Stellantis (STLA) Company Report

Stellantis' CEO Antonio Filosa reported that North American market trends are sustainable, with U.S. market share increasing from 7% in H1 to 8% in Q3. The company is experiencing strong demand for new product launches, including 50,000 orders for the Ram Hemi V8 engine within six weeks of its return, and is launching the new Jeep Cherokee hybrid this month.
The company has adjusted its strategy regarding electric vehicle penetration, acknowledging that previous assumptions for 50% BEV penetration by 2030 in the U.S. were incorrect (current penetration less than 6%). This shift emphasizes listening to customer demand, leading to a focus on ICE and hybrid vehicles, with plans to expand hybrid technology.
Stellantis is on track with its guidance through the end of November but noted a negative cash generation of EUR 6.6 billion last year and over EUR 3 billion in H1 this year, with a commitment to improve business KPIs quarter by quarter.
Favorable regulatory changes in the U.S., including new CAFE standards up to 2031 realigned to market demand, are expected to create significant opportunities for ICE volumes and mix. The company is also working to recover market share in Europe through new product launches and a strategic partnership with Leapmotor.

14 hours ago

Transcript

Stellantis Details North American Momentum and Strategic Adjustments

STLA

Product Launch

Guidance Update

New Projects/Investments

Stellantis reported an increase in its U.S. market share from 7% in H1 to 8% in Q3 and is experiencing strong demand for new product launches, including 50,000 orders for the Ram Hemi V8 engine within six weeks and the upcoming hybrid Jeep Cherokee.
The company is realigning its strategy by acknowledging lower-than-expected BEV penetration (U.S. BEV penetration is less than 6%) and responding to customer demand for ICE engines, while also prioritizing hybrid technology as the fastest-growing segment in the U.S..
Stellantis plans to recover market share in Europe through new product introductions across various segments and its Leapmotor partnership, while also consolidating its dominant position in South America and expanding through localization in Middle East and Africa.
Despite reporting negative cash generation of EUR 6.6 billion last year and over EUR 3 billion in H1, Stellantis is focused on incremental improvements in business KPIs and will present its future strategic framework at a Capital Markets Day in H1 next year.

15 hours ago

Transcript

Stellantis Adopts North American Charging System (NACS)

STLA

New Projects/Investments

Product Launch

Stellantis announces the adoption of the North American Charging System (NACS) for select battery-electric vehicles (BEVs) in North America, Japan, and South Korea.
This integration will provide future access to more than 28,000 Tesla Superchargers across these regions.
Access to the Tesla Supercharger network will begin in early 2026 for North America and in 2027 for Japan and South Korea.
Initial North American BEVs to use NACS include the Jeep Wagoneer S and Dodge Charger Daytona, followed by the 2026 Jeep Recon and other future products.

Nov 18, 2025, 11:25 PM

Press Release

Stellantis Recalls Jeep Plug-in Hybrid Vehicles Over Battery Fire Risk

STLA

Legal Proceedings

Stellantis is recalling over 320,000 Jeep Wrangler and Grand Cherokee plug-in hybrid vehicles in the U.S. due to a high-voltage battery defect that poses a fire risk.
The U.S. National Highway Traffic Safety Administration (NHTSA) advises owners to park affected vehicles outside and avoid charging them until repairs are made.
The defect involves battery packs with cells susceptible to separator damage, which could lead to overheating and rare fire incidents.
Stellantis is actively working on a remedy and will notify owners for inspection and repairs by service technicians.

Nov 4, 2025, 9:14 AM

Bloomberg

European Auto Stocks Rise on Chip Supply Optimism Amid China Export Plans

STLA

Guidance Update

Demand Weakening

Revenue Acceleration/Inflection

European auto stocks, including BMW, Mercedes-Benz, Volkswagen, and Renault, rose significantly due to optimism over the easing of semiconductor supply shortages.
This positive sentiment follows indications from China's Commerce Ministry to loosen export restrictions on Nexperia chips and the removal of shipping barriers by U.S. and Chinese governments.
French car parts makers Forvia, Valeo, and OPMobility also experienced share increases, with Forvia confirming its 2025 guidance contingent on supply conditions.
While BMW's deliveries in China fell 16% in early 2025, European new car sales saw a 10.7% surge in September.

Nov 3, 2025, 10:25 AM

WSJ

Stellantis N.V. Reports Q3 2025 Results with Increased Shipments and Net Revenues

STLA

Earnings

Guidance Update

New Projects/Investments

Stellantis N.V. reported net revenues of €37.2 billion for Q3 2025, marking a 13% year-over-year increase compared to Q3 2024, with consolidated shipments totaling 1.3 million units, also up 13% year-over-year.
The company announced a strategic $13 billion U.S. investment program over the next four years, aimed at fueling future growth and reinforcing its manufacturing footprint and brand presence across the U.S..
Stellantis reiterated its H2 2025 financial guidance, anticipating improvement in Net revenues, Adjusted Operating Income (AOI) margin, and Industrial free cash flows compared to H1 2025.
In Q3 2025, North America net revenues increased by 29% and shipments by 35%, while South America experienced a 5% decrease in net revenues and a 3% decrease in shipments compared to the prior year.

Oct 30, 2025, 4:06 PM

6-K

Stellantis Reports Q3 2025 Revenue Growth, Warns of Significant H2 Charges

STLA

Earnings

Profit Warning

New Projects/Investments

Stellantis reported a 13% increase in third-quarter 2025 revenues, reaching €37.2 billion ($43.2 billion), marking its first top-line growth in seven quarters and exceeding analyst expectations, driven by gains in North America and Europe.
The company warned of significant one-off charges expected in the second half of the year related to restructuring, warranty adjustments, and strategic realignment, which caused its share price to drop by up to 6%.
Tariffs are projected to result in net expenses of approximately €1 billion ($1.2 billion) this year, a reduction from an earlier projection.
CEO Antonio Filosa has pledged a $13 billion investment in its core U.S. market over the next four years as part of a deep business review.

Oct 30, 2025, 1:05 PM

Bloomberg

Stellantis Reports Q3 2025 Growth and Announces Major U.S. Investment

STLA

Earnings

New Projects/Investments

Revenue Acceleration/Inflection

Stellantis reported a return to top-line growth in Q3 2025 after seven quarters of decline, with consolidated shipments and net revenue both increasing 13% compared to the prior year.
The company announced a $13 billion investment in its U.S. manufacturing and products over the next four years, aiming to increase U.S. production by 50% and re-enter key market segments.
Stellantis confirmed its second-half 2025 financial guidance, anticipating continued sequential improvement and a low single-digit adjusted operating income margin for the second half.
New product launches, such as the Jeep Cherokee and Dodge Charger six pack, are expected to drive volume growth, particularly in North America, with major positive impact visible in Q1 2026.

Oct 30, 2025, 12:00 PM

Transcript

Stellantis Reports Q3 2025 Growth and Announces Major U.S. Investment

STLA

Earnings

New Projects/Investments

Product Launch

Stellantis reported a return to top-line growth in Q3 2025, with consolidated shipments and net revenue both increasing by 13% compared to the prior year, ending a seven-quarter period of year-over-year declines.
The company announced a $13 billion investment in its U.S. manufacturing and products over the next four years, which is the largest single investment in its history, aiming to increase U.S. production by 50% and introduce five new vehicles.
Stellantis is confirming its second half 2025 financial guidance, expecting continued sequential improvement and a low single-digit adjusted operating income margin for the period.
New product launches are underway, including the Jeep Cherokee and Dodge IZ Charger in North America, and the Jeep Compass and Fiat 500 Hybrid in Europe, as part of a strategy to address product gaps and offer "freedom of choice" in powertrains. Joao Larangeira also assumed the role of CFO.

Oct 30, 2025, 12:00 PM

Transcript

Stellantis Reports Q3 2025 Top-Line Growth and Confirms Second-Half Guidance

STLA

Earnings

Guidance Update

New Projects/Investments

Stellantis reported a return to year-over-year top-line growth in Q3 2025, with consolidated shipments and net revenues both increasing 13% compared to Q3 2024, ending a period of seven quarters of decline.
The company confirmed its second-half 2025 financial guidance, expecting continued sequential improvement and a low single-digit adjusted operating income margin for the second half.
A $13 billion investment in U.S. manufacturing and products was announced, aimed at re-entering key segments and expanding product offerings, including new launches like the Jeep Cherokee.
The projection for net tariff expenses for 2025 was refined to approximately €1 billion, a reduction from the prior €1.5 billion.

Oct 30, 2025, 12:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Stellantis.

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