The earnings call indicates a challenging first half of 2025 for Stellantis, with significant revenue and cash flow declines due to adverse market conditions, tariffs, and foreign exchange headwinds. However, the company has shown promising signs of recovery with new product launches, increased market share in Europe, and strong liquidity. Despite these positive developments, the lowlights highlight that the challenges outweigh the improvements at this time.

Company Guidance -

Q4 2025

In the Stellantis Half Year 2025 results call, the company outlined its financial guidance and strategic priorities for the remainder of the year. Stellantis reported that their consolidated shipments fell by 7% to 2.7 million units, with net revenue dropping 13% to EUR 74 billion, largely due to adverse regional mix and lower pricing. The company experienced a significant industrial free cash flow outflow of EUR 3 billion in the first half of 2025. Despite these challenges, Stellantis anticipates a gradual sequential improvement in the second half, driven by new product launches and improved execution. The company expects net revenues to increase, with AOI margins in the low single digits, and improvements in industrial free cash flow. Stellantis is addressing several external factors, such as tariffs and foreign exchange headwinds, and plans to leverage its product wave and new leadership to catalyze growth, particularly in North America and Europe. The company also mentioned the strategic decision to end its fuel cell initiatives in Europe and focus on products with clear market opportunities.

New Product Launches

Stellantis launched four new products in H1 2025, including competitive B segment products in Europe such as the Citroën C3 Aircross, Opel Frontera, and Fiat Grande Panda. More new products are expected later in the year, including iconic nameplates and a variety of powertrains.

North America and Europe Market Share

Market share in Europe increased by 1.3 percentage points to 17% in H1 2025 compared to H2 2024. North America's order book improved by 90% year-over-year, driven by better relationship with dealers and new product launches.

Industrial Liquidity and Cash Management

Stellantis' industrial liquidity remained strong at EUR 47 billion, with EUR 31 billion in cash and liquid securities, bolstered by bond issuances of EUR 3.6 billion.

Growth in South America and MEA

Stellantis maintained market share leadership in South America with growth in key markets like Brazil and Argentina. Middle East and Africa showed continued business momentum despite currency headwinds.

Stellantis (IT:STLAM) Earnings, Revenues Date & History

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IT:STLAM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	0.78 / -	0.599	―	―	―
Jul 29, 2025	2025 (Q2)	0.36 / -0.05	2.36	-102.12% (-2.41)
Feb 26, 2025	2024 (Q4)	0.41 / 0.60	1.368	-56.21% (-0.77)
Jul 25, 2024	2024 (Q2)	2.24 / 2.36	1.341	75.99% (+1.02)
Feb 15, 2024	2023 (Q4)	1.34 / 1.37	1.42	-3.66% (-0.05)
Jul 26, 2023	2023 (Q2)	2.64 / 1.34	1.301	3.07% (+0.04)
Feb 22, 2023	2022 (Q4)	1.27 / 1.42	1.043	36.15% (+0.38)
Jul 28, 2022	2022 (Q2)	1.19 / 1.30	1.051	23.79% (+0.25)	―	―
Feb 23, 2022	2021 (Q4)	1.16 / 1.04	1.112	-6.21% (-0.07)	―	―
Aug 03, 2021	2021 (Q2)	0.47 / 1.05	-0.539	294.99% (+1.59)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IT:STLAM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	€8.27	€8.29	+0.16%
Feb 26, 2025	€12.38	€11.88	-4.05%
Jul 25, 2024	€16.76	€15.31	-8.69%
Feb 15, 2024	€19.40	€20.51	+5.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.