Half-Yearly Outcomes for 2025
Stellantis Anticipates Financial Improvement in H2 2025
Stellantis, a leading global automaker with a diverse portfolio of iconic brands, has updated its financial outlook for the second half of 2025. The company expects a gradual financial improvement driven by operational improvements and revenue growth, despite facing ongoing challenges from tariffs.
According to Stellantis's first half 2025 results, the company incurred a sizable €2.3 billion loss due to tariffs, particularly on certain vehicles exported from the EU to the US. However, the company has reaffirmed its commitment to restoring profitable growth under new CEO Antonio Filosa.
For the second half of 2025, Stellantis expects a low-single-digit percentage Adjusted Operating Income (AOI) margin, reflecting a modest but positive operating profitability after the losses faced in H1 2025. The company also forecasts improved Industrial Free Cash Flow, indicating better cash generation from operations compared to prior periods.
Net revenues are anticipated to rise in H2 2025, benefiting from an expanded product lineup, revitalized marketing efforts, and strong inventory discipline. Despite these improvements, Stellantis continues to face challenges from tariffs, which will likely persist until at least late July 2025.
In addition to the financial outlook, Stellantis has announced several exciting product launches for the second half of 2025. The 5.7-liter HEMI® V-8 engine will return in the 2026 Ram 1500, with the first trucks arriving at dealerships in H2 2025. The second half of 2025 will also see the return to production for the hybrid Jeep Cherokee, the ICE Dodge Charger SIXPACK, and the four-door Charger Daytona, all of which have been on production hiatus since 2023.
Peugeot has brought back its GTi franchise with a new 208 GTi, and the Fiat Titano pickup truck has been introduced to the Argentine market, now produced at the Córdoba, Argentina plant.
Stellantis will present its First Half 2025 Results on July 29, 2025, at 2:00 p.m. CEST/8:00 a.m. EDT, with a live webcast and conference call. Investors and stakeholders are invited to tune in for a comprehensive update on the company's financial performance and future plans.
In summary, while H1 2025 was marked by losses primarily due to tariffs and market pressures, Stellantis expects a gradual financial improvement in H2 2025 driven by operational improvements and revenue growth, though profitability is expected to remain modest in this period.
The anticipated financial improvement for Stellantis in H2 2025, as stated in their updated outlook, will be predominantly driven by investing in operational improvements and increasing revenues from various business segments. Despite the ongoing challenges from tariffs, the company aims to restore profitable growth in the industry, specifically through improved financial management and strategic product launches.
