Stellantis N.V. is a global automaker and mobility provider that designs, engineers, manufactures, and sells vehicles, components, and production systems worldwide. The company offers a diverse portfolio of vehicles, including luxury, premium, SUVs, and mass-market brands, along with related service parts and accessories. Stellantis is also committed to electrification and sustainability, aiming to achieve carbon net-zero mobility by 2038 through its innovative and affordable mobility solutions.
- North America - Manufactures and sells vehicles under brands such as Jeep, Chrysler, Dodge, Ram, Alfa Romeo, and Fiat, focusing on SUVs, trucks, and performance vehicles.
- Enlarged Europe - Produces and distributes vehicles under brands like Peugeot, Citroën, Opel, Vauxhall, and Fiat, catering to the European market with a range of cars and vans.
- Middle East & Africa - Offers a variety of vehicles tailored to regional preferences, leveraging its global brands to meet diverse customer needs.
- South America - Focuses on manufacturing and selling vehicles suited for the South American market, including compact cars and utility vehicles.
- China and India & Asia Pacific - Develops and markets vehicles for these regions, emphasizing affordability and adaptability to local markets.
- Maserati - Designs and produces luxury vehicles, combining high performance with Italian craftsmanship.
- Other Activities - Includes the sale of service parts, accessories, and service contracts, as well as operations in production systems under the Comau brand.
You might also like
- Considering the differentiated pricing pressures in the U.S. versus Europe, can you detail how you plan to sustain margin strength in North America while addressing the production mix challenges and competitive dynamics?
- With synergy gains rising from €3.1 billion to €4 billion in the first half, what specific cost-cutting initiatives will drive further improvements over the next 18 to 24 months, and how do you ensure these savings are sustainable?
- Given the existence of 100,000 to 150,000 aging orders in your backlog, what steps are being taken to clear these orders without negatively impacting revenue, and how will you prevent pricing dilution from delayed deliveries?
- As BEV margins are poised to converge with those of ICE vehicles, how do you plan to further reduce battery and production costs while maintaining product quality, and what is the expected timeline to achieve comparable profitability?
- In light of your strategy to introduce a sub-€25,000 electric vehicle to counter Chinese competition, can you elaborate on the breakthroughs in low-cost sourcing and battery technology needed, and how you will mitigate the inherent margin compression in this segment?
Research analysts who have asked questions during Stellantis earnings calls.
José Asumendi
JPMorgan Chase & Co.
5 questions for STLA
Also covers: MBGYY, RACE
Philippe Houchois
Jefferies
5 questions for STLA
Also covers: MBGYY, RIVN
Thomas Besson
Kepler Cheuvreux
5 questions for STLA
Also covers: RACE
Horst Schneider
Bank of America
4 questions for STLA
Also covers: MBGYY
Itay Michaeli
TD Cowen
1 question for STLA
Also covers: APTV, ASPN, AUR +10 more
Michael Foundoukidis
ODDO BHF
1 question for STLA
Michael Tyndall
HSBC
1 question for STLA
Patrick Hummel
UBS Group AG
1 question for STLA
Also covers: MBGYY
Stephen Reitman
Bernstein
1 question for STLA
Also covers: MBGYY, RACE
Stuart Pearson
Exane BNP Paribas
1 question for STLA
Recent press releases and 8-K filings for STLA.
Stellantis Halts Production at Italian and French Plants
·$STLADemand Weakening
Layoffs
- Stellantis NV announced temporary production halts at its Pomigliano, Italy, and Poissy, France, plants due to weak demand in the European market.
- The Pomigliano plant's stoppage, affecting Fiat Panda and Alfa Romeo Tonale models, will occur from late September into early October, leading to the furlough of approximately 3,800 workers.
- Production at the Poissy plant, which produces DS3 and Opel Mokka SUVs, will pause for about three weeks from mid to late October, impacting 2,000 employees.
- Key factors contributing to this decision include a 1.9% decline in Alfa Romeo registrations in the EU during the first half of 2025 compared to the same period in 2024, and overall declining car registrations for Stellantis brands in Europe.
- During these pauses, Stellantis plans to optimize plant production structures, manage inventory, and conduct maintenance and training activities.
5 days ago
Stellantis CEO Outlines Strategic Priorities and Product Offensive
·$STLACEO Change
Product Launch
Revenue Acceleration/Inflection
- Stellantis's new CEO, Antonio Filosa, appointed less than three months ago, outlined three key business priorities: business growth, flawless industrial execution, and increased profits, aiming for visible improvement quarter by quarter.
- In North America, Stellantis is focused on regaining market share through new product launches, including the return of the Hemi V8 engine in the Ram 1500 (over 40,000 orders in four weeks) and the reintroduction of the Jeep Cherokee, which is expected to begin order collection in the second half of September 2025. The company also plans to launch a Ram midsize pickup truck in 2027 and pioneer range-extended powertrains (REV) in the Ram 1500 and Jeep Grand Wagoneer.
- In Europe, Stellantis is ramping up its Smart Car and Stella Medium platforms with new models like the Citroën C3, Fiat Grande Panda, Opel Frontera, and new Jeep Compass. The company is also leveraging its collaboration with Leapmotor, which has seen significant sales growth in China and recently sold more BEVs than BYD in Germany.
- Stellantis aims for a progressive and gradual improvement in all business KPIs, with a primary focus on the U.S. market, and is committed to "turn the corner on cash generation very soon" by increasing revenue.
Sep 11, 2025, 1:00 PM
Stellantis CEO Outlines Strategic Priorities and Product Offensive at Autumn Conference
·$STLACEO Change
Product Launch
New Projects/Investments
- CEO Antonio Filosa, appointed less than three months ago, outlined three key priorities for Stellantis: business growth, flawless industrial execution, and increased profits.
- In North America, Stellantis is focused on regaining lost market share by reintroducing key nameplates, including the HEMI V-8 engine into Ram 1500 (with 40,000 orders in four weeks) and an internal combustion engine into Dodge Charger, alongside the return of the Jeep Cherokee. The company also plans to introduce a Ram midsize pickup truck in 2027 and be pioneers in range-extended powertrains (REV) for U.S. pickups.
- Stellantis is ramping up its new Smart Car and STLA Medium platforms in Europe, while advocating for regulatory flexibilities due to "frankly unattainable" CO2 emission targets.
- The partnership with Leapmotor is expanding, with Leapmotor's sales growing to 50,000 units per month and Stellantis providing capacity in a Spanish plant to build Leapmotor cars for distribution in Europe and other regions.
- The company aims for a progressive, visible, and gradual improvement in all business KPIs, with a focus on increasing revenue to turn the corner on cash generation.
Sep 11, 2025, 1:00 PM
Stellantis CEO Outlines Strategic Priorities and Product-Led Growth Initiatives
·$STLAProduct Launch
New Projects/Investments
Management Change
- Antonio Filosa, appointed CEO less than three months ago, has set business growth, flawless industrial execution, and increased profits as Stellantis's top priorities, aiming for gradual, visible improvement quarter by quarter.
- To drive growth, particularly in North America where market share declined from 12% to 7%, Stellantis is reintroducing key products, including the Hemi V8 engine in the Ram 1500 (receiving over 40,000 orders in four weeks), an internal combustion engine in the Dodge Charger, and the Jeep Cherokee, with orders for the latter opening in late September 2025. A new Ram midsize pickup truck is also planned for 2027.
- Globally, Stellantis is ramping up new platforms in Europe and expanding its partnership with Leapmotor, including industrial collaboration in Spain. In South America, the company maintains market leadership with 24% market share. Financially, the focus is on improving revenue, profit, and cash generation, with the U.S. as a primary focus for visible results.
Sep 11, 2025, 1:00 PM
Stellantis Outlines Strategic Priorities and Product Offensive at Autumn Conference
·$STLAProduct Launch
New Projects/Investments
Management Change
- Stellantis's new CEO, Antonio Filosa, appointed less than three months ago, has established a smaller leadership team and set three key business priorities: business growth, flawless industrial execution, and increased profits.
- To drive business growth, particularly in North America, Stellantis is reintroducing key nameplates and engines, including the Hemi V8 in Ram 1500 (which garnered 40,000 orders in four weeks), an internal combustion engine in Dodge Charger, and the Jeep Cherokee (with order collection expected to open in the second half of September 2025).
- The company is also expanding its product portfolio with new offerings like the Ram midsize pickup truck, slated for 2027, and pioneering range-extended powertrains (REV) for pickups and large SUVs in the U.S..
- In Europe, Stellantis is ramping up two new platforms, Smart Car and Stella Medium, and is advocating for regulatory flexibilities due to declining industry volumes.
- Globally, Stellantis is leveraging its Leapmotor International joint venture for distribution and industrial collaboration, and maintains a strong market leadership in South America with 24% market share.
Sep 11, 2025, 1:00 PM
Stellantis Appoints New CEO Antonio Filosa
·$STLACEO Change
Management Change
- Antonio Filosa, a 25-year veteran, has been appointed as Stellantis’ new CEO with full executive powers effective June 23, 2025.
- Filosa, who previously served as Chief Operating Officer for the Americas and Chief Quality Officer, is expected to lead the company’s transformation across key markets.
- An Extraordinary Shareholder Meeting will be held shortly to formally elect him to the Board, ensuring a smooth leadership transition.
May 29, 2025, 12:00 AM
Stellantis Announces Q1 2025 Shipments and Revenues
·$STLAEarnings
Revenue Acceleration/Inflection
- Stellantis N.V. will release its First Quarter 2025 shipments and revenues on April 30, 2025.
- A live audio webcast and conference call is scheduled at 1:00 p.m. CEST on the release day, with a recorded replay available post-event.
Apr 18, 2025, 12:00 AM
Stellantis Approves Dividend and Governance Changes at 2025 AGM
·$STLADividends
Proxy Vote Outcomes
Board Change
- All resolutions at the AGM were approved, including a EUR 2 billion dividend distribution proposal that translates to EUR 0.68 per common share (USD 0.773636 for NYSE-listed shares).
- The dividend will be processed with an ex-date between April 22-23, 2025 and a payment date on May 5, 2025.
- The AGM also saw the appointment of several new non-executive directors and noted favorable advisory vote results on the Remuneration Report and related policies (66.9%, 72.8%, and 81.1% respectively).
Apr 15, 2025, 12:00 AM
Stellantis Reports Q1 2025 Shipment Estimates
·$STLAProduct Launch
Demand Weakening
- Stellantis reported consolidated shipments of 1.2 million units for Q1 2025, reflecting a 9% year-over-year decline.
- The decline was driven by reduced production in North America due to extended holiday downtime and lower volumes in Europe from transition challenges, while new model launches helped support order intake.
- The document is a Form 6-K filed on April 11, 2025, providing preliminary shipment estimates and regional performance insights.
Apr 11, 2025, 12:00 AM