Stellantis

STLA

Market cap $23.4B

Stellantis N.V. (STLA) Q4 2025 Earnings Call Transcript

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.

Auto giant Stellantis on Thursday posted its first-ever annual loss as it implements a major strategic turnaround.

NEW YORK, Feb. 26, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Stellantis N.V. ("Stellantis" or the "Company") (NYSE: STLA).

Stellantis NV (NYSE:STLA, EPA:STLA) has reported its first full-year loss since the 2021 merger, citing a strategic shift away from aggressive electric vehicle (EV) targets as a key factor in its results. The Netherlands-headquartered automaker said the move reflects a renewed focus on customer choice and “resetting” its product and powertrain strategy.

The National Highway Traffic Safety Administration on Thursday closed a long-running probe into nearly 7.4 million U.S. vehicles built by Chrysler-parent Stellantis over inadvertent deployments of active head rests without seeking a recall.

The group said earlier it would book impairments totaling some $26 billion as it rows back major investments in electric vehicles.

Auto giant Stellantis on Thursday posted its first-ever annual loss as it implements a major strategic turnaround. The Jeep maker reiterated its 2026 forecasts, including a mid-single-digit percentage increase in net revenues and a low-single-digit adjusted operating margin.

Stellantis on Thursday reported a net loss of 20.1 billion euros for the second half of 2025, after flagging earlier this month 22.2 billion euros of charges in the period as it scaled back its electric-vehicle ambitions.

Stellantis Reports Full Year 2025 Financial Results Decisive Reset to Meet Customer Preferences Focus on Strong Execution in 2026 Net revenues of €153.5 billion , down 2% compared to 2024, mainly due to FX headwinds and also from H1 2025 net pricing declines Net loss of €22.3 billion due to €25.4 billion of full year unusual charges, primarily reflects a strategic shift to put customer preferences and freedom-of-choice back at the heart of the Company's plans Adjusted operating loss (2) of €842 million with AOI margin (3) of (0.5)% , AOI negatively impacted by a number of specific items Industrial free cash flows (4) were negative €4.5 billion H2 2025, the first full 6 months of the renewed leadership team, saw improvements in revenue growth and I FCF (4) . Top-line growth was re-established with a 10% year-over-year increase in Net revenues.