Stellantis NV, one of the world’s largest mobility companies, announced that it completed 2025 with a net income of 153.5 billion Euros. The second half of 2025, the first full six months of the renewed leadership team, saw revenue growth and industrial free cash flow improve. Top-line growth was restored, with a 10 percent year-over-year increase in net revenues. Industrial free cash flow of minus 1.5 billion euros in the second half of 2025 indicates an improvement of approximately 50 percent compared to the first half of 2025 and a 73 percent improvement compared to the second half of 2024. While the company’s industrial available liquidity was at the level of 46 billion Euros as of the end of 2025, the Board of Directors approved the suspension of the 2026 dividend and the issuance of hybrid bonds up to 5 billion Euros. Aiming for profitable growth opportunities with new segments and different power transmission options by expanding its market scope in North America, Extended Europe, South America and the Middle East & Africa, the company aims for a gradual improvement in net revenues, AOI margin and industrial free cash flow in 2026. He noted that a progressive recovery is expected from the first half of the year to the second half of the year.
Stellantis NV, one of the world’s largest mobility companies that invests in all areas of mobility, announced its full-year financial results for 2025. The company’s net revenues decreased by 2 percent to 153.5 billion euros, despite strong exchange rate pressures and net price declines in the first half of 2025. The decline was partially offset by the positive contribution of the company’s higher sales volume and product mix.
New opportunities for profitable growth will be evaluated in 2026!
Commenting on the subject Stellantis CEO Antonio Filosa“Our 2025 full-year results reflect the cost of overestimating the pace of the energy transition and the need to restructure our business around our customers’ freedom of choice between electric, hybrid and internal combustion technologies. In the second half of the year, we began to see the first positive results of our work to improve quality, strong application performance in our new product launches and a return to growth. Our focus in 2026 will be to continue closing historical application gaps and accelerate our return to profitable growth,” he said. The company posted a net loss of €22.3 billion, mainly due to expenses of €25.4 billion related to the comprehensive strategic transformation undertaken to align with customer preferences and reflect changing regulatory frameworks. Stellantis targets new opportunities for profitable growth by increasing its market coverage with its expanding product offensive in 2026. Among them, in North America, the Jeep® Cherokee and Dodge Charger SIXPACK models represent a strong return to the mid-size SUV and internal combustion engine (ICE) “muscle car” segments. Ram 1500 HEMI® V8 and Express versions, planned to be launched in late 2025, are also expected to support this momentum. In South America, the mid-size pick-up model forms the basis of the Ram Dakota product range; In expanded Europe, the Citroën C5 Aircross BEV, Jeep® Compass BEV and the recently launched Fiat 500 Hybrid models further strengthen the company’s capacity to comprehensively respond to the diverse powertrain and mobility needs of its customers.
Revenue growth strengthens in the second half of 2025!
Stellantis delivered a strong performance in the second half of 2025, increasing its consolidated shipments to 2.8 million units. This represents an increase of 277 thousand units (+ 11 percent) on an annual basis. The growth was broad-based, with volume increases recorded in all regions.
North America made the strongest contribution with additional shipments of 231 thousand units (+39 percent). This increase reflects the positive effects of the increasing trade momentum in the region, as well as the normalized stock dynamics compared to the stock reduction program implemented the previous year.
Stellantis’ second half 2025 net revenues increased by 10 percent compared to the same period in 2024.
With these results, Stellantis clearly demonstrates the initial effects of improvements in operational efficiency, disciplined commercial strategies and the company’s strong global brand portfolio. Additionally, a renewed focus on quality management is starting to show early results, with service problem reports in the first month of use of vehicles reduced by over 50 percent in North America and over 30 percent in Greater Europe since the beginning of 2025.
Decisive transformation move for profitable growth!
Stellantis announced that it initiated a comprehensive transformation process in its business structure on February 6, 2026; In this context, while it recorded expenses of approximately 22.2 billion Euros, excluded from AOI, for the second half of 2025, approximately 6.5 billion Euros of this is expected to create cash outflows in the next four years. These expenses include:
Restructuring the product plan and electric vehicle (EV) supply chain to adapt to customer demand and changing regulations,
Changes made in the estimation methodology of contractual warranty provisions,
Expenses related to previously announced workforce reduction programs in Greater Europe.
The company’s transformation process enabled regional teams to accelerate their decision-making mechanisms and increase efficiency in all business areas. This process also paved the way for the development of closer and more productive collaborations with dealers, suppliers, corporate stakeholders and unions.
Gradual recovery is predicted in 2026!
In 2026, the company expects mid-single-digit percentage increases in net revenues, low single-digits in AOI margin, and year-over-year improvement in industrial free cash flow. Additionally, the company anticipates a gradual increase in performance from the first half of the year to the second half.
Automobile Magazine – English
