Stellantis Publishes 2025 Annual Report and Files Form 20-F AMSTERDAM, February 26, 2026 – Stellantis N.V. announced today that it published its 2025 Annual Report and filed its 2025 Form 20-F with the United States Securities and Exchange Commission. Stellantis’ Annual Report and Form 20-F are available under the Investors section of the Stellantis corporate website, where they can be viewed and downloaded1. Shareholders may request a hard copy of these materials, free of charge, by writing to investors.r ...

Big Three automaker Stellantis (STLA) reported a massive full-year loss after taking a $26 billion EV-related charge but saw improving second-half results, suggesting the company's turnaround under CEO Antonio Filosa may be working. Stellantis — which counts brands like Ram, Jeep, Fiat, and Alfa Romeo in its product portfolio — reported second half net revenue of 79.25 billion euros ($93.47 billion), in range of 78 billion to 80 billion euros ($91.87 to $94.23 billion) forecast, and 10% higher than the 71 ...

Core Viewpoint - Stellantis reported a significant full-year loss primarily due to a $26 billion charge related to electric vehicles (EVs), but showed signs of improvement in the second half of the year under CEO Antonio Filosa's leadership [1]. Financial Performance - Stellantis achieved H2 net revenue of 79.25 billion euros ($93.47 billion), aligning with the forecast range of 78 billion to 80 billion euros ($91.87 to $94.23 billion) and representing a 10% increase from 71.86 billion euros ($84.64 billion) in the previous year [2]. - The company recorded a second-half adjusted operating income (AOI) loss of 1.38 billion euros ($1.63 billion), within the forecast range of 1.2 billion to 1.5 billion euros ($1.41 billion to $1.77 billion), contrasting with a gain of 185 million euros ($218 million) in H2 2024 and a profit of 10.2 billion euros ($12 billion) in 2023 [3]. Production and Shipments - Global shipments improved in H2, with an 11% increase to 277,000 units, with all regions reporting higher volumes [4]. Full-Year Results and Charges - For the full year, Stellantis reported a net loss of 22.3 billion euros ($26.3 billion), attributed to 25.4 billion euros ($29.96 billion) in unusual charges [4]. - The company disclosed a 22.2 billion euro ($26 billion) EV-related charge, with cash payments of 6.5 billion euros ($7.7 billion) to be made over the next four years and additional charges of 14.7 billion euros ($17.34 billion) expected in the second half of 2025 [5]. Strategic Adjustments - The charges stemmed from the company's decision to abandon its previous aggressive EV targets, reflecting an overestimation of the energy transition pace and a misalignment with customer preferences [6]. - The write-down included the cancellation of the planned Ram 1500 BEV and battery gigafactories in Italy and Germany, as well as impairments to several EV platforms, primarily due to new US emissions regulations and a need to realign production plans [6].

Big Three automaker Stellantis (STLA) reported a massive full-year loss after taking a $26 billion EV-related charge, but saw improving second-half results, suggesting the company's turnaround under CEO Antonio Filosa may be working. Stellantis — which counts brands like Ram, Jeep, Fiat, and Alfa Romeo in its product portfolio — reported second half net revenue of 79.25 billion euros ($93.47 billion), in range of 78 billion to 80 billion euros ($91.87 to $94.23 billion) forecast, and 10% higher than the 7 ...

Core Viewpoint - Stellantis N.V. will announce its Full Year 2025 Results on February 26, 2026, with a live audio webcast and conference call scheduled for the same day [2][3]. Group 1: Announcement Details - The Full Year 2025 Results will be released on Thursday, February 26, 2026, at 2:00 p.m. CET / 8:00 a.m. EST [2]. - A live audio webcast and conference call will be held on the same date and time [2]. - Related press release and presentation materials will be available on the Stellantis corporate website at approximately 8:00 a.m. CET / 2:00 a.m. EST on February 26, 2026 [3]. Group 2: Company Overview - Stellantis N.V. is a leading global automaker with a diverse portfolio of brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, FIAT, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys [3]. - The company is focused on providing customers with freedom of movement, embracing the latest technologies, and creating value for stakeholders [3].

Core Viewpoint - Stellantis plans to remain unified as a single company despite speculation about potential brand sales or restructuring following disappointing financial results [1][2] Group 1: Company Strategy - CEO Antonio Filosa emphasized the importance of staying together as a strong global company with deep regional groups, indicating a commitment to long-term unity [1] - The company announced a significant restructuring plan involving 22 billion euros ($26 billion) in charges, which includes scaling back electrification efforts and reintroducing V8 engines in U.S. models [1][2] - Filosa described the restructuring as an "important strategic reset" aimed at prioritizing customer preferences and addressing recent declines in market share [2] Group 2: Market Performance - Following the announcement of the restructuring plan, Stellantis shares fell over 20% in both Milan and New York premarket trading [2] - The company has not ruled out the possibility of regionally refocusing or reducing its extensive portfolio of 14 auto brands, which includes underperforming brands like Fiat and Alfa Romeo [3]

Core Viewpoint - Stellantis has mandated a return to office (RTO) policy requiring US employees to work on-site five days a week starting March 30, aiming to enhance customer satisfaction and foster innovation [1][2][7]. Group 1: RTO Policy Details - Directors and above must be on-site five days a week from February 16, as per an internal email from Stellantis CFO Joao Laranjo [2]. - The RTO initiative, titled "Back Together We Win," will apply to all employees globally, with specific timings varying by country [3]. - Employees are expected to confirm their on-site working hours with managers and teams [7]. Group 2: Employee Support and Flexibility - While the majority of work hours are expected to be on-site, the company continues to support flexibility in work hours [8]. - Resources available to assist employees during the transition include childcare discounts and access to 10 free counseling sessions annually through an employee assistance program [8]. Group 3: Company Context and Challenges - Stellantis has faced significant challenges, including struggling US sales and underperforming stock compared to rivals Ford and GM [11]. - The company employed nearly 250,000 people globally as of the end of 2024 [9]. - Recent leadership changes include the departure of CEO Carlos Tavares in December 2024, replaced by former Jeep CEO Antonio Filosa [11].

Core Insights - Stellantis N.V. will present its strategic plan at the Investor Day 2026 on May 21 in Auburn Hills, Michigan [2] Company Overview - Stellantis N.V. is a leading global automaker with a diverse portfolio of brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, FIAT, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys [3]

Core Viewpoint - Stellantis N.V. (NYSE:STLA) is considered one of the best affordable stocks under $30, with recent upgrades in ratings and price targets from Jefferies and Piper Sandler, indicating potential for growth and recovery in the stock price [1][2]. Group 1: Stock Ratings and Price Targets - Jefferies maintained a Buy rating on Stellantis N.V. and set a price target of €13.00 [1]. - Piper Sandler upgraded Stellantis N.V. to Overweight from Neutral and raised the price target to $15 from $9 [1]. Group 2: Market Performance and Investor Sentiment - Stellantis N.V. experienced an 8.6% decline due to concerns over its hydrogen technology strategy and lower trading multiples compared to peers [2]. - Investor expectations are low following several disappointing quarters, but there is a favorable risk/reward outlook for the company [2]. Group 3: Potential Catalysts for Recovery - The US business of Stellantis is expected to improve with market share stabilization and upcoming vehicle launches in 2026, which could enhance competitiveness [3]. - Other potential catalysts include possible brand divestitures, supportive policy developments, and the resumption of share repurchases, all of which could support earnings recovery [3]. Group 4: Company Overview - Stellantis N.V. designs, manufactures, distributes, and sells vehicles under various brands, including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS, Fiat, Jeep, Opel, Peugeot, and others [4].

Core Viewpoint - Stellantis CEO Antonio Filosa sees 2026 as a pivotal execution year for the company, which has faced declining market share in recent years [1][2]. Group 1: Company Strategy - Filosa is implementing a turnaround plan that prioritizes the Jeep and Ram brands in the U.S. while reversing many decisions made by his predecessor regarding a focus on all-electric vehicles [1][2]. - The current year is viewed as a "first step" in remaking the company, which was formed through the merger of Fiat Chrysler and PSA Groupe five years ago [2]. - A detailed future strategy will be presented at a capital markets day in the first half of the year, with potential regional refocusing or portfolio adjustments being considered [3]. Group 2: Company Performance - Stellantis' global sales fell 12.3% from 6.5 million in 2021 to 5.7 million in 2024, with U.S. sales collapsing approximately 27% to 1.3 million vehicles during the same period [6]. - The company dropped from fourth to sixth in U.S. sales, with market share decreasing from 11.6% to 8% [6]. Group 3: Company Culture - Filosa emphasizes the importance of building a strong company culture, which includes being customer-focused and fostering teamwork [4][5]. - The next steps in the company's plans will involve a meeting with over 200 executives to discuss capital markets and company culture [4].