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.
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- 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 Partners Pony.ai for Level 4 Autonomous Vans in Europe
·$STLANew Projects/Investments
Product Launch
- Stellantis has formed a joint venture with Chinese robotaxi company Pony.ai to develop Level 4 autonomous electric vans, with testing starting in Luxembourg and a planned broader rollout across European cities from 2026.
- The partnership will integrate Pony.ai's autonomous driving technology with Stellantis' platform, initially focusing on light commercial vehicles like the Peugeot e-Traveller.
- Stellantis faces financial challenges, including a year-to-date stock loss of over 16%, declining margins, and a low Altman Z-Score of 1.52, which places the company in the distress zone.
- In contrast, Pony.ai's stock has gained more than 42% year-to-date, and the company has experience testing autonomous rides in China.
1 day ago
Stellantis N.V. Announces $13 Billion Investment in U.S. Operations
·$STLANew Projects/Investments
Product Launch
Hiring
- Stellantis N.V. announced a $13 billion investment over the next four years to expand its U.S. business and manufacturing footprint, marking the largest single investment in the Company's 100-year U.S. history.
- This strategic investment is projected to increase annual finished vehicle production by 50% and create more than 5,000 new jobs across its Illinois, Ohio, Michigan, and Indiana plants.
- The plan includes five new vehicle launches and 19 product actions, such as reopening the Belvidere, Illinois plant for Jeep vehicles, producing an all-new midsize truck in Toledo, Ohio, and developing new EV and internal combustion engine large SUVs in Warren, Michigan.
3 days ago
Stellantis Announces $13 Billion U.S. Investment
·$STLANew Projects/Investments
Hiring
Revenue Acceleration/Inflection
- Stellantis announced a $13 billion investment in its U.S. operations over the next four years, aiming to expand domestic production by approximately 50% and create more than 5,000 jobs across several states.
- This investment will fund five new vehicles, an all-new U.S.-made four-cylinder engine, and 19 refreshed products and updated powertrains through 2029.
- A key part of the plan includes investing more than $600 million to reopen the Belvidere Assembly Plant, which is expected to create roughly 3,300 jobs and expand production of Jeep Cherokee and Compass models.
- The company's strategy is to strengthen its U.S. manufacturing footprint and offset an estimated €1.5 billion (roughly $1.7 billion) in tariff costs this year on vehicles produced in Canada and Mexico, thereby seeking higher North American profitability.
- Following the announcement, Stellantis shares rose about 6.6% in after-hours trading to $10.56 a share.
3 days ago
Stellantis Announces $13 Billion U.S. Investment Plan
·$STLANew Projects/Investments
Product Launch
Hiring
- Stellantis announced a $13 billion investment over the next four years in the United States, representing the largest single investment in the Company's 100-year U.S. history.
- This investment is projected to expand U.S. production by 50% and will facilitate five new vehicle launches and 19 product actions through 2029.
- The plan is expected to create more than 5,000 new jobs across plants in Illinois, Ohio, Michigan, and Indiana.
- Significant plant-specific investments include over $600 million to reopen the Belvidere, Illinois plant, nearly $400 million for an all-new midsize truck in Toledo, Ohio, and over $100 million for engine production in Kokomo, Indiana.
4 days ago
Stellantis Reports Q3 2025 Estimated Consolidated Shipments
·$STLARevenue Acceleration/Inflection
- Stellantis N.V. reported estimated consolidated shipments of 1.3 million units for the three months ending September 30, 2025.
- This volume represents a 13% year-over-year increase.
- The growth was primarily driven by North America, which saw a 35% year-over-year increase in shipments, adding approximately 104 thousand units.
- Enlarged Europe shipments increased by 8% (approximately 38 thousand units), and Middle East & Africa shipments grew by 21%.
8 days ago
Stellantis Reports 13% Rise in Q3 2025 Vehicle Shipments
·$STLARevenue Acceleration/Inflection
Profit Warning
Product Launch
- Stellantis experienced a 13% year-over-year increase in global vehicle shipments to 1.3 million units in the third quarter of 2025, primarily driven by a 35% surge in North America and new model launches.
- Despite these shipment gains, the company reported negative operating margins (-2.69%) and net margins (-1.64%), indicating profitability challenges.
- An Altman Z-Score of 1.53 places Stellantis in the distress zone, suggesting a potential risk of bankruptcy within two years.
- Stellantis shares responded positively to the shipment news, rising between 2% and 3.4% in early trading.
Oct 10, 2025, 9:17 AM
Stellantis Reports Q3 2025 Estimated Consolidated Shipments
·$STLARevenue Acceleration/Inflection
Product Launch
- Stellantis reported estimated consolidated shipments of 1.3 million units for the three months ending September 30, 2025, representing a 13% year-over-year increase.
- The growth was primarily driven by North America, which posted a 35% year-over-year increase in shipments, adding approximately 104 thousand units.
- Enlarged Europe also contributed to the increase with an 8% year-over-year rise in shipments, totaling approximately 38 thousand units, mainly due to the start of production of four new B-segment "Smart Car" platform nameplates.
- Other regions collectively saw a 3% year-over-year increase, largely due to a 21% increase in Middle East & Africa, partially offset by a 3% decrease in South America.
Oct 10, 2025, 6:07 AM
Stellantis Plans $10 Billion Investment in U.S. Operations
·$STLANew Projects/Investments
CEO Change
Product Launch
- Stellantis plans to invest approximately $10 billion in its U.S. operations, potentially in two phases of around $5 billion each.
- This investment aims to strengthen its market presence by reopening plants, expanding hiring, and launching new vehicle models, with a focus on reviving the Jeep and Dodge brands.
- The strategic refocus on the U.S. market, moving away from prior emphasis on Europe and lower-cost countries, is being led by new CEO Antonio Filosa.
- The investment is partly motivated by efforts to mitigate tariff impacts and align with U.S. political developments.
Oct 4, 2025, 9:40 PM
Stellantis Reports Strong Q3 2025 U.S. Sales Growth
·$STLARevenue Acceleration/Inflection
Product Launch
- FCA US LLC reported U.S. total sales of 324,825 vehicles in the third quarter of 2025, marking a 6% increase over the same period last year.
- The Jeep brand saw an 11% increase in total U.S. sales in Q3 year over year, with strong performances from Wrangler (up 18%), Gladiator (up 43%), and Wagoneer (up 122%).
- Ram brand retail sales increased 26% year over year in Q3, while Chrysler brand total sales grew 45%, driven by Pacifica sales up 49% and Voyager sales up 65%.
- The Dodge Durango achieved its best Q3 in 20 years, with total sales up 44% year over year.
- New models are set to arrive, including the 2026 Jeep Cherokee in Q4 2025 and the 2026 Dodge Charger lineup, with orders for the first model starting production this year.
Oct 1, 2025, 9:04 PM
Stellantis Expands AI Partnership with Mistral AI
·$STLANew Projects/Investments
Demand Weakening
- Stellantis is expanding its strategic partnership with French AI company Mistral AI to accelerate the integration of artificial intelligence across its operations, focusing on enhancing sales and after-sales teams to improve customer service and operational efficiency.
- The collaboration will establish an Innovation Lab for customized AI solutions and a Transformation Academy to scale AI adoption across Stellantis, aiming to boost agility and competitiveness.
- Following the announcement, Stellantis' shares traded 2% higher, and retail investor sentiment on Stocktwits shifted from 'bearish' to 'neutral'.
- This expansion occurs as Stellantis reported a 13% decrease in net revenues to €74.3 billion and a net loss of €2.3 billion in the first half of 2025, compared to a net profit of €5.6 billion in the same period the previous year.
Oct 1, 2025, 1:41 PM