Stellantis(US:STLA) Mei Ri Jing Ji Xin Wen·2026-02-27 11:10Financial Performance - In 2025, Stellantis reported net revenue of €153.51 billion, a 2% decrease from €156.88 billion in 2024 [1][3] - The company experienced a net loss of €22.33 billion in 2025, compared to a net profit of €5.52 billion in 2024, primarily due to €25.4 billion in exceptional costs related to strategic business adjustments [2][3] - Adjusted operating profit was negative €0.84 billion in 2025, a significant decline from €8.65 billion in 2024 [3] Operational Highlights - Stellantis achieved a 10% increase in net revenue in the second half of 2025, reaching €79.25 billion, with a 1% increase in vehicle shipments excluding joint ventures [6] - North America was a key growth driver, with a 39% increase in sales, attributed to inventory normalization and strong local business momentum [6] - The company plans to enhance its product lineup, including the reintroduction of models like Jeep Cherokee and Dodge Charger in North America, and new electric and hybrid models in Europe [6] Strategic Adjustments - Stellantis announced significant business adjustments in February 2025, leading to approximately €22.2 billion in costs in the second half of the year, aimed at aligning product planning and electric vehicle supply chains with customer demand [5] - The CEO acknowledged that the company overestimated the speed of energy transition, necessitating a customer-centric business realignment [5] Future Outlook - Stellantis aims for a recovery path from 2025 to 2027, projecting mid-single-digit percentage revenue growth in 2026 and a return to low single-digit adjusted operating profit margins [7] - The company is also evaluating an expanded partnership with Leap Motor to leverage advanced battery and electric drive technologies, which could significantly reduce development costs for its European brands [9][10]