth 
      opportunities 
 
   -- 2026 Financial Guidance Affirmed. Company expects to progressively 
      improve Net revenues, AOI margin(3) and Industrial free cash flows(4) in 
      2026, and to see progressive improvements from H1 2026 to H2 2026 
 
"Our 2025 full year results reflect the 
cost of over-estimating the pace of the 
energy transition and of the need to 
reset our business around our customers' 
freedom to choose from the full range of 
electric, hybrid and internal combustion 
technologies." "In the second half of 
the year we began to see initial, 
positive signs of progress with the 
early results of our drive to improve 
quality, strong execution of the 
launches of our new product wave and a 
return to top line growth. In 2026 our 
focus will be on continuing to close the 
execution gaps of the past, adding 
further momentum to our return to 
profitable growth." Antonio Filosa, CEO 
                                          2026 Dodge Charger SIXPACK - 2026 NA 
                                           Car of the Year$(R)$ 
 
 
 
                                                                                                      FY 2026 
                                                                                                      FINANCIAL 
                                                                                                      GUIDANCE Net 
                                                                                                      revenues: 
                                                                                                      Mid-Single Digit 
                                                                                                      % Increase AOI 
                                                                                                      margin(3) : 
                                                                                                      Low-Single Digit 
                                                                                                      % Industrial 
                                                                                                      free cash 
                                                                                                      flows(4) : 
                                                                                                      Improved Y-o-Y 
                                                                                                      (incl. EUR2B in 
                                                                                                      2026 payments 
                                                                                                      related to H2 
                                                                                                      '25 charges) 
                                                                                                      Expect Positive 
                                                                                                      Industrial free 
 EUR million / units                                                                                  cash flow(4) in 
       million          FY 2025   FY 2024        Change        H2 2025   H2 2024        Change        2027 
---------------------   --------  -------  ------------------  --------  -------  ------------------  ---------------- 
I 
 F 
 R 
 S  Net revenues         153,508  156,878                (2)%    79,247   71,861                +10% 
    ------------------  --------  -------  ------------------  --------  -------  ------------------ 
 Net profit/(loss)      (22,332)    5,520                n.m.  (20,076)    (127)                n.m. 
 ------------------     --------  -------  ------------------  --------  -------  ------------------ 
 Diluted EPS              (7.75)     1.84                n.m.    (6.96)   (0.05)                n.m. 
 ------------------     --------  -------  ------------------  --------  -------  ------------------ 
 Cash flows from 
  operating 
  activities(5)          (4,650)    1,535                n.m.   (2,363)  (2,435)                 +3% 
 ------------------     --------  -------  ------------------  --------  -------  ------------------ 
N 
 O 
 N 
 - 
 G 
 A 
 A  Adjusted operating 
 P   income/(loss)(2)      (842)    8,648              (110)%   (1,382)      185                n.m. 
    ------------------  --------  -------                      --------  ------- 
 Adjusted operating 
  income margin(3)        (0.5)%     5.5%          (600)  bps    (1.7)%     0.3%          (200)  bps 
 ------------------     --------  -------  -------------  ---  --------  -------  -------------  --- 
 Adjusted diluted 
  EPS(5)                  (0.42)     2.48              (117)%    (0.60)     0.08                n.m. 
 ------------------     --------  -------  ------------------  --------  -------  ------------------ 
 Industrial free 
  cash flows(4)          (4,525)  (6,045)                +25%   (1,520)  (5,653)                +73% 
 ------------------     --------  -------  ------------------  --------  -------  ------------------ 
 Consolidated 
  shipments(1)             5,484    5,415                 +1%     2,820    2,543                +11% 
 ------------------     --------  -------  ------------------  --------  -------  ------------------ 
 Combined 
  shipments(1)             5,573    5,526                 +1%     2,883    2,595                +11% 
 ------------------     --------  -------  ------------------  --------  -------  ------------------  ---------------- 
 

________________________________________________________________________________________________________________________________________

All reported data is unaudited. Reference should be made to the section "Safe Harbor Statement" included elsewhere within this document

n.m - not meaningful

AMSTERDAM -- February 26, 2026 -- Stellantis N.V. reported its Full Year 2025 results, with Net revenues of EUR153.5 billion, down 2% from 2024 due to strong FX headwinds and H1 2025 net pricing declines, which were partially offset by higher volume and mix. The Company posted a Net loss of EUR22.3 billion, driven by EUR25.4 billion in charges primarily related to a profound strategic shift to meet customer preferences, and reflect shifts in regulatory frameworks.

In 2026, Stellantis' expanding product wave is broadening market coverage and targeting new opportunities for profitable growth. For example, in North America, the Jeep(R) Cherokee and Dodge Charger SIXPACK mark a decisive re--entry into the mid--SUV and ICE muscle--car segments, with additional momentum expected from the late--2025 launch of the Ram 1500 HEMI(R) V8 and Express models. In South America, the mid-size pickup Ram Dakota anchors the lineup, while in Enlarged Europe, the Citroën C5 Aircross BEV, the Jeep(R) Compass BEV and the recently launched Fiat 500 Hybrid further strengthen the Company's ability to meet the full range of its customers' needs.

Company Delivers Return to Top-Line Growth in H2 2025

Stellantis delivered a solid performance in the second half of 2025, with consolidated shipments reaching 2.8 million units--an increase of 277,000 vehicles, or +11% year-over-year. Growth was broad-based, with every region reporting higher volumes.

   -- North America posted the strongest contribution, adding 231,000 units--a 
      +39% year-over-year increase, reflecting the benefits of normalized 
      inventory dynamics, compared with the prior year's inventory reduction 
      initiative, along with increased commercial momentum in the region. 
 
   -- Stellantis' Net revenues in H2 2025 rose 10% compared with the same 
      period in 2024. 

These results reflect the initial impact of improved operational efficiencies, disciplined commercial strategies, and the strength of Stellantis' global brand portfolio. Furthermore, the renewed focus on quality management is delivering early results, with the number of issues reported for vehicles in their first month of service decreasing by over 50% in North America, and by over 30% in Enlarged Europe since the beginning of 2025.

Executes Decisive Reset to Align with Customers and Support Profitable Growth

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February 26, 2026 02:04 ET (07:04 GMT)

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