Research analysts who have asked questions during Stellantis earnings calls.
JA
José Asumendi
JPMorgan Chase & Co.
7 questions for STLA
Also covers: MBGYY, RACE
PH
Philippe Houchois
Jefferies
7 questions for STLA
Also covers: MBGYY, RIVN
Thomas Besson
Kepler Cheuvreux
7 questions for STLA
Also covers: RACE
Horst Schneider
Bank of America
6 questions for STLA
Also covers: MBGYY
MF
Michael Foundoukidis
ODDO BHF
3 questions for STLA
PH
Patrick Hummel
UBS Group AG
3 questions for STLA
Also covers: MBGYY
ER
Emmanuel Rosner
Wolfe Research
2 questions for STLA
Also covers: ADNT, ALV, APTV +10 more
HK
Henning Kosman
Barclays
2 questions for STLA
IM
Itay Michaeli
TD Cowen
1 question for STLA
Also covers: APTV, ASPN, AUR +11 more
MT
Michael Tyndall
HSBC
1 question for STLA
Also covers: RACE
SR
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 Unveils New Vehicles and $13 Billion U.S. Investment at 2026 Detroit Auto Show
STLA
Product Launch
New Projects/Investments
- Stellantis is showcasing a diverse lineup of new and updated vehicles at the 2026 Detroit Auto Show, featuring both internal combustion engine (ICE) and electric models across its Jeep, Ram, Dodge, Chrysler, FIAT, and Alfa Romeo brands.
- Key product introductions include the 2026 Jeep Cherokee turbo hybrid, the all-electric Jeep Recon, the return of the 5.7-liter HEMI V-8 in the 2026 Ram 1500, the 777-horsepower 2027 Ram 1500 SRT TRX, and the multi-energy 2026 Dodge Charger lineup.
- The company announced a $13 billion investment over four years in the U.S. to launch five new vehicles, implement 19 additional product actions, produce a new four-cylinder engine, and create over 5,000 new jobs.
- Several Stellantis vehicles are finalists for prestigious awards, including the 2026 North America Car and Truck of the Year and the Alfa Romeo 33 Stradale for two EyesOn Design Awards.
2 days ago
Stellantis Italy Vehicle Production Falls 20% in 2025
STLA
Demand Weakening
New Projects/Investments
Product Launch
- Stellantis' vehicle production in Italy declined approximately 20% in 2025 to 379,706 units, with passenger-car output plunging 24.5% to 213,706, marking the lowest levels in decades.
- This significant drop was primarily attributed to delays in launching new models, contributing to overall output roughly halving since 2023.
- Union leaders are advocating for an accelerated industrial plan, new investments, and model assignments to prevent further plant closures in Italy.
- Separately, Stellantis' sales in Canada fell about 12% to 114,720 units in 2025, although the Chrysler brand experienced strong gains, including a 79% jump in the fourth quarter.
- Stellantis shares recently closed at $11.09 and had lost 5.28% over the prior month, with analysts projecting $1.72 EPS and approximately $179.49 billion in revenue for the year.
Jan 6, 2026, 4:07 PM
DriveItAway Holdings Reviews 2025 Progress and Outlines 2026 Objectives
STLA
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- DriveItAway Holdings expanded its operational footprint in 2025, quadrupling the number of city regions, and announced a national partnership with Free2move, Stellantis’ global mobility brand.
- For 2026, the company plans to launch its service in twenty additional U.S. cities, bringing its total to thirty-three regions, and aims to quadruple its vehicle fleet on flexible lease.
- This strategic expansion is set against a backdrop of rising new-vehicle prices and a market shift, with approximately 44% of Americans considering subscription-based vehicle models.
Jan 5, 2026, 1:33 PM
Leapmotor plans RMB3.74bn share sale to state-owned FAW
STLA
New Projects/Investments
M&A
- Leapmotor agreed to issue 74,832,245 domestic shares to FAW Equity at RMB50.03 per share, raising approximately RMB3.744 billion.
- FAW Equity, a wholly owned subsidiary of state-owned China FAW Group, will hold roughly a 5% stake in Leapmotor, with the transaction subject to approval by China’s securities regulator.
- Approximately 50% of the proceeds will fund R&D, with the remaining 25% for working capital and 25% to expand its sales and service network and brand awareness.
- The companies plan cooperation on powertrains and joint model development, including a first model developed with FAW's Hongqi brand for launch in the second half of next year.
- Stellantis remains a major investor in Leapmotor, and the fundraise led to Leapmotor shares increasing by 6–7% in Hong Kong.
Dec 29, 2025, 12:26 AM
Stellantis Exceeds Italy Supplier Spending Pledge and Details Local Production Commitments
STLA
New Projects/Investments
Guidance Update
Demand Weakening
- Stellantis announced it will conclude 2025 having placed over €7 billion ($8.1bn) in orders with Italian suppliers, exceeding its prior €6 billion pledge, and directly invested approximately €2 billion in Italy.
- These commitments are a first step to revive local production, following years of strained relations and a significant 36% decline in Italian passenger car output in the first nine months of 2025.
- As part of its efforts, Stellantis has pledged to produce roughly 100,000 hybrid Fiat 500s at Mirafiori through 2026, with production starting on November 25, 2025.
- Future growth and competitiveness in Italy are heavily dependent on the outcome of the EU review of carbon-emission rules, with a key decision expected on December 16.
Dec 10, 2025, 2:05 PM
Stellantis CEO Discusses North America Growth, Strategic Shifts, and Market Outlook
STLA
Product Launch
Guidance Update
Revenue Acceleration/Inflection
- 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.
Dec 4, 2025, 2:05 PM
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.
Dec 4, 2025, 2:05 PM
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
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
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
Quarterly earnings call transcripts for Stellantis.
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